Whiteoak Capital Pharma And Healthcare Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 2.04%
NAV: ₹16.97 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Whiteoak Capital Pharma And Healthcare Fund Regular-Growth

  • ₹1,002.8 Cr
    AUM
  • ₹16.97
    NAV
  • 2.71%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Whiteoak Capital Pharma And Healthcare Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 2.04% NA 6.12%
6 Months 16.94% NA 12.92%
1 Year 19.20% 19.20% 6.04%
2 Years 28.98% 13.57% 24.93%
As on Thu Nov 05, 2026

Asset Allocation of Whiteoak Capital Pharma And Healthcare Fund Regular-Growth

equities

99.31%

debt instruments

5.11%
Large Cap: 32.14%
Mid Cap: 24.51%
Small Cap: 43.35%
Other: 0.00%
Top Holdings
Divi's Laboratories Ltd
7.73%
Divi's Laboratories Ltd
7.73%
Divi's Laboratories Ltd
7.73%
Divi's Laboratories Ltd
7.73%
Divi's Laboratories Ltd
8.45%
 
Top Sectors
Healthcare
156.86%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Whiteoak Capital Pharma And Healthcare Fund Regular-Growth

Whiteoak Capital Pharma And Healthcare Fund Regular-Growth is one Equity mutual fund offered by WhiteOak Capital Mutual Fund. Launched on 06 Feb 2024, the fund aims Long term capital appreciation. Investment predominantly in equity & equity related instruments of Pharma and Healthcare companies. It manages assets worth ₹1,002.8 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.71%.
The portfolio allocation consists of 99.31% in equities, 5.11% in debt instruments.Managed by Dheeresh Pathak, it has delivered a return of 19.20% in the last year, a total return since inception of 21.23%.
To make better financial choices it helps to explore best sip plans suited to long-term goals.

Read more
  • Trupti Agrawal

    Fund Manager

  • Ms. Agrawal has done B.Com and CA.

    Manager Education

  • Ashish Agrawal

    Fund Manager

  • PGDBM in Finance from Institute of Management Technology, Ghaziabad and Bachelor of Commerce from University of Lucknow

    Manager Education

  • Piyush Baranwal

    Fund Manager

  • Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.

    Manager Education

  • Ramesh Mantri

    Fund Manager

  • Mr. Mantri is an MBA, CFA and CA

    Manager Education

  • Dheeresh Pathak

    Fund Manager

  • Mr. Pathak has done B.E in Electronics Engineering and a PGDBM from MDI Gurgaon

    Manager Education

Whiteoak Capital Pharma And Healthcare Fund Regular-Growth Fund Details

Fund Names Whiteoak Capital Pharma And Healthcare Fund Regular-Growth
Inception Date 06 Feb 2024
Lock In No Lock-in
 
Risk Principal at very high risk
Category Average Annual Returns 6.04
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Whiteoak Capital Pharma And Healthcare Fund Regular-Growth Fund Returns Comparison

Compare Whiteoak Capital Pharma And Healthcare Fund Regular-Growth with other mutual funds in the same category

Whiteoak Capital Pharma And Healthcare Fund Regular-Growth

SBI Healthcare Opportunities Fund Direct Plan-Growth

SBI Healthcare Opportunities Fund Direct Plan-IDCW

Compare more funds

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
SBI Healthcare Opportunities Fund Direct Plan-Growth trend ₹5,870 4.94% 1.38% 20.99% 25.46% 19.69%
SBI Healthcare Opportunities Fund Direct Plan-IDCW trend ₹5,870 4.94% 1.38% 20.99% 25.46% 19.69%
SBI Healthcare Opportunities Fund-Growth trend ₹5,870 4.85% 1.13% 19.79% 24.17% 18.45%
SBI Healthcare Opportunities Fund-IDCW trend ₹5,870 4.85% 1.13% 19.79% 24.17% 18.45%
ICICI Prudential Healthcare Fund Direct-Growth trend ₹6,861 3.40% -1.15% 7.63% 22.70% 17.19%
ICICI Prudential Healthcare Fund Direct-IDCW trend ₹6,861 3.40% -1.15% 7.63% 22.70% 17.19%
Mirae Asset Healthcare Fund Direct-Growth trend ₹3,494 5.10% 3.09% 22.03% 24.58% 17.02%
Mirae Asset Healthcare Fund Direct-IDCW trend ₹3,494 5.10% 3.09% 22.03% 24.58% 17.02%
UTI Healthcare Fund Direct-Growth trend ₹1,430 3.56% 0.97% 17.27% 24.39% 16.87%
UTI Healthcare Fund Direct-IDCW trend ₹1,430 3.56% 0.97% 17.27% 24.39% 16.87%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from WhiteOak Capital Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Whiteoak Capital Pharma And Healthcare Fund Direct-Growth increase ₹1,003 4.29% 2.50% 17.96% 21.27% -
increase growth is based on 1-month returns of the funds

