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) | ₹337 Cr | ₹361 Cr |
Min Investment | ₹500 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
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 | 0.52% | 0.52% |
6 Month | 3.54% | 3.54% |
1 Year | 7.01% | 7.05% |
3 Year | 6.33% | 6.27% |
5 Year | 5.18% | 5.1% |
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 | 1.78% | 1.78% |
1 Year | 7.04% | 7.06% |
3 Year | 6.74% | 6.65% |
5 Year | 5.95% | 5.85% |
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 | 4.16% | 4.41% |
3 Year | 4.51% | 4.44% |
5 Year | 4.87% | 4.89% |
Risk Management
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | LIC MF Ultra Short Term Fund Regular - Growth |
---|---|---|
Standard Deviation | 0.445% | 0.366% |
Sharp | -2.415% | -2.736% |
Beta | 2.552% | 2.269% |
Alpha | -1.061% | -1.038% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
HDFC Hybrid Equity Fund - Growth Plan
3Y Returns16.5%
LIC MF Equity Hybrid Fund-Growth
3Y Returns15.69%
Tata Equity Savings Fund -Regular Plan-Growth Option
3Y Returns10.64%
HSBC Equity Savings Fund - Regular Growth
3Y Returns13.1%
INVESCO INDIA BANKING AND PSU FUND - Growth Option
3Y Returns7.38%
Tata Banking & PSU Debt Fund-Regular Plan-Growth
3Y Returns4.96%
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)
3Y Returns0%
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)
3Y Returns0%