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Kotak Mahindra Mutual Fund

Kotak Liquid Fund

Kotak Mahindra Mutual Fund · Direct plan · Growth

3-year returns
7%
a year
NAV
₹5,747.09
▲ 0.03% · 20 Sept 2026
Fund size
₹49,073 Cr
Expense ratio
0.15%
a year

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹5,684.52 and has returned 6.83% a year over 3 years.

Returns, and where it stands

Against the average liquid fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year6.5%6.4%ahead18 of 36
3 years7%6.9%ahead17 of 33
5 years6.3%6.3%ahead17 of 31
10 years6.1%6.1%ahead18 of 26
Every period, and the Regular plan →
PeriodDirectRegular
1 month0.5%0.5%
3 months1.6%1.6%
6 months3.5%3.4%
1 year6.5%6.4%
2 yearsp.a.6.7%6.6%
3 yearsp.a.7%6.8%
5 yearsp.a.6.3%6.2%
7 yearsp.a.5.7%5.6%
10 yearsp.a.6.1%6%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 6.49% in the last 1Y

5,4015,5725,74320 Sept 202521 Mar 202620 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹19,328
XIRR (per year)
6.75%
Value today
₹1,99,328

36 monthly instalments from 24 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
0.1% a year
about the same as the liquid fund average
Worst fall so far
−0.3%
Mar 2020 to Mar 2020, against −0.2% for the category.
Years that made money
100%
Of every one-year stretch it has been through.
Over any three years
4% to 7.1%
A year, at worst and at best. Typically 5.8%.

Fund details

Minimum lumpsum
₹1,000
Minimum top-up
₹500
Lock-in
None
Plan started
1 Jan 2013
Expense ratio
0.15%
as of 31 Aug 2026

Managed by Deepak Agrawal, Sunil Pandey

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Kotak Liquid Fund against other funds in the Liquid Fund category
Fund1Y3Y5YExpenseFund size
Aditya Birla Sun Life Liquid Fund6.57%7.02%6.42%0.18%₹69,830 Cr
Edelweiss Liquid Fund6.54%7.01%6.4%0.1%₹13,272 Cr
Axis Liquid Fund6.58%7.01%6.41%0.12%₹56,438 Cr
Sundaram Liquid Fund (Formerly Known as Principal Cash Management Fund)6.57%7%0.12%₹9,094 Cr
Franklin India Liquid Fund6.54%7%6.37%0.14%₹6,082 Cr
DSP Liquid Fund6.54%6.99%6.38%0.12%₹27,920 Cr
Kotak Liquid Fund6.49%6.95%6.35%0.15%₹49,073 Cr

About Kotak Liquid Fund

Kotak Liquid Fund is a liquid fund managed by Kotak Mahindra Mutual Fund. Invest in debt and money market securities maturing within 91 days. Low risk, withdrawals usually reach your bank the next working day; an alternative to a savings account for short-term money.

The investment objective of the Scheme is to provide reasonable returns and high level of liquidity by investing in debt instruments such as bonds, debentures and Government Securities; and money market instruments such as treasury bills, commercial paper, certificate of deposit, including repos in permitted securities of different maturities, so as to spread the risk across different kinds of issuers in the debt markets. The Scheme may invest in call money/term money market in terms of RBI guidelines in this respect. Subject to the maximum amount permitted from time to time, the Scheme may invest in offshore securities in the manner allowed by SEBI/RBI, provided such investments are in conformity with the investment objective of the Scheme and the prevailing guidelines and Regulations. To reduce the risk of the portfolio, the Scheme may also use various derivative and hedging products from time to time, in the manner permitted by SEBI.

The scheme's stated objective, as published by Kotak Mahindra Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹5,747.0936119766
DirectDaily Reinvestment of Income Distribution cum capital withdrawal option₹1,222.81119764
DirectIDCW₹1,007.0878154606
DirectWeekly - Reinvestment & Payout of Income Distribution cum capital withdrawal option₹1,010.6217153585
DirectWeekly - Reinvestment & Payout of Income Distribution cum capital withdrawal option₹1,044.7294153586
RegularGrowth₹5,684.515100835
RegularDaily Reinvestment of Income Distribution cum capital withdrawal option₹1,283.5466100833
Growth₹1,002.7105154605

Frequently asked questions

What is the NAV of Kotak Liquid Fund today?

The NAV of Kotak Liquid Fund (Direct plan, Growth) is ₹5,747.0936 and the Regular plan NAV is ₹5,684.515, as of 20 Sept 2026.

What returns has Kotak Liquid Fund given?

Over the last year the Direct plan returned 6.49%, and 6.95% a year over 3 years and 6.35% a year over 5 years. That places it 17 of 33 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Kotak Liquid Fund?

The Direct plan charges 0.15% a year, as disclosed on 31 Aug 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

How much has Kotak Liquid Fund fallen in the past?

Its deepest fall was 0.3% from 17 Mar 2020 to 24 Mar 2020. Of every one-year stretch in its history, 100% ended in a gain.

Which category does Kotak Liquid Fund belong to?

It is a Liquid Fund from Kotak Mahindra Mutual Fund. Invest in debt and money market securities maturing within 91 days. Low risk, withdrawals usually reach your bank the next working day; an alternative to a savings account for short-term money.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Kotak Liquid Fund taxed?

Gains on debt fund units bought on or after 1 April 2023 are added to your income and taxed at your slab rate, however long you hold them. Units bought before that date follow the older long-term rules.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.