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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.51 | 7.49 | 11.15 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.60 | 7.43 | 10.22 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 2,000 |
BenchmarkBenchmark |
---|
CRISIL Ultra Short Term Debt Index |
Ultra short duration funds are debt funds that lend to companies for a short duration of 3 to 6 months. They are very low-risk funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
WOC Ultra Short Duration Fund(FN-IDCW) | 0.17% | 0.09% | 0.08% |
Aditya Birla SL Savings Fund(W-IDCW) | 0.02% | -0.12% | 0.02% |
HDFC Ultra Short Term Fund(M-IDCW Reinv) | 0.09% | 0.07% | 0.13% |
ICICI Pru Ultra Short Term Fund Fund(W-IDCW Payout) | -0.10% | -0.01% | 0.14% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
7.81 %
Holdings
7.73 %
Holdings
7.18 %
The White Oak Capital group provides investment management and advisory services for Indian equity, underpinned by strong investment values that aim to deliver tangible results for all stakeholders over the long-term. Besides segregated managed accounts for leading global institutions, White Oak offers investment services through a wide array of fund vehicles domiciled in India, Ireland, Mauritius, and the UK to individual and institutional investors in India and worldwide.
No.of Schemes
17
Total AUM
₹ 15,620.90 Cr.
Piyush Baranwal
AUM: ₹15,620.90 Cr.
|
Exp: 6yrs
Data not available
Data not available
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%