Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Ultra Short Term Fund vs Kotak Savings Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

Invest Now

tortoise-icon Kotak Savings Fund -Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹337 Cr ₹13151 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 0.72% 0.79%
6 Month 3.57% 3.73%
1 Year 7.03% 7.37%
3 Year 6.2% 6.62%
5 Year 5.14% 5.64%

SIP Return Analysis

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
6 Month 1.92% 2.04%
1 Year 7.28% 7.66%
3 Year 6.8% 7.18%
5 Year 5.96% 6.28%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
1 Year 4.16% 7.46%
3 Year 4.51% 7.42%
5 Year 4.87% 7.8%

Risk Management

Scheme Name WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option Kotak Savings Fund -Growth
Standard Deviation 0.445% 0.53%
Sharp -2.415% -0.1%
Beta 2.552% 1.14%
Alpha -1.061% 2.24%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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

HDFC Credit Risk Debt Fund - Growth Option HDFC Credit Risk Debt Fund - Growth Option

3Y Returns6.97%

VS

BANDHAN Credit Risk Fund - Regular Plan Growth BANDHAN Credit Risk Fund - Regular Plan Growth

3Y Returns6.36%

Compare Now

SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.74%

VS

Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option

3Y Returns6.19%

Compare Now

Kotak India EQ Contra Fund - Growth Kotak India EQ Contra Fund - Growth

3Y Returns19.76%

VS

SBI Contra Fund Regular Plan Growth SBI Contra Fund Regular Plan Growth

3Y Returns21.42%

Compare Now

Aditya Birla Sun Life Savings Fund - Growth - Regular Plan Aditya Birla Sun Life Savings Fund - Growth - Regular Plan

3Y Returns7.05%

VS

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns6.52%

Compare Now
Add to Cart Successfully