WhiteOak Capital Ultra Short Term Fund vs UTI 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 UTI Ultra Short Duration Fund- Regular Plan - Growth Option

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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 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) ₹299 Cr ₹3046 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 0.94
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 0.6% 0.61%
6 Month 3.41% 3.58%
1 Year 6.98% 7.29%
3 Year 5.65% 5.99%
5 Year 4.91% 5.88%

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 Year 6.68% 6.99%
3 Year 6.34% 6.68%
5 Year 5.56% 6.27%

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 4.03% 6.93%
3 Year 4.42% 7.57%
5 Year 4.85% 7.73%

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 0.61% 1.49%
Sharp -0.55% 0.5%
Beta 0.95% 0.39%
Alpha 1.58% 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
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 100 99.98

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 99.98

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