Welcome To myplexus.com

Fund Facts
  • Name of Fund:
    WhiteOak Capital Pharma and Healthcare
  • Opening:
    16th January 2024
  • Closing:
    30th January 2024
  • Scheme Type:
    Open Ended Equity Sectoral/ Thematic
  • Minimum Investment:
    Minimum of Rs. 500/- and in multiples of Re. 1/- thereafter
  • Plan:
    Regular and Direct
  • Options:
    Growth
  • Entry Load:
    Nil
  • Exit Road:
    1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment.
  • Thereafter:
    Nil

Fund Stats

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.

  • Benchmark:

  • BSE HEALTHCARE

  • Fund Manager:

  • Ramesh Mantri, . Dheeresh Pathak, Piyush Baranwal, Shariq Merchant

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
Tata India Pharma & Healthcare Fund 20.97(6M) 47.29(1Y)
ITI Pharma & Healthcare Fund 19.53(6M) 41.08(1Y)

Fund Prognosis

Idea Distiller

This is a sector that is looking at renewed investor interest. And the fund could gain because of a fresh start.

  • Fund House AAUM:

  • Rs 631079.04 Lakhs(as on 31st December 2023)

  • Fund Manager:

  • Combined experience of above 20 years

Scheme DNA 4 fundamentals

  • UNIQNESS
  • RETURN
  • RISK
  • OPERABILITY

OOMP Factor

If you are a risk taker then sure. This sector, although the index remains flattish, could provide decent management alpha.