WhiteOak Capital Ultra Short Term Fund- Regular plan-Growth Option
- 1 yr return4.2%
- 3 yr return3.8%
- 5 yr return-
- Expense Ratio0.89%
- Lock-in Period--
- Exit Load0%
- Fund Size (Cr)
142.5 - NAV1163.9
Performance Graph
- Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator 
- Show returns for: SIP Lumpsum
- Monthly SIP ()
- Investment years: 1 3 5
- Amount invested/month: -
- Time Period: 1 years
- Estimated Returns: 0
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Investment Objective
The Investment Objective Of The Scheme Is To Generate Reasonable Income With Low Volatility Through Investment In A Portfolio Comprising Of Debt & Money Market Instruments.
Tax Implications
Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds
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Riskometer
Top Holdings
- Companies %
- Clearing Corporation of India Limited 8.3
- Union Bank of India (02/01/2023) # 7
- Tata Power Company Limited (24/02/2023) ** 6.9
- 182 Days Tbill (MD 23/03/2023) 6.9
- Axis Bank Limited (15/05/2023) ** # 6.8
- Housing Development Finance Corporation Limited (18/10/2023) ** 6.6
- ICICI Bank Limited (17/11/2023) ** # 6.5
- Bank of Baroda (30/11/2023) ** # 6.5
- HDFC Securities Limited (09/03/2023) 6.2
- IndusInd Bank Limited (16/01/2023) ** # 5.6
- HDFC Bank Limited (10/02/2023) ** # 4.8
- Sectors %
- Banks53.4
- Finance23.3
- Govt-Sec10.3
- Power6.9
- Infrastructure3.5
Fund House
- Fund House WhiteOak Capital Asset Management Limited
- Fund Manager Piyush Baranwal
- Launch Date 06-Jun-19
- Address Mumbai - 400 025
- Email ID clientservice@whiteoakamc.com
- Website www.zfunds.in
- SID https://mf.whiteoakamc.com/WOC/downloads