- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
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 | 0.66% | 0.71% |
| 6 Month | 3.65% | 3.94% |
| 1 Year | 7.09% | 7.65% |
| 3 Year | 6.43% | 7.03% |
| 5 Year | 5.27% | 5.68% |
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 | 1.86% | 2.02% |
| 1 Year | 7.24% | 7.81% |
| 3 Year | 6.85% | 7.41% |
| 5 Year | 6.05% | 6.53% |
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 | 4.26% | 7.37% |
| 3 Year | 4.62% | 7.31% |
| 5 Year | 4.89% | 6.94% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
Top Comparisons
ICICI Prudential Money Market Fund Option - Growth
3Y Returns7.44%
LIC MF Money Market Fund Regular - Growth
3Y Returns0%
Kotak Emerging Equity Scheme - Growth
3Y Returns26.47%
Bandhan Midcap Fund Regular - Growth
3Y Returns0%
BANDHAN Focused Equity Fund - Regular Plan - Growth
3Y Returns22.46%
Aditya Birla Sun Life Focused Equity Fund -Growth Option
3Y Returns19.7%
BANDHAN Banking & PSU Debt Fund - Regular Growth
3Y Returns7.25%
Axis Banking & PSU Debt Fund - Regular Plan - Growth option
3Y Returns7.16%
