Navi Mutual Fund
₹ 9055.01 Cr
AUM
17
Total Schemes
AUM
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One can start investing in Navi Mutual Fund online through the Bajaj Finserv app without any hassles. Alternatively, they can also invest through the respective fund houses’ website.
You can calculate the potential returns on your SIP investments using the Bajaj Finserv SIP Calculator.
If you have invested in a Navi Mutual Fund scheme through the Bajaj Finserv platform, you can easily redeem it through the Bajaj Finserv website or app.
If you have invested in a Navi Mutual Fund scheme through the Bajaj Finserv platform, you can easily increase your SIP amount through the Bajaj Finserv website or app.
If you have invested in any Navi Mutual Fund scheme through the Bajaj Finserv platform, you can stop or cancel an SIP by logging into your account on the Bajaj Finserv platform and app without hassle.
One of the reputable AMCs in India is the Navi Mutual Fund. All mutual fund houses are subject to stringent SEBI regulation. But when it comes to market-linked products like mutual funds, no asset management firm can ensure the protection of capital. It is preferable to assess your financial objectives, level of risk tolerance and investment horizon before selecting a fund.
If you have invested in any Navi Mutual Fund scheme through the Bajaj Finserv platform, you can get your statement online on the Bajaj Finserv website or app.
Navi Large & Midcap Fund is an equity mutual fund categorised under the Large & Mid Cap segment. It invests in a combination of large-cap companies, which offer stability, and mid-cap companies, which provide higher growth potential. The fund manages assets worth Rs. 270.21 crore and has a relatively low expense ratio of 0.35%. Over the past three years, it has delivered a CAGR of 26.8%. Investors can start with a minimum investment of Rs. 10, making it accessible for long-term wealth creation.
Navi Flexi Cap Fund belongs to the Flexi Cap category, which allows the fund manager to invest across large-cap, mid-cap and small-cap stocks based on market conditions. This flexibility helps the fund adapt to changing economic cycles and capture opportunities across segments. The fund manages Rs. 232.69 crore in assets and has an expense ratio of 0.43%. It has delivered a 3-year CAGR of 24.66%. Investors can begin investing with as little as Rs. 10.
Navi ELSS Tax Saver Fund is an Equity Linked Savings Scheme (ELSS) that offers both tax benefits and equity exposure. Investments in this fund are eligible for tax deductions under Section 80C of the Income Tax Act, subject to prevailing limits. The fund manages assets of Rs. 60.95 crore and has an expense ratio of 0.39%. Over the last three years, it has generated a CAGR of 21.47%. Like all ELSS funds, it comes with a mandatory lock-in period of three years.
Navi Equity Hybrid Fund is classified as an Aggressive Hybrid Fund, meaning it invests predominantly in equities while maintaining a portion in debt instruments. This mix aims to provide capital appreciation along with some income stability. The fund manages Rs. 86.3 crore in assets and has an expense ratio of 0.42%. Over a three-year period, it has delivered a CAGR of 18.28%. Investors can start investing with a minimum amount of Rs. 10, making it suitable for moderate-risk investors.
Navi Regular Savings Fund is a Conservative Hybrid Fund designed for investors seeking relatively stable returns with lower risk. It primarily invests in debt instruments, with limited exposure to equities to enhance return potential. The fund manages assets of Rs. 26.21 crore and carries an expense ratio of 0.39%. Over the past three years, it has recorded a CAGR of 7.74%. The minimum investment amount is Rs. 10, making it suitable for cautious investors with short- to medium-term goals.