QUICK FUND SUMMARY
WhiteOak Capital Pharma and Healthcare Fund Growth is an equity mutual fund managing assets worth ₹792.84 Cr. The current NAV is ₹16.30 as of Jul 20. It has delivered a maximum CAGR of 22.06%. Investors can start with a minimum SIP amount of ₹100. The fund primarily holds Max Healthcare Institute Ltd., Sun Pharmaceutical Industries Ltd., Fortis Healthcare Ltd., Cipla Ltd. and JB Chemicals & Pharmaceuticals Ltd..
WhiteOak Capital Pharma and Healthcare Fund Details
Fund Size | ₹792.84 Cr |
Type | Equity: Sectoral/Thematic |
Minimum Investment | ₹100 |
NAV (Jul 20) | ₹16.30 |
Plan Type | Regular |
Launch Date | 06 Feb 2024 |
Lock in Period | 0 days |
Plan Option | Growth |
Expense Ratio | 2.88% |
WhiteOak Capital Pharma and Healthcare Fund Holdings
Get an overview of this fund's exposure across asset classes, market cap segments, securities, credit ratings, etc.
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WhiteOak Capital Pharma and Healthcare Fund Peer Comparison
Comparison of funds that belong to the same category, based on historical returns
| Funds | 1Y Returns | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
 WhiteOak Capital Pharma and Healthcare Fund | +17.57% | -- | -- |
 ICICI Prudential Pharma Healthcare and Diagnostics Fund | +8.20% | +24.54% | +15.94% |
 SBI Healthcare Opportunities Fund | +15.16% | +23.29% | +16.70% |
 DSP Healthcare Fund | +9.55% | +20.91% | +14.74% |
WhiteOak Capital Pharma and Healthcare Fund Risk Indicator
The risk of the scheme is very high
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FAQs on WhiteOak Capital Pharma and Healthcare Fund
WhiteOak Capital Pharma and Healthcare Fund is a Growth Equity mutual fund managed by White Oak Capital.
The current NAV of WhiteOak Capital Pharma and Healthcare Fund is ₹16.30 as of Jul 20.
You can invest in WhiteOak Capital Pharma and Healthcare Fund directly on share.market by searching for the fund, selecting your preferred mode (SIP or Lumpsum), and completing your KYC-verified investment in a few steps.
The minimum SIP amount for WhiteOak Capital Pharma and Healthcare Fund is ₹100.
The expense ratio of WhiteOak Capital Pharma and Healthcare Fund is 2.88%.
Short-term capital gains (STCG) on WhiteOak Capital Pharma and Healthcare Fund are taxed at a flat rate of 20% (plus applicable surcharge and 4% health & education cess) if you redeem your units within 12 months of purchase. If you hold your units for more than 12 months, the gains are classified as Long-Term Capital Gains (LTCG) and taxed at 12.5% without indexation benefits, but only on the component of total equity capital gains that exceeds ₹1.25 Lakh in a single financial year. Gains up to ₹1.25 Lakh are tax-exempt. The information set out above is included for general information purposes only and does not constitute legal, financial or tax advice. Tax laws are complex and subject to frequent amendments by the Government of India. In view of the individual nature of the tax consequences, each investor is advised to consult his or her own tax consultant with respect to specific tax implications arising out of their participation in the mutual fund scheme.
Disclaimer: Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and carefully for more information.