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WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan is ₹13.09.
It is better to invest in a fund with a longer track record as WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark NIFTY 500, as the Funds portfolio is similar to its benchmark.
WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan fund’s expense ratio is 0.69%
The process for redemption is
The AUM of WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan is currently ₹283 Crores.
The Top three stocks are Sun Pharma Inds., Divis Lab and Cipla and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 31% and 46% of fund’s portfolio respectively.
Top three sectors of WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan fund are Healthcare, Others and IT accounting for 97% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Sectoral Fund - Pharma & Health Care it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan Fund is Equity - Sectoral Fund - Pharma & Health Care.
Ramesh Mantri and Dheeresh Pathak manage the WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan Fund.
WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan current PE ratio is 62.06 and PB ratio is 8.13
The asset allocation of WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan is Stocks : 87.84%, Debt : 12.17% and Gold : 0%
The minimum SIP amount for WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹500.00
The exit load for WhiteOak Capital Pharma and Healthcare Fund - Growth - Direct Plan is 1% on or before 1 months, Nil after 1 months