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WhiteOak Capital Ultra Short Term Fund vs ICICI Prudential Ultra Short Term Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
ICICI Prudential Ultra Short Term Fund - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | ICICI Prudential Ultra Short Term Fund - Growth |
|---|---|---|
| Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | ICICI Prudential Ultra Short Term Fund - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹531 Cr | ₹14697 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Jun 2019 | 03 May 2011 |
| 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% | 118% |
| Expense Ratio | 1.03 | 0.8 |
| Manager | Piyush Baranwal | Manish Banthia |
| ISIN Code | INF03VN01282 | INF109K01TP7 |
| 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 | ICICI Prudential Ultra Short Term Fund - Growth |
|---|---|---|
| 1 Month | 0.41% | 0.5% |
| 6 Month | 2.94% | 3.38% |
| 1 Year | 6.58% | 7.28% |
| 3 Year | 6.59% | 7.21% |
| 5 Year | 5.39% | 5.94% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | ICICI Prudential Ultra Short Term Fund - Growth |
|---|---|---|
| 6 Month | 0.92% | 1.05% |
| 1 Year | 5.31% | 5.95% |
| 3 Year | 6.31% | 6.9% |
| 5 Year | 5.93% | 6.5% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | ICICI Prudential Ultra Short Term Fund - Growth |
|---|---|---|
| 1 Year | 4.46% | 7.39% |
| 3 Year | 4.77% | 7.48% |
| 5 Year | 4.96% | 7.79% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | ICICI Prudential Ultra Short Term Fund - Growth |
|---|---|---|
| Standard Deviation | 0.23% | 0.25% |
| Sharp | -0.52% | 1.73% |
| Beta | 0.84% | 0.97% |
| Alpha | -0.83% | -0.35% |
Fund Managers
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | ICICI Prudential Ultra Short Term Fund - Growth |
|---|---|---|
| Name | Piyush Baranwal | Manish Banthia |
| Total AUM | ₹5379 Cr | ₹239319 Cr |
| Funds Managed | 9 | 19 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | ICICI Prudential Ultra Short Term Fund - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
ICICI Prudential Ultra Short Term Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
ICICI Prudential Ultra Short Term Fund - Growth |
|---|---|---|
| Others | 100 | 100 |
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