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) | ₹531 Cr | ₹212 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 | 0.47% | 0.5% |
| 6 Month | 2.85% | 3.03% |
| 1 Year | 6.53% | 6.94% |
| 3 Year | 6.58% | 7.03% |
| 5 Year | 5.44% | 5.67% |
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 | 1.33% | 1.44% |
| 1 Year | 6.03% | 6.46% |
| 3 Year | 6.54% | 6.98% |
| 5 Year | 6.1% | 6.51% |
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 | 4.72% | 6.23% |
| 3 Year | 4.83% | 5.34% |
| 5 Year | 4.98% | 5.57% |
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 | 0.23% | 0.23% |
| Sharp | -0.52% | 1.33% |
| Beta | 0.84% | 0.85% |
| Alpha | -0.83% | -0.41% |
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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