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Mutual FundsKotak Liquid Fund Direct - Growth

K

Kotak Liquid Fund Direct - Growth

5 Year Absolute Returns

31.00%profit

NAV (₹) on 04 Jun 2025

5,304.5059

1 Day NAV Change

+0.97%

3

Value Research

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About Fund

Kotak Liquid Fund Direct - Growth is a Debt mutual fund scheme launched on 01 Jan 2013. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹100.

NAV

NIFTY50

Returns Calculator

Based on Annualised Returns

Investment Type


SIP Amount


Investment Period

5Y

32.73 L

3.50%

34.53 L

5.43%

34.64 L

5.55%

Savings Account
Regular Funds
This Fund on Dhan

Total Investment

30,00,000

Returns

4,64,404 (15.48%)

Maturity Value

34,64,404

Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.


Returns Comparison

This Fund1M Returns3M Returns6M Returns1Y Returns3Y Returns5Y Returns
Direct0.57%1.86%3.62%7.32%22.46%31.00%
Regular0.56%1.83%3.57%7.20%22.03%30.26%

*The above returns are absolute.


Fund Details

Min. SIP Amount

100.00


Min. Lumpsum Amount

100.00


AUM (in Cr.)

40,480.30


Expense Ratio

0.20%


Lock-in Period

No Lock in Period


Inception Date

01 Jan 2013


Fund Age

12 Yrs


Benchmark

NIFTY Liquid Index A-I


Scheme Type

Open Ended


Stamp Duty

0.005% (from July 1st 2020)


Exit Load

  • Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days.

Tax Implication

  • Returns to be taxed as per your normal Income Tax slab.

Fund Returns Vs Nifty 50

Name1 Month3 Month6 Month1 Year3 Year5 Year
This Fund0.57%1.86%3.62%7.32%22.46%31.00%
Nifty 501.18%10.81%0.17%9.42%49.38%144.04%

*The above table contains absolute returns.


Asset Allocation

AUM

₹40,480.30 Cr

Cash Holding

-

Equity

-

Cash

-

Debt

-

Other

-


Sector Holdings

as of 30 Apr 2025

SectorsWeightage
Other100.00%

Stock Holdings

as of 30 Apr 2025

NameWeightage
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

7.71%
522GS2025

5

522GS2025

5.46%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

5.28%
Bank of Baroda

B

Bank of Baroda

4.87%
HDFC Bank Ltd.

H

HDFC Bank Ltd.

3.68%
Small Industries Dev Bank Of India (05/06/2025) **

S

Small Industries Dev Bank Of India (05/06/2025) **

3.08%
National Bk For Agriculture & Rural Dev. **

N

National Bk For Agriculture & Rural Dev. **

2.70%
GOI TBILL 91D-12/06/25

G

GOI TBILL 91D-12/06/25

2.46%
Reliance Jio Infocomm Ltd.

R

Reliance Jio Infocomm Ltd.

2.46%
Punjab National Bank ** #

P

Punjab National Bank ** #

2.46%
National Bank For Agriculture And Rural Development 18-Jun-2025 **

N

National Bank For Agriculture And Rural Development 18-Jun-2025 **

2.46%
GOI TBILL 91D-11/07/25

G

GOI TBILL 91D-11/07/25

2.45%
GOI TBILL 364D-07/08/25

G

GOI TBILL 364D-07/08/25

2.44%
Punjab & Sind Bank** Cd

P

Punjab & Sind Bank** Cd

2.19%
91 Days Tbill Red 05-06-2025

9

91 Days Tbill Red 05-06-2025

1.97%
The Karur Vysya Bank Ltd.

T

The Karur Vysya Bank Ltd.

1.72%
Indian Oil Corp Ltd.

I

Indian Oil Corp Ltd.

1.72%
ICICI Securities Limited**

I

ICICI Securities Limited**

1.48%
GOI TBILL 91D-26/06/25

G

GOI TBILL 91D-26/06/25

1.47%
Punjab National Bank

P

Punjab National Bank

1.42%
Triparty Repo

T

Triparty Repo

1.37%
Net Current Assets/(Liabilities)

N

Net Current Assets/(Liabilities)

1.36%
HDFC Bank Ltd. ** #

H

HDFC Bank Ltd. ** #

1.35%
Indian Oil Corp Ltd.

