WhiteOak Capital Liquid Fund vs UTI Liquid Fund compare

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WhiteOak Capital Liquid Fund- Regular plan-Growth Option

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UTI Liquid Fund - Regular Plan - Growth Option

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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	UTI Liquid Fund - Regular Plan - Growth Option
Fund	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	UTI Liquid Fund - Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Low to Moderate	Low to Moderate
Asset Size (Cr)	₹320 Cr	₹27432 Cr
Min Investment	₹500	₹500
Min SIP Invesment	₹500	₹2500
Min Addl Investment	₹500	₹500
Launch Date	16 Jan 2019	10 Dec 2003
Category	Liquid	Liquid
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Liquid Fund BI Index	CRISIL Liquid Fund AI Index
Turn Over	0.0%	23%
Expense Ratio	0.29	0.24
Manager	Piyush Baranwal	Amit Sharma
ISIN Code	INF03VN01126	INF789F01PH1
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	UTI 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	UTI Liquid Fund - Regular Plan - Growth Option
1 Month	0.55%	0.57%
6 Month	3.52%	3.58%
1 Year	7.13%	7.22%
3 Year	6.77%	6.94%
5 Year	5.25%	5.5%

SIP Return Analysis

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	UTI Liquid Fund - Regular Plan - Growth Option
6 Month	1.73%	1.75%
1 Year	7.1%	7.18%
3 Year	7.08%	7.19%
5 Year	6.26%	6.44%

Rolling Lumpsum Returns

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	UTI Liquid Fund - Regular Plan - Growth Option
1 Year	5.09%	7.32%
3 Year	4.34%	7.18%
5 Year	4.92%	7.42%

Risk Management

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	UTI Liquid Fund - Regular Plan - Growth Option
Standard Deviation	0.397%	0.48%
Sharp	-0.85%	0.32%
Beta	1.306%	0.97%
Alpha	-0.367%	2.11%

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Fund Managers

Scheme Name	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	UTI Liquid Fund - Regular Plan - Growth Option
Name	Piyush Baranwal	Amit Sharma
Total AUM	₹5379 Cr	₹53350 Cr
Funds Managed	9	5
	WhiteOak Capital Liquid Fund- Regular plan-Growth Option	UTI Liquid Fund - Regular Plan - Growth Option