myplexus

NFO Monitor

Fund Fact

Name of Funds:

WhiteOak Capital Pharma and Healthcare

Opening:

16th January 2024

Closing:

30th January 2024

Minimum Investment:

Minimum of Rs. 500/- and in multiples of Re. 1/- thereafter

Plan:

Regular and Direct

Options:

Growth

Entry Load:

Nil

Exit Load:

1% of NAV if units are redeemed/ switched-out within 1 month from the date of allotment.

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 HealthcareIndex

Fund Manager:

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

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

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

Uniqueness

Return

Risk

Operability

Oomph Factor

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

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