WhiteOak Capital Ultra Short Term Fund vs BANDHAN ULTRA SHORT TERM FUND compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Bandhan Ultra Short Duration Fund - Regular Plan - Growth
Chart Comparison
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
3Y Returns6.14%
LIC MF Bond Fund-Regular Plan-Growth
3Y Returns7.16%
Franklin India Small Cap Fund-Growth
3Y Returns18.58%
Sundaram Small Cap Fund Regular Plan - Growth
3Y Returns19.45%
Nippon India Vision Large & Mid Cap Fund-Growth Plan-Growth Option
3Y Returns20.04%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns19.36%
Nippon India Equity Savings Fund- Growth Plan- Bonus Option
3Y Returns%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.44%