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

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

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

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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 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) ₹261 Cr ₹42760 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 05 Jan 2019 11 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 0.29 0.34
Manager Piyush Baranwal Sanjay Pawar
ISIN Code INF03VN01126 INF209K01RT1
Exits Load Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days./365 Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days./365

Trailing Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
1 Month 0.57% 0.58%
6 Month 3.58% 3.67%
1 Year 7.22% 7.33%
3 Year 5.69% 5.99%
5 Year 4.91% 5.24%

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 3.31% 3.36%
3 Year 9.63% 9.97%
5 Year 14.13% 14.92%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Aditya Birla Sun Life Liquid Fund-Institutional (Growth)
1 Year 4.32% 4.63%
3 Year 11.27% 11.95%
5 Year 14.48% 15.27%

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%

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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 100 100.06

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Aditya Birla Sun Life Liquid Fund-Institutional (Growth)

Materials 12.83 -
Financial 75.42 -
Consumer Staples 6.82 -
Others 4.93 0.2

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