MF
MFGenie.ai
Ultra Short Duration

White Oak Capital - Ultra Short Duration Fund · Direct · Growth

WhiteOak Capital Mutual Fund

NAV

₹1493.8602

as of 17 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
Compare Fund

Lumpsum returns (CAGR)

1Y
+6.13%
3Y
+7.01%
5Y
+6.26%
Since Inception
+5.87%

SIP returns (XIRR)

1Y
+6.29%
3Y
+6.83%
5Y
+6.72%
Since Inception
+6.30%

Performance Comparison

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Fund Details

Fund HouseWhiteOak Capital Mutual Fund
CategoryUltra Short Duration
Launch Date06 Jun 2019
AMFI Code147311
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

White Oak Capital - Ultra Short Duration Fund · Direct · Growth by WhiteOak Capital Mutual Fund is a Ultra Short Duration fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Ultra Short Duration category.

About This Fund

White Oak Capital - Ultra Short Duration Fund · Direct · Growth is a Ultra Short Duration mutual fund offered by WhiteOak Capital Mutual Fund. The fund has been operational for over 7 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations