Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

WhiteOak Capital Liquid Fund vs Invesco India Liquid Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Invesco India Liquid Fund - Bonus Option

Invest Now

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 Invesco India Liquid Fund - Bonus Option
Fund WhiteOak Capital Liquid Fund- Regular plan-Growth Option Invesco India Liquid Fund - Bonus Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Average
Asset Size (Cr) ₹584 Cr ₹14240 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹500 ₹1000
Launch Date 16 Jan 2019 18 Jun 2013
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark CRISIL Liquid Fund BI Index NIFTY Liquid Index A-I
Turn Over 0.0% 69%
Expense Ratio 0.29 0.22
Manager Piyush Baranwal Krishna Venkat Cheemalapati
ISIN Code INF03VN01126 INF205K01UX5
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 Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Invesco India Liquid Fund - Bonus Option
1 Month 0.45% 0.54%
6 Month 3.24% 3.53%
1 Year 6.86% 7.38%
3 Year 6.84% 6.41%
5 Year 5.35% 5.32%

SIP Return Analysis

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Invesco India Liquid Fund - Bonus Option
6 Month 1.53% -
1 Year 6.65% 7.2%
3 Year 6.96% 7%
5 Year 6.3% 6.08%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Invesco India Liquid Fund - Bonus Option
1 Year 5.28% 6.81%
3 Year 4.46% 5.9%
5 Year 4.94% 5.41%

Risk Management

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Invesco India Liquid Fund - Bonus Option
Standard Deviation 0.20% 0.18%
Sharp 0.72% 2.39%
Beta 1.42% 1.41%
Alpha -0.30% -0.11%

Fund Managers

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Invesco India Liquid Fund - Bonus Option
Name Piyush Baranwal Krishna Venkat Cheemalapati
Total AUM ₹5379 Cr ₹24743 Cr
Funds Managed 9 19
WhiteOak Capital Liquid Fund- Regular plan-Growth Option Invesco India Liquid Fund - Bonus Option

Market Cap

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Invesco India Liquid Fund - Bonus Option

Others 100 100

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Invesco India Liquid Fund - Bonus Option

Others 100 100

Top Comparisons

HSBC Balanced Advantage Fund - Regular Growth HSBC Balanced Advantage Fund - Regular Growth

3Y Returns11.82%

VS

Quant Dynamic Asset Allocation Fund Regular - Growth Quant Dynamic Asset Allocation Fund Regular - Growth

3Y Returns0%

Compare Now

Invesco India Financial Services Fund - Retail Growth Invesco India Financial Services Fund - Retail Growth

3Y Returns21.06%

VS

Mirae Asset Banking and Financial Services Fund Regular Growth Mirae Asset Banking and Financial Services Fund Regular Growth

3Y Returns16.95%

Compare Now

SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth SBI Magnum Childrens Benefit Fund - Investment Plan - Regular Plan - Growth

3Y Returns21.81%

VS

Tata Children's Fund - Regular Plan - Growth Option Tata Children's Fund - Regular Plan - Growth Option

3Y Returns14%

Compare Now

Franklin India Banking & PSU Debt Fund - Growth Franklin India Banking & PSU Debt Fund - Growth

3Y Returns7.15%

VS

INVESCO INDIA BANKING AND PSU FUND - Growth Option INVESCO INDIA BANKING AND PSU FUND - Growth Option

3Y Returns7.2%

Compare Now
Add to Cart Successfully