Axis Ultra Short Duration Fund - Direct Plan Growth vs WhiteOak Capital Ultra Short Duration Fund- Direct plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW)

Q: Axis Ultra Short Duration Fund - Direct Plan Growth vs WhiteOak Capital Ultra Short Duration Fund- Direct plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW) — which has given better returns?

Axis Ultra Short Duration Fund - Direct Plan Growth has a 1-year return of 6.56% versus WhiteOak Capital Ultra Short Duration Fund- Direct plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW)'s 6.1%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Q: Which has the lower expense ratio, Axis Ultra Short Duration Fund - Direct Plan Growth or WhiteOak Capital Ultra Short Duration Fund- Direct plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW)?

Axis Ultra Short Duration Fund - Direct Plan Growth's expense ratio is 0.36% versus WhiteOak Capital Ultra Short Duration Fund- Direct plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW)'s 0.34%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Q: Can I invest in both Axis Ultra Short Duration Fund - Direct Plan Growth and WhiteOak Capital Ultra Short Duration Fund- Direct plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW)?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

Side-by-side comparison of NAV, returns, expense ratio and star rating.

Axis Ultra Short Duration Fund - Direct Plan Growth

Axis Mutual Fund

★★★★★

Debt · Ultra Short Duration

WhiteOak Capital Ultra Short Duration Fund- Direct plan-Fortnightly Payout/ Reinvestment of Income Distribution cum capital withdrawal option (IDCW)

WhiteOak Capital Mutual Fund

★★★★★

Debt · Ultra Short Duration

Metric	Axis Ultra Short Durat...	WhiteOak Capital Ultra...
NAV	₹16.74	₹1005.96
Star Rating	★★★★	★
Expense Ratio	0.36%	0.34%
AUM	₹4,948 Cr	₹534 Cr
1M Return	+0.62%	+0.61%
3M Return	+1.58%	+1.52%
6M Return	+3.43%	+3.33%
1Y Return	+6.56%	+6.1%
3Y CAGR	+7.42%	+6.99%
5Y CAGR	+6.65%	+6.32%
Risk Level	—	—
Fund Manager	Aditya Pagaria	Piyush Baranwal

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