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) | ₹518 Cr | ₹16091 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 | 0.48% | 0.52% |
6 Month | 3.6% | 3.84% |
1 Year | 6.99% | 7.35% |
3 Year | 6.52% | 6.92% |
5 Year | 5.39% | 5.55% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Kotak Savings Fund -Growth |
---|---|---|
6 Month | 1.71% | 1.81% |
1 Year | 7.08% | 7.46% |
3 Year | 6.84% | 7.21% |
5 Year | 6.1% | 6.44% |
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 | 0.30% | 0.53% |
Sharp | -0.94% | -0.1% |
Beta | 2.77% | 1.14% |
Alpha | -0.97% | 2.24% |
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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 |
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