I

Indian Oil Corp Ltd.

1.35%
GOI TBILL 91D-03/07/25

G

GOI TBILL 91D-03/07/25

1.29%
PNb Housing Finance Limited

P

PNb Housing Finance Limited

1.23%
The Karur Vysya Bank Ltd.

T

The Karur Vysya Bank Ltd.

1.23%
Union Bank Of India

U

Union Bank Of India

1.23%
National Bank for Agriculture and Rural Development

N

National Bank for Agriculture and Rural Development

1.23%
Reliance Retail Ventures Limited**

R

Reliance Retail Ventures Limited**

1.23%
Motilal Oswal Financial Services Ltd

M

Motilal Oswal Financial Services Ltd

1.23%
L&T Metro Rail (Hyderabad) Limited

L

L&T Metro Rail (Hyderabad) Limited

1.23%
Export-Import Bank of India

E

Export-Import Bank of India

1.23%
Punjab & Sind Bank

P

Punjab & Sind Bank

1.23%
Sikka Ports And Terminals Limited**

S

Sikka Ports And Terminals Limited**

1.23%
Union Bank of India

U

Union Bank of India

1.23%
Bank of India Ltd.

B

Bank of India Ltd.

1.23%
Icici Securities Limited

I

Icici Securities Limited

1.23%
Reliance Industries Ltd.

R

Reliance Industries Ltd.

1.23%
Small Industries Development Bank of India

S

Small Industries Development Bank of India

1.22%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

1.07%
Bank of India Ltd.

B

Bank of India Ltd.

0.97%
Axis Bank Ltd.** Cd

A

Axis Bank Ltd.** Cd

0.97%
Angel One Ltd. **

A

Angel One Ltd. **

0.92%
Small Industries Development Bank Of India

S

Small Industries Development Bank Of India

0.86%
Hindustan Petroleum Corp Ltd.

H

Hindustan Petroleum Corp Ltd.

0.80%
IDBI Bank Limited

I

IDBI Bank Limited

0.74%
Punjab & Sind Bank

P

Punjab & Sind Bank

0.74%
Tata Steel Ltd.

T

Tata Steel Ltd.

0.74%
HDFC Bank Ltd.

H

HDFC Bank Ltd.

0.74%
IIFL Finance Ltd.

I

IIFL Finance Ltd.

0.74%
Motilal Oswal Financial Services Ltd

M

Motilal Oswal Financial Services Ltd

0.73%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.71%
HDFC Bank Ltd. ** #

H

HDFC Bank Ltd. ** #

0.66%
Tata Motors Finance Solutions Limited

T

Tata Motors Finance Solutions Limited

0.62%
IIFL Finance Ltd.

I

IIFL Finance Ltd.

0.61%
HDFC Bank Limited

H

HDFC Bank Limited

0.61%
IIFL Finance Ltd.

I

IIFL Finance Ltd.

0.61%
91 DTB 30052025

9

91 DTB 30052025

0.60%
Indian Bank (10/06/2025)

I

Indian Bank (10/06/2025)

0.60%
Hdb Financial Services Limited

H

Hdb Financial Services Limited

0.59%
National Bank For Agriculture And Rural Development

N

National Bank For Agriculture And Rural Development

0.56%
Poonawalla Fincorp Limited

P

Poonawalla Fincorp Limited

0.49%
Bajaj Finance Limited

B

Bajaj Finance Limited

0.49%
Aditya Birla Finance Limited

A

Aditya Birla Finance Limited

0.49%
Motilal Oswal Financial Services Ltd

M

Motilal Oswal Financial Services Ltd

0.49%
360 One Wam Ltd.

3

360 One Wam Ltd.

0.49%
Axis Bank Limited**

A

Axis Bank Limited**

0.49%
IIFL Finance Ltd.

I

IIFL Finance Ltd.

