- 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
MF Portfolio OverlapCheck Common Stocks Before You Invest
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 Sundaram Liquid Fund (G) compare
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
Sundaram Liquid Fund (G)
Chart Comparison
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) | ₹559 Cr | ₹6371 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% | 0.47% |
| 6 Month | 2.79% | 2.81% |
| 1 Year | 6.24% | 6.27% |
| 3 Year | 6.79% | 6.86% |
| 5 Year | 5.59% | 5.76% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Sundaram Liquid Fund (G) |
|---|---|---|
| 6 Month | 1.41% | 1.35% |
| 1 Year | 5.84% | 5.74% |
| 3 Year | 6.61% | 6.62% |
| 5 Year | 6.34% | 6.42% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Sundaram Liquid Fund (G) |
|---|---|---|
| 1 Year | 5.78% | 6.87% |
| 3 Year | 4.8% | 6.61% |
| 5 Year | 5.02% | 5.91% |
Risk Management
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Sundaram Liquid Fund (G) |
|---|---|---|
| Standard Deviation | 0.52% | 0.48% |
| Sharp | - | - |
| Beta | - | - |
| Alpha | - | - |
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 |
Top Comparisons
SBI Midcap Fund - Regular Plan - Growth
3Y Returns16.73%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns25.68%
Nippon India Banking and Financial Services Fund - Growth Plan - Growth Option
3Y Returns18.64%
Nippon India Nifty Bank Index Fund - Reg (G)
3Y Returns0%
Tata Flexi Cap Fund -Regular Plan-Growth
3Y Returns16.92%
UTI Flexi Cap Fund - Growth Option
3Y Returns10.87%
HDFC Medium Term Debt Fund - Growth Option
3Y Returns7.3%
UTI Medium Duration Fund - Regular Plan - Growth Option
3Y Returns6.7%
