WhiteOak Capital Ultra Short Term Fund vs SBI Magnum 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 SBI Magnum 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 SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹273 Cr ₹11492 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 06 Jun 2019 21 May 1999
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% 24%
Expense Ratio 1.03 0.54
Manager Piyush Baranwal Pradeep Kesavan
ISIN Code INF03VN01282 INF200K01LJ4
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
1 Month 0.58% 0.6%
6 Month 3.4% 3.7%
1 Year 6.83% 7.41%
3 Year 5.56% 6.14%
5 Year 4.88% 5.58%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
6 Month - -
1 Year 6.76% 7.33%
3 Year 6.28% 6.85%
5 Year 5.5% 6%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
1 Year 4.03% 7.35%
3 Year 4.42% 7.32%
5 Year 4.85% 6.98%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Standard Deviation 0.61% 0.56%
Sharp -0.55% 0.07%
Beta 0.95% 1.24%
Alpha 1.58% 2.52%

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Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Name Piyush Baranwal Pradeep Kesavan
Total AUM ₹5379 Cr ₹434274 Cr
Fund Manage 9 43
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Market Cap

Scheme Name

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

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

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

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

Others 3.58 1.68
Financial 89.25 85.95
Materials 4.8 -
Consumer Staples 2.37 -
Construction - 5.65
Services - 1.64
Communication - 4.51
Energy - 0.57

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