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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
Overview
| 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) | ₹337 Cr | ₹3448 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 06 Jun 2019 | 27 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 | 0.93 |
| Manager | Piyush Baranwal | Ritesh Nambiar |
| ISIN Code | INF03VN01282 | INF789F01570 |
| 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 | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.92% | 0.96% |
| 6 Month | 3.55% | 3.66% |
| 1 Year | 7.01% | 7.31% |
| 3 Year | 6.14% | 6.45% |
| 5 Year | 5.09% | 6.09% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.87% | 1.93% |
| 1 Year | 7.18% | 7.47% |
| 3 Year | 6.74% | 7.06% |
| 5 Year | 5.91% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.16% | 6.95% |
| 3 Year | 4.51% | 7.56% |
| 5 Year | 4.87% | 7.72% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.445% | 1.49% |
| Sharp | -2.415% | 0.5% |
| Beta | 2.552% | 0.39% |
| Alpha | -1.061% | 1.51% |
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Fund Managers
| 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 |
| Funds Managed | 9 | 3 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
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