How to Invest in WhiteOak Capital Ultra Short Duration Fund Direct Growth?

You can easily invest in WhiteOak Capital Ultra Short Duration Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for WhiteOak Capital Ultra Short Duration Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in WhiteOak Capital Ultra Short Duration Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does WhiteOak Capital Ultra Short Duration Fund Direct Growth provide?

The WhiteOak Capital Ultra Short Duration Fund Direct Growth has been there from 06 Jun 2019 and the average annual returns provided by this fund is 6.60% since its inception.

How much expense ratio is charged by WhiteOak Capital Ultra Short Duration Fund Direct Growth?

The term Expense Ratio used for WhiteOak Capital Ultra Short Duration Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of WhiteOak Capital Ultra Short Duration Fund Direct Growth is 0.51% as of 09 Feb 2026...

What is the AUM of WhiteOak Capital Ultra Short Duration Fund Direct Growth?

The AUM, short for Assets Under Management of WhiteOak Capital Ultra Short Duration Fund Direct Growth is ₹574.12Cr as of 09 Feb 2026.

How to Redeem WhiteOak Capital Ultra Short Duration Fund Direct Growth?

If you want to sell your WhiteOak Capital Ultra Short Duration Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of WhiteOak Capital Ultra Short Duration Fund Direct Growth?

The PE ratio ratio of WhiteOak Capital Ultra Short Duration Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

Stocks

Invest in Stocks

Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.

Intraday

Monitor top intraday performers in real time

ETF Screener

Get the best of Mutual Funds and flexibility of Stocks

IPO

Track upcoming and ongoing IPOs

MTFs

Buy now, pay later

Stock Screener

Filter based on RSI, PE ratio and more

Stock Events

Dividends, bonus, buybacks and more

Demat Account

Begin your stock market journey

Share Market Today

Live news updates from stock market

F&O

Trade in Futures & Options

Trade in F&O using the terminal. View charts, indicators, track your orders , P&L and watchlists in a single space

Indices

Track markets across the globe

Terminal

Track charts, orders, positions, watchlists in one place

Option chain

Analyse chains, view payoffs, create baskets

Pledge

Get extra balance for trading

Commodities

Trade in Crude Oil, Gold, Silver and more

API trading

Set up and execute trades through our API

Mutual Funds

Invest in Mutual Funds

Invest in direct mutual funds at zero charges via lump sump investments or SIPs

Mutual Fund Houses

Know about AMCs, funds, fund managers

NFO’s

Track all active NFOs in one place

Mutual Funds by Groww

Mutual funds by Groww designed for your investment goals

Start SIP

Build long-term wealth through disciplined monthly investing.

Mutual Funds screener

Filter funds based on risk, fund size and more

Track Funds

Import funds and track all investments in a single place

Compare Funds

SIP calculator

Estimate returns on a SIP

Brokerage calculator

Estimate charges for your trade/investment

Margin calculator

Estimate balance needed to buy/sell a stock

SWP calculator

Returns on your systematic withdrawal plan

Pricing

Brokerage and charges on Groww

Blog

WhiteOak Capital Ultra Short Duration Fund Direct Growth

Name: WhiteOak Capital Ultra Short Duration Fund Direct Growth
Brand: WhiteOak Capital Mutual Fund

Debt

Ultra Short Duration

Moderately Low Risk

+7.05%

3Y annualised

-0.02% 1D

All

NAV: 06 Feb '26

₹1,458.32

Min. SIP amount

₹500

Fund size

₹574.12 Cr

Expense ratio

0.51%

Return calculator

Monthly SIP

One time

Monthly investment

₹5,000

Over the past	Total investment	Would've become	Returns
1 year	₹60,000	₹61,586	+2.64%
3 years	₹1,80,000	₹1,98,568	+10.32%
5 years	₹3,00,000	₹3,52,705	+17.57%

Holdings (19)

