- 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 UTI Ultra Short Duration Fund compare
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
UTI Ultra Short Duration Fund- Regular Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Fund | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹337 Cr | ₹3448 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 06 Jun 2019 | 27 Aug 2003 |
| 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% | 350.33% |
| Expense Ratio | 1.03 | 0.93 |
| Manager | Piyush Baranwal | Ritesh Nambiar |
| ISIN Code | INF03VN01282 | INF789F01570 |
| 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 | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Month | 0.73% | 0.75% |
| 6 Month | 3.56% | 3.66% |
| 1 Year | 7.03% | 7.31% |
| 3 Year | 6.2% | 6.52% |
| 5 Year | 5.14% | 6.07% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 6 Month | 1.92% | 1.97% |
| 1 Year | 7.28% | 7.54% |
| 3 Year | 6.8% | 7.1% |
| 5 Year | 5.96% | 6.54% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| 1 Year | 4.16% | 6.95% |
| 3 Year | 4.51% | 7.56% |
| 5 Year | 4.87% | 7.72% |
Risk Management
| Scheme Name | WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Standard Deviation | 0.445% | 1.49% |
| Sharp | -2.415% | 0.5% |
| Beta | 2.552% | 0.39% |
| Alpha | -1.061% | 1.51% |
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 | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Name | Piyush Baranwal | Ritesh Nambiar |
| Total AUM | ₹5379 Cr | ₹2329 Cr |
| Funds Managed | 9 | 3 |
| WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option | UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
Market Cap
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option |
UTI Ultra Short Duration Fund- Regular Plan - Growth Option |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
Canara Robeco Multi Cap Fund - Regular (G)
3Y Returns0%
Mirae Asset Multicap Fund - Regular (G)
3Y Returns0%
Nippon India Hybrid Bond Fund-Growth Plan
3Y Returns8.34%
SUNDARAM CONSERVATIVE HYBRID FUND Regular Plan - Growth
3Y Returns8.11%
Aditya Birla Sun Life Multi Asset Allocation Fund-Regular Growth
3Y Returns0%
Tata Multi Asset Opportunities Fund-Regular Plan-Growth
3Y Returns13.43%
Taurus Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns14.75%
Nippon India Banking and Financial Services Fund-Growth Plan-Growth Option
3Y Returns19.68%
