Debt · Ultra Short Term Fun
WhiteOak Capital Ultra Short Term Fund
WhiteOak Capital Mutual Fund
Benchmark
CRISIL Ultra Short Duration Debt A-I IndexRiskometer
Low to ModerateSize
₹556 crAllotted
Not on recordHoldings as of
Not on recordWhiteOak Capital Ultra Short Term Fund is a ultra short term fun fund of WhiteOak Capital Mutual Fund with ₹556 cr under management. It is ahead of its benchmark (CRISIL Ultra Short Duration Debt A-I Index) in 1 of 3 periods. Its direct plan charges 0.27% a year.
Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.
What is WhiteOak Capital Ultra Short Term Fund invested in?
Mix not on record
Has WhiteOak Capital Ultra Short Term Fund beaten its benchmark?
Ahead of its benchmark, CRISIL Ultra Short Duration Debt A-I Index, in 1 of 3 periods in AMFI's figures; +6.41% over the last year against +6.38%.
Official figures
AMFI performance feed, 13 Oct 2026Ahead of its benchmark (CRISIL Ultra Short Duration Debt A-I Index) in 1 of 3 periods.
| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +6.41% | +5.85% | +6.38% | +0.03 | 🔒 |
| 3y | +7.00% | +6.43% | +7.06% | −0.06 | 🔒 |
| 5y | +6.37% | +5.75% | +6.56% | −0.19 | 🔒 |
| 10y | — | — | — | — | — |
Ahead in points a year · its rank among Ultra Short Term Fun funds, and how steady the lead is, in the app
What does WhiteOak Capital Ultra Short Term Fund cost?
0.27% a year on the direct plan, 0.82% on the regular plan; 6 of 23 funds in its category charge less.
Direct plan
0.27% a year
Category median 0.30%
Regular plan
0.82% a year
Category median 0.82%
Gap
0.55 points
for the same holdings
6 of 23 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Income/Debt Oriented Schemes - Ultra Short Term Fund
Who manages WhiteOak Capital Ultra Short Term Fund?
ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record
Questions people ask
What is the expense ratio of WhiteOak Capital Ultra Short Term Fund?
0.27% a year on the direct plan and 0.82% on the regular plan (expense report, Oct 2026).
How has WhiteOak Capital Ultra Short Term Fund done?
Its direct plan returned +7.00% a year over 3 years against +7.06% for its benchmark, CRISIL Ultra Short Duration Debt A-I Index, as of 13 Oct 2026.
Inside the app
See WhiteOak Capital Ultra Short Term Fund beside your own funds in Valarth
