WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option

WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option is a scheme launched by WOC Mutual Fund on June 06, 2019, and falls under the Ultra Short Duration fund category. It currently manages an AUM of Rs 555.21 crore. The fund permits investments with a minimum SIP of Rs 500 and a lump sum of Rs 500. It charges an expense ratio of 1.03% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to generate reasonable income with low volatility through investment in a portfolio comprising of debt & money market instruments.

• Performance:

  WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option trailing returns over different times are 6.78% (1 year), 6.54% (3 year) and 5.33% (5 year). The average annual return of this fund stands at 4.74%.