Whiteoak Capital Pharma And Healthcare Fund Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Nippon India Pharma Fund-Growth trend ₹9,166 ₹568.91 17.90% 13.57% 15.06%
Nippon India Pharma Fund Direct-Growth trend ₹9,166 ₹640.95 18.96% 14.59% 16.08%
Nippon India Pharma Fund-IDCW trend ₹9,166 ₹122.85 17.90% 13.57% 15.06%
Nippon India Pharma Fund Direct-IDCW trend ₹9,166 ₹175.42 18.96% 14.59% 16.08%
ICICI Prudential Healthcare Fund Direct-Growth trend ₹6,861 ₹47.09 22.70% 17.19% -
ICICI Prudential Healthcare Fund-Growth trend ₹6,861 ₹43.25 21.69% 16.18% -
ICICI Prudential Healthcare Fund Direct-IDCW trend ₹6,861 ₹26.43 22.70% 17.19% -
ICICI Prudential Healthcare Fund-IDCW trend ₹6,861 ₹23.23 21.69% 16.18% -
SBI Healthcare Opportunities Fund-Growth trend ₹5,870 ₹522.56 24.17% 18.45% 14.48%
SBI Healthcare Opportunities Fund Direct Plan-Growth trend ₹5,870 ₹606.22 25.46% 19.69% 15.73%
View More
Top funds are based on Fund AUM

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Whiteoak Capital Pharma And Healthcare Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Divi's Laboratories LtdHealthcare7.73%₹77.50 Cr
Divi's Laboratories LtdHealthcare7.73%₹77.50 Cr
Divi's Laboratories LtdHealthcare7.73%₹77.50 Cr
Divi's Laboratories LtdHealthcare7.73%₹77.50 Cr
Divi's Laboratories LtdHealthcare8.45%₹76.22 Cr
Divi's Laboratories LtdHealthcare8.45%₹76.22 Cr
Divi's Laboratories LtdHealthcare8.45%₹76.22 Cr
Divi's Laboratories LtdHealthcare8.45%₹76.22 Cr
Divi's Laboratories LtdHealthcare8.45%₹76.22 Cr
Sun Pharmaceutical Industries LtdHealthcare12.35%₹68.70 Cr
Sun Pharmaceutical Industries LtdHealthcare7.40%₹66.74 Cr
Sun Pharmaceutical Industries LtdHealthcare7.40%₹66.74 Cr
Sun Pharmaceutical Industries LtdHealthcare7.40%₹66.74 Cr
Sun Pharmaceutical Industries LtdHealthcare7.40%₹66.74 Cr
Sun Pharmaceutical Industries LtdHealthcare7.40%₹66.74 Cr
Sun Pharmaceutical Industries LtdHealthcare6.57%₹65.86 Cr
Sun Pharmaceutical Industries LtdHealthcare6.57%₹65.86 Cr
Sun Pharmaceutical Industries LtdHealthcare6.57%₹65.86 Cr
Sun Pharmaceutical Industries LtdHealthcare6.57%₹65.86 Cr
Sun Pharmaceutical Industries LtdHealthcare8.10%₹64.24 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
SBI Healthcare Opportunities Fund Direct Plan-Growth increase ₹606.22 25.46% 19.69% -
SBI Healthcare Opportunities Fund Direct Plan-IDCW increase ₹421.18 25.46% 19.69% -
SBI Healthcare Opportunities Fund-Growth increase ₹522.56 24.17% 18.45% -
SBI Healthcare Opportunities Fund-IDCW increase ₹329.19 24.17% 18.45% -
ICICI Prudential Healthcare Fund Direct-Growth increase ₹47.09 22.70% 17.19% -
ICICI Prudential Healthcare Fund Direct-IDCW increase ₹26.43 22.70% 17.19% -
Mirae Asset Healthcare Fund Direct-Growth increase ₹53.16 24.58% 17.02% -
Mirae Asset Healthcare Fund Direct-IDCW increase ₹32.02 24.58% 17.02% -
UTI Healthcare Fund Direct-Growth increase ₹388.33 24.39% 16.87% -
UTI Healthcare Fund Direct-IDCW increase ₹300.15 24.39% 16.87% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Whiteoak Capital Pharma And Healthcare Fund Regular-Growth

What is the current AUM of Whiteoak Capital Pharma And Healthcare Fund Regular-Growth?

As of Wed Sep 30, 2026, Whiteoak Capital Pharma And Healthcare Fund Regular-Growth manages assets worth ₹1,002.8 crore

How has Whiteoak Capital Pharma And Healthcare Fund Regular-Growth performed recently?

  • 3 Months: 2.04%
  • 6 Months: 16.94%

What is the long-term performance of Whiteoak Capital Pharma And Healthcare Fund Regular-Growth?

  • Since Inception: 21.23%

What is the portfolio composition of Whiteoak Capital Pharma And Healthcare Fund Regular-Growth?

Equity: 99.31%, Debt: 5.11%, Others: -4.42%.

Who manages Whiteoak Capital Pharma And Healthcare Fund Regular-Growth?

Whiteoak Capital Pharma And Healthcare Fund Regular-Growth is managed by Dheeresh Pathak from WhiteOak Capital Mutual Fund.

What is the market-cap allocation of Whiteoak Capital Pharma And Healthcare Fund Regular-Growth?

Large Cap: 32.14%, Mid Cap: 24.51%, Small Cap: 43.35%.

Which are the top companies Whiteoak Capital Pharma And Healthcare Fund Regular-Growth has invested in?

  • Divi's Laboratories Ltd – 7.73% of the fund's portfolio
  • Divi's Laboratories Ltd – 7.73% of the fund's portfolio
  • Divi's Laboratories Ltd – 7.73% of the fund's portfolio
  • Divi's Laboratories Ltd – 7.73% of the fund's portfolio
  • Divi's Laboratories Ltd – 8.45% of the fund's portfolio

Which are the major sectors Whiteoak Capital Pharma And Healthcare Fund Regular-Growth focuses on?

  • Healthcare – 156.86% of the fund's portfolio
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