Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

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) ₹337 Cr ₹16798 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 06 Jun 2019 17 Apr 2003
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 Data not available./365 Data not available./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 0.71% 0.89%
6 Month 3.58% 4.09%
1 Year 7.07% 8%
3 Year 6.2% 7.05%
5 Year 5.14% 6.34%

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 1.92% 2.22%
1 Year 7.28% 8.37%
3 Year 6.8% 7.71%
5 Year 5.96% 6.79%

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 4.16% 7.56%
3 Year 4.51% 7.75%
5 Year 4.87% 8.14%

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 0.445% 0.456%
Sharp -2.415% 0.762%
Beta 2.552% 2.926%
Alpha -1.061% -0.357%

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
Funds Managed 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

Sector Allocation

Scheme Name

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

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

Others 100 100

Top Comparisons

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.14%

VS

Kotak Money Market Fund - (Growth) Kotak Money Market Fund - (Growth)

3Y Returns7.14%

Compare Now

ICICI Prudential Global Stable Equity Fund (FOF) - Growth ICICI Prudential Global Stable Equity Fund (FOF) - Growth

3Y Returns7.46%

VS

PGIM India Global Equity Opportunities Fund - Growth PGIM India Global Equity Opportunities Fund - Growth

3Y Returns11.23%

Compare Now

Kotak Balanced Advantage Fund -Regular Plan - Growth Option Kotak Balanced Advantage Fund -Regular Plan - Growth Option

3Y Returns11.65%

VS

Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option

3Y Returns6.32%

Compare Now

Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option

3Y Returns13.79%

VS

Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Smallcap 50 Index Fund-Regular Growth

3Y Returns18.14%

Compare Now
Add to Cart Successfully