WhiteOak Capital Ultra Short Term Fund vs HSBC Ultra Short Duration Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
HSBC Ultra Short Duration Fund - Regular Growth
Chart Comparison
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹273 Cr | ₹2335 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Jun 2019 | 29 Jan 2020 |
| 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 AI Index |
| Turn Over | 0.0% | 54% |
| Expense Ratio | 1.03 | 0.47 |
| Manager | Piyush Baranwal | Jalpan Shah |
| ISIN Code | INF03VN01282 | INF336L01OW1 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.55% | 0.6% |
| 6 Month | 3.4% | 3.68% |
| 1 Year | 6.71% | 7.26% |
| 3 Year | 5.47% | 5.84% |
| 5 Year | 4.83% | - |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 3.06% | 3.3% |
| 3 Year | 8.93% | 9.8% |
| 5 Year | 13.59% | 13.37% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.28% | 4.68% |
| 3 Year | 10.93% | 11.84% |
| 5 Year | 13.94% | 13.73% |
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.61% | 0.54% |
| Sharp | -0.55% | 0.14% |
| Beta | 0.95% | 1.19% |
| Alpha | 1.58% | 2.45% |
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| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Jalpan Shah |
| Total AUM | ₹5379 Cr | ₹16521 Cr |
| Fund Manage | 9 | 6 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Financial | 89.25 | 90.81 |
| Materials | 4.8 | - |
| Others | 3.58 | 3.62 |
| Consumer Staples | 2.37 | - |
| Sovereign | - | 1.92 |
| Services | - | 1.83 |
| Energy | - | 1.82 |
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