EquitySectoral/ ThematicDirect · Growth
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
WhiteOak Capital · Scheme 152349
₹17.58▲ 0.33%NAV · 2026-09-18
Excellent FundScore
AUM
₹825 cr
Expense ratio
1.13%
3Y CAGR
—
Risk level
High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Ashish AgrawalExit load: Nil
Excellent · 88/100
A standout fund on our data — strong across almost every dimension.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 15%.
- ✓1Y return: +21.9%
- ✓Sharpe ratio: 1.19
📉 What could drag it down
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
FundScore breakdown
88/100 · Excellent
Returns
Excellent
Consistency
Average
Risk-adjusted
Strong
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.