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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Dividend | Piyush Baranwal

28 May 25 | 12:00 AM

1,006.23 0.17 (0.02%)

  • Underperforms

    7.05%

    Return (1Y)

    underperformed Ultra Short Term Funds by -1.07%

  • Less Volatile

    0.07%

    Standard Deviation (1Y)

    Lower than Ultra Short Term Funds by 0.00%

  • Inconsistent

    1/12

    Months

    Has underperformed Ultra Short Term Funds

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9WhiteOak Capital Ultra Short Duration Fund-Reg (IDCW-W)

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 (IDCW-W), has Underperformed its benchmark, Ultra Short Term Funds by -1.08% (CAGR difference)

7.05%

Underperforms

This is -ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.96.907.007.107.207.307.407.507.607.707.807.908.008.108.208.30
JavaScript chart by amCharts 3.20.9WhiteOak Capital Ultra Short Duration Fund-Reg (IDCW-W) Ultra Short Term Funds

Risk

In last 1 year , the volatility of WhiteOak Capital Ultra Short Duration Fund-Reg (IDCW-W),is Lower than its benchmark, Ultra Short Term Funds by 0.00%

0.07%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.90.07
JavaScript chart by amCharts 3.20.9WhiteOak Capital Ultra Short Duration Fund-Reg (IDCW-W) Ultra Short Term Funds

Peer Comparison on Risk - Return

Consistency

For 1 out of Last 12 Months, i.e 8.33% 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 ComparisonJanJanJanJanJanJanJanJanJanJanJanJan0.40.60.8
JavaScript chart by amCharts 3.20.9WhiteOak Capital Ultra Short Duration Fund-Reg (IDCW-W) Ultra Short Term Funds
JavaScript chart by amCharts 3.20.9Monthly AlphaJanJanJanJanJanJanJanJanJanJanJanJan-0.2-0.10.00.1
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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