Name	Sector	Instruments	Assets
National Bank For Agriculture & Rural Development	Financial	FRB	8.74%
REC Ltd.	Financial	Debenture	8.39%
Bajaj Housing Finance Ltd.	Financial	Bonds/NCD	8.39%
Power Finance Corporation Ltd.	Financial	NCD	7.87%
Muthoot Finance Ltd.	Financial	Debenture	4.43%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	4.37%
Small Industries Devp. Bank of India Ltd.	Financial	Debenture	4.36%
HDB Financial Services Ltd.	Financial	NCD	4.36%
Cholamandalam Investment and Finance Company Ltd.	Financial	Bonds	4.35%
Aditya Birla Finance Ltd.	Financial	Debenture	4.34%
HDFC Bank Ltd.	Financial	CD	4.30%
Punjab National Bank	Financial	CD	4.30%
Canara Bank	Financial	CD	4.24%
Axis Bank Ltd.	Financial	CD	4.23%
Union Bank of India	Financial	CD	4.23%
Godrej Industries Ltd.	Consumer Staples	Debenture	4.02%
Reserve Bank of India	Financial	T-Bills	3.46%
Bank Of Baroda	Financial	CD	3.40%
HDFC Bank Ltd.	Financial	CD	1.38%

See All

Minimum investments

Min. for 1st investment

₹500

Min. for 2nd investment

₹500

Min. for SIP

₹500

Returns and rankings

Annualised returns

Absolute returns

Name	1Y	3Y	5Y	All
Fund returns	+6.6%	+7.0%	+6.1%	+5.8%
Category average (Debt Ultra Short Duration)	+6.7%	+6.8%	+5.7%	--
Rank (Debt Ultra Short Duration)	25	21	16	--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed as per your Income Tax slab.

Check past data

Compare similar funds

	Name	1Y	3Y	Fund Size(Cr)
	Tata Ultra Short Term Fund Direct Growth	+7.19%	+7.52%	4,549.39
	Mirae Asset Ultra Short Duration Fund Direct Growth	+7.11%	+7.49%	1,851.72
	UTI Ultra Short Duration Fund Direct Growth	+7.06%	+7.42%	3,879.04
	Invesco India Ultra Short Duration Fund Direct Growth	+7.04%	+7.40%	1,314.75
	PGIM India Ultra Short Duration Direct Growth	+6.72%	+7.19%	174.71
Compare

Fund management

PB
Piyush Baranwal
May 2019 - Present
View details

Education

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.

Experience

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).

Also manages these schemes

WhiteOak Capital Equity Savings Fund Direct Growth

WhiteOak Capital Ultra Short Duration Fund Direct Growth

WhiteOak Capital Large Cap Fund Direct Growth

WhiteOak Capital Balanced Hybrid Fund Direct Growth

WhiteOak Capital Multi Cap Fund Direct Growth

WhiteOak Capital Quality Equity Fund Direct Growth

WhiteOak Capital Liquid Fund Direct Growth

WhiteOak Capital Pharma and Healthcare Fund Direct Growth

WhiteOak Capital Large & Mid Cap Fund Direct Growth

WhiteOak Capital Consumption Opportunities Fund Direct Growth

WhiteOak Capital Digital Bharat Fund Direct Growth

WhiteOak Capital Multi Asset Allocation Fund Direct Growth

WhiteOak Capital Balanced Advantage Fund Direct Growth

WhiteOak Capital Arbitrage Fund Direct Growth

WhiteOak Capital ELSS Tax Saver Fund Direct Growth

WhiteOak Capital Flexi Cap Fund Direct Growth

WhiteOak Capital Special Opportunities Fund Direct Growth

WhiteOak Capital ESG Best In Class Strategy Fund Direct Growth

WhiteOak Capital Mid Cap Fund Direct Growth

WhiteOak Capital Banking & Financial Services Fund Direct Growth

About WhiteOak Capital Ultra Short Duration Fund Direct Growth

WhiteOak Capital Ultra Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by WhiteOak Capital Mutual Fund. This scheme was made available to investors on 03 Jul 2018. Piyush Baranwal is the Current Fund Manager of WhiteOak Capital Ultra Short Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹31,996 Cr and the Latest NAV as of 06 Feb 2026 is ₹1,458.32. The WhiteOak Capital Ultra Short Duration Fund Direct Growth is rated Moderately Low risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. ;