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WhiteOak Capital Ultra Short Term Fund vs HSBC Ultra Short Duration Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
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) | ₹337 Cr | ₹2625 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 | Data not available./365 | Data not available./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 | 0.87% | 0.96% |
| 6 Month | 3.58% | 3.85% |
| 1 Year | 7.05% | 7.59% |
| 3 Year | 6.18% | 6.78% |
| 5 Year | 5.13% | 5.68% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.89% | 2.07% |
| 1 Year | 7.22% | 7.81% |
| 3 Year | 6.77% | 7.35% |
| 5 Year | 5.94% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.16% | 4.95% |
| 3 Year | 4.51% | 5.14% |
| 5 Year | 4.87% | 5.57% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.445% | 0.456% |
| Sharp | -2.415% | -0.027% |
| Beta | 2.552% | 2.978% |
| Alpha | -1.061% | -0.586% |
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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 |
| Funds Managed | 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 | 100 | 100 |
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