WhiteOak Capital Liquid Fund

AMC: WHITEOAKCAPITAL Low Risk Debt Liquid

📊 Quick Summary Of This Page

WhiteOak Capital Liquid Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹500
Minimum SIP
0.20%
Expense Ratio
Mr. Piyush Baranwal
Fund Manager
Growth
Plan Type
02 Jan 2019
Launch Date
0.007%
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.
Exit Load
NAV Momentum
Fund Analysis

WhiteOak Capital Liquid Fund does not yet have a 5-year performance history.

The average return for Liquid funds is 30.31% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 7.39% 4.64%
2 Year Return 16.55% 9.60%
3 Year Return 26.60% 15.74%
4 Year Return 33.45% 22.31%
5 Year Return 38.21% 30.31%
6 Year Return 46.06% 39.09%
7 Year Return N/A 48.53%
Expense Ratio 0.20% -
NAV History
Fund Information

AMC: WHITEOAKCAPITAL

Category: Debt • Liquid

Launch Date: 02 Jan 2019

Fund Manager: Mr. Piyush Baranwal

Minimum Purchase: ₹500

Exit Load: 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.

Lock-in: 0

Risk: Low Risk

About This Fund

WhiteOak Capital Liquid Fund is managed by WHITEOAKCAPITAL and belongs to the Debt category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

View Similar Funds
🚀 Explore The Complete Mutual Fund Universe
Discover top-ranked mutual funds, compare schemes, analyze portfolio holdings, explore AMCs, identify category leaders and use powerful investment planning tools — all from one place.
Explore CheckPAN
Browse 7,500+ mutual funds, leading AMCs, portfolio companies and investment insights.
Frequently Asked Questions

WhiteOak Capital Liquid Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of WhiteOak Capital Liquid Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

WhiteOak Capital Liquid Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in WhiteOak Capital Liquid Fund, based on the latest portfolio data.

WhiteOak Capital Liquid Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of WhiteOak Capital Liquid Fund is , which represents the annual cost charged for managing the fund.

WhiteOak Capital Liquid Fund manages assets worth approximately , representing the total investor capital under management.

WhiteOak Capital Liquid Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

WhiteOak Capital Liquid Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, WhiteOak Capital Liquid Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

WhiteOak Capital Liquid Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing WhiteOak Capital Liquid Fund and making investment decisions.

Yes, WhiteOak Capital Liquid Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

WhiteOak Capital Liquid Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of WhiteOak Capital Liquid Fund to estimate returns and wealth creation over different time periods.