- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
WhiteOak Capital Liquid Fund vs HSBC Liquid Fund compare
WhiteOak Capital Liquid Fund- Regular plan-Growth Option
HSBC Liquid Fund - Regular Growth
Chart Comparison
Overview
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Fund | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Low to Moderate | Low to Moderate |
| Asset Size (Cr) | ₹320 Cr | ₹22670 Cr |
| Min Investment | ₹500 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹500 | ₹1000 |
| Launch Date | 16 Jan 2019 | 01 Jun 2004 |
| Category | Liquid | Liquid |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Liquid Fund BI Index | CRISIL Liquid Fund AI Index |
| Turn Over | 0.0% | 28% |
| Expense Ratio | 0.29 | 0.22 |
| Manager | Piyush Baranwal | Shriram Ramanathan |
| ISIN Code | INF03VN01126 | INF336L01BN7 |
| Exits Load | WhiteOak Capital Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 | HSBC Liquid Fund - Regular Plan - Growth charges 0.0045000000000000005% of sell value; if fund sold before 6 days. There are no other charges., 0.005% if fund sold before 5 days. There are no other charges., 0.0055000000000000005% if fund sold before 4 days. There are no other charges., 0.006% if fund sold before 3 days. There are no other charges., 0.0065% if fund sold before 2 days. There are no other charges., 0.006999999999999999% if fund sold before 1 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 1 Month | 0.74% | 0.78% |
| 6 Month | 3.59% | 3.63% |
| 1 Year | 7.19% | 7.28% |
| 3 Year | 6.62% | 6.8% |
| 5 Year | 5.16% | 5.41% |
SIP Return Analysis
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 6 Month | 1.86% | 1.86% |
| 1 Year | 7.34% | 7.38% |
| 3 Year | 7.11% | 7.21% |
| 5 Year | 6.18% | 6.36% |
Rolling Lumpsum Returns
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| 1 Year | 4.9% | 6.98% |
| 3 Year | 4.28% | 6.87% |
| 5 Year | 4.91% | 6.66% |
Risk Management
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Standard Deviation | 0.397% | 0.323% |
| Sharp | -0.85% | 0.928% |
| Beta | 1.306% | 1.151% |
| Alpha | -0.367% | -0.132% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Name | Piyush Baranwal | Shriram Ramanathan |
| Total AUM | ₹5379 Cr | ₹32638 Cr |
| Funds Managed | 9 | 11 |
| WhiteOak Capital Liquid Fund- Regular plan-Growth Option | HSBC Liquid Fund - Regular Growth |
Market Cap
| Scheme Name |
WhiteOak Capital Liquid Fund- Regular plan-Growth Option |
HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Sector Allocation
| Scheme Name |
WhiteOak Capital Liquid Fund- Regular plan-Growth Option |
HSBC Liquid Fund - Regular Growth |
|---|---|---|
| Others | 100 | 100 |
Top Comparisons
HDFC Balanced Advantage Fund - Growth Plan
3Y Returns19.37%
DSP Dynamic Asset Allocation Fund - Regular Plan - Growth
3Y Returns11.38%
SBI Short Horizon Debt Fund-Short Term Fund - Retail - Growth
3Y Returns6.91%
DSP Short Term Fund - Regular Plan - Growth
3Y Returns6.69%
Motilal Oswal Nifty 50 Index Fund - Regular plan - Growth
3Y Returns12.71%
IDBI Nifty Next 50 Index Fund Growth
3Y Returns14.82%
Kotak Corporate Bond Fund- Regular Plan-Growth Option
3Y Returns7.25%
PGIM India Corporate Bond Fund - Growth
3Y Returns6.71%
