WhiteOak Capital Ultra Short Term Fund vs HSBC Ultra Short Duration Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Invest NowHSBC Ultra Short Duration Fund - Regular Growth
Invest NowChart Comparison
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 |
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Month | 0.6% | 0.62% |
6 Month | 3.43% | 3.7% |
1 Year | 6.86% | 7.4% |
3 Year | 5.56% | 6.16% |
5 Year | 4.88% | - |
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.76% | 7.29% |
3 Year | 6.28% | 6.86% |
5 Year | 5.5% | - |
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
1 Year | 4.03% | 4.88% |
3 Year | 4.42% | 4.95% |
5 Year | 4.85% | - |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
HSBC Ultra Short Duration Fund - Regular Growth |
---|---|---|
Others | 100 | 100 |
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 |
Top Comparisons
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns15.29%
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option
3Y Returns15.15%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns10.75%
UTI Banking and Financial Services Fund - Regular Plan - Growth Option
3Y Returns11.28%
Franklin India Technology Fund-Growth
3Y Returns13.01%
SBI Technology Opportunities Fund - Regular Plan - Growth
3Y Returns10.33%
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth
3Y Returns14.36%
Tata Hybrid Equity Fund- Regular Plan - Growth Option
3Y Returns11.09%