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

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

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

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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 0.55% 0.62%
6 Month 3.4% 3.83%
1 Year 6.71% 7.47%
3 Year 5.47% 6.06%
5 Year 4.83% 6.07%

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 3.06% 3.42%
3 Year 8.93% 10.14%
5 Year 13.59% 16.16%

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 4.28% 5.37%
3 Year 10.93% 13.05%
5 Year 13.94% 16.55%

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%

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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 94.05

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 8.57
Financial 89.25 64.03
Materials 4.8 -
Consumer Staples 2.37 5.52
Sovereign - 1.89
Construction - 6.65
Communication - 6.88
Energy - 0.51

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