Navi Mutual Fund
Navi was founded by Sachin Bansal (co-founder of e-commerce giant Flipkart) and Ankit Agarwal (previously a banker at Deutsche Bank) to provide financial services in a digitally conducive and accessible manner. Navi Asset Management Corporation Limited, the mutual fund arm of Navi, was incorporated on 09 April 2009 and is recognized as a non-government company.
Best Navi Mutual Fund
| Fund Name | Fund Size (Cr.) | 3Y Returns | 5Y Returns | |
|---|---|---|---|---|
Navi Large & Midcap Fund - Direct Growth
|
319 | 17.10% | 19.88% | |
Navi Flexi Cap Fund - Direct Growth
|
266 | 15.87% | 17.06% | |
Navi Aggressive Hybrid Fund - Direct Growth
|
135 | 15.37% | 14.47% | |
Navi ELSS Tax Saver Fund - Direct Growth
|
62 | 14.90% | 16.04% | |
Navi Nifty 50 Index Fund - Direct Growth
|
2,573 | 13.47% | - | |
Navi Liquid Fund - Direct Growth
|
64 | 6.28% | 5.20% | |
Navi Nifty Next 50 Index Fund - Direct Growth
|
732 | - | - | |
Navi Nifty Bank Index Fund - Direct Growth
|
533 | - | - | |
Navi US Total Stock Market Fund of Fund - Dir Growth
|
1,005 | - | - | |
Navi Nifty Midcap 150 Index Fund - Direct Growth
|
218 | - | - |
| Fund Name | 1Y Returns | Rating | Fund Size (Cr.) |
|---|---|---|---|
Navi Large & Midcap Fund - Direct Growth
|
17.10% Fund Size (Cr.) - 319 |
||
Navi Flexi Cap Fund - Direct Growth
|
15.87% Fund Size (Cr.) - 266 |
||
Navi Aggressive Hybrid Fund - Direct Growth
|
15.37% Fund Size (Cr.) - 135 |
||
Navi ELSS Tax Saver Fund - Direct Growth
|
14.90% Fund Size (Cr.) - 62 |
||
Navi Nifty 50 Index Fund - Direct Growth
|
13.47% Fund Size (Cr.) - 2,573 |
||
Navi Liquid Fund - Direct Growth
|
6.28% Fund Size (Cr.) - 64 |
||
Navi Nifty Next 50 Index Fund - Direct Growth
|
- Fund Size (Cr.) - 732 |
||
Navi Nifty Bank Index Fund - Direct Growth
|
- Fund Size (Cr.) - 533 |
||
Navi US Total Stock Market Fund of Fund - Dir Growth
|
- Fund Size (Cr.) - 1,005 |
||
Navi Nifty Midcap 150 Index Fund - Direct Growth
|
- Fund Size (Cr.) - 218 |
AMC prioritizes client needs, the finance firm has devised debt and equity schemes to fulfill any risk appetite. While Navi AMC Limited currently runs 47 Debt schemes, the number of Equity schemes operated by the firm is 67.
Apart from money management services, Navi is also known for other financial provisions such as business loans, personal and housing loans, and general insurance.
Navi Mutual Fund Key Information
Navi Mutual Fund Managers
How to Invest in Navi Mutual Fund?
How to Invest in Navi Mutual Fund ?
Navi Asset Management Company is one of the newest entrants in the Indian mutual fund space. Navi’s parent company has a proven track record in the digital lending and general insurance space. Navi Mutual Fund offers fifteen (15) top-class mutual fund schemes across asset classes like equity, debt, hybrid, and Fund of Funds. Its mutual fund schemes have consistently delivered benchmark-beating returns.
You can invest in Navi Mutual Fund schemes easily by following the steps mentioned below:
Open 5paisa’s official website
Locate the ‘Open Demat Account’ tab and click on it.
Enter your mobile number, PAN, Aadhar, and email address in the slots provided. After this, take a selfie and put your signature in the E Sign form.
Click on ‘Submit.’
Wait until the account information comes to your registered email address. Evaluate the details in the mail.
Reopen 5paisa’s official website and hit the ‘Login’ tab.
After logging in, search ‘Navi Mutual Fund.’ Select the equity, debt, hybrid, or Fund of Fund scheme you wish to invest in. Also, check the scheme returns, entry and exit load, and minimum investment amount before investing.
Select ‘Start SIP’ or ‘One-Time.’ Select the ‘One-Time’ tab if you want to make a lump sum investment. Lump sum investment generally starts from INR 5,000. SIP or Systematic Investment Plan starts from INR 500.
Enter the investment details and transfer the money using your preferred investment mode (net banking, debit/ credit card, UPI, etc.). After transferring the investment amount, verify your investment status in the order book.
