WhiteOak Capital Ultra Short Term Fund vs Nippon India Ultra Short Duration Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
Nippon India Ultra Short Duration Fund- Growth Option
Chart Comparison
Overview
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Nippon India Ultra Short Duration Fund- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Low to Moderate | Moderate |
Asset Size (Cr) | ₹337 Cr | ₹7666 Cr |
Min Investment | ₹500 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹500 | ₹100 |
Launch Date | 06 Jun 2019 | 07 Dec 2001 |
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 B-I |
Turn Over | 0.0% | 23% |
Expense Ratio | 1.03 | 1.09 |
Manager | Piyush Baranwal | Vivek Sharma |
ISIN Code | INF03VN01282 | INF204K01UE8 |
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 | Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
1 Month | 0.66% | 0.7% |
6 Month | 3.65% | 3.83% |
1 Year | 7.09% | 7.45% |
3 Year | 6.43% | 6.82% |
5 Year | 5.27% | 6.56% |
SIP Return Analysis
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
6 Month | 1.86% | 1.98% |
1 Year | 7.24% | 7.63% |
3 Year | 6.85% | 7.2% |
5 Year | 6.05% | 6.77% |
Rolling Lumpsum Returns
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
1 Year | 4.26% | 6.15% |
3 Year | 4.62% | 5.83% |
5 Year | 4.89% | 5.67% |
Risk Management
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
Standard Deviation | 0.445% | 1.52% |
Sharp | -2.415% | 0.81% |
Beta | 2.552% | 0.6% |
Alpha | -1.061% | 2.44% |
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Fund Managers
Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
Name | Piyush Baranwal | Vivek Sharma |
Total AUM | ₹5379 Cr | ₹39796 Cr |
Funds Managed | 9 | 12 |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | Nippon India Ultra Short Duration Fund- Growth Option |
Market Cap
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
Others | 100 | 100 |
Sector Allocation
Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
Nippon India Ultra Short Duration Fund- Growth Option |
---|---|---|
Others | 100 | 100 |
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