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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