Navi Mutual Fund
Formerly known as Essel Finance Mutual Fund, Navi Mutual Fund was set up on 4th December 2009. Navi AMC Ltd. is the investment manager for Navi Mutual Fund. In addition, it is a joint venture between Sachin Bansal (co-founder and ex-Chairman of Flipkart) and Ankit Agarwal (ex-banker with Deutsche Bank and Bank of America). The AMC also offers an extensive range of financial services and products, such as mutual funds, portfolio management services and other investment options.
Navi AMC is an emerging player in the asset management industry in India, having 14 mutual fund schemes. Among these, 12 are equity schemes, 2 are debt, and 2 are hybrid schemes. Some of its top schemes include Navi Nifty Next 50 Index Fund-Direct Growth, Navi Nifty Midcap 150 Index Fund-Direct Growth and Navi Liquid Fund Direct Plan Growth Option.
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Key information about Navi Mutual Funds AMC
Registered Office
Vaishnavi Tech Square, 7th Floor, Iballur Village, Taluk, Bagalur, Begur, Hobli, Bengaluru, Karnataka 560102
080-45113444
Compare NAVI Mutual Fund with other AMCs
Factors to consider before investing in Navi Mutual Fund
Before you start your investment in Navi mutual funds, you must consider these factors to invest in a better way and earn higher returns.
Align with your investment goals
Investment goal is a crucial factor when investing, as they indicate the investment purpose in such schemes. Understanding your investment goals helps you to choose the right Navi mutual fund according to your needs and finances.
Beat inflation with returns
While choosing a Navi mutual fund scheme, you must select a fund that has the potential to surpass inflation in the long investment duration. You can seek to invest in Navi Nifty Next 50 Index Fund-Direct Growth with an annualised return of 63.1% to get more of your investments.
Look for optimal returns
When you plan to invest in any Navi mutual fund, you must strike a balance between concentrated and diversified funds. In short, you must seek schemes offering long-term returns across an extensive scale of options. You can calculate your investment returns using INDmoney’s Navi Mutual Fund SIP Calculator and Lumpsum Calculator.
Assess your risk tolerance
Evaluate your risk tolerance level before investing in any Navi mutual fund scheme. You must consider market fluctuations to avoid the possibility of losses of such schemes. Hence, if you have a lower risk tolerance level, you must go for Navi mutual funds with lower risks.
Look for the fund managers’ experience
Check the skills and experience of the fund manager before investing in any Navi mutual funds. It will help you understand how they manage the funds against its benchmarks.
For instance, you can review the investment decisions of Aditya Mulki, who works as an fund manager for Navi AMC. He has approximately 7 years of experience in the market.
Consider the expense ratio
It is an annual fee you must pay as an investor to the Navi AMC for fund management. The fee consists of administration, management, distribution and promotion charges. Usually, Navi mutual fund's expense ratio ranges between 0.1% to 0.4%.
How to start investing with Navi Mutual Fund with INDmoney?
After you have understood the details about Navi Mutual Fund, it is time for you to start your investment process with INDmoney. Below are some simple steps to follow to start your mutual fund's investment journey with us.
Step 1:
Download the INDmoney app and create your free investment account by completing your KYC ( Know Your Customer).
Step 2:
Once your Free investment account is ready, you can either search for Navi Mutual Fund or go to the mutual fund section.
Step 3:
Choose any Navi Mutual Fund by looking at aspects like past returns, volatility, downside capture ratio, AUM, Expense ratios and underlying stocks and sectors.
Step 4:
You can choose to set up SIP in any Navi Mutual Fund or even invest as a lump sum. Once you are on the individual Navi Mutual Fund page click from the bottom "One-time" for lump sum investment or "SIP" for a systematic investment plan.
Step 5:
Choose the amount that you want to invest as SIP or LumpSum.
Step 6:
Frequently asked questions
The following highlights the eligibility criteria for investing in Navi Mutual Fund:
- You must be an Indian citizen of 18 years and above.
- You must have an existing bank account and be KYC compliant.
Rs. 10 is the minimum amount for lumpsum investment and Rs. 10 is the minimum SIP amount required for Navi Nifty 50 Index Fund Direct-Growth
You can calculate the Daily/ Weekly/ Monthly/ Quarterly SIP Amount for all Navi Mutual Fund using Navi Mutual Funds SIP Calculator.
You can receive your Navi Mutual Fund account statement on your registered email and INDMoney’s online portal after you invest.
SEBI regulates transactions at Navi Mutual Fund. It ensures the financial security of the investments. You must bear in mind though that mutual fund investments are subject to market risks. Thus, you must study the market risks before investing in Navi Mutual Fund.
There are various ways you can redeem your Navi Mutual Fund. If you have invested from IND money, you can simply place your redemption request from the INDmoney mobile app.
Some of the factors you should consider for investing in a Navi mutual fund are:
- Experience of the fund manager
- Past performance of the fund
- AMC’s reputation
- Your risk appetite
- Investment horizon
- Portfolio of the scheme
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