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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
WhiteOak Capital MFWhiteOak Capital Special Opportunities Fund - Growth - Direct Plan
₹14.47 as on 30 Oct 2026
Key Metrics Comparison
| Metric | WhiteOak Capital Special Opportunities Fund - Growth - Direct Plan | HDFC Pharma and Healthcare Fund - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | WhiteOak Capital MF | HDFC MF |
| Category | Equity - Thematic Fund - Other | Equity - Sectoral Fund - Pharma & Health Care |
| NAV | ₹14.47 (30 Oct 2026) | ₹21.95 (30 Oct 2026) |
| Rating | ★★★ | ★★★★★ |
| Benchmark | BSE 500 - TRI | BSE Health Care - TRI |
| Fund Manager | Ramesh Mantri | Nikhil Mathur |
| Inception | 04 Jun 2024 | 04 Oct 2023 |
| Returns | ||
| 1Y | 7.24% | 22.64% |
| 3Y | — | 30.41% |
| 5Y | — | — |
| Since Inception | 16.95% | 29.15% |
| Risk | ||
| 16.02 | 14.07 | |
| 1.11 | 0.59 | |
| 0.56 | 1.59 | |
| 14.71 | 21.67 | |
| 1.06 | 3.48 | |
| -11.02% | -9.23% | |
| Costs | ||
| Expense Ratio | 1.33% | 1.03% |
| Exit Load | NIL | 1% on or before 30D, Nil after 30D |
| Min SIP | ₹100 | ₹100 |
| Min Lumpsum | ₹500 | ₹100 |
| Lock-in | None | None |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
WhiteOak Capi…98%
HDFC MF98%
1.9%Only 1.9% of holdings by weight are common between WhiteOak Capital MF and HDFC MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingWhiteOak Capital MFHDFC MF
Divi's Laboratories Ltd.1.95%9.39%
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