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
| 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) | ₹273 Cr | ₹692 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 | 0.89 |
| Manager | Piyush Baranwal | Krishna Venkat Cheemalapati |
| ISIN Code | INF03VN01282 | INF205K01TM0 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Month | 0.6% | 0.63% |
| 6 Month | 3.43% | 3.59% |
| 1 Year | 6.86% | 7.43% |
| 3 Year | 5.56% | 5.9% |
| 5 Year | 4.88% | 5.2% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.76% | 7.22% |
| 3 Year | 6.28% | 6.68% |
| 5 Year | 5.5% | 5.75% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Year | 4.03% | 7.54% |
| 3 Year | 4.42% | 7.63% |
| 5 Year | 4.85% | 7.67% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Standard Deviation | 0.61% | 0.6% |
| Sharp | -0.55% | -0.34% |
| Beta | 0.95% | 1.28% |
| Alpha | 1.58% | 2.35% |
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| 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 |
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| Others | 3.58 | 5.66 |
| Financial | 89.25 | 74.83 |
| Materials | 4.8 | - |
| Consumer Staples | 2.37 | - |
| Sovereign | - | 1.31 |
| Construction | - | 8.69 |
| Consumer Discretionary | - | 1.19 |
| Communication | - | 5.18 |
| Energy | - | 3.14 |
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