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 | 0.72% | 0.72% |
6 Month | 3.57% | 3.54% |
1 Year | 7.03% | 7.04% |
3 Year | 6.2% | 6.15% |
5 Year | 5.14% | 5.13% |
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 | 1.92% | 1.92% |
1 Year | 7.28% | 7.28% |
3 Year | 6.8% | 6.7% |
5 Year | 5.96% | 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% |
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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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