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WhiteOak Capital Ultra Short Term Fund vs INVESCO INDIA 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 INVESCO INDIA ULTRA SHORT DURATION FUND - 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 INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹337 Cr ₹1391 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹1000
Launch Date 06 Jun 2019 30 Dec 2010
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index NIFTY Ultra Short Duration Debt Index B-I
Turn Over 0.0% 24%
Expense Ratio 1.03 0.79
Manager Piyush Baranwal Krishna Venkat Cheemalapati
ISIN Code INF03VN01282 INF205K01TM0
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 INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Month 0.85% 0.9%
6 Month 3.58% 3.83%
1 Year 7.04% 7.43%
3 Year 6.19% 6.56%
5 Year 5.13% 5.39%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
6 Month 1.92% 2.05%
1 Year 7.28% 7.77%
3 Year 6.8% 7.25%
5 Year 5.96% 6.24%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
1 Year 4.16% 7.48%
3 Year 4.51% 7.59%
5 Year 4.87% 7.64%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Standard Deviation 0.445% 0.503%
Sharp -2.415% -0.612%
Beta 2.552% 3.759%
Alpha -1.061% -0.962%

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Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Name Piyush Baranwal Krishna Venkat Cheemalapati
Total AUM ₹5379 Cr ₹24743 Cr
Funds Managed 9 19
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Market Cap

Scheme Name

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

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Others 100 100

Sector Allocation

Scheme Name

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

INVESCO INDIA ULTRA SHORT DURATION FUND - Growth

Others 100 100

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