WhiteOak Capital Ultra Short Term Fund vs Mahindra Manulife Ultra Short Duration Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Chart Comparison
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 Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹337 Cr | ₹230 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 06 Jun 2019 | 17 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 | 0.69 |
Manager | Piyush Baranwal | Rahul Pal |
ISIN Code | INF03VN01282 | INF174V01853 |
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 | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.56% | 0.6% |
6 Month | 3.34% | 3.51% |
1 Year | 6.88% | 7.31% |
3 Year | 5.88% | 6.34% |
5 Year | 4.98% | 5.54% |
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 | 6.66% | 7.06% |
3 Year | 6.46% | 6.91% |
5 Year | 5.69% | 6.06% |
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 | 4.09% | 5.4% |
3 Year | 4.48% | 4.76% |
5 Year | 4.86% | 5.53% |
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 | 0.445% | 0.462% |
Sharp | -2.415% | -0.45% |
Beta | 2.552% | 2.919% |
Alpha | -1.061% | -0.688% |
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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 | 100 |
Sector Allocation
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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