- 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
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 Kotak Savings Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Kotak Savings Fund -Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
|---|---|---|
| Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹555 Cr | ₹15667 Cr |
| Min Investment | ₹500 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹500 | ₹100 |
| Launch Date | 06 Jun 2019 | 13 Aug 2004 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | NIFTY Ultra Short Duration Debt Index B-I |
| Turn Over | 0.0% | 16.04% |
| Expense Ratio | 1.03 | 0.82 |
| Manager | Piyush Baranwal | Deepak Agrawal |
| ISIN Code | INF03VN01282 | INF174K01FD6 |
| 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 | Kotak Savings Fund -Growth |
|---|---|---|
| 1 Month | 0.42% | 0.44% |
| 6 Month | 3.46% | 3.76% |
| 1 Year | 6.78% | 7.13% |
| 3 Year | 6.54% | 6.92% |
| 5 Year | 5.33% | 5.59% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
|---|---|---|
| 6 Month | 1.39% | 1.46% |
| 1 Year | 6.45% | 6.84% |
| 3 Year | 6.67% | 7.04% |
| 5 Year | 6.07% | 6.41% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
|---|---|---|
| 1 Year | 4.37% | 7.41% |
| 3 Year | 4.71% | 7.4% |
| 5 Year | 4.93% | 7.75% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
|---|---|---|
| Standard Deviation | 0.27% | 0.53% |
| Sharp | -0.77% | -0.1% |
| Beta | 2.86% | 1.14% |
| Alpha | -0.95% | 2.24% |
Fund Managers
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
|---|---|---|
| Name | Piyush Baranwal | Deepak Agrawal |
| Total AUM | ₹5379 Cr | ₹150749 Cr |
| Funds Managed | 9 | 14 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Kotak Savings Fund -Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Kotak Savings Fund -Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
ICICI Prudential Banking and PSU Debt Fund - Growth
3Y Returns7.47%
LIC MF Banking & PSU Debt Fund-Growth
3Y Returns7.17%
DSP Quant Fund - Regular Plan - Growth
3Y Returns10.99%
Quant Quantamental Fund Regular - Growth
3Y Returns19.85%
Franklin India Aggressive Hybrid Fund - Growth Plan
3Y Returns14.93%
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option
3Y Returns13.71%
Kotak Flexicap Fund - Growth
3Y Returns16.69%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns22.54%
