- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Ultra Short Term Fund vs INVESCO INDIA ULTRA SHORT DURATION FUND compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
Chart Comparison
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 Risk | Low to Moderate Risk |
| 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 | 0.56% | 0.66% |
| 6 Month | 3.34% | 3.53% |
| 1 Year | 6.88% | 7.21% |
| 3 Year | 5.88% | 6.23% |
| 5 Year | 4.98% | 5.29% |
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 Year | 6.66% | 7.05% |
| 3 Year | 6.46% | 6.88% |
| 5 Year | 5.69% | 5.95% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 4.09% | 7.48% |
| 3 Year | 4.48% | 7.59% |
| 5 Year | 4.86% | 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% | 0.519% |
| Sharp | -2.415% | -0.632% |
| Beta | 2.552% | 3.821% |
| Alpha | -1.061% | -0.963% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Fund Manage | 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 |
Top Comparisons
Invesco India Liquid Fund - Bonus Option
3Y Returns6.41%
Mirae Asset Liquid Fund - Growth
3Y Returns6.57%
ICICI Prudential Smallcap Fund - Growth
3Y Returns16.33%
LIC MF Small Cap Fund Regular - Growth
3Y Returns17.69%
Parag Parikh Flexi Cap Fund Regular-Growth
3Y Returns17.74%
Quant Flexi Cap Fund-Growth
3Y Returns16.47%
HDFC Dividend Yield Fund - Growth Plan
3Y Returns17.22%
Tata Dividend Yield Fund-Regular Plan-Growth
3Y Returns13.17%
