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Kotak Liquid Fund - Regular Plan - Growth

Kotak Mahindra Mutual Fund

#27 of 56 (1Y)

Today's NAV — all variants

Regular · Growth

₹₹5571.5914

1.93 (+0.03%)

31 May 2026

AMFI: 100835

Direct · Growth

₹₹5630.3771

1.99 (+0.04%)

31 May 2026

AMFI: 119766

Regular · IDCW

₹₹1261.4586

0.44 (+0.03%)

31 May 2026

AMFI: 100833

Direct · IDCW

₹₹1222.8100

0.00 (+0.00%)

31 May 2026

AMFI: 119764

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.10%
1 Month+0.40%
3 Months+1.61%
6 Months+3.07%
1 Year+6.09%
3 Years (CAGR)+6.82%
5 Years (CAGR)+5.99%
10 Years (CAGR)+6.34%
Since Inception (Apr 2006)+34.55%

Returns calculated from 20 January 2013 onwards due to a structural change in the scheme on that date. Pre-2013 NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+6.19%
3 Year SIP+6.65%
5 Year SIP+6.52%
Since Inception (Apr 2006)+38.35%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,20,500

Invested

₹1,27,41,864

Value today

38.5%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹3,94,600

Value today

34.5%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹12,05,000

Withdrawn

₹26,71,81,168

Corpus left

+₹26,73,86,168 net gain — withdrew ₹12,05,000 AND corpus grew

Plan your SWP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹1,39,769

Value today

1.4×

Multiple

Staying invested through that crash turned ₹1L into ₹1,39,769 — a 1.4× return

Read: Staying invested through crashes

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryLiquid
Plan Typeregular
Optiongrowth
AUM₹39,715 Cr
Expense Ratio0.31%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNifty Liquid Index A-I
Launch Date02 Apr 2006
AMFI Code100835

Risk Metrics

Trailing 1 year, annualised

-15.60

Sharpe Ratio

Alpha

Beta

-13.21

Sortino

0.14%

Std Dev

0.00%

Max Drawdown

Portfolio Holdings

Top 50 holdings · as of Mar 2026

Security% NAV

91 DAYS TREASURY BILL 28/05/2026

IN002025X471

482.00%

91 DAYS TREASURY BILL 14/05/2026

IN002025X455

448.00%

91 DAYS TREASURY BILL 22/05/2026

IN002025X463

447.00%

91 DAYS TREASURY BILL 04/06/2026

IN002025X489

446.00%

Central Government - 2026

IN0020210012

303.00%

PUNJAB NATIONAL BANK**

INE160A16UJ1

298.00%

Reliance Retail Ventures Ltd**

INE929O14ES0

297.00%

NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**

INE261F14OT3

297.00%

UNION BANK OF INDIA**

INE692A16KF2

260.00%

KARUR VYSYA BANK LTD.**

INE036D16KB5

222.00%

UNION BANK OF INDIA

INE692A16KR7

210.00%

NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT

INE261F14OR7

179.00%

SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA**

INE556F14LT2

163.00%

UNION BANK OF INDIA**

INE692A16LI4

155.00%

SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA**

INE556F14LZ9

149.00%

IDFC FIRST BANK LIMITED**

INE092T16YP5

149.00%

CENTRAL BANK OF INDIA**

INE483A16KH2

149.00%

KARUR VYSYA BANK LTD.**

INE036D16JT9

149.00%

BANK OF BARODA**

INE028A16LQ4

148.00%

HDFC BANK LTD.**

INE040A16HT1

148.00%

RBL BANK LTD.**

INE976G16OK8

148.00%

CENTRAL BANK OF INDIA**

INE483A16KI0

148.00%

NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**

INE261F14PC6

148.00%

NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**

INE261F14OV9

148.00%

SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA**

INE556F14MD4

148.00%

ICICI SECURITIES LIMITED**

INE763G14F84

148.00%

BAJAJ FINANCE LTD.**

INE296A14F60

148.00%

BANK OF BARODA**

INE028A16LX0

148.00%

PUNJAB NATIONAL BANK**

INE160A16UU8

148.00%

NATIONAL BANK FOR AGRICULTURE & RURAL DEVELOPMENT**

INE261F14OX5

148.00%

HDFC BANK LTD.

INE040A16IW3

148.00%

HDFC BANK LTD.**

INE040A16IS1

148.00%

Reliance Retail Ventures Ltd**

INE929O14EW2

148.00%

BANK OF BARODA**

INE028A16JZ9

134.00%

INDUSIND BANK LTD.**

INE095A165C5

133.00%

IIFL FINANCE LIMITED**

INE530B14FZ5

133.00%

ICICI SECURITIES LIMITED**

INE763G14F43

119.00%

JAMNAGAR UTILITIES & POWER PRIVATE LIMITED**

INE936D14402

119.00%

ICICI SECURITIES LIMITED**

INE763G14H09

118.00%

91 DAYS TREASURY BILL 11/06/2026

IN002025X497

111.00%

Tata Steel Ltd.**

INE081A14GR6

104.00%

MOTILAL OSWAL FINANCIAL SERVICES LIMITED**

INE338I14KP9

104.00%

Export-Import Bank of India**

INE514E14TG4

104.00%

SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA**

INE556F14ME2

103.00%

HDFC SECURITIES LIMITED ( ) **

INE700G14SV5

89.00%

ICICI SECURITIES LIMITED**

INE763G14G83

89.00%

Tata Power Company Ltd.**

INE245A14KW9

89.00%

MOTILAL OSWAL FINANCIAL SERVICES LIMITED**

INE338I14MH2

89.00%

BAJAJ FINANCE LTD.**

INE296A14A40

89.00%

Export-Import Bank of India**

INE514E14TF6

89.00%

Performance Comparison

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Investment Objective

Kotak Liquid Fund - Regular Plan - Growth invests in money market instruments and debt securities with maturity up to 91 days. Liquid funds offer high liquidity, capital safety, and are commonly used for parking surplus cash or as emergency fund vehicles.

About This Fund

Kotak Liquid Fund - Regular Plan - Growth is a Liquid mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 20 years. It manages assets worth ₹39,715 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty Liquid Index A-I. The current expense ratio is 0.31%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Investors looking to park surplus cash for very short periods
  • SIP investors who can benefit from rupee cost averaging during market fluctuations