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WhiteOak Capital Liquid Fund vs HSBC Liquid Fund compare
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
HSBC Liquid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹320 Cr | ₹22670 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 16 Jan 2019 | 01 Jun 2004 |
| Category | Liquid | Liquid |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Liquid Fund BI Index | CRISIL Liquid Fund AI Index |
| Turn Over | 0.0% | 28% |
| Expense Ratio | 0.29 | 0.22 |
| Manager | Piyush Baranwal | Shriram Ramanathan |
| ISIN Code | INF03VN01126 | INF336L01BN7 |
| 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 | HSBC 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 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.51% | 0.48% |
| 6 Month | 3.53% | 3.54% |
| 1 Year | 7.17% | 7.25% |
| 3 Year | 6.69% | 6.85% |
| 5 Year | 5.18% | 5.43% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.73% | 1.75% |
| 1 Year | 7.1% | 7.19% |
| 3 Year | 7.06% | 7.17% |
| 5 Year | 6.19% | 6.37% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.9% | 6.98% |
| 3 Year | 4.28% | 6.87% |
| 5 Year | 4.91% | 6.66% |
Risk Management
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.397% | 0.323% |
| Sharp | -0.85% | 0.928% |
| Beta | 1.306% | 1.151% |
| Alpha | -0.367% | -0.132% |
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Fund Managers
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Shriram Ramanathan |
| Total AUM | ₹5379 Cr | ₹32638 Cr |
| Funds Managed | 9 | 11 |
| WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Liquid Fund- Regular plan-Growth Option |
HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Liquid Fund- Regular plan-Growth Option |
HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
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