It is wise to know that Navi Mutual Fund usually credits mutual fund units within three (3) working days from the date of investment. So, you may redeem or switch units only after 3 days.
Besides offering a browser-based account opening facility, 5paisa also provides a feature-rich app to smartphone or tablet users. Download the 5paisa app on your Android, iPhone, or Windows Phone to create an all-in-one account and experience hassle-free investing in Navi Mutual Fund schemes.
Top 10 Navi Mutual Fund to Invest
- Navi Large & Midcap Fund - Direct Growth
- ₹ 500
- ₹ 319
- 17.10%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 319
- 3Y Return
- 17.10%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 319
- 3Y Return
- 17.10%
- Navi Flexi Cap Fund - Direct Growth
- ₹ 500
- ₹ 266
- 15.87%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 266
- 3Y Return
- 15.87%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 266
- 3Y Return
- 15.87%
- Navi Aggressive Hybrid Fund - Direct Growth
- ₹ 500
- ₹ 135
- 15.37%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 135
- 3Y Return
- 15.37%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 135
- 3Y Return
- 15.37%
- Navi ELSS Tax Saver Fund - Direct Growth
- ₹ 500
- ₹ 62
- 14.90%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 62
- 3Y Return
- 14.90%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 62
- 3Y Return
- 14.90%
- Navi Nifty 50 Index Fund - Direct Growth
- ₹ 500
- ₹ 2,573
- 13.47%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,573
- 3Y Return
- 13.47%
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 2,573
- 3Y Return
- 13.47%
- Navi Liquid Fund - Direct Growth
- ₹ 10
- ₹ 64
- 6.28%
- Min SIP Investment Amt
- ₹ 10
- AUM (Cr.)
- ₹ 64
- 3Y Return
- 6.28%
- Min SIP Investment Amt
- ₹ 10
- AUM (Cr.)
- ₹ 64
- 3Y Return
- 6.28%
- Navi Nifty Next 50 Index Fund - Direct Growth
- ₹ 500
- ₹ 732
- -
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 732
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 732
- 3Y Return
- -
- Navi Nifty Bank Index Fund - Direct Growth
- ₹ 500
- ₹ 533
- -
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 533
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 533
- 3Y Return
- -
- Navi US Total Stock Market Fund of Fund - Dir Growth
- ₹ 500
- ₹ 1,005
- -
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,005
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 1,005
- 3Y Return
- -
- Navi Nifty Midcap 150 Index Fund - Direct Growth
- ₹ 500
- ₹ 218
- -
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 218
- 3Y Return
- -
- Min SIP Investment Amt
- ₹ 500
- AUM (Cr.)
- ₹ 218
- 3Y Return
- -
Closed NFO
-
-
18 Jul 2024
Launch Date
30 Jul 2024
Closed Date
Frequently Asked Questions
You can invest in Navi Mutual Fund schemes comfortably by opening an all-in-one 5paisa account. Upload your PAN, Aadhar, the E sign form, and a selfie photograph to create your personalised account and invest in the best Navi Mutual Fund schemes.
You can redeem your investment in Navi Mutual Fund schemes by logging in to the 5paisa platform. After logging in, locate the scheme(s) you wish to redeem. After selecting the scheme, the platform will ask you to enter the number of units. Type the number of units or amount you wish to redeem. You may redeem part or full units.
Navi Mutual Fund offers 15 schemes for long and short-term investments. You can visit 5paisa to browse the list of top Navi Mutual Fund schemes, evaluate the returns, and invest seamlessly. Risk takers usually invest in Navi’s equity MF schemes, while risk-averse investors prefer investing in debt or hybrid schemes.
Mr Sachin Bansal and Mr Ankit Agarwal own Navi AMC. They founded the company in 2018. Navi AMC received the approval of market regulator SEBI in December 2020.
You can calculate Navi Mutual Fund SIP by entering the investment amount, SIP tenure, SIP instalment record, and the interest rate in the SIP calculator. Click on this link to open the 5paisa SIP calculator.
Navi offers 15 mutual fund schemes across categories like equity, debt, hybrid, and Fund of Funds. Its top schemes are Navi Large Cap Fund, Navi Flexi Cap Fund, Navi Regular Savings Fund, Navi Ultra Short Term Fund, Navi Liquid Fund, Navi Large & Midcap Fund, etc.
Navi Asset Management Company is one of the newest entrants in the Indian mutual fund space. Navi’s parent company has a proven track record in the digital lending and general insurance space. Besides being backed by notable investors like Sachin Bansal and Ankit Agarwal, Navi has all the clearances to accept investment money from the public.