WhiteOak Capital Mutual Fund files draft document for Pharma and Healthcare Fund

WhiteOak Capital Mutual Fund has filed a draft document for WhiteOak Capital Pharma and Healthcare Fund. The scheme will be an open-ended equity scheme investing in the pharma and healthcare sector.

The scheme will be benchmarked against S&P BSE Healthcare TRI.

The scheme will be managed by Ramesh Mantri and Dheeresh Pathak ( Equity investments) and Piyush Baranwa (debt investments).


According to the scheme information document, the investment 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.

The scheme will have direct and regular plans with growth options.

The scheme will allocate 80 -100% of its assets in equity & equity related instruments of pharma and healthcare companies, 0-20% of assets in equity & equity related instruments of companies other than pharma and healthcare companies, 0-20% assets in debt and money market instruments and 0-10%, and 0-10% assets in units issued by REITS and InVITs.

The minimum application amount will be Rs 500 in multiples of Re 1 thereafter. The minimum instalment for monthly SIP will be Rs 100, with six instalments. The minimum instalment for quarterly SIP will be Rs 500 with minimum six instalments.

The scheme will be suitable for investors who are seeking long term capital appreciation of wealth. The principal invested in the scheme will be at very high risk as per the riskometer of the scheme.