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

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WhiteOak Capital Liquid Fund- Regular plan-Growth Option

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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)	₹517 Cr	₹5649 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	0.48%	0.48%
6 Month	3.39%	3.4%
1 Year	7.01%	7.02%
3 Year	6.82%	6.93%
5 Year	5.31%	5.49%

SIP Return Analysis

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	Sundaram Liquid Fund (G)
6 Month	1.6%	1.6%
1 Year	6.84%	6.87%
3 Year	7.01%	7.08%
5 Year	6.28%	6.41%

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	0.22%	0.20%
Sharp	0.50%	1.51%
Beta	1.48%	1.34%
Alpha	-0.32%	-0.17%

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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)