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WhiteOak Capital Ultra Short Term Fund vs SBI Magnum Ultra Short Duration Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹556 Cr | ₹16182 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 06 Jun 2019 | 21 May 1999 |
| 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% | 24% |
| Expense Ratio | 1.03 | 0.55 |
| Manager | Piyush Baranwal | Pradeep Kesavan |
| ISIN Code | INF03VN01282 | INF200K01LJ4 |
| 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 | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | 0.39% | 0.43% |
| 6 Month | 3.43% | 3.71% |
| 1 Year | 6.8% | 7.29% |
| 3 Year | 6.53% | 7.06% |
| 5 Year | 5.32% | 5.7% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.39% | 1.5% |
| 1 Year | 6.45% | 6.97% |
| 3 Year | 6.67% | 7.21% |
| 5 Year | 6.07% | 6.56% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 4.37% | 7.38% |
| 3 Year | 4.71% | 7.31% |
| 5 Year | 4.93% | 6.92% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 0.27% | 0.29% |
| Sharp | -0.77% | 1.25% |
| Beta | 2.86% | 3.24% |
| Alpha | -0.95% | -0.53% |
Fund Managers
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Name | Piyush Baranwal | Pradeep Kesavan |
| Total AUM | ₹5379 Cr | ₹434274 Cr |
| Funds Managed | 9 | 43 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
SBI Magnum Ultra Short Duration Fund - Regular Plan - Growth |
|---|---|---|
| Others | 100 | 100 |
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