InvestVerdict
WhiteOak Capital Ultra Short Term Fund
Regular Plan · Daily IDCW Reinvestment Option · Ultra Short Duration · Scheme code 147308
Fund houseWhiteOak Capital Mutual Fund
CategoryUltra Short Duration
Plan & optionRegular · Daily IDCW Reinvestment Option
History7.2 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.00 | 0.00 | 0.00 | 0.00 | 0.11 | 0.07 | 0.05 | — | 0.07 |
| Ultra Short Duration category median |
— | — | — | 5.93 | 6.79 | 6.12 | — | 6.54 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 0.1% | -62.34 | -89.37 | — | — | -0.2% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 303 | -0.2% | 0.0% | 0.3% | 5% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.