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WhiteOak Capital Ultra Short Term Fund vs LIC MF Ultra Short Term Fund Regular compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
LIC MF Ultra Short Term Fund Regular - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | LIC MF Ultra Short Term Fund Regular - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹576 Cr | ₹195 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹200 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 06 Jun 2019 | 27 Nov 2019 |
| 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% | % |
| Expense Ratio | 1.03 | 0.95 |
| Manager | Piyush Baranwal | Rahul Singh |
| ISIN Code | INF03VN01282 | INF767K01QO1 |
| 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 | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Month | 0.44% | 0.43% |
| 6 Month | 2.67% | 2.7% |
| 1 Year | 6.37% | 6.4% |
| 3 Year | 6.53% | 6.51% |
| 5 Year | 5.49% | 5.55% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 6 Month | 1.25% | 1.25% |
| 1 Year | 5.75% | 5.77% |
| 3 Year | 6.45% | 6.42% |
| 5 Year | 6.08% | 6.02% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| 1 Year | 4.83% | 5.62% |
| 3 Year | 4.84% | 5.01% |
| 5 Year | 4.99% | 5.14% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Standard Deviation | 0.61% | 0.46% |
| Sharp | -0.55% | -0.26% |
| Beta | 0.95% | 0.85% |
| Alpha | 1.58% | 1.59% |
Fund Managers
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Name | Piyush Baranwal | Rahul Singh |
| Total AUM | ₹5379 Cr | ₹19760 Cr |
| Funds Managed | 9 | 9 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | LIC MF Ultra Short Term Fund Regular - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
LIC MF Ultra Short Term Fund Regular - Growth |
|---|---|---|
| Others | 100 | 100 |
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