WhiteOak Capital Ultra Short Term Fund vs HSBC Ultra Short Duration Fund compare

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

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tortoise-icon HSBC Ultra Short Duration Fund - Regular 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 HSBC Ultra Short Duration Fund - Regular Growth
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HSBC Ultra Short Duration Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹273 Cr ₹2335 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 06 Jun 2019 29 Jan 2020
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 AI Index
Turn Over 0.0% 54%
Expense Ratio 1.03 0.47
Manager Piyush Baranwal Jalpan Shah
ISIN Code INF03VN01282 INF336L01OW1
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HSBC Ultra Short Duration Fund - Regular Growth
1 Month 0.55% 0.6%
6 Month 3.4% 3.68%
1 Year 6.71% 7.26%
3 Year 5.47% 5.84%
5 Year 4.83% -

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HSBC Ultra Short Duration Fund - Regular Growth
6 Month - -
1 Year 3.06% 3.3%
3 Year 8.93% 9.8%
5 Year 13.59% 13.37%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HSBC Ultra Short Duration Fund - Regular Growth
1 Year 4.02% 4.88%
3 Year 4.42% 4.95%
5 Year 4.85% -

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HSBC Ultra Short Duration Fund - Regular Growth
Standard Deviation 0.61% 0.54%
Sharp -0.55% 0.14%
Beta 0.95% 1.19%
Alpha 1.58% 2.45%

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Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HSBC Ultra Short Duration Fund - Regular Growth
Name Piyush Baranwal Jalpan Shah
Total AUM ₹5379 Cr ₹16521 Cr
Fund Manage 9 6
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option HSBC Ultra Short Duration Fund - Regular Growth

Market Cap

Scheme Name

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

HSBC Ultra Short Duration Fund - Regular Growth

Others 100 100

Sector Allocation

Scheme Name

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

HSBC Ultra Short Duration Fund - Regular Growth

Others 3.58 3.62
Financial 89.25 90.81
Materials 4.8 -
Consumer Staples 2.37 -
Sovereign - 1.92
Services - 1.83
Energy - 1.82

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