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Debt · Liquid

WhiteOak Capital Liquid Fund

WhiteOak Capital Mutual Fund
Benchmark
CRISIL Liquid Debt A-I Index
Riskometer
Low to Moderate
Size
₹804 cr
Allotted
28 Aug 2026
Holdings as of
Not on record

WhiteOak Capital Liquid Fund is a liquid fund of WhiteOak Capital Mutual Fund with ₹804 cr under management. It is ahead of its benchmark (CRISIL Liquid Debt A-I Index) in 2 of 3 periods. Its direct plan charges 0.13% a year. Piyush Baranwal has managed it for 7.7 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is WhiteOak Capital Liquid Fund invested in?

Mix not on record

Has WhiteOak Capital Liquid Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Liquid Debt A-I Index, in 2 of 3 periods in AMFI's figures; +6.44% over the last year against +6.24%.

Official figures

AMFI performance feed, 13 Oct 2026
Ahead of its benchmark (CRISIL Liquid Debt A-I Index) in 2 of 3 periods.
PeriodDirectRegularBenchmarkAheadRank
1y +6.44%+6.33%+6.24% +0.20 🔒
3y +6.84%+6.74%+6.75% +0.09 🔒
5y +6.23%+6.12%+6.31% −0.08 🔒
10y ——— — —
Ahead in points a year · its rank among Liquid funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro
Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.
See them in the app →

What does WhiteOak Capital Liquid Fund cost?

0.13% a year on the direct plan, 0.23% on the regular plan; 17 of 43 funds in its category charge less.

Direct plan
0.13% a year
Category median 0.13%
Regular plan
0.23% a year
Category median 0.25%
Gap
0.10 points
for the same holdings
17 of 43 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Income/Debt Oriented Schemes - Liquid Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages WhiteOak Capital Liquid Fund?

Piyush Baranwal, since 16 Jan 2019.

Piyush Baranwal
Primary
7.7 years
since 16 Jan 2019
Benchmark as filedBSE 500 TRI
Exit load
Nil
From 7 Scheme Summary Documents filed with NSE, first on 12 Apr 2026; as on 11 Oct 2026

Questions people ask

Who manages WhiteOak Capital Liquid Fund?

Piyush Baranwal (Primary) since 16 Jan 2019.

What is the expense ratio of WhiteOak Capital Liquid Fund?

0.13% a year on the direct plan and 0.23% on the regular plan (expense report, Oct 2026).

How has WhiteOak Capital Liquid Fund done?

Its direct plan returned +6.84% a year over 3 years against +6.75% for its benchmark, CRISIL Liquid Debt A-I Index, as of 13 Oct 2026.

Inside the app

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WhiteOak Capital Liquid Fund in the app: beside your own funds, with what you own through them

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