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Business News/Market/Market Stats/    WhiteOak Capital Pharma and Healthcare Fund Regular Growth

WhiteOak Capital Pharma and Healthcare Fund Regular Growth

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  • Equity
  • Sector - Healthcare
  • Rating N.A.
  • Plan
10.02 +0.07 (0.65%) NAV as on 16 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)102.69
  • CAGR 0.00%
  • Exit Load0.00%
  • Expense ratio2.35%
  • CategoryEquity
  • Min Investment500
  • Min SIP100
  • Launch Date2024-02-06

Morning Star Rating N.A.

Risk
Return

Asset Allocation

Holdings As On - 19 April 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

About Fund

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.

 

The WhiteOak Capital Pharma and Healthcare Fund Regular Growth has an AUM of 102.69 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.35%. The minimum investment in WhiteOak Capital Pharma and Healthcare Fund Regular Growth is Rs 500 and the minimum SIP is Rs 100.

 

As per morningstar the risk & return rating of the fund are - & - respectively.

 

The top holdings of the fund include Sun Pharmaceutical Industries, Cipla, Torrent Pharmaceuticals & Zydus Lifesciences.

 

The major sectors where the fund is invested are Biotechnology & Drugs, Healthcare Facilities, Medical Equipment & Supplies & Major Drugs.

 

Some of the similar funds are LIC MF Healthcare Fund Regular Growth, Kotak Healthcare Fund Regular Growth, Quant Healthcare Fund Regular Growth, ITI Pharma and Healthcare Fund Regular Growth, WhiteOak Capital Pharma and Healthcare Fund Regular Growth. WhiteOak Capital Pharma and Healthcare Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about WhiteOak Capital Pharma and Healthcare Fund Regular Growth

According to the morning star rating WhiteOak Capital Pharma and Healthcare Fund Regular Growth has a & return.
WhiteOak Capital Pharma and Healthcare Fund Regular Growth is managed by Piyush Baranwal,Ramesh Mantri,Dheeresh Pathak.
The expense ratio of WhiteOak Capital Pharma and Healthcare Fund Regular Growth is 2.35%.
The 5 year annualized return on WhiteOak Capital Pharma and Healthcare Fund Regular Growth is 0.00% & it has generated 0.00% in the last 1 year.
The minimum investment in WhiteOak Capital Pharma and Healthcare Fund Regular Growth is 500 Rs.
WhiteOak Capital Pharma and Healthcare Fund Regular Growth has an AUM of 102.69 crores.
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