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 | 0.58% | 0.59% |
| 6 Month | 3.4% | 3.58% |
| 1 Year | 6.83% | 7.17% |
| 3 Year | 5.56% | 5.9% |
| 5 Year | 4.88% | 5.88% |
| 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 | 6.76% | 7.11% |
| 3 Year | 6.28% | 6.63% |
| 5 Year | 5.5% | 6.24% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.03% | 6.93% |
| 3 Year | 4.42% | 7.57% |
| 5 Year | 4.85% | 7.73% |
| 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
| 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 |
Top Comparisons
BANDHAN Credit Risk Fund - Regular Plan Growth
3Y Returns5.21%
Aditya Birla Sun Life Credit Risk Fund - Regular Plan - Growth
3Y Returns8.48%
HDFC Dividend Yield Fund - Growth Plan
3Y Returns19.13%
SBI Dividend Yield Fund - Regular Plan - Growth
3Y Returns0%
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan
3Y Returns8%
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns7.13%
Invesco India Infrastructure Fund - Growth Option
3Y Returns24.95%
Aditya Birla Sun Life Infrastructure Fund-Growth
3Y Returns22.78%