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WhiteOak Capital Ultra Short Term Fund vs HDFC Ultra Short Term Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
HDFC Ultra Short Term Fund - Growth Option
Chart Comparison
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) | ₹337 Cr | ₹14735 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 | 0.82% | 0.91% |
| 6 Month | 3.54% | 3.77% |
| 1 Year | 6.95% | 7.49% |
| 3 Year | 6.1% | 6.64% |
| 5 Year | 5.05% | 5.85% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 6 Month | 2.02% | 2.15% |
| 1 Year | 6.93% | 7.41% |
| 3 Year | 6.65% | 7.19% |
| 5 Year | 5.84% | 6.33% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 1 Year | 4.16% | 6.54% |
| 3 Year | 4.51% | 5.15% |
| 5 Year | 4.87% | 5.77% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| Standard Deviation | 0.445% | 0.437% |
| Sharp | -2.415% | -0.089% |
| Beta | 2.552% | 3.082% |
| Alpha | -1.061% | -0.638% |
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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 |
| Funds Managed | 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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