WhiteOak Capital Ultra Short Term Fund vs Aditya Birla Sun Life Savings Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹273 Cr ₹12922 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 06 Jun 2019 27 Nov 2001
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 0.0% 24%
Expense Ratio 1.03 0.55
Manager Piyush Baranwal Dhaval Joshi
ISIN Code INF03VN01282 INF209K01LZ1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Month 0.6% 0.69%
6 Month 3.43% 3.86%
1 Year 6.86% 7.74%
3 Year 5.56% 6.41%
5 Year 4.88% 6.08%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
6 Month - -
1 Year 6.76% 7.66%
3 Year 6.28% 7.12%
5 Year 5.5% 6.37%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
1 Year 4.03% 7.51%
3 Year 4.42% 7.76%
5 Year 4.85% 8.19%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Standard Deviation 0.61% 0.54%
Sharp -0.55% 0.64%
Beta 0.95% 1.14%
Alpha 1.58% 2.62%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Name Piyush Baranwal Dhaval Joshi
Total AUM ₹5379 Cr ₹361932 Cr
Fund Manage 9 55
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Market Cap

Scheme Name

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 100.07

Sector Allocation

Scheme Name

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 3.58 100.07
Financial 89.25 -
Materials 4.8 -
Consumer Staples 2.37 -

Top Comparisons

Nippon India Small Cap Fund - Growth Plan - Bonus Option Nippon India Small Cap Fund - Growth Plan - Bonus Option

3Y Returns25.61%

VS

PGIM India Small Cap Fund - Regular Plan - Growth Option PGIM India Small Cap Fund - Regular Plan - Growth Option

3Y Returns11.02%

Compare Now

Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G) Aditya Birla SL Crisil IBX Gilt June 2027 Index Fund-Reg (G)

3Y Returns0%

VS

AXIS Nifty Bank Index Fund - Regular (G) AXIS Nifty Bank Index Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Passive Multi-Asset Fund of Funds - Growth ICICI Prudential Passive Multi-Asset Fund of Funds - Growth

3Y Returns0%

VS

Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth Kotak Multi Asset Allocator Fund of Fund - Dynamic - Growth

3Y Returns16.58%

Compare Now

WhiteOak Capital Pharma and Healthcare Fund-Reg (G) WhiteOak Capital Pharma and Healthcare Fund-Reg (G)

3Y Returns0%

VS

Bandhan Multi Asset Allocation Fund - Reg (G) Bandhan Multi Asset Allocation Fund - Reg (G)

3Y Returns0%

Compare Now
Request call back
Add to Cart Successfully