WhiteOak Capital Ultra Short Term Fund vs Nippon India 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 Nippon India Ultra Short Duration Fund- Growth Option

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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 Nippon India Ultra Short Duration Fund- Growth Option
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Nippon India Ultra Short Duration Fund- Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹273 Cr ₹5946 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 06 Jun 2019 07 Dec 2001
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% 23%
Expense Ratio 1.03 1.13
Manager Piyush Baranwal Vivek Sharma
ISIN Code INF03VN01282 INF204K01UE8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Nippon India Ultra Short Duration Fund- Growth Option
1 Month 0.55% 0.55%
6 Month 3.4% 3.56%
1 Year 6.71% 7.02%
3 Year 5.47% 5.81%
5 Year 4.83% 6.1%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Nippon India Ultra Short Duration Fund- Growth Option
6 Month - -
1 Year 3.06% 3.2%
3 Year 8.93% 9.51%
5 Year 13.59% 16.42%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Nippon India Ultra Short Duration Fund- Growth Option
1 Year 4.28% 5.38%
3 Year 10.93% 13.57%
5 Year 13.94% 16.89%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Nippon India Ultra Short Duration Fund- Growth Option
Standard Deviation 0.61% 1.52%
Sharp -0.55% 0.81%
Beta 0.95% 0.6%
Alpha 1.58% 2.44%

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Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Nippon India Ultra Short Duration Fund- Growth Option
Name Piyush Baranwal Vivek Sharma
Total AUM ₹5379 Cr ₹39796 Cr
Fund Manage 9 12
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Nippon India Ultra Short Duration Fund- Growth Option

Market Cap

Scheme Name

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

Nippon India Ultra Short Duration Fund- Growth Option

Others 100 100.01

Sector Allocation

Scheme Name

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

Nippon India Ultra Short Duration Fund- Growth Option

Others 3.58 3.22
Financial 89.25 84.36
Materials 4.8 0.99
Consumer Staples 2.37 0.82
Construction - 3.75
Communication - 2.37
Capital Goods - 4.5

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