WhiteOak Capital Pharma and Healthcare Fund Regular Plan Growth
Category: Equity: Sectoral-Pharma and Healthcare
Launch Date: 06-02-2024
AUM:
₹ 112.6 Cr
Expense Ratio
2.36%
Benchmark
S&P BSE Healthcare TRI
ISIN
INF03VN01878
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
0
Fund Manager
Piyush Baranwal, Ramesh Mantri, Dheeresh Pathak, Naitik Shah
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| WhiteOak Capital Pharma and Healthcare Fund Regular Plan Growth | - | - | - |
| S&P BSE Healthcare TRI | 52.5 | 14.07 | 21.99 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
10.086
Last change
-0.01 (-0.119%)
Fund Size (AUM)
₹ 112.6 Cr
Performance
0.14% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Pharma and Healthcare companies.
Fund Manager
Piyush Baranwal, Ramesh Mantri, Dheeresh Pathak, Naitik Shah
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Sun Pharmaceutical Industries Ltd. | 11.35 |
| Cipla Ltd. | 9.09 |
| Torrent Pharmaceuticals Ltd. | 5.79 |
| Zydus Lifesciences Ltd. | 5.35 |
| Mankind Pharma Ltd. | 4.17 |
| Max Healthcare Institute Ltd. | 3.81 |
| Lupin Ltd. | 3.48 |
| Abbott India Ltd. | 3.36 |
| JB Chemicals & Pharmaceuticals Ltd. | 3.29 |
| Krishna Institute of Medical Sciences Ltd | 3.05 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Healthcare | 97.19 |
| Chemicals | 1.81 |
| Services | 1.0 |
| Financial | 0.66 |
| Others | -0.64 |