- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
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) | ₹544 Cr | ₹17011 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 | 0.47% | 0.48% |
| 6 Month | 2.82% | 2.86% |
| 1 Year | 6.38% | 6.5% |
| 3 Year | 6.82% | 6.95% |
| 5 Year | 5.56% | 5.77% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.41% | 1.4% |
| 1 Year | 5.97% | 6.01% |
| 3 Year | 6.68% | 6.77% |
| 5 Year | 6.34% | 6.49% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 1 Year | 5.67% | 6.99% |
| 3 Year | 4.73% | 6.91% |
| 5 Year | 5% | 6.54% |
Risk Management
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.18% | 0.18% |
| Sharp | 1.11% | 2.27% |
| Beta | 1.41% | 1.39% |
| Alpha | -0.24% | -0.11% |
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 |
Top Comparisons
Invesco India Midcap Fund - Growth Option
3Y Returns26.81%
Quant Mid Cap Fund-Growth
3Y Returns14.77%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns17.9%
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan
3Y Returns22.83%
SBI Banking & Financial Services Fund - Regular Plan - Growth
3Y Returns19.49%
LIC MF Banking & Financial Services Fund Regular-Growth
3Y Returns12.11%
Nippon India Value Fund- Growth Plan
3Y Returns21.92%
Axis Value Fund - Regular Plan - Growth
3Y Returns23.42%
