WhiteOak Capital Ultra Short Term Fund vs LIC MF Ultra Short Term Fund Regular compare

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

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tortoise-icon LIC MF Ultra Short Term Fund Regular - 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 LIC MF Ultra Short Term Fund Regular - Growth
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option LIC MF Ultra Short Term Fund Regular - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹299 Cr ₹246 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 06 Jun 2019 27 Nov 2019
Category Ultra Short Duration Ultra Short Duration
Fund Type Open Ended Open Ended
Benchmark CRISIL Ultra Short Duration Fund BI Index CRISIL Ultra Short Duration Fund BI Index
Turn Over 0.0% %
Expense Ratio 1.03 0.95
Manager Piyush Baranwal Rahul Singh
ISIN Code INF03VN01282 INF767K01QO1
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option LIC MF Ultra Short Term Fund Regular - Growth
1 Month 0.56% 0.54%
6 Month 3.31% 3.33%
1 Year 6.86% 6.89%
3 Year 5.72% 5.68%
5 Year 4.93% 4.89%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option LIC MF Ultra Short Term Fund Regular - Growth
6 Month - -
1 Year 6.64% 6.62%
3 Year 6.35% 6.23%
5 Year 5.57% 5.46%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option LIC MF Ultra Short Term Fund Regular - Growth
1 Year 4.06% 4.28%
3 Year 4.46% 4.33%
5 Year 4.86% -

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option LIC MF Ultra Short Term Fund Regular - Growth
Standard Deviation 0.61% 0.46%
Sharp -0.55% -0.26%
Beta 0.95% 0.85%
Alpha 1.58% 1.59%

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Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option LIC MF Ultra Short Term Fund Regular - Growth
Name Piyush Baranwal Rahul Singh
Total AUM ₹5379 Cr ₹19760 Cr
Fund Manage 9 9
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option LIC MF Ultra Short Term Fund Regular - Growth

Market Cap

Scheme Name

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

LIC MF Ultra Short Term Fund Regular - Growth

Others 100 99.99

Sector Allocation

Scheme Name

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

LIC MF Ultra Short Term Fund Regular - Growth

Others 100 99.99

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