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WhiteOak Capital Ultra Short Duration Fund- Regular plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW)

WhiteOak Capital · Ultra Short Duration
Low
₹1006.62
Current NAV
25 Jun 2026
19.3%
1Y Return
11.3%
3Y CAGR
20.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Ultra Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Low Risk
Low Moderate High Very High
Risk Metrics
0.73
Sharpe Ratio
0.93
Beta
-1.27
Alpha
0.97
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Fund Details
Fund House WhiteOak Capital
Category Ultra Short Duration
AUM ₹2280 Cr
Expense Ratio 1.73%
Min SIP ₹500
Min Lumpsum ₹1000
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