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) | ₹299 Cr | ₹1265 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 |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 1 Month | 0.6% | 0.62% |
| 6 Month | 3.41% | 3.57% |
| 1 Year | 6.98% | 7.54% |
| 3 Year | 5.65% | 6% |
| 5 Year | 4.91% | 5.23% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.68% | 7.05% |
| 3 Year | 6.34% | 6.73% |
| 5 Year | 5.56% | 5.81% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 | 100 | 100 |
Top Comparisons
PGIM India Balanced Advantage Fund - Regular Growth
3Y Returns8.95%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns9.84%
HDFC Flexi Cap Fund - Growth Plan
3Y Returns24.33%
HSBC Flexi Cap Fund - Regular Growth
3Y Returns18.18%
HDFC Income Fund - Growth Option
3Y Returns5.08%
SBI Magnum Income Fund-Regular Plan-Growth
3Y Returns5.96%
FRANKLIN INDIA EQUITY SAVINGS FUND - GROWTH
3Y Returns6.38%
HDFC Equity Savings Fund - GROWTH PLAN
3Y Returns10.11%