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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) | ₹576 Cr | ₹18875 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 | 0.38% | 0.4% |
| 6 Month | 2.65% | 2.94% |
| 1 Year | 6.42% | 7% |
| 3 Year | 6.54% | 7.1% |
| 5 Year | 5.48% | 5.85% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 6 Month | 1.22% | 1.35% |
| 1 Year | 5.72% | 6.31% |
| 3 Year | 6.44% | 7% |
| 5 Year | 6.06% | 6.6% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 1 Year | 4.83% | 6.89% |
| 3 Year | 4.84% | 5.47% |
| 5 Year | 4.99% | 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 | 0.24% | 0.54% |
| Sharp | -0.58% | 0.11% |
| Beta | 0.86% | 1.18% |
| Alpha | -0.82% | 2.43% |
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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