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WhiteOak Capital Ultra Short Duration Fund-Reg (G) Ultra Short Term Funds
INVEST

Plan: OPEN | Option: Growth | Piyush Baranwal

03 Jul 25 | 12:00 AM

1,364.47 0.37 (0.03%)

  • Underperforms

    7.08%

    Return (1Y)

    underperformed Ultra Short Term Funds by -0.95%

  • Less Volatile

    0.02%

    Standard Deviation (1Y)

    Lower than Ultra Short Term Funds by -0.05%

  • Inconsistent

    2/12

    Months

    Has underperformed Ultra Short Term Funds

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9NAVApr 06May 06Jun 06Sep 06Oct 06Nov 06Dec 06
JavaScript chart by amCharts 3.20.9WhiteOak Capital Ultra Short Duration Fund-Reg (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year WhiteOak Capital Ultra Short Duration Fund-Reg (G), has Underperformed its benchmark, Ultra Short Term Funds by -0.96% (CAGR difference)

7.08%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in

04 Jul 2024

JavaScript chart by amCharts 3.20.97.007.107.207.307.407.507.607.707.807.908.008.10
JavaScript chart by amCharts 3.20.9WhiteOak Capital Ultra Short Duration Fund-Reg (G) Ultra Short Term Funds

Risk

In last 1 year , the volatility of WhiteOak Capital Ultra Short Duration Fund-Reg (G),is Lower than its benchmark, Ultra Short Term Funds by -0.05%

0.02%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.020.030.040.050.060.07
JavaScript chart by amCharts 3.20.9WhiteOak Capital Ultra Short Duration Fund-Reg (G) Ultra Short Term Funds

Peer Comparison on Risk - Return

Consistency

For 2 out of Last 12 Months, i.e 16.67% of the times It has beaten its benchmark, Ultra Short Term Funds

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return ComparisonJanJanJanJanJanJanJanJanJanJanJanJan0.00.51.0
JavaScript chart by amCharts 3.20.9WhiteOak Capital Ultra Short Duration Fund-Reg (G) Ultra Short Term Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.2-0.10.00.10.2
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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