WhiteOak Capital Ultra Short Term Fund vs Kotak Savings Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Kotak Savings Fund -Growth
Chart Comparison
| 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) | ₹299 Cr | ₹12502 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 06 Jun 2019 | 13 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 | 0.81 |
| Manager | Piyush Baranwal | Deepak Agrawal |
| ISIN Code | INF03VN01282 | INF174K01FD6 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
|---|---|---|
| 1 Month | 0.57% | 0.55% |
| 6 Month | 3.32% | 3.44% |
| 1 Year | 6.89% | 7.2% |
| 3 Year | 5.77% | 6.19% |
| 5 Year | 4.95% | 5.49% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 6.64% | 6.89% |
| 3 Year | 6.39% | 6.75% |
| 5 Year | 5.62% | 5.95% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
|---|---|---|
| 1 Year | 4.06% | 7.51% |
| 3 Year | 4.46% | 7.42% |
| 5 Year | 4.86% | 7.83% |
| 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% |
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 | 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 |
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Kotak Savings Fund -Growth |
|---|---|---|
| Others | 100 | 99.01 |
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Kotak Savings Fund -Growth |
|---|---|---|
| Others | 100 | 99.01 |
Top Comparisons
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns11.55%
Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option
3Y Returns11.55%
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns19.97%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns10.19%
SBI Contra Fund - Regular Plan -Growth
3Y Returns21.2%
Invesco India Contra Fund - Growth
3Y Returns17.31%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.24%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.35%