
Category III
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 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