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Fixed IncomeUltra Short Duration

WhiteOak Capital Ultra Short Duration Fund Regular Growth

3Y Annualised

6.45%

0.13% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

0.70%

0.13% 1D

Benchmark

SBI Nifty 10 yr Benchmark G-Sec ETF

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

11 years 1 months

NIFTY 50

4 years 9 months

FD

9 years 7 months

Fund info

Fund size

₹501.57 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹500

Exit load

0%

Nil

Risk Profile

Low to Moderate Risk

Fund Managers

PB
Piyush BaranwalFund Manager Since 10 Jun 2019

About WhiteOak Capital Ultra Short Duration Fund Regular Growth

WhiteOak Capital Ultra Short Duration Fund Regular Growth is a Fixed Income mutual fund scheme from WhiteOak Capital Asset Management Limited. This fund has been in existence for 6 years, having been launched on 2019-06-06. WhiteOak Capital Ultra Short Duration Fund Regular Growth has ₹501.57 Cr worth of assets under management (AUM) as of Mon Jun 09 2025. The latest Net Asset Value (NAV) of WhiteOak Capital Ultra Short Duration Fund Regular Growth as of Fri Jun 06 2025 is ₹1358.5075. The fund has an expense ratio of 1.02%, which is medium comparable to most other Fixed Income funds.

WhiteOak Capital Ultra Short Duration Fund Regular Growth returns for the last 1 year are 7.18%. Since launch, it has delivered 5.24% average annual returns.

The WhiteOak Capital Ultra Short Duration Fund Regular Growth has the majority of its money invested in null sectors.

Top 5 Holdings of WhiteOak Capital Ultra Short Duration Fund Regular Growth.

  1. National Bank For Agriculture And Rural Development: 5.00%
  2. Larsen And Toubro Limited: 5.00%
  3. Titan Company Limited: 5.00%
  4. Cholamandalam Investment And Fin. Co. Ltd: 4.99%
  5. Power Finance Corporation Limited: 4.98%

AMC Information

NameWhiteOak Capital Asset Management Limited
Founding Date2019-06-06
Email
Phone+91 180030003060
Websitehttp://mf.whiteoakamc.com
Address602B, 6th Floor,Indiabulls Finance Centre(IFC),1&2 Senapati Bapat Marg, Elphinstone Road (West) Mumbai Mumbai City

Tax Implications of WhiteOak Capital Ultra Short Duration Fund Regular Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

Similar Funds from WhiteOak Capital Asset Management Limited

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