WhiteOak Capital Ultra Short Term Fund vs Kotak Savings Fund compare

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tortoise-icon WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

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tortoise-icon Kotak Savings Fund -Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹273 Cr ₹14336 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 06 Jun 2019 01 Aug 2004
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% 16.04%
Expense Ratio 1.03 0.8
Manager Piyush Baranwal Deepak Agrawal
ISIN Code INF03VN01282 INF174K01FD6
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
1 Month 0.55% 0.55%
6 Month 3.4% 3.56%
1 Year 6.71% 7.02%
3 Year 5.47% 5.75%
5 Year 4.83% 5.46%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
6 Month - -
1 Year 3.06% 3.21%
3 Year 8.93% 9.54%
5 Year 13.59% 14.73%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
1 Year 4.28% 4.8%
3 Year 10.93% 11.87%
5 Year 13.94% 15.11%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
Standard Deviation 0.61% 0.53%
Sharp -0.55% -0.1%
Beta 0.95% 1.14%
Alpha 1.58% 2.24%

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Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
Name Piyush Baranwal Deepak Agrawal
Total AUM ₹5379 Cr ₹150749 Cr
Fund Manage 9 14
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth

Market Cap

Scheme Name

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

Kotak Savings Fund -Growth

Others 100 101.24

Sector Allocation

Scheme Name

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

Kotak Savings Fund -Growth

Others 3.58 101.24
Financial 89.25 -
Materials 4.8 -
Consumer Staples 2.37 -

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