- 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
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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
Overview
| 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) | ₹337 Cr | ₹2625 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 | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.53% | 0.59% |
| 6 Month | 3.56% | 3.86% |
| 1 Year | 7.03% | 7.61% |
| 3 Year | 6.35% | 6.99% |
| 5 Year | 5.2% | 5.63% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.85% | 2.03% |
| 1 Year | 7.18% | 7.78% |
| 3 Year | 6.79% | 7.37% |
| 5 Year | 5.99% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.16% | 4.95% |
| 3 Year | 4.51% | 5.14% |
| 5 Year | 4.87% | 5.57% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.445% | 0.456% |
| Sharp | -2.415% | -0.027% |
| Beta | 2.552% | 2.978% |
| Alpha | -1.061% | -0.586% |
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 | HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Jalpan Shah |
| Total AUM | ₹5379 Cr | ₹16521 Cr |
| Funds Managed | 9 | 6 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | HSBC Ultra Short Duration Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
HSBC Ultra Short Duration Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth
3Y Returns6.29%
Edelweiss Overnight Fund - Regular Plan - Growth
3Y Returns6.29%
BANDHAN Government Securities Fund - IP - Regular Plan - Growth
3Y Returns8.58%
Invesco India GILT Fund - Growth
3Y Returns8.19%
SBI Short Horizon Debt Fund - Ultra Short Term Fund - Institutional Plan - Growth
3Y Returns6.9%
Nippon India Ultra Short Duration Fund- Growth Option
3Y Returns6.76%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Regular Plan-Growth
3Y Returns14.22%
Quant Absolute Fund-Growth
3Y Returns14.41%
