- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.43% | 0.51% |
| 6 Month | 2.97% | 3.4% |
| 1 Year | 6.57% | 7.38% |
| 3 Year | 6.59% | 7.35% |
| 5 Year | 5.4% | 5.92% |
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 | 1.32% | 1.55% |
| 1 Year | 6.13% | 6.98% |
| 3 Year | 6.58% | 7.37% |
| 5 Year | 6.09% | 6.81% |
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 |
Top Comparisons
Franklin India Opportunities Fund - Growth
3Y Returns29.92%
SBI Comma Fund - Regular Plan - Growth
3Y Returns15.9%
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
3Y Returns24.11%
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
3Y Returns17.03%
HSBC Value Fund - Regular Growth
3Y Returns23.25%
Canara Robeco Value Fund - Regular Plan - Growth Option
3Y Returns16.85%
BANDHAN Equity Savings Fund - Regular Plan - Growth
3Y Returns7.64%
Baroda BNP Paribas Equity Savings Fund - Regular Plan - Growth
3Y Returns10.12%
