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) | ₹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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