WhiteOak Capital Liquid Fund vs Sundaram Liquid Fund (G) compare

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

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tortoise-icon Sundaram Liquid Fund (G)

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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 Sundaram Liquid Fund (G)
Fund WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
Investment Plan Growth Growth
Level of Risk Low to Moderate Low to Moderate
Asset Size (Cr) ₹261 Cr ₹5651 Cr
Min Investment ₹500 ₹1000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹500 ₹500
Launch Date 05 Jan 2019 10 Jan 2013
Category Liquid Liquid
Fund Type Open Ended Open Ended
Benchmark CRISIL Liquid Fund BI Index Nifty Liquid Index A-I
Turn Over 0.0% %
Expense Ratio 0.29 0.27
Manager Piyush Baranwal Dwijendra Srivastava
ISIN Code INF03VN01126 INF173K01DA9
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 Sundaram Liquid Fund (G)
1 Month 0.57% 0.58%
6 Month 3.58% 3.61%
1 Year 7.22% 7.3%
3 Year 5.69% 5.93%
5 Year 4.91% 5.19%

SIP Return Analysis

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
6 Month - -
1 Year 3.31% 3.35%
3 Year 9.63% 9.9%
5 Year 14.13% 14.69%

Rolling Lumpsum Returns

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
1 Year 4.6% 6.83%
3 Year 4.16% 6.54%
5 Year 4.9% 6.79%

Risk Management

Scheme Name WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)
Standard Deviation 0.52% 0.48%
Sharp -0.23% 0.28%
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 Sundaram Liquid Fund (G)
Name Piyush Baranwal Dwijendra Srivastava
Total AUM ₹5379 Cr ₹14140 Cr
Fund Manage 9 14
WhiteOak Capital Liquid Fund- Regular plan-Growth Option Sundaram Liquid Fund (G)

Market Cap

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Sundaram Liquid Fund (G)

Others 100 100.03

Sector Allocation

Scheme Name

WhiteOak Capital Liquid Fund- Regular plan-Growth Option

Sundaram Liquid Fund (G)

Others 4.93 0.25
Financial 75.42 -
Materials 12.83 -
Consumer Staples 6.82 -

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