WhiteOak Capital Ultra Short Term Fund vs HDFC Ultra Short Term Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
HDFC Ultra Short Term Fund - Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
---|---|---|
Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹486 Cr | ₹16573 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 06 Jun 2019 | 25 Sep 2018 |
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% | 26% |
Expense Ratio | 1.03 | 0.69 |
Manager | Piyush Baranwal | Anil Bamboli |
ISIN Code | INF03VN01282 | INF179KB11R3 |
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 | HDFC Ultra Short Term Fund - Growth Option |
---|---|---|
1 Month | 0.57% | 0.59% |
6 Month | 3.65% | 3.92% |
1 Year | 7.07% | 7.59% |
3 Year | 6.45% | 7.03% |
5 Year | 5.3% | 5.74% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
---|---|---|
6 Month | 1.83% | 1.98% |
1 Year | 7.21% | 7.75% |
3 Year | 6.84% | 7.39% |
5 Year | 6.06% | 6.55% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
---|---|---|
1 Year | 4.26% | 6.63% |
3 Year | 4.62% | 5.26% |
5 Year | 4.89% | 5.78% |
Risk Management
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
---|---|---|
Standard Deviation | 0.31% | 0.33% |
Sharp | -1.20% | 0.93% |
Beta | 2.64% | 3.05% |
Alpha | -0.97% | -0.52% |
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Fund Managers
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
---|---|---|
Name | Piyush Baranwal | Anil Bamboli |
Total AUM | ₹5379 Cr | ₹135442 Cr |
Funds Managed | 9 | 12 |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
HDFC Ultra Short Term Fund - Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
HDFC Ultra Short Term Fund - Growth Option |
---|---|---|
Others | 100 | 100 |
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