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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) ₹276 Cr ₹6783 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 0.3 0.32
Manager Piyush Baranwal Dwijendra Srivastava
ISIN Code INF03VN01126 INF173K01DA9
Exits Load WhiteOak Capital Liquid Fund - Regular Plan - Growth charges 0.006999999999999999% of sell value; if fund sold before 1 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0045000000000000005% if fund sold before 6 days. There are no other charges./365 Sundaram Liquid Fund - Regular Plan - Growth charges 0.006999999999999999% of sell value; if fund sold before 1 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.0045000000000000005% if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 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 0.64% 0.61%
6 Month 3.51% 3.52%
1 Year 7.26% 7.29%
3 Year 6.33% 6.5%
5 Year 5.04% 5.24%

SIP Return Analysis

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
6 Month - -
1 Year 7.13% 7.09%
3 Year 6.91% 6.98%
5 Year 5.94% 6.09%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
1 Year 4.82% 6.83%
3 Year 4.24% 6.54%
5 Year 4.91% 6.82%

Risk Management

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
Standard Deviation 0.52% 0.48%
Sharp -0.23% 0.28%
Beta 1.05% 0.96%
Alpha 1.99% 2.06%

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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
Fund Manage 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 99.95

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Sundaram Liquid Fund (G)

Others 100 99.95

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