0.49%
Small Industries Development Bank Of India

S

Small Industries Development Bank Of India

0.49%
Icici Securities Limited

I

Icici Securities Limited

0.49%
National Bank for Agriculture and Rural Development

N

National Bank for Agriculture and Rural Development

0.49%
HDFC Securities Limited

H

HDFC Securities Limited

0.49%
HDFC Securities Limited

H

HDFC Securities Limited

0.49%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.45%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.43%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.38%
Birla Group Holdings Private Limited

B

Birla Group Holdings Private Limited

0.37%
Bank Of Baroda

B

Bank Of Baroda

0.37%
HDFC Securities Limited

H

HDFC Securities Limited

0.37%
Aseem Infrastructure Finance Ltd.

A

Aseem Infrastructure Finance Ltd.

0.37%
Hindustan Zinc Limited**

H

Hindustan Zinc Limited**

0.37%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.34%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.32%
Reliance Retail Ventures Limited

R

Reliance Retail Ventures Limited

0.31%
HDFC Bank Limited

H

HDFC Bank Limited

0.31%
GOI TBILL 182D-19/06/25

G

GOI TBILL 182D-19/06/25

0.31%
7.72% Govt Stock 2025

7

7.72% Govt Stock 2025

0.25%
Aditya Birla Money Limited

A

Aditya Birla Money Limited

0.25%
Birla Group Holdings Private Limited

B

Birla Group Holdings Private Limited

0.25%
Indian Bank

I

Indian Bank

0.25%
IDFC Bank Limited

I

IDFC Bank Limited

0.25%
Aditya Birla Housing Finance Ltd. **

A

Aditya Birla Housing Finance Ltd. **

0.25%
Network18 Media & Investments Limited

N

Network18 Media & Investments Limited

0.25%
National Bank For Agriculture And Rural Development (10/06/2025) **

N

National Bank For Agriculture And Rural Development (10/06/2025) **

0.25%
Muthoot Finance Limited

M

Muthoot Finance Limited

0.25%
Bajaj Financial Securities Limited

B

Bajaj Financial Securities Limited

0.25%
Bajaj Finance Limited (11/06/2025) **

B

Bajaj Finance Limited (11/06/2025) **

0.25%
Piramal Capital & Housing Finance Ltd.

P

Piramal Capital & Housing Finance Ltd.

0.25%
Motilal Oswal Finvest Limited

M

Motilal Oswal Finvest Limited

0.24%
SBI ALTERNATIVE INVESTMENT FUND

S

SBI ALTERNATIVE INVESTMENT FUND

0.22%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.21%
Sharekhan Limited

S

Sharekhan Limited

0.19%
Bank Of Baroda

B

Bank Of Baroda

0.18%
Hindustan Petroleum Corp Ltd.

H

Hindustan Petroleum Corp Ltd.

0.18%
Bobcard Limited ( Formerly Known As Bob Financial Solutions Ltd)

B

Bobcard Limited ( Formerly Known As Bob Financial Solutions Ltd)

0.15%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.13%
Motilal Oswal Financial Services Limited

M

Motilal Oswal Financial Services Limited

0.12%
IDFC First Bank Limited

I

IDFC First Bank Limited

0.12%
Aditya Birla Money Ltd.

A

Aditya Birla Money Ltd.

0.12%
Bank Of Baroda

B

Bank Of Baroda

0.12%
Indian Bank

I

Indian Bank

0.12%
Bank Of Baroda**

B

Bank Of Baroda**

0.12%
Sharekhan Limited

S

Sharekhan Limited

0.12%
Icici Securities Limited (Earlier Icici Brokerage Services Limited)

I

Icici Securities Limited (Earlier Icici Brokerage Services Limited)

