- Category
- III
- Strategy
- Long-only
- Fund house
- White Oak Capital Management Consultants
Healthcare Opportunities Fund
+16.11%
1-year return, after expenses and tax
Benchmark BSE 500 TRI · data as of 30 Sep 2026
Healthcare Opportunities Fund, a Category III long-only AIF from White Oak Capital Management Consultants, returned 16.11% (after expenses and tax) in the year to 30 Sep 2026. It began on 31 May 2025 and manages ₹174 crore.
Key numbers
- AUM
- ₹174 Cr
- Benchmark
- BSE 500 TRI
- Launched
- 31 May 2025
- Min. investment
- ₹1 crore
- Returns basis
- After expenses and tax
Returns
| Period | This fund | BSE 500 TRI |
|---|---|---|
| 1 month | −0.87% | −2.94% |
| 3 months | +4.72% | +1.74% |
| 6 months | +27.84% | +20.18% |
| 1 year | +16.11% | +16.77% |
| Since inception | +16.10% | +13.55% |
After expenses and tax, as White Oak Capital Management Consultants reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-only
- Market-cap style
- Thematic
- Asset type
- —
- Benchmark
- BSE 500 TRI
- Fund manager
- WhiteOak Capital Asset Management Limited
Market-cap mix
- Large cap6.04%
- Mid cap15.50%
- Small cap75.61%
- Other1.43%
- Cash1.42%
The five largest holdings are 21.45% of the portfolio.
Investment approach
The objective is to achieve long-term capital appreciation over its Term through investments predominantly in equity & equity related instruments of Pharma and Healthcare companies listed on any recognized stock exchanges in India. The fund may also invest a part of its corpus in equity and equity related securities of unlisted Indian companies
The objective is to achieve long-term capital appreciation over its Term through investments predominantly in equity & equity related instruments of Pharma and Healthcare companies listed on any recognized stock exchanges in India. The fund may also invest a part of its corpus in equity and equity related securities of unlisted Indian companies
FAQs
What has Healthcare Opportunities Fund returned?
16.11% (1-year return) to 30 Sep 2026, after expenses and tax, as White Oak Capital Management Consultants reports it. 1 month: −0.87%; 3 months: 4.72%; 6 months: 27.84%; 1 year: 16.11%; Since inception: 16.10%.
What kind of AIF is Healthcare Opportunities Fund?
A Category III AIF following a long-only strategy, with a thematic style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does Healthcare Opportunities Fund manage?
₹174 crore as of 30 Sep 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Healthcare Opportunities Fund’s stated minimum is ₹1 crore.
Who manages Healthcare Opportunities Fund?
White Oak Capital Management Consultants runs it; the fund manager is WhiteOak Capital Asset Management Limited.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Healthcare Opportunities Fund’s are after expenses and tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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