WhiteOak Capital Ultra Short Term Fund vs HDFC 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 HDFC Ultra Short Term Fund - Growth Option

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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 HDFC Ultra Short Term Fund - Growth Option
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HDFC Ultra Short Term Fund - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹299 Cr ₹14802 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 06 Jun 2019 25 Sep 2018
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 0.0% 26%
Expense Ratio 1.03 0.69
Manager Piyush Baranwal Anil Bamboli
ISIN Code INF03VN01282 INF179KB11R3
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 HDFC Ultra Short Term Fund - Growth Option
1 Month 0.6% 0.63%
6 Month 3.41% 3.67%
1 Year 6.98% 7.53%
3 Year 5.65% 6.23%
5 Year 4.91% 5.73%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HDFC Ultra Short Term Fund - Growth Option
6 Month - -
1 Year 6.68% 7.2%
3 Year 6.34% 6.89%
5 Year 5.56% 6.1%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HDFC Ultra Short Term Fund - Growth Option
1 Year 4.03% 6.42%
3 Year 4.42% 5.09%
5 Year 4.85% 5.78%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HDFC Ultra Short Term Fund - Growth Option
Standard Deviation 0.61% 0.54%
Sharp -0.55% 0.11%
Beta 0.95% 1.18%
Alpha 1.58% 2.43%

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Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HDFC Ultra Short Term Fund - Growth Option
Name Piyush Baranwal Anil Bamboli
Total AUM ₹5379 Cr ₹135442 Cr
Fund Manage 9 12
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HDFC Ultra Short Term Fund - Growth Option

Market Cap

Scheme Name

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

HDFC Ultra Short Term Fund - Growth Option

Others 100 100

Sector Allocation

Scheme Name

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

HDFC Ultra Short Term Fund - Growth Option

Others 100 100

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