WhiteOak Capital Liquid Fund vs Axis Liquid Fund compare

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WhiteOak Capital Liquid Fund- Regular plan-Growth Option

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Axis Liquid Fund - Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Axis Liquid Fund - Regular Plan - Growth Option
Fund	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Axis Liquid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Low to Moderate
Asset Size (Cr)	₹578 Cr	₹37122 Cr
Min Investment	₹500	₹100
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹500	₹100
Launch Date	16 Jan 2019	09 Oct 2009
Category	Liquid	Liquid
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Liquid Fund BI Index	NIFTY Liquid Index B-I
Turn Over	0.0%	10%
Expense Ratio	0.29	0.19
Manager	Piyush Baranwal	Devang Shah
ISIN Code	INF03VN01126	INF846K01412
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	Axis Liquid Fund - 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	Axis Liquid Fund - Regular Plan - Growth Option
1 Month	0.46%	0.47%
6 Month	3.21%	3.29%
1 Year	6.76%	6.92%
3 Year	6.85%	7.04%
5 Year	5.39%	5.65%

SIP Return Analysis

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Axis Liquid Fund - Regular Plan - Growth Option
6 Month	1.41%	1.45%
1 Year	6.35%	6.53%
3 Year	6.86%	7.02%
5 Year	6.29%	6.5%

Rolling Lumpsum Returns

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Axis Liquid Fund - Regular Plan - Growth Option
1 Year	5.28%	7.3%
3 Year	4.46%	7.16%
5 Year	4.94%	7.07%

Risk Management

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Axis Liquid Fund - Regular Plan - Growth Option
Standard Deviation	0.19%	0.49%
Sharp	0.82%	0.4%
Beta	1.51%	0.98%
Alpha	-0.29%	2.15%

Fund Managers

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Axis Liquid Fund - Regular Plan - Growth Option
Name	Piyush Baranwal	Devang Shah
Total AUM	₹5379 Cr	₹60014 Cr
Funds Managed	9	15
	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Axis Liquid Fund - Regular Plan - Growth Option