The scheme seeks to generate reasonable income with low volatility through investment in a portfolio comprising of debt & money market instruments.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Piyush Baranwal
Mr.Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal.He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA.
Prior to joining WhiteOak Capital Mutual Fund he has worked with BOI AXA, Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of WhiteOak Capital Ultra Short Term Fund is ₹1,453.25 as of 2026-08-25.
WhiteOak Capital Ultra Short Term Fund is classified as a Ultra Short Duration fund.
The Assets Under Management (AUM) of WhiteOak Capital Ultra Short Term Fund is ₹551.52 Cr.
The expense ratio of WhiteOak Capital Ultra Short Term Fund is 0.82%.
WhiteOak Capital Ultra Short Term Fund is managed by Piyush Baranwal.
The minimum SIP investment for WhiteOak Capital Ultra Short Term Fund is ₹500.
As per the SEBI Riskometer, WhiteOak Capital Ultra Short Term Fund carries a Low To Moderate risk level.
WhiteOak Capital Ultra Short Term Fund has delivered 5.74% (1Y), 6.44% (3Y) and 5.8% (5Y) annualised returns as of 2026-08-25.
WhiteOak Capital Ultra Short Term Fund was launched on 2018-07-03.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
