Fund Overview IDCW | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
WhiteOak Capital Ultra Short Duration Fund- Direct plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW) 7.40 7.14 7.64 6.57 5.54 5.45
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
CRISIL Ultra Short Term Debt Index 0.64 1.81 N/A N/A N/A 7.71

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
WhiteOak Capital Ultra Short Duration Fund- Direct plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW) Jun 06, 2019 Unrated 7.64 6.57 5.54 0.51 323.24
Aditya Birla Sun Life Savings Fund-DIRECT - DAILY IDCW Jan 01, 2013 8.00 6.84 6.22 0.34 16,348.76
Aditya Birla Sun Life Savings Fund-DIRECT - WEEKLY IDCW Jan 01, 2013 8.02 6.82 6.21 0.34 16,348.76
HDFC Ultra Short Term Fund - Direct Plan-Daily IDCW Option Sep 24, 2018 7.71 6.69 6.03 0.37 14,104.63
HDFC Ultra Short Term Fund - Direct Plan-Monthly IDCW Option Sep 24, 2018 7.72 6.70 6.07 0.37 14,104.63
HDFC Ultra Short Term Fund - Direct Plan-Weekly IDCW Option Sep 24, 2018 7.72 6.60 5.98 0.37 14,104.63

Fund Holdings as on 31-December-2024

  • 7.17% Power Finance Corporation Limited (22/05/2025) **

  • 5.70% National Bank For Agriculture and Rural Development (31/07/2025) **

  • 7.15% Small Industries Dev Bank of India (02/06/2025) **

  • HDFC Bank Limited (02/06/2025) ** #

  • 7.7% HDB Financial Services Limited (11/08/2025) **

  • 7.70% Tata Steel Limited (13/03/2025) **

  • 7.17% Godrej Industries Limited (14/05/2025) **

  • 6.88% REC Limited (20/03/2025) **

  • 6.85% Can Fin Homes Limited (30/06/2025) **

  • 364 Days Tbill (MD 06/02/2025)

  • 8.75% Shriram Finance Limited (15/06/2026) **

  • Clearing Corporation of India Ltd

  • HDFC Securities Limited (12/02/2025) **

  • 5.9943% LIC Housing Finance Limited (12/03/2025) **

  • Bank of Baroda (04/02/2025) #

  • Canara Bank (06/03/2025) ** #

  • Union Bank of India (21/02/2025) ** #

  • ICICI Bank Limited (25/02/2025) #

  • Net Receivables / (Payables)

  • 182 Days Tbill (MD 23/01/2025)

  • 7.15% Small Industries Dev Bank of India (21/07/2025) **

  • ICICI Securities Limited (23/01/2025)

  • ICICI Bank Limited (31/01/2025) ** #

  • Aditya Birla Finance Limited (07/02/2025) **

  • Corporate Debt Market Development Fund #

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  • Miscellaneous

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Most Recent Dividend

  • 28/01/2025

  • 14/01/2025

  • 31/12/2024

  • 17/12/2024

  • 03/12/2024

  • 19/11/2024

  • 05/11/2024

  • 22/10/2024

  • 08/10/2024

  • 24/09/2024

  • 10/09/2024

  • 27/08/2024

  • 13/08/2024

  • 30/07/2024

  • 16/07/2024

  • 02/07/2024

  • 19/06/2024

  • 04/06/2024

  • 22/05/2024

  • 07/05/2024

  • 23/04/2024

  • 10/04/2024

  • 27/03/2024

  • 12/03/2024

  • 27/02/2024

  • 13/02/2024

  • 30/01/2024

  • 16/01/2024

  • 02/01/2024

  • 19/12/2023

  • 05/12/2023

  • 21/11/2023

  • 07/11/2023

  • 25/10/2023

  • 10/10/2023

  • 26/09/2023

  • 12/09/2023

  • 29/08/2023

  • 17/08/2023

  • 01/08/2023

  • 18/07/2023

  • 04/07/2023

  • 20/06/2023

  • 06/06/2023

  • 23/05/2023

  • 09/05/2023

  • 11/04/2023

  • 28/03/2023

  • 14/03/2023

  • 28/02/2023

  • 14/02/2023

  • 31/01/2023

  • 17/01/2023

  • 03/01/2023

  • 20/12/2022

  • 06/12/2022

  • 22/11/2022

  • 09/11/2022

  • 25/10/2022

  • 11/10/2022

  • 27/09/2022

  • 13/09/2022

  • 30/08/2022

  • 18/08/2022

  • 02/08/2022

  • 19/07/2022

  • 05/07/2022

  • 21/06/2022

  • 07/06/2022

  • 24/05/2022

  • 26/04/2022

  • 12/04/2022

  • 29/03/2022

  • 15/03/2022

  • 02/03/2022

  • 15/02/2022

  • 01/02/2022

  • 18/01/2022

  • 21/12/2021

  • 07/12/2021

  • 23/11/2021

  • 09/11/2021

  • 26/10/2021

  • 12/10/2021

  • 28/09/2021

  • 14/09/2021

  • 31/08/2021

  • 18/08/2021

  • 03/08/2021

  • 20/07/2021

  • 06/07/2021

  • 22/06/2021

  • 08/06/2021

  • 25/05/2021

  • 11/05/2021

  • 27/04/2021

  • 15/04/2021

  • 31/03/2021

  • 16/03/2021

  • 02/03/2021

  • 16/02/2021

  • 02/02/2021

  • 19/01/2021

  • 05/01/2021

  • 22/12/2020

  • 08/12/2020

  • 24/11/2020

  • 10/11/2020

  • 27/10/2020

  • 13/10/2020

  • 29/09/2020

  • 15/09/2020

  • 01/09/2020

  • 18/08/2020

  • 04/08/2020

  • 21/07/2020

  • 07/07/2020

  • 23/06/2020

  • 09/06/2020

  • 26/05/2020

  • 12/05/2020

  • 28/04/2020

  • 15/04/2020

  • 31/03/2020

  • 17/03/2020

  • 03/03/2020

  • 18/02/2020

  • 04/02/2020

  • 21/01/2020

  • 07/01/2020

  • 24/12/2019

  • 10/12/2019

  • 26/11/2019

  • 13/11/2019

  • 30/10/2019

  • 15/10/2019

  • 01/10/2019

  • 17/09/2019

  • 04/09/2019

  • 20/08/2019

  • 06/08/2019

  • 23/07/2019

  • 09/07/2019

  • 25/06/2019

  • CARE AA+

  • Cash

  • CRISIL A1+

  • CRISIL AA+

  • CRISIL AAA

  • FITCH A1+

  • ICRA A1+

  • ICRA AAA

  • Sov

  • Unrated

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About WhiteOak Capital Ultra Short Duration Fund

Scheme Analysis

WhiteOak Capital Ultra Short Duration Fund is a Debt - Ultra Short Duration Fund fund and belongs to WhiteOak Capital Mutual Fund. It was launched on 06-Jun-2019 and currently has an AUM of ₹323.24 crore. WhiteOak Capital Ultra Short Duration Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and CRISIL Ultra Short Term Debt Index as secondary index.

The NAV of WhiteOak Capital Ultra Short Duration Fund ended up ₹0.19(0.02%)yesterday to ₹1003.2478.

Among its top 3 holdings the fund has exposure to 7.17% Power Finance Corporation Limited (22/05/2025) **, and

The WhiteOak Capital Ultra Short Duration Fund is managed by Piyush Baranwal .

Fund House Contact

Unit No. B4, 6th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025

022-6918 7607
022 69187643