WhiteOak Capital Ultra Short Term Fund vs BANDHAN ULTRA SHORT TERM FUND compare

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

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tortoise-icon BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

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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 BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹273 Cr ₹3672 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 06 Jun 2019 01 Jul 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index NIFTY Ultra Short Duration Debt Index A-I
Turn Over 0.0% 402%
Expense Ratio 1.03 0.46
Manager Piyush Baranwal Harshal Joshi
ISIN Code INF03VN01282 INF194KA10Q8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
1 Month 0.55% 0.61%
6 Month 3.4% 3.68%
1 Year 6.71% 7.26%
3 Year 5.47% 5.8%
5 Year 4.83% 5.51%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
6 Month - -
1 Year 3.06% 3.32%
3 Year 8.93% 9.79%
5 Year 13.59% 14.97%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
1 Year 4.28% 4.82%
3 Year 10.93% 12.02%
5 Year 13.94% 15.35%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
Standard Deviation 0.61% 0.57%
Sharp -0.55% 0.05%
Beta 0.95% 1.26%
Alpha 1.58% 2.55%

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Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
Name Piyush Baranwal Harshal Joshi
Total AUM ₹5379 Cr ₹42965 Cr
Fund Manage 9 20
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

Market Cap

Scheme Name

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

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

Others 100 100

Sector Allocation

Scheme Name

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

BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH

Others 3.58 100
Financial 89.25 -
Materials 4.8 -
Consumer Staples 2.37 -

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