WhiteOak Capital Ultra Short Term Fund vs Aditya Birla Sun Life Savings Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹531 Cr | ₹22389 Cr |
| Min Investment | ₹500 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Jun 2019 | 17 Apr 2003 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Ultra Short Duration Debt Index B-I |
| Turn Over | 0.0% | 24% |
| Expense Ratio | 1.03 | 0.55 |
| Manager | Piyush Baranwal | Dhaval Joshi |
| ISIN Code | INF03VN01282 | INF209K01LZ1 |
| 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 | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 1 Month | 0.46% | 0.55% |
| 6 Month | 2.78% | 3.31% |
| 1 Year | 6.48% | 7.59% |
| 3 Year | 6.57% | 7.5% |
| 5 Year | 5.46% | 6.18% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 6 Month | 1.29% | 1.56% |
| 1 Year | 5.91% | 7.06% |
| 3 Year | 6.51% | 7.53% |
| 5 Year | 6.1% | 7.01% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| 1 Year | 4.76% | 7.65% |
| 3 Year | 4.84% | 7.73% |
| 5 Year | 4.98% | 8.09% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Standard Deviation | 0.24% | 0.29% |
| Sharp | -0.54% | 2.54% |
| Beta | 0.86% | 1.06% |
| Alpha | -0.82% | -0.12% |
Fund Managers
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Name | Piyush Baranwal | Dhaval Joshi |
| Total AUM | ₹5379 Cr | ₹361932 Cr |
| Funds Managed | 9 | 55 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
Market Cap
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 99.08 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan |
|---|---|---|
| Others | 100 | 99.08 |
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