WhiteOak Capital Liquid Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
WhiteOak Capital Liquid Fund Growth Fund Overview
SIP ₹500 & Lump. ₹500
₹779 Cr
N/A
0.23
If redeemed/switched out within 1 day from the date of allotment: 0.0070% If redemption/switch out within 2 days from the date of allotment: 0.0065% If redemption/switch out within 3 days from the date of allotment: 0.0060% If redemption/switch out within 4 days from the date of allotment: 0.0055% If redemption/switch out within 5 days from the date of allotment: 0.0050% If redemption/switch out within 6 days from the date of allotment: 0.0045% If redemption/switch out 7 days onwards from the date of allotment: Nil.
CRISIL Liquid Debt A-I Index
WhiteOak Capital Liquid Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.49 | -1.53 | 265.31 |
| 6M | 3.33 | 2.39 | 195.09 |
| 1Y | 6.30 | 3.70 | 2621.73 |
| 3Y | 6.76 | 11.62 | 30.65 |
Portfolio Analysis
- Equity:
- Debt: 99.77%
- Others
About Fund WhiteOak Capital Liquid Fund Growth
WhiteOak Capital Liquid Fund Growth managed by WhiteOak Capital Mutual Fund,is a Liquid Fundscheme with Assets Under Management of ₹779 Crore. The fund benchmarks its performance against the CRISIL Liquid Debt A-I Index while maintaining an expense ratio of 0.23. Under the expert guidance of Piyush Baranwal ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Piyush Baranwal
Mr. Piyush Baranwal is a B. Tech. in Electronics and communication from Manipal Institute of Technology,Manipal. He completed PGDBM in Finance from S.P.Jain Institute of Management and Reserch and CFA. Prior to joining BOI AXA, he has worked with Morgan Stanley Investment Management (Jan, 2011-June, 2014) and Principal Pnb AMC as a Dealer- Fixed Income (May, 2008-Jan, 2011).
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| 360 ONE Liquid Fund Growth | 2 | 614 CR | 0.35 |
| TRUSTMF Liquid Fund Growth | 0 | 1,297 CR | 0.25 |
| WhiteOak Capital Liquid Fund Growth | 0 | 779 CR | 0.23 |
| HDFC Low Duration Fund - Institutional Plan Growth | 0 | 14,643 CR | 1.02 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This Fund360 ONE Liquid Fund Growth | 6.1554 | 21.3749 |
| This FundTRUSTMF Liquid Fund Growth | 6.2702 | 21.5898 |
| This FundWhiteOak Capital Liquid Fund Growth | 6.2991 | 21.6844 |
| This FundHDFC Low Duration Fund - Institutional Plan Growth | 9.368 | 30.0841 |
WhiteOak Capital Liquid Fund Growth FAQs
- 1 Month : 0.49%
- 6 Months : 3.33%
- 1 Year : 6.30%
- 3 Years : 6.76%
