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 | 0.55% | 0.59% |
6 Month | 3.4% | 3.52% |
1 Year | 6.71% | 7.21% |
3 Year | 5.47% | 5.55% |
5 Year | 4.83% | 5.19% |
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
6 Month | - | - |
1 Year | 3.06% | 3.33% |
3 Year | 8.93% | 9.49% |
5 Year | 13.59% | 14.28% |
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | INVESCO INDIA ULTRA SHORT DURATION FUND - Growth |
---|---|---|
1 Year | 4.28% | 4.56% |
3 Year | 10.93% | 11.41% |
5 Year | 13.94% | 14.64% |
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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Get Free Experts GuidanceScheme 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 |
---|---|---|
Financial | 89.25 | 74.83 |
Materials | 4.8 | - |
Others | 3.58 | 5.66 |
Consumer Staples | 2.37 | - |
Construction | - | 8.69 |
Communication | - | 5.18 |
Energy | - | 3.14 |
Consumer Discretionary | - | 1.19 |
Sovereign | - | 1.31 |
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