Top 2 Performing Pharma and Healthcare Mutual Funds with Over 20% Annualised Returns in 2 Years

Written by: Team Angel OneUpdated on: 9 Jul 2026, 12:02 am IST

HDFC Pharma and Healthcare Fund and WhiteOak Capital Pharma and Healthcare Fund lead with 2-year returns of 24.02% and 22.24%, respectively.

As of July 1, 2026, the HDFC Pharma and Healthcare Fund and WhiteOak Capital Pharma and Healthcare Fund have emerged as the top-performing mutual funds in the pharma and healthcare sector based on 2-year returns.

Scheme Name	AUM (in ₹ Crore)	Expense Ratio (%)	Invested Amount (in ₹)	Current Value (in ₹)	Annualised Return (%)
HDFC Pharma and Healthcare Fund	2,359.51	1.97	5,00,000	7,69,079.6	24.02
WhiteOak Capital Pharma and Heathcare Fund	663.03	2.42	5,00,000	7,47,157.8	22.24

Note: The AUM and Expense Ratio is as of May 31, 2026, and the current value of investment is as of July 1, 2026.

HDFC Pharma and Healthcare Fund Performance

Launched on October 4, 2023, the HDFC Pharma and Healthcare Fund has an AUM of ₹2,359.51 crore. A lump sum investment of ₹5,00,000 in this sectoral fund would have grown to ₹7,69,079.64 in 2 years, delivering an annualised return of 24.02%. The fund has an expense ratio of 1.97%. As of July 1, 2026, the fund’s NAV is ₹20.36. HDFC Pharma and Healthcare Mutual Fund benchmark its scheme against the BSE Healthcare TRI to evaluate its relative market performance.

WhiteOak Capital Pharma and Healthcare Fund Performance

The WhiteOak Capital Pharma and Healthcare Fund, launched on February 6, 2024, holds an AUM of ₹663.03 crore. A lump sum investment of ₹5,00,000 in this sectoral fund would have grown to ₹7,47,157.76 in 2 years, delivering an annualised return of 22.24%. The fund has an expense ratio of 2.42%. As of July 1,2026, the fund’s NAV is ₹15.9. WhiteOak Capital Mutual Fund benchmarks its pharma and healthcare scheme against the BSE Healthcare TRI to evaluate its relative market performance.

Conclusion

Both HDFC Pharma and Healthcare Fund and WhiteOak Capital Pharma and Healthcare Fund delivered annualised returns of up to 24.02% over 2 years. With this performance, these 2 mutual fund schemes rank among the top-performing mutual funds in the pharma and healthcare sector.

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Disclaimer: This blog has been written exclusively for educational purposes. The securities or companies mentioned are only examples and not recommendations. This does not constitute a personal recommendation or investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully.

Published on: Jul 2, 2026, 3:46 PM IST

Team Angel One

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