Comprehensive analysis of WhiteOak Capital Pharma and Healthcare Fund-Dir (G) (44580) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
WhiteOak Capital Asset Management Ltd
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.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Good Returns
High Risk
Low Expense Ratio
Equity Focused
New Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Historical performance consistency
Recent performance momentum
Market exposure level
Fund management costs
Risk-adjusted returns
Fund manager experience
Assets under management
Outperformance vs benchmark
This fund has underperformed its benchmark by 35.62% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Max Healthcare Institute Ltd | Healthcare | 7.70% |
| Sun Pharmaceutical Industries Ltd | Pharmaceuticals | 6.64% |
| Fortis Healthcare Ltd | Healthcare | 5.33% |
| Cipla Ltd | Pharmaceuticals | 4.78% |
| J B Chemicals & Pharmaceuticals Ltd | Pharmaceuticals | 4.59% |
| Laurus Labs Ltd | Pharmaceuticals | 4.44% |
| Divis Laboratories Ltd | Pharmaceuticals | 4.24% |
| Krishna Institute of Medical Sciences Ltd | Healthcare | 3.88% |
| Anthem Bioscienc | - | 3.25% |
| Apollo Hospitals Enterprise Ltd | Healthcare | 2.93% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 3M | 6M | 1Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1540.61 | 4.17% | 20.90% | -2.29% |
| Aditya Birla SL MNC Fund - (G) | ₹1383.22 | 3.98% | 20.48% | -2.95% |
| Nippon India Banking&Financial Services-Dir(G) | ₹662.94 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹662.94 | -2.23% | 13.57% | 4.61% |
| Nippon India Banking&Financial Services (G) | ₹606.00 | -2.44% | 13.09% | 3.74% |
| Nippon India Banking&Financial Services (Bonus) | ₹606.00 | -2.44% | 13.09% | 3.74% |
| Nippon India Pharma Fund - Direct (G) | ₹574.98 | 2.59% | 13.30% | 0.45% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹574.98 | 2.59% | 13.30% | 0.45% |
| Franklin India Technology Fund - Direct (G) | ₹565.29 | 3.31% | 7.85% | -5.66% |
| ICICI Pru FMCG Fund - Direct (G) | ₹542.41 | 3.11% | 13.18% | -7.36% |
A seasoned investment professional with over 2 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.