0.12%
Kotak Liquid Dir Gr

K

Kotak Liquid Dir Gr

0.08%
Reliance Retail Ventures Limited

R

Reliance Retail Ventures Limited

0.06%
Icici Securities Primary Dealership Ltd

I

Icici Securities Primary Dealership Ltd

0.06%
Birla Group Holdings Private Limited

B

Birla Group Holdings Private Limited

0.06%
Indian Bank

I

Indian Bank

0.00%
National Bank For Agriculture And Rural Development

N

National Bank For Agriculture And Rural Development

0.00%
Tata Motors Finance Ltd

T

Tata Motors Finance Ltd

0.00%
91 Days Tbill Red 08-05-2025

9

91 Days Tbill Red 08-05-2025

0.00%
Birla Group Holdings Private Limited

B

Birla Group Holdings Private Limited

0.00%
ASeem Infrastructure Finance Limited

A

ASeem Infrastructure Finance Limited

0.00%
Piramal Enterprises Limited

P

Piramal Enterprises Limited

0.00%
Godrej Industries Limited

G

Godrej Industries Limited

0.00%
Godrej Industries Limited

G

Godrej Industries Limited

0.00%
91 Days Tbill

9

91 Days Tbill

0.00%
Union Bank Of India**

U

Union Bank Of India**

0.00%
Union Bank Of India

U

Union Bank Of India

0.00%
Indian Bank

I

Indian Bank

0.00%
Bank Of Baroda

B

Bank Of Baroda

0.00%
Canara Bank

C

Canara Bank

0.00%
Bajaj Finance Limited

B

Bajaj Finance Limited

0.00%
Bank Of Baroda

B

Bank Of Baroda

0.00%
Motilal Oswal Financial Services Limited

M

Motilal Oswal Financial Services Limited

0.00%
Canara Bank

C

Canara Bank

0.00%
Bank Of Baroda**

B

Bank Of Baroda**

0.00%
Cholamandalam Investment And Fin. Co. Ltd

C

Cholamandalam Investment And Fin. Co. Ltd

0.00%
05.95 Tn SDL 2025

0

05.95 Tn SDL 2025

0.00%
Punjab & Sind Bank

P

Punjab & Sind Bank

0.00%
Julius Baer Capital (India) Private Limited

J

Julius Baer Capital (India) Private Limited

0.00%
Piramal Capital & Housing Finance Ltd

P

Piramal Capital & Housing Finance Ltd

0.00%
ICICI Securities Limited

I

ICICI Securities Limited

0.00%
Aditya Birla Money Limited

A

Aditya Birla Money Limited

0.00%
Punjab National Bank

P

Punjab National Bank

0.00%
Export-Import Bank Of India

E

Export-Import Bank Of India

0.00%
07.89 GJ Sdl 2025

0

07.89 GJ Sdl 2025

0.00%
SIP Logo

Start SIP with as Low as ₹100.


Fund Comparison


Fund Managers

Deepak Agrawal

Name

Deepak Agrawal

Qualification

Post Graduate in Commerce from Mumbai University, a Qualified Chartered account and a Company Secretary. Also Cleared AIMR CFA Level I

Palha Khanna

Name

Palha Khanna

Qualification

NA

Sunil Pandey

Name

Sunil Pandey

Qualification

Masters in Financial Management


Fund Objective

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.


Risk-O-Meter

Investors understand that their principal will be at

Moderate Risk

Risk Scale

Low

Moderately Low

Moderate

Moderately High

High

Very High


AMC Information

Kotak Mahindra Mutual Fund

Funds Managed

80

Assets Managed (₹ Cr)

₹ 4,93,775.97

Contact Details

Registered Address

locate

27 BKC, C-27, G Block, Bandra KurlaComplex, Bandra(E),Mumbai - 400 051.


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FAQs

Kotak Liquid Fund was launched on 01 Jan 2013.
The current NAV of Kotak Liquid Fund is ₹5,304.5059 as of 04 Jun 2025.
The latest value of AUM of Kotak Liquid Fund is ₹40,480.30 crores as of 04 Jun 2025.
The return on investment of Kotak Liquid Fund is:
  • In the past 1Y: 7.32%
  • In the past 3Y: 6.99%
  • In the past 5Y: 5.55%
The expense ratio of Kotak Liquid Fund is 0.20%.
The exit load of Kotak Liquid Fund is as follows:
Exit load of 0.0070% if redeemed within 1 day, 0.0065% if redeemed within 2 days, 0.0060% if redeemed within 3 days, 0.0055% if redeemed within 4 days, 0.0050% if redeemed within 5 days, 0.0045% if redeemed within 6 days.
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of Kotak Liquid Fund is Moderate.
The fund manager of Kotak Liquid Fund is Deepak Agrawal, Palha Khanna, Sunil Pandey.
If you wish to invest in Kotak Liquid Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹100.
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in Kotak Liquid Fund:
  • Open Demat Account on Dhan if you don't have one.
  • Analyze the fund performance.
  • Invest via SIP or Lumpsum.
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