Compare WhiteOak Capital Pharma and Healthcare Fund vs SBI Healthcare Opportunities Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
2.17
1.93
NAV
₹13.87
₹430.58
Fund Started
16 Jan 2024
04 Jun 1999
Fund Size
₹556.42 Cr
₹4063.64 Cr
Exit Load
Exit load of 1%, if redeemed within 1 months.
Exit load of 0.50% if redeemed within 15 days
1 Year
9.21%
4.19%
3 Year
-
24.41%
5 Year
-
15.77%
Equity
98.05%
98.16%
Cash
-1.83%
1.77%
Top 10 Holdings
Sun Pharmaceutical Industries Ltd. | 12.35% |
JB Chemicals & Pharmaceuticals Ltd. | 8.90% |
Lupin Ltd. | 5.77% |
Divi's Laboratories Ltd. | 5.31% |
Apollo Hospitals Enterprise Ltd. | 4.24% |
Laurus Labs Ltd. | 3.93% |
Fortis Healthcare Ltd. | 3.85% |
Max Healthcare Institute Ltd. | 3.79% |
Glenmark Pharmaceuticals Ltd. | 3.17% |
Krishna Institute of Medical Sciences Ltd | 3.16% |
Sun Pharmaceutical Industries Ltd. | 12.11% |
Divi's Laboratories Ltd. | 6.59% |
Acutaas Chemicals Ltd. | 5.67% |
Apollo Hospitals Enterprise Ltd. | 5.48% |
Max Healthcare Institute Ltd. | 4.97% |
Lupin Ltd. | 4.10% |
Aster DM Healthcare Ltd. | 3.96% |
Torrent Pharmaceuticals Ltd. | 3.74% |
Aether Industries Ltd. | 3.56% |
Biocon Ltd. | 3.33% |
Name
-
-
Start Date
-
-
Description
The Scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related instruments of Pharma and Healthcare companies.
The scheme seeks to provide the investors with the opportunity of long-term capital appreciation by investing in a diversified portfolio of equity and equity related securities in Healthcare space.
Launch Date
16 Jan 2024
04 Jun 1999
