WhiteOak Capital Liquid Fund vs Aditya Birla Sun Life Liquid Fund compare

Link copied to clipboard!

tortoise-icon WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

Invest Now

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 Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
Fund WhiteOak Capital Liquid Fund- Regular plan-Growth Option Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
Investment Plan Growth Growth
Level of Risk Low to Moderate Moderate
Asset Size (Cr) ₹276 Cr ₹48377 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 16 Jan 2019 15 Apr 2003
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark CRISIL Liquid Fund BI Index CRISIL Liquid Fund BI Index
Turn Over 0.0% 0.0%
Expense Ratio 0.3 0.34
Manager Piyush Baranwal Sanjay Pawar
ISIN Code INF03VN01126 INF209K01RT1
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 Aditya Birla Sun Life Liquid Fund - INSTITUTIONAL - 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

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
1 Month 0.63% 0.64%
6 Month 3.55% 3.61%
1 Year 7.36% 7.47%
3 Year 6.12% 6.35%
5 Year 4.98% 5.33%

SIP Return Analysis

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
6 Month - -
1 Year 7.11% 7.15%
3 Year 6.81% 6.95%
5 Year 5.82% 6.04%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
1 Year 4.63% 7.02%
3 Year 4.17% 7.07%
5 Year 4.9% 7.14%

Risk Management

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
Standard Deviation 0.52% 0.49%
Sharp -0.23% 0.33%
Beta 1.05% 0.99%
Alpha 1.99% 2.15%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
Name Piyush Baranwal Sanjay Pawar
Total AUM ₹5379 Cr ₹102156 Cr
Fund Manage 9 3
WhiteOak Capital Liquid Fund- Regular plan-Growth Option Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

Market Cap

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

Others 100 99.87

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

Others 100 99.87

Top Comparisons

Nippon India Arbitrage Fund - Growth Plan - Growth Option Nippon India Arbitrage Fund - Growth Plan - Growth Option

3Y Returns6.16%

VS

HSBC Arbitrage Fund - Regular Growth HSBC Arbitrage Fund - Regular Growth

3Y Returns6.05%

Compare Now

Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option

3Y Returns22.05%

VS

Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Regular Growth

3Y Returns22.62%

Compare Now

ITI Banking and PSU Fund Regular - Growth ITI Banking and PSU Fund Regular - Growth

3Y Returns5.94%

VS

Mirae Asset Banking and PSU Fund Regular Growth Plan Mirae Asset Banking and PSU Fund Regular Growth Plan

3Y Returns5.51%

Compare Now

ITI Banking and Financial Services Fund Regular - Growth ITI Banking and Financial Services Fund Regular - Growth

3Y Returns10.2%

VS

ICICI Prudential Banking and Financial Services Fund -  Growth ICICI Prudential Banking and Financial Services Fund - Growth

3Y Returns13.75%

Compare Now
Request call back
Add to Cart Successfully