WhiteOak Capital Ultra Short Term Fund vs Mirae Asset Ultra Short Duration Fund Regular Growth compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Mirae Asset Ultra Short Duration Fund Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹531 Cr | ₹1623 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Jun 2019 | 07 Oct 2020 |
| Category | Ultra Short Duration | Ultra Short Duration |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Ultra Short Duration Fund BI Index | Nifty Ultra Short Duration Debt Index A-I |
| Turn Over | 0.0% | 72% |
| Expense Ratio | 1.03 | 0.45 |
| Manager | Piyush Baranwal | Basant Bafna |
| ISIN Code | INF03VN01282 | INF769K01GH2 |
| 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 | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| 1 Month | 0.41% | 0.49% |
| 6 Month | 2.94% | 3.37% |
| 1 Year | 6.58% | 7.39% |
| 3 Year | 6.59% | 7.36% |
| 5 Year | 5.39% | 5.91% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| 6 Month | 0.91% | 1.05% |
| 1 Year | 5.28% | 5.96% |
| 3 Year | 6.3% | 7.03% |
| 5 Year | 5.92% | 6.61% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| 1 Year | 4.46% | 6.97% |
| 3 Year | 4.77% | 6.15% |
| 5 Year | 4.96% | - |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Standard Deviation | 0.23% | 0.24% |
| Sharp | -0.52% | 2.50% |
| Beta | 0.84% | 0.87% |
| Alpha | -0.83% | -0.13% |
Fund Managers
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Basant Bafna |
| Total AUM | ₹5379 Cr | ₹1022 Cr |
| Funds Managed | 9 | 4 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Mirae Asset Ultra Short Duration Fund Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Mirae Asset Ultra Short Duration Fund Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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