WhiteOak Capital Ultra Short Duration Fund Direct growth

Fixed Income • Ultra Short Duration • Direct growth

Credit Rating
Average credit rating
AAA (Highest)

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Fixed Income

Ultra Short Duration

Direct growth

Launched On
06 Jun 2019
6.4 years ago
Lock-in Period
No lock-in
NAV
as of 30 Oct 2025
₹1,438.47
+0.0156% (0.30)
AUM
₹531 Cr
Expense ratio
0.5%
Benchmark
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units sold anytime

As per tax slab

Exit Load

If units sold anytime

0%

What's in this fund?

Credit Rating
Sectors
Holdings

66.96%

20.30%

12.73%

Fund House

WhiteOak

WhiteOak

Inc: 16 Jan 2019 • Total AUM: ₹25,419 Cr • Rank #27
WhiteOak Capital Mutual Fund, started in 2021, has WhiteOak Capital group as its sponsors. The fund house is headed by Aashish P. Somaiyaa as the CEO. As of 31 March 2024, it has an AUM of ₹10,327 Cr.

Fund Managers

Piyush Baranwal

Experience: 6.78 yrs • Total AUM: 1,10,035 Cr

Risk

Category risk
Low to moderate
As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.