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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) | ₹558 Cr | ₹7482 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 | 0.47% | 0.48% |
| 6 Month | 2.92% | 2.94% |
| 1 Year | 6.54% | 6.56% |
| 3 Year | 6.85% | 6.93% |
| 5 Year | 5.47% | 5.65% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Sundaram Liquid Fund (G) |
|---|---|---|
| 6 Month | 1.38% | 1.39% |
| 1 Year | 6.08% | 6.11% |
| 3 Year | 6.75% | 6.8% |
| 5 Year | 6.31% | 6.43% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Sundaram Liquid Fund (G) |
|---|---|---|
| 1 Year | 5.58% | 6.88% |
| 3 Year | 4.65% | 6.59% |
| 5 Year | 4.98% | 5.95% |
Risk Management
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | Sundaram Liquid Fund (G) |
|---|---|---|
| Standard Deviation | 0.18% | 0.18% |
| Sharp | 1.09% | 1.84% |
| Beta | 1.37% | 1.35% |
| Alpha | -0.24% | -0.16% |
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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