WhiteOak Capital Pharma and Healthcare Fund Direct Growth

WhiteOak Capital Pharma and Healthcare Fund Direct Growth is an equity fund. This fund was started on 6 February, 2024. The fund is managed by Piyush Baranwal. The fund could potentially beat inflation in the long-run.

1. WhiteOak Capital Pharma and Healthcare Fund Direct Growth has ₹320 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
2. The fund has an expense ratio 0.7.
   

WhiteOak Capital Pharma and Healthcare Fund Direct Growth has given a CAGR return of 23.66% since inception. Over the last 1 year the fund has given a CAGR return of 28.15%.

WhiteOak Capital Pharma and Healthcare Fund Direct Growth has allocated its funds majorly in Health, Cash Equivalent, Government, Basic Materials, Financial Services. Its top holdings are Sun Pharmaceuticals Industries Ltd, Cipla Ltd, Divi's Laboratories Ltd, Max Healthcare Institute Ltd Ordinary Shares, Lupin Ltd

As it is a sector - healthcare mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

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.

Minimum investment for lump sum payment is INR 500.00 and for SIP is INR 100.00. WhiteOak Capital Pharma and Healthcare Fund Direct Growth has no lock in period.