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

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

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

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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 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) ₹531 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 0.46% 0.51%
6 Month 2.78% 3.04%
1 Year 6.48% 7.03%
3 Year 6.57% 7.16%
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 1.29% 1.44%
1 Year 5.91% 6.52%
3 Year 6.51% 7.08%
5 Year 6.1% 6.62%

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 0.23% 0.23%
Sharp -0.52% 1.90%
Beta 0.84% 0.89%
Alpha -0.83% -0.30%

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

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