WhiteOak Capital Ultra Short Term Fund – Direct Growth
500
Min SIP
500
Min Lumpsum
0.32 %
Expense Ratio
Rating
216
Fund Size (in Cr)
4 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7% | 5.1% | - | 5.2% | ||||
| Category Average | 16.9% | 20.4% | 14.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Tata Power Co.
H D F C
ICICI Bank
IndusInd Bank
Larsen & Toubro
Others
Advance Ratio
4.84
Alpha
0.2
SD
0.01
Beta
7.27
Sharpe
Exit Load
| Exit Load | Nil |
|---|
Fund Objective
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. However there can be no assurance that the investment objective of the Scheme will be achieved. The Scheme does not guarantee / indicate any returns.
Fund Managers
Piyush Baranwal
With over 13 years of experience in trading in fixed income and portfolio management, Mr Piyush Baranwal worked at BOI AXA Investment Managers as the Head of Fixed Income. He has also worked as a portfolio manager at Morgan Stanley Investment Management.
Piyush holds a B.E in Electronics & Communication degree and PGDBM degree with a specialization in finance. He has also completed the CFA certification course run by the CFA Institute of the United States.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Debt .
- Ultra Short Duration .
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- 5,820
-
7.5%Fund Size - 5,820
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7.2%Fund Size - 5,820
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5.9%Fund Size - 5,820
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- Debt .
- Ultra Short Duration .
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- 2,404
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7.2%Fund Size - 2,404
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6.1%Fund Size - 2,404
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5.8%Fund Size - 2,404
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- Debt .
- Ultra Short Duration .
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- 14,682
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7.3%Fund Size - 14,682
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5.3%Fund Size - 14,682
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6.6%Fund Size - 14,682
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- Debt .
- Ultra Short Duration .
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- 13,487
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7.3%Fund Size - 13,487
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5.1%Fund Size - 13,487
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6.2%Fund Size - 13,487
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- Debt .
- Ultra Short Duration .
-
- 720
-
7.2%Fund Size - 720
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5%Fund Size - 720
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6.1%Fund Size - 720
AMC Contact Details
WhiteOak Capital Mutual Fund
AUM:
3,018 Cr
Address:
Unit No. B4, 6th Floor, Cnergy,
Appasaheb Marathe Marg,
Prabhadevi, Mumbai-400025
Contact:
+91(22)69187607
Email ID:
Clientservice@whiteoakamc.com
Frequently Asked Questions
How to invest in WhiteOak Capital Ultra Short Term Fund – Direct Growth ?
You can invest in WhiteOak Capital Ultra Short Term Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for WhiteOak Capital Ultra Short Term Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of WhiteOak Capital Ultra Short Term Fund – Direct Growth ?
The NAV of WhiteOak Capital Ultra Short Term Fund – Direct Growth is ₹1,243.7 as of 03 October 2023.
How to redeem WhiteOak Capital Ultra Short Term Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of WhiteOak Capital Ultra Short Term Fund – Direct Growth?
The minimum SIP amount of WhiteOak Capital Ultra Short Term Fund – Direct Growth is ₹500
How can I redeem my investments in WhiteOak Capital Ultra Short Term Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select WhiteOak Capital Ultra Short Term Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select WhiteOak Capital Ultra Short Term Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have WhiteOak Capital Ultra Short Term Fund – Direct Growth generated ?
The WhiteOak Capital Ultra Short Term Fund – Direct Growth has delivered 5.2% since inception
What is the expense ratio of WhiteOak Capital Ultra Short Term Fund – Direct Growth ?
The expense ratio of WhiteOak Capital Ultra Short Term Fund – Direct Growth is 0.32 % as of 03 October 2023.
What is the AUM of WhiteOak Capital Ultra Short Term Fund – Direct Growth?
The AUM of WhiteOak Capital Ultra Short Term Fund – Direct Growth is ₹3,018 Cr as of 03 October 2023
What are the top stock holdings of WhiteOak Capital Ultra Short Term Fund – Direct Growth?
The top stock holdings of WhiteOak Capital Ultra Short Term Fund – Direct Growth are
- Tata Power Co. - 8.91%
- TBILL-182D - 8.88%
- H D F C - 8.48%
- ICICI Bank - 8.45%
- IndusInd Bank - 7.18%
Can I make investments in both the SIP and Lump Sum schemes of WhiteOak Capital Ultra Short Term Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of WhiteOak Capital Ultra Short Term Fund – Direct Growth based on your investment objective and risk tolerance.