WhiteOak Capital Ultra Short Term Fund vs Mahindra Manulife Ultra Short Duration Fund compare

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

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tortoise-icon Mahindra Manulife Ultra Short Duration Fund - Regular Plan - 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 Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹273 Cr ₹231 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 06 Jun 2019 05 Oct 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% 9.69%
Expense Ratio 1.03 0.71
Manager Piyush Baranwal Rahul Pal
ISIN Code INF03VN01282 INF174V01853
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
1 Month 0.55% 0.6%
6 Month 3.4% 3.66%
1 Year 6.71% 7.14%
3 Year 5.47% 5.7%
5 Year 4.83% -

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
6 Month - -
1 Year 3.06% 3.26%
3 Year 8.93% 9.6%
5 Year 13.59% 14.04%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
1 Year 4.28% 4.68%
3 Year 10.93% 11.74%
5 Year 13.94% 14.27%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Standard Deviation 0.61% 0.54%
Sharp -0.55% -0.1%
Beta 0.95% 1.18%
Alpha 1.58% 2.31%

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Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Name Piyush Baranwal Rahul Pal
Total AUM ₹5379 Cr ₹3032 Cr
Fund Manage 9 7
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

Others 100 101.21

Sector Allocation

Scheme Name

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

Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth

Financial 89.25 -
Materials 4.8 -
Others 3.58 101.21
Consumer Staples 2.37 -

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