WhiteOak Capital Pharma and Healthcare Fund NFO: Key details you need to know

25 Jan 2024 , 08:16 AM

WhiteOak Capital Mutual Fund is launching NFO under its “sectoral category”, named as WhiteOak Capital Pharma and Healthcare Fund. The investment objective of the scheme is to generate long-term capital appreciation by investing predominately in equity & equity related instruments across the spectrum of various market capitalization.

Investment strategy: The Scheme will be actively managed and will follow a bottom-up approach to stock-picking and choose companies which are expected to get benefitted from the growth in the Pharma and Healthcare space.

Asset allocation: Being a thematic fund, the Scheme will invest predominantly in equity & equity related instruments of Pharma and Healthcare companies.

Who should invest?

Investors with very high risk appetite and want to invest for 5 to 7 years to diversify their portfolio in Pharma and Healthcare companies stocks should invest in WhiteOak Capital Pharma and Healthcare Fund. 

Risk associated: Very high level of risk.

Benchmark: S&P BSE Healthcare TRI.

Fund Managers: Mr. Ramesh Mantri, Mr. Dheeresh Pathak, Mr. Piyush Baranwal, Mr. Shariq Merchant

The NFO is available for subscription from January 16 to January 30. The schemes will reopen for continuous sale and repurchase within five Business Days from the date of allotment. The fund offers systematic investment solutions like SIP and SWP to create a flexible investment plan. The minimum subscription amount is Rs 500/- and in multiples of any amount thereafter. 

It offers Regular Plan and Direct Plan. Each plan offers Growth and Income options. Click here to invest in WhiteOak Capital Pharma and Healthcare Fund.