OriginFunds
WhiteOak Capital Mutual Fund

WhiteOak Capital Pharma and Heathcare Fund Regular Plan Growth

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Very High RiskISIN INF03VN01878
NAV · 06-Jul-2026
16.1450
1M
+8.62%
6M
+16.84%
1Y (CAGR)
+19.07%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
+21.92%

NAV history

10.9812.8614.7407-02-202403-07-202616.21
 hover for values

Risk & SIP analytics

Volatility (3y)
14.62%
Downside dev (3y)
10.97%
Max drawdown (3y)
-15.6%
Calendar-year returns
2025 +0.1%

Fund facts

AUM₹6,640 Cr
Launch date16-Jan-2024
Plan typeOpen Ended · Equity
Min lumpsumMinimum of Rs. 500/- and in multiples of Re. 1/-
Lock-inNone
Volatility14.59
AMCWhiteOak Capital Asset Management Limited

Objective · 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.

scheme documents ↗