WhiteOak Capital Ultra Short Term Fund vs Mirae Asset Ultra Short Duration Fund Regular Growth compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Mirae Asset Ultra Short Duration Fund Regular Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
---|---|---|
Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate Risk | Low to Moderate Risk |
Asset Size (Cr) | ₹337 Cr | ₹1782 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 06 Jun 2019 | 07 Oct 2020 |
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 A-I |
Turn Over | 0.0% | 72% |
Expense Ratio | 1.03 | 0.45 |
Manager | Piyush Baranwal | Basant Bafna |
ISIN Code | INF03VN01282 | INF769K01GH2 |
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 | Mirae Asset Ultra Short Duration Fund Regular Growth |
---|---|---|
1 Month | 0.56% | 0.62% |
6 Month | 3.34% | 3.66% |
1 Year | 6.88% | 7.61% |
3 Year | 5.88% | 6.64% |
5 Year | 4.98% | - |
SIP Return Analysis
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 6.65% | 7.35% |
3 Year | 6.45% | 7.18% |
5 Year | 5.67% | - |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
---|---|---|
1 Year | 4.09% | 6.35% |
3 Year | 4.48% | 5.73% |
5 Year | 4.86% | - |
Risk Management
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
---|---|---|
Standard Deviation | 0.445% | 0.432% |
Sharp | -2.415% | 0.676% |
Beta | 2.552% | 2.721% |
Alpha | -1.061% | -0.37% |
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Fund Managers
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
---|---|---|
Name | Piyush Baranwal | Basant Bafna |
Total AUM | ₹5379 Cr | ₹1022 Cr |
Fund Manage | 9 | 4 |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
Market Cap
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Mirae Asset Ultra Short Duration Fund Regular Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Mirae Asset Ultra Short Duration Fund Regular Growth |
---|---|---|
Others | 100 | 2.24 |
Financial | - | 83.15 |
Construction | - | 1.96 |
Automobile | - | 1.54 |
Energy | - | 6.68 |
Consumer Staples | - | 1.53 |
Communication | - | 2.9 |
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