WhiteOak Capital Ultra Short Term Fund vs Mahindra Manulife Ultra Short Duration Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Low to Moderate |
Asset Size (Cr) | ₹555 Cr | ₹209 Cr |
Min Investment | ₹500 | ₹1000 |
Min SIP Invesment | ₹500 | ₹500 |
Min Addl Investment | ₹500 | ₹1000 |
Launch Date | 06 Jun 2019 | 17 Oct 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% | 9.69% |
Expense Ratio | 1.03 | 0.69 |
Manager | Piyush Baranwal | Rahul Pal |
ISIN Code | INF03VN01282 | INF174V01853 |
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 | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
1 Month | 0.4% | 0.44% |
6 Month | 3.44% | 3.64% |
1 Year | 6.81% | 7.22% |
3 Year | 6.54% | 6.98% |
5 Year | 5.33% | 5.61% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
6 Month | 1.39% | 1.48% |
1 Year | 6.45% | 6.85% |
3 Year | 6.67% | 7.11% |
5 Year | 6.07% | 6.46% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
1 Year | 4.37% | 5.97% |
3 Year | 4.71% | 5.13% |
5 Year | 4.93% | 5.55% |
Risk Management
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 0.27% | 0.27% |
Sharp | -0.77% | 0.94% |
Beta | 2.86% | 2.87% |
Alpha | -0.95% | -0.53% |
Fund Managers
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Name | Piyush Baranwal | Rahul Pal |
Total AUM | ₹5379 Cr | ₹3032 Cr |
Funds Managed | 9 | 7 |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth |
---|---|---|
Others | 100 | 100 |
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