- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.45% | 0.47% |
| 6 Month | 3.27% | 3.35% |
| 1 Year | 6.76% | 7.04% |
| 3 Year | 5.93% | 6.25% |
| 5 Year | 4.98% | 5.97% |
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 | 1.52% | 1.56% |
| 1 Year | 6.5% | 6.75% |
| 3 Year | 6.48% | 6.79% |
| 5 Year | 5.73% | 6.34% |
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 | 4.09% | 6.95% |
| 3 Year | 4.48% | 7.56% |
| 5 Year | 4.86% | 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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Fund Manage | 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 | 99.99999 | 100.00001 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 99.99999 | 100.00001 |
Top Comparisons
LIC MF Overnight Fund Regular - Growth
3Y Returns6.09%
UTI - Overnight Fund - Regular Plan - Growth Option
3Y Returns6.17%
PGIM India Global Equity Opportunities Fund - Growth
3Y Returns12.57%
DSP Global Innovation Fund of Fund - Regular - Growth
3Y Returns16.52%
BANDHAN ULTRA SHORT TERM FUND - REGULAR PLAN GROWTH
3Y Returns6.49%
HSBC Ultra Short Duration Fund - Regular Growth
3Y Returns6.51%
HDFC Money Market Fund - Growth Option
3Y Returns6.75%
UTI MMF - Regular Plan - Growth Option
3Y Returns6.87%
