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WhiteOak Capital Liquid Fund vs Sundaram Liquid Fund (G) compare

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

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tortoise-icon Sundaram Liquid Fund (G)

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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 Sundaram Liquid Fund (G)
Fund WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹456 Cr ₹6288 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 16 Jan 2019 30 Aug 2004
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark CRISIL Liquid Fund BI Index Nifty Liquid Index A-I
Turn Over 0.0% %
Expense Ratio 0.29 0.4
Manager Piyush Baranwal Dwijendra Srivastava
ISIN Code INF03VN01126 INF173K01DA9
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 Sundaram 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 Sundaram Liquid Fund (G)
1 Month 0.52% 0.51%
6 Month 3.47% 3.48%
1 Year 7.05% 7.09%
3 Year 6.8% 6.92%
5 Year 5.28% 5.47%

SIP Return Analysis

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
6 Month 1.63% 1.65%
1 Year 6.91% 6.96%
3 Year 7.03% 7.1%
5 Year 6.25% 6.39%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
1 Year 5.09% 6.86%
3 Year 4.34% 6.57%
5 Year 4.92% 6.81%

Risk Management

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
Standard Deviation 0.25% 0.22%
Sharp 0.34% 1.40%
Beta 1.44% 1.35%
Alpha -0.32% -0.18%

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Fund Managers

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
Name Piyush Baranwal Dwijendra Srivastava
Total AUM ₹5379 Cr ₹14140 Cr
Funds Managed 9 14
WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)

Market Cap

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Sundaram Liquid Fund (G)

Others 100 100

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Sundaram Liquid Fund (G)

Others 100 100

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