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WhiteOak Capital Liquid Fund vs Axis Liquid Fund compare

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tortoise-icon WhiteOak Capital Liquid Fund- Regular plan-Growth Option

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tortoise-icon 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) ₹558 Cr ₹28170 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 2.92% 3%
1 Year 6.56% 6.72%
3 Year 6.85% 7.03%
5 Year 5.46% 5.72%

SIP Return Analysis

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Axis Liquid Fund - Regular Plan - Growth Option
6 Month 1.4% 1.44%
1 Year 6.12% 6.28%
3 Year 6.76% 6.92%
5 Year 6.31% 6.53%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Axis Liquid Fund - Regular Plan - Growth Option
1 Year 5.44% 7.3%
3 Year 4.55% 7.13%
5 Year 4.96% 7.01%

Risk Management

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Axis Liquid Fund - Regular Plan - Growth Option
Standard Deviation 0.18% 0.49%
Sharp 1.09% 0.4%
Beta 1.37% 0.98%
Alpha -0.24% 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

Market Cap

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Axis Liquid Fund - Regular Plan - Growth Option

Others 100 118.06
Large Cap - -18.04

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Axis Liquid Fund - Regular Plan - Growth Option

Others 100 100.02

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