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FAQ : WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth

WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 10.58 N/A N/A N/A
Average Rolling Returns(%) 16.30 N/A N/A N/A

The Current NAV of WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth is ₹15.13.

It is better to invest in a fund with a longer track record as WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth fund’s expense ratio is 2.57%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth is currently ₹603 Crores.

The Top three stocks are Sun Pharma Inds., JB Chem & Pharma and Laurus Labs and account for 21% of its portfolio. Top 5 and 10 stocks of fund account for 29% and 47% of fund’s portfolio respectively.

Top three sectors of WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth fund are Healthcare, Others and Chemicals accounting for 100% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green 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 - Regular Plan - Growth Fund is Equity - Sectoral Fund - Pharma & Health Care.

Ramesh Mantri and Dheeresh Pathak manage the WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth Fund.

WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth current PE ratio is 51.99 and PB ratio is 8.13

The asset allocation of WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth is Stocks : 92.90%, Debt : 7.13% and Gold : 0%

The minimum SIP amount for WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹500.00

The exit load for WhiteOak Capital Pharma and Healthcare Fund - Regular Plan - Growth is NIL

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