Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Ultra Short Term Fund vs BANDHAN ULTRA SHORT TERM FUND compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

Invest Now

tortoise-icon Bandhan Ultra Short Duration Fund - Regular Plan - Growth

Invest Now

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 Bandhan Ultra Short Duration Fund - Regular Plan - Growth
Fund WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Bandhan Ultra Short Duration Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Average
Asset Size (Cr) ₹576 Cr ₹4452 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 06 Jun 2019 19 Jul 2018
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 A-I
Turn Over 0.0% 402%
Expense Ratio 1.03 0.47
Manager Piyush Baranwal Harshal Joshi
ISIN Code INF03VN01282 INF194KA10Q8
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 Bandhan Ultra Short Duration Fund - Regular Plan - Growth
1 Month 0.4% 0.42%
6 Month 2.67% 2.94%
1 Year 6.42% 6.96%
3 Year 6.56% 7.14%
5 Year 5.46% 5.77%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Bandhan Ultra Short Duration Fund - Regular Plan - Growth
6 Month 1.26% 1.39%
1 Year 5.84% 6.4%
3 Year 6.48% 7.03%
5 Year 6.08% 6.6%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Bandhan Ultra Short Duration Fund - Regular Plan - Growth
1 Year 4.76% 6.94%
3 Year 4.84% 5.4%
5 Year 4.98% 5.62%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Bandhan Ultra Short Duration Fund - Regular Plan - Growth
Standard Deviation 0.24% 0.24%
Sharp -0.54% 1.89%
Beta 0.86% 0.90%
Alpha -0.82% -0.29%

Fund Managers

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Bandhan Ultra Short Duration Fund - Regular Plan - Growth
Name Piyush Baranwal Harshal Joshi
Total AUM ₹5379 Cr ₹42965 Cr
Funds Managed 9 20
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Bandhan Ultra Short Duration Fund - Regular Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

Bandhan Ultra Short Duration Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

Bandhan Ultra Short Duration Fund - Regular Plan - Growth

Others 100 100

Top Comparisons

HSBC Medium to Long Duration Fund - Regular Growth HSBC Medium to Long Duration Fund - Regular Growth

3Y Returns6.14%

VS

LIC MF Bond Fund-Regular Plan-Growth LIC MF Bond Fund-Regular Plan-Growth

3Y Returns7.16%

Compare Now

Franklin India Small Cap Fund-Growth Franklin India Small Cap Fund-Growth

3Y Returns18.58%

VS

Sundaram Small Cap Fund Regular Plan - Growth Sundaram Small Cap Fund Regular Plan - Growth

3Y Returns19.45%

Compare Now

Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option

3Y Returns20.04%

VS

HSBC Large & Mid Cap Fund - Regular Growth HSBC Large & Mid Cap Fund - Regular Growth

3Y Returns19.36%

Compare Now

Nippon India Equity Savings Fund- Growth Plan- Bonus Option Nippon India Equity Savings Fund- Growth Plan- Bonus Option

3Y Returns%

VS

HSBC Equity Savings Fund - Regular Growth HSBC Equity Savings Fund - Regular Growth

3Y Returns13.44%

Compare Now
Add to Cart Successfully