WhiteOak Capital Pharma and Healthcare Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Sectoral/Thematic funds is 77.59% .
The largest portfolio holding is SUN PHARMACEUTICAL INDUSTRIES LTD with a portfolio weight of 8.53% .
The fund currently owns more than 59 stocks.
The top 10 holdings account for 46.39% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 31.45% | -0.11% |
| 2 Year Return | N/A | 12.90% |
| 3 Year Return | N/A | 41.33% |
| 4 Year Return | N/A | 59.19% |
| 5 Year Return | N/A | 77.59% |
| 6 Year Return | N/A | 118.07% |
| 7 Year Return | N/A | 140.00% |
| Expense Ratio | 0.56% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Health Care |
8.53%
|
|
| 2 | Health Care |
7.81%
|
|
| 3 | Pharmaceuticals |
4.94%
|
|
| 4 | Health Care |
4.78%
|
|
| 5 | Health Care |
3.86%
|
|
| 6 | Hospitals & Medical Services |
3.76%
|
|
| 7 | Health Care |
3.72%
|
|
| 8 | Pharmaceuticals |
3.18%
|
|
| 9 | Health Care |
2.94%
|
|
| 10 | Health Care |
2.87%
|
|
| 11 | Health Care |
2.53%
|
|
| 12 |
2.51%
|
AMC: WHITEOAKCAPITAL
Category: Equity • Sectoral/Thematic
Launch Date: 16 Jan 2024
Fund Manager: Mr. Ramesh Mantri
Minimum Purchase: ₹500
Exit Load:
Lock-in: 1
Risk: Moderate Risk
WhiteOak Capital Pharma and Healthcare Fund - Direct Plan is managed by WHITEOAKCAPITAL and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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