WhiteOak Capital Liquid Fund vs Axis Liquid Fund compare

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

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tortoise-icon Axis 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 Axis Liquid Fund - Regular Plan - Growth Option
Fund WhiteOak Capital Liquid Fund- Regular plan-Growth Option Axis Liquid Fund - Regular Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹261 Cr ₹26699 Cr
Min Investment ₹500 ₹500
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 05 Jan 2019 05 Oct 2009
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark CRISIL Liquid Fund BI Index NIFTY Liquid Index B-I
Turn Over 0.0% 10%
Expense Ratio 0.29 0.34
Manager Piyush Baranwal Devang Shah
ISIN Code INF03VN01126 INF846K01412
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 Axis Liquid Fund - Regular Plan - Growth Option
1 Month 0.57% 0.59%
6 Month 3.58% 3.65%
1 Year 7.22% 7.37%
3 Year 5.69% 6.06%
5 Year 4.91% 5.26%

SIP Return Analysis

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Axis Liquid Fund - Regular Plan - Growth Option
6 Month - -
1 Year 3.31% 3.38%
3 Year 9.63% 10.02%
5 Year 14.13% 14.99%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Axis Liquid Fund - Regular Plan - Growth Option
1 Year 4.32% 4.64%
3 Year 11.27% 12.01%
5 Year 14.48% 15.34%

Risk Management

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Axis Liquid Fund - Regular Plan - Growth Option
Standard Deviation 0.52% 0.49%
Sharp -0.23% 0.4%
Beta 1.05% 0.98%
Alpha 1.99% 2.15%

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Fund Managers

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Axis Liquid Fund - Regular Plan - Growth Option
Name Piyush Baranwal Devang Shah
Total AUM ₹5379 Cr ₹60014 Cr
Fund Manage 9 15
WhiteOak Capital Liquid Fund- Regular plan-Growth Option Axis Liquid Fund - Regular Plan - Growth Option

Market Cap

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Axis Liquid Fund - Regular Plan - Growth Option

Others 100 99.99

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Axis Liquid Fund - Regular Plan - Growth Option

Others 4.93 0.48
Financial 75.42 90.53
Materials 12.83 0.72
Consumer Staples 6.82 2.03
Services - 3.18
Construction - 1.5
Communication - 0.19
Capital Goods - 0.27
Energy - 0.54
Diversified - 0.55

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