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 | 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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