WhiteOak Capital Liquid Fund vs DSP Liquidity Fund compare

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

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tortoise-icon DSP Liquidity Fund - Regular Plan - 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 DSP Liquidity Fund - Regular Plan - Growth
Fund WhiteOak Capital Liquid Fund- Regular plan-Growth Option DSP Liquidity Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹261 Cr ₹13769 Cr
Min Investment ₹500 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹500 ₹100
Launch Date 05 Jan 2019 20 Nov 2005
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark CRISIL Liquid Fund BI Index CRISIL Liquid Fund BI Index
Turn Over 0.0% 48%
Expense Ratio 0.29 0.2
Manager Piyush Baranwal Kedar Karnik
ISIN Code INF03VN01126 INF740K01FK9
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 DSP Liquidity Fund - Regular Plan - Growth
1 Month 0.57% 0.58%
6 Month 3.58% 3.58%
1 Year 7.22% 7.39%
3 Year 5.69% 6.2%
5 Year 4.91% 5.24%

SIP Return Analysis

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option DSP Liquidity Fund - Regular Plan - Growth
6 Month - -
1 Year 3.31% 3.35%
3 Year 9.63% 9.91%
5 Year 14.13% 14.8%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option DSP Liquidity Fund - Regular Plan - Growth
1 Year 4.6% 7.11%
3 Year 4.16% 7.02%
5 Year 4.9% 7.4%

Risk Management

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option DSP Liquidity Fund - Regular Plan - Growth
Standard Deviation 0.52% 0.48%
Sharp -0.23% 0.27%
Beta 1.05% 0.96%
Alpha 1.99% 2.06%

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Fund Managers

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option DSP Liquidity Fund - Regular Plan - Growth
Name Piyush Baranwal Kedar Karnik
Total AUM ₹5379 Cr ₹32997 Cr
Fund Manage 9 11
WhiteOak Capital Liquid Fund- Regular plan-Growth Option DSP Liquidity Fund - Regular Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

DSP Liquidity Fund - Regular Plan - Growth

Others 100 100

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

DSP Liquidity Fund - Regular Plan - Growth

Others 4.93 6.83
Financial 75.42 82.95
Materials 12.83 -
Consumer Staples 6.82 3.61
Sovereign - 0.75
Services - 4.44
Construction - 0.71
Energy - 0.71

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