NAVI Liquid Fund

The Scheme seeks to generate a reasonable return commensurate with low risk and a high degree of liquidity, from a portfolio constituted of money market securities and debt securities.

Growthvine rating: 1/5 — ranked #38 of 41 in category.

Fund basics

CategoryDebt: Liquid
NAV₹30.25 (as of 2026-08-21)
AUM₹76 Cr
Expense ratio0.20%
RiskometerLow to Moderate
Fund managerTanmay Sethi
Exit loadExit 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.

Performance & risk

5-year annualised return-57.81%
Sharpe ratio2.66
Standard deviation0.18%
Max drawdown-99.00%
Alpha0
Beta0

Over 5 years, captured -232.3% of NIFTY Liquid Index's upside and — of its downside.

Market cap allocation

Concentration

Top holdings

Not disclosed.

Top sectors

Not disclosed.

Calendar-year track record

YearReturnQuartileCategory rank
2026 (partial)3.7%Q4 (Bottom)#40 of 41
20256.1%Q4 (Bottom)#35 of 37
20246.9%Q4 (Bottom)#35 of 36
20236.8%Q4 (Bottom)#29 of 35
2022-98.9%Q4 (Bottom)#34 of 34