WhiteOak Capital Liquid Fund vs Franklin India Liquid Fund compare

Link copied to clipboard!

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

Invest Now

tortoise-icon Franklin India Liquid Fund - Super Institutional Plan - Growth

Invest Now

tortoise-icon Franklin India Liquid Fund - Super Institutional Plan - Growth

Invest Now

tortoise-icon Franklin India Liquid Fund - Super Institutional Plan - 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 Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth
Fund WhiteOak Capital Liquid Fund- Regular plan-Growth Option Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth
Investment Plan Growth Growth Growth Growth
Level of Risk Low to Moderate Low to Moderate Low to Moderate Low to Moderate
Asset Size (Cr) ₹261 Cr ₹2072 Cr ₹2072 Cr ₹2072 Cr
Min Investment ₹500 ₹10000 ₹10000 ₹10000
Min SIP Invesment ₹500 ₹500 ₹500 ₹500
Min Addl Investment ₹500 ₹1000 ₹1000 ₹1000
Launch Date 05 Jan 2019 02 Sep 2005 02 Sep 2005 02 Sep 2005
Category Liquid Liquid Liquid Liquid
Fund Type Open Ended Open Ended Open Ended Open Ended
Benchmark CRISIL Liquid Fund BI Index CRISIL Liquid Fund BI Index CRISIL Liquid Fund BI Index CRISIL Liquid Fund BI Index
Turn Over 0.0% 72.19% 72.19% 24.24%
Expense Ratio 0.29 0.19 0.19 0.19
Manager Piyush Baranwal Umesh Sharma Umesh Sharma Umesh Sharma
ISIN Code INF03VN01126 INF090I01BG0 INF090I01BG0 INF090I01BG0
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 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 Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth
1 Month 0.58% 0.59% 0.59% 0.59%
6 Month 3.52% 3.6% 3.6% 3.6%
1 Year 7.27% 7.41% 7.41% 7.41%
3 Year 6.01% 6.25% 6.25% 6.25%
5 Year 4.96% 5.31% 5.31% 5.31%

SIP Return Analysis

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth
6 Month - - - -
1 Year 7.1% 7.25% 7.25% 7.25%
3 Year 6.72% 6.89% 6.89% 6.89%
5 Year 5.72% 5.96% 5.96% 5.96%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth
1 Year 4.63% 7.32% 7.32% 7.32%
3 Year 4.17% 7.21% 7.21% 7.21%
5 Year 4.9% 7.65% 7.65% 7.65%

Risk Management

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth
Standard Deviation 0.52% 0.47% 0.47% 0.47%
Sharp -0.23% 0.3% 0.3% 0.3%
Beta 1.05% 0.95% 0.95% 0.95%
Alpha 1.99% 2.05% 2.05% 2.05%

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 Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth
Name Piyush Baranwal Umesh Sharma Umesh Sharma Umesh Sharma
Total AUM ₹5379 Cr ₹9090 Cr ₹9090 Cr ₹9090 Cr
Fund Manage 9 8 8 8
WhiteOak Capital Liquid Fund- Regular plan-Growth Option Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth Franklin India Liquid Fund - Super Institutional Plan - Growth

Market Cap

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Franklin India Liquid Fund - Super Institutional Plan - Growth

Franklin India Liquid Fund - Super Institutional Plan - Growth

Franklin India Liquid Fund - Super Institutional Plan - Growth

Others 100 99.97 99.97 99.97

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Franklin India Liquid Fund - Super Institutional Plan - Growth

Franklin India Liquid Fund - Super Institutional Plan - Growth

Franklin India Liquid Fund - Super Institutional Plan - Growth

Others 4.93 12.53 12.53 12.53
Financial 75.42 82.68 82.68 82.68
Materials 12.83 - - -
Consumer Staples 6.82 - - -
Capital Goods - 4.76 4.76 4.76

Top Comparisons

DSP Gilt Fund - Regular Plan - Growth DSP Gilt Fund - Regular Plan - Growth

3Y Returns6.3%

VS

Edelweiss Government Securities Fund - Regular Plan - Growth Option Edelweiss Government Securities Fund - Regular Plan - Growth Option

3Y Returns5.86%

Compare Now

Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan

3Y Returns19.6%

VS

UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option

3Y Returns15.76%

Compare Now

Kotak Small Cap Fund - Growth Kotak Small Cap Fund - Growth

3Y Returns16.04%

VS

IDBI Small Cap Fund Growth Regular IDBI Small Cap Fund Growth Regular

3Y Returns22.17%

Compare Now

Nippon India Consumption Fund-Growth Plan-Growth Option Nippon India Consumption Fund-Growth Plan-Growth Option

3Y Returns18.13%

VS

Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth) Sundaram Consumption Fund(Formerly Known as Sundaram Rural and Consumption Fund Regular Plan - Growth)

3Y Returns16.51%

Compare Now
Request call back
Add to Cart Successfully