- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
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
+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) | ₹500 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 | 0.52% | 0.54% |
| 6 Month | 3.67% | 3.96% |
| 1 Year | 7.05% | 7.58% |
| 3 Year | 6.49% | 7.05% |
| 5 Year | 5.35% | 5.73% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HDFC Ultra Short Term Fund - Growth Option |
|---|---|---|
| 6 Month | 1.78% | 1.92% |
| 1 Year | 7.18% | 7.73% |
| 3 Year | 6.86% | 7.41% |
| 5 Year | 6.1% | 6.59% |
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 | 0.30% | 0.31% |
| Sharp | -0.94% | 1.10% |
| Beta | 2.77% | 3.09% |
| Alpha | -0.97% | -0.51% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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
Mahindra Manulife Liquid Fund - Regular Plan - Growth
3Y Returns6.97%
Mirae Asset Liquid Fund - Growth
3Y Returns6.95%
Bandhan Small Cap Fund Regular Growth
3Y Returns33.42%
Invesco India Smallcap Fund - Regular Plan - Growth
3Y Returns29.88%
Kotak NASDAQ 100 Fund of Fund - Regular Plan - Growth
3Y Returns26.95%
Invesco India - Invesco Global Equity Income Fund of Fund - Regular Plan - Growth
3Y Returns23.48%
Invesco India GILT Fund - Growth
3Y Returns7.63%
Canara Robeco Gilt Fund - Regular Plan - Growth Option
3Y Returns7.33%
