WhiteOak Capital Ultra Short Duration Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

WhiteOak Capital Ultra Short Duration Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹552 Cr

Lock In Period

N/A

Expense Ratio

0.81

Exit Load

Nil

Benchmark

CRISIL Ultra Short Duration Debt A-I Index

WhiteOak Capital Ultra Short Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.580.41265.31
6M3.192.34195.09
1Y5.775.53195.09
3Y6.4713.8831.95

Portfolio Analysis

  • Equity:
  • Debt: 99.71%
  • Others
As on: 2026-06-30
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About Fund WhiteOak Capital Ultra Short Duration Fund Growth

WhiteOak Capital Ultra Short Duration Fund Growth managed by WhiteOak Capital Mutual Fund,is a Ultra Short Term Planscheme with Assets Under Management of ₹552 Crore. The fund benchmarks its performance against the CRISIL Ultra Short Duration Debt A-I Index while maintaining an expense ratio of 0.81. Under the expert guidance of Piyush Baranwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Piyush Baranwal

Mr. Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal. He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA. Prior to joining BOI AXA, he has worked with Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
PGIM India Ultra Short Duration Fund Growth1176 CR0.92
LIC MF Ultra Short Duration Fund Growth0508 CR1.38
WhiteOak Capital Ultra Short Duration Fund Growth0551 CR0.81
Franklin India Ultra Short Bond Fund - Institutional Plan Growth0296 CR0.66
Franklin India Ultra Short Bond Fund - Super Institutional Growth0296 CR0.52
Fund Name1Y3Y
This FundPGIM India Ultra Short Duration Fund Growth5.611520.537
This FundLIC MF Ultra Short Duration Fund Growth5.772120.5416
This FundWhiteOak Capital Ultra Short Duration Fund Growth5.768120.6823
This FundFranklin India Ultra Short Bond Fund - Institutional Plan Growth13.688828.4789
This FundFranklin India Ultra Short Bond Fund - Super Institutional Growth13.688628.6768

WhiteOak Capital Ultra Short Duration Fund Growth FAQs

WhiteOak Capital Ultra Short Duration Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of WhiteOak Capital Ultra Short Duration Fund Growth is 0.81. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

WhiteOak Capital Ultra Short Duration Fund Growth’s fund performance is as follows:
  • 1 Month : 0.58%
  • 6 Months : 3.19%
  • 1 Year : 5.77%
  • 3 Years : 6.47%
Returns of WhiteOak Capital Ultra Short Duration Fund Growth are updated daily based on NAV of ₹ 1450.9457 as on Aug 12,2026. Since inception, the return has been 20.68%.

You can invest in WhiteOak Capital Ultra Short Duration Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of WhiteOak Capital Ultra Short Duration Fund Growth is ₹552 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in WhiteOak Capital Ultra Short Duration Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.