- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.4% | 0.39% |
| 6 Month | 2.67% | 2.95% |
| 1 Year | 6.42% | 6.97% |
| 3 Year | 6.56% | 7.11% |
| 5 Year | 5.46% | 5.83% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 6 Month | 1.26% | 1.39% |
| 1 Year | 5.84% | 6.42% |
| 3 Year | 6.48% | 7.03% |
| 5 Year | 6.08% | 6.61% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 1 Year | 4.76% | 6.88% |
| 3 Year | 4.84% | 5.45% |
| 5 Year | 4.98% | 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% | 0.26% |
| Sharp | -0.54% | 1.61% |
| Beta | 0.86% | 0.97% |
| Alpha | -0.82% | -0.38% |
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 |
Top Comparisons
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns16.98%
Quant ELSS Tax Saver Fund Regular Plan-Growth
3Y Returns13.81%
HDFC Large Cap Fund - Growth Option - Regular Plan
3Y Returns15.13%
Nippon India Large Cap Fund- Growth Plan Bonus Option
3Y Returns%
HDFC Banking and Financial Services Fund - Growth Option
3Y Returns15.25%
Aditya Birla Sun Life Banking and Financial Services Fund - Regular Plan - Growth
3Y Returns14.94%
Franklin India Flexi Cap Fund - Growth
3Y Returns17.02%
LIC MF Flexi Cap Fund-Growth
3Y Returns14.57%
