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WhiteOak Capital Healthcare Opportunities Fund

Category III

Overview

The WhiteOak Capital Healthcare Opportunities Fund is a specialized, close-ended Category III Alternative Investment Fund (AIF) that utilizes WhiteOak's signature, bottom-up OpcoFinco™ valuation framework to target long-term capital appreciation across India's expanding healthcare ecosystem. Deploying a flexi-cap, stock-selection-first strategy primarily into listed equities (with selective unlisted/pre-IPO allocations), the fund distributes capital across highly diverse sub-sectors, including pharmaceuticals, APIs, CDMOs, hospitals, diagnostics, and medical devices. By combining Prashant Khemka's research-intensive philosophy with the healthcare sector's historically low correlation to broad market benchmarks, this thematic vehicle is engineered to minimize macro-driven risks and deliver resilient, pure-play alpha for sophisticated high-net-worth investors and family offices.

Fund Structure Details

Fund Type

Category III

Jurisdiction

-

Country

-

Category Type

Long-only Equity Funds (100%)

Investment Focus

Pharma and healthcare sector

Fund Currency

INR

AUM (₹in cr.)

-

Sponsor Commitment (₹in cr.)

-

Registration Number

IN/AIF3/25-26/1777

Fund Inception Date

31-05-2025

First Close Date

30-07-2026

Last Close Date

-

Last Updated Factsheet

-

Ticket Size (₹in cr.)

₹1

Open And Close Ended Fund

Close-Ended

3 Month Return

7.28%

6 Month Return

-4.09%

1 Year Return

3.49%

3 Year Return

0%

5 Year Return

0%

Since Inception Return

3.49%

Tenure

5 years

Extension Period

-

Lock-in Period

Close-Ended

Residual Tenure

4Y 8M

Fund Status

Closed

Geographic Focus

-

Number of Investments

0

Target IRR

-

IRR Benchmark

-

Years Since Inception

-

Top 3 Holdings

-

Maximum Drawdown

0%

Liquidity Frequency

-

Redemption Notice (Days)

0 days