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WhiteOak Capital Liquid Fund vs Aditya Birla Sun Life Liquid Fund compare
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
|---|---|---|
| Fund | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Moderate |
| Asset Size (Cr) | ₹320 Cr | ₹49810 Cr |
| Min Investment | ₹500 | ₹500 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹500 |
| Launch Date | 16 Jan 2019 | 15 Apr 2003 |
| Category | Liquid | Liquid |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Liquid Fund BI Index | CRISIL Liquid Fund BI Index |
| Turn Over | 0.0% | 0.0% |
| Expense Ratio | 0.29 | 0.34 |
| Manager | Piyush Baranwal | Sanjay Pawar |
| ISIN Code | INF03VN01126 | INF209K01RT1 |
| Exits Load | WhiteOak Capital Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 | Aditya Birla Sun Life Liquid Fund - INSTITUTIONAL - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
|---|---|---|
| 1 Month | 0.51% | 0.51% |
| 6 Month | 3.52% | 3.56% |
| 1 Year | 7.15% | 7.25% |
| 3 Year | 6.72% | 6.9% |
| 5 Year | 5.2% | 5.47% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
|---|---|---|
| 6 Month | 1.72% | 1.77% |
| 1 Year | 7.09% | 7.23% |
| 3 Year | 7.06% | 7.2% |
| 5 Year | 6.2% | 6.4% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
|---|---|---|
| 1 Year | 4.9% | 7.05% |
| 3 Year | 4.28% | 7.03% |
| 5 Year | 4.91% | 7.06% |
Risk Management
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
|---|---|---|
| Standard Deviation | 0.397% | 0.49% |
| Sharp | -0.85% | 0.33% |
| Beta | 1.306% | 0.99% |
| Alpha | -0.367% | 2.15% |
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Fund Managers
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
|---|---|---|
| Name | Piyush Baranwal | Sanjay Pawar |
| Total AUM | ₹5379 Cr | ₹102156 Cr |
| Funds Managed | 9 | 3 |
| WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
Market Cap
| Scheme Name |
WhiteOak Capital Liquid Fund- Regular plan-Growth Option |
Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
|---|---|---|
| Others | 100 | 99.9 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Liquid Fund- Regular plan-Growth Option |
Aditya Birla Sun Life Liquid Fund-Institutional (Growth) |
|---|---|---|
| Others | 100 | 99.9 |
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