WhiteOak Capital Ultra Short Term Fund vs UTI Ultra Short Duration Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹273 Cr | ₹2239 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 06 Jun 2019 | 29 Aug 2003 |
| 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% | 350.33% |
| Expense Ratio | 1.03 | 0.96 |
| Manager | Piyush Baranwal | Ritesh Nambiar |
| ISIN Code | INF03VN01282 | INF789F01570 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.55% | 0.59% |
| 6 Month | 3.4% | 3.54% |
| 1 Year | 6.71% | 7.19% |
| 3 Year | 5.47% | 5.84% |
| 5 Year | 4.83% | 5.87% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.06% | 3.19% |
| 3 Year | 8.93% | 9.65% |
| 5 Year | 13.59% | 15.92% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.02% | 6.92% |
| 3 Year | 4.42% | 7.52% |
| 5 Year | 4.85% | 7.72% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.61% | 1.49% |
| Sharp | -0.55% | 0.5% |
| Beta | 0.95% | 0.39% |
| Alpha | 1.58% | 1.51% |
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| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Ritesh Nambiar |
| Total AUM | ₹5379 Cr | ₹2329 Cr |
| Fund Manage | 9 | 3 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100.03 |
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 3.58 | 10.16 |
| Financial | 89.25 | 65.22 |
| Materials | 4.8 | - |
| Consumer Staples | 2.37 | 2.26 |
| Construction | - | 7.28 |
| Energy | - | 6 |
| Communication | - | 2.59 |
| Automobile | - | 0.12 |
| Diversified | - | 1.83 |
| Capital Goods | - | 2.99 |
| Services | - | 1.58 |
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