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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) | ₹337 Cr | ₹12091 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 | 0.55% | 0.6% |
| 6 Month | 3.58% | 3.82% |
| 1 Year | 7.04% | 7.59% |
| 3 Year | 6.36% | 6.96% |
| 5 Year | 5.2% | 5.66% |
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 | 1.85% | 2% |
| 1 Year | 7.18% | 7.73% |
| 3 Year | 6.79% | 7.35% |
| 5 Year | 5.99% | 6.45% |
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 | 4.16% | 7.36% |
| 3 Year | 4.51% | 7.32% |
| 5 Year | 4.87% | 6.96% |
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 | 0.445% | 0.462% |
| Sharp | -2.415% | -0.152% |
| Beta | 2.552% | 3.334% |
| Alpha | -1.061% | -0.709% |
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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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