₹ 9.97
NAV (Apr 22)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 9.97
NAV (Apr 22)
Last 1Y | NA |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | -0.3% |
6 Month CAGR | NA |
The primary objective of the Scheme is to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Pharma and Healthcare companies. However,there can be no assurance that the investment objective of the Scheme will be realized.
Expense Ratio | 2.35 |
Launched (0y ago) | Feb 06, 2024 |
AUM in Crores | 108.609 |
ISIN | INF03VN01878 |
Lock-in | No Lock-in |
Benchmark | S&P BSE Healthcare TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 0 |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
WhiteOak Capital Pharma and Healthcare Fund (Growth) | NaN | NaN | % | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
sun pharmaceuticals industries ltd
14.1%cipla ltd
9.5%torrent pharmaceuticals ltd
6.9%zydus lifesciences ltd
6.1%mankind pharma ltd
5.2%healthcare
91.8%basic materials
2.5%Fund Name | Fund Size | Outperformance Consistency |
---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 53,505 cr | ||
₹ 41,281 cr |
WhiteOak Capital Asset Management Limited
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
5.2% | 5% | ||
5% | 4.5% | ||
5% | 4.5% | ||
5% | 4.5% | ||
5% | 4.4% |
WhiteOak Capital Pharma and Healthcare Fund (G) is a Sectoral/ Thematic Equity fund and has delivered an annualised return of -0.3% over a period of 0 years. The fund is managed by WhiteOak Capital Asset Management Limited. The fund managers are Dheeresh Pathak, Piyush Baranwal, Ramesh Mantri.
Nav of WhiteOak Capital Pharma and Healthcare Fund (G) as of 4/22/2024 is ₹9.97 with the total AUM as of 4/23/2024 is ₹108.609. With Scripbox you can compare and check the latest nav for all mutual funds in India. WhiteOak Capital Pharma and Healthcare Fund (G) was launched on Feb 06, 2024. The category risk of the fund is Very High Risk.
The minimum SIP amount for WhiteOak Capital Pharma and Healthcare Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
WhiteOak Capital Pharma and Healthcare Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE Healthcare TR INR.
WhiteOak Capital Pharma and Healthcare Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with WhiteOak Capital Pharma and Healthcare Fund (G).
What is WhiteOak Capital Pharma and Healthcare Fund (G)?
How to invest in WhiteOak Capital Pharma and Healthcare Fund (G)?
You can invest in WhiteOak Capital Pharma and Healthcare Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of WhiteOak Capital Pharma and Healthcare Fund (G)?
The minimum sip amount for WhiteOak Capital Pharma and Healthcare Fund (G) is ₹0. You can invest in multiples of ₹5000.
Is WhiteOak Capital Pharma and Healthcare Fund (G) good to invest in?
As per Scripbox experts, WhiteOak Capital Pharma and Healthcare Fund (G) is a Not Reviewed Yet fund. You can investWhiteOak Capital Pharma and Healthcare Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the WhiteOak Capital Pharma and Healthcare Fund (G)?
The expense ratio of the WhiteOak Capital Pharma and Healthcare Fund (G) is 2.35% for regular plan.