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Navi Mutual Fund
Navi Mutual Fund, established on April 9, 2009, has emerged as a notable asset management company in the Indian financial landscape. The fund house currently manages assets worth ₹6,906.26 crores.
With a comprehensive portfolio of 18 schemes, Navi MF offers equity, debt, and hybrid investment options. The company has carved a niche for itself by focusing on innovative, cost-effective investment solutions, which have resonated well with investors.
Though holding 0.1% of the industry AUM, Navi Mutual Fund has established itself as a reliable player in the Indian mutual fund market. Their commitment to providing accessible investment solutions continues to attract investors seeking efficient wealth management options.
Navi Nifty India Manufacturing Index Fund - Dir (G)
Equity | Index Fund
1Y returns
22.15%Min. Invest
₹10
AUM
₹51.85 Cr
Navi Nifty Next 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
19.29%Min. Invest
₹100
AUM
₹719.60 Cr
Navi Nifty Midcap 150 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
15.31%Min. Invest
₹10
AUM
₹229.76 Cr
Navi Large & Midcap Fund - Direct (G)
Equity | Large & Mid Cap Fund
1Y returns
13.64%Min. Invest
₹10
AUM
₹318.67 Cr
Navi Aggressive Hybrid Fund - Direct (G)
Equity | Aggressive Hybrid Fund
1Y returns
13.51%Min. Invest
₹10
AUM
₹120.41 Cr
Navi Flexi Cap Fund - Direct (G)
Equity | Flexi Cap Fund
1Y returns
9.03%Min. Invest
₹10
AUM
₹260.37 Cr
Navi Nifty 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
9.01%Min. Invest
₹10
AUM
₹2,579.73 Cr
Navi ELSS Tax Saver Nifty 50 Index Fund-Dir (G)
Equity | Passive ELSS
1Y returns
8.97%Min. Invest
₹500
AUM
₹75.25 Cr
Navi Nifty Bank Index Fund - Direct (G)
Equity | Index Fund
1Y returns
8.71%Min. Invest
₹10
AUM
₹523.51 Cr
Navi BSE Sensex Index Fund - Direct (G)
Equity | Index Fund
1Y returns
8.61%Min. Invest
₹10
AUM
₹14.65 Cr
Navi Liquid Fund - Direct (G)
Equity | Liquid Fund
1Y returns
7.02%Min. Invest
₹10
AUM
₹72.88 Cr
Navi Nifty 500 Multicap 50:25:25 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
%Min. Invest
₹10
AUM
₹18.84 Cr
Navi Nifty IT Index Fund - Direct (G)
Equity | Index Fund
1Y returns
%Min. Invest
₹10
AUM
₹14.72 Cr
About Navi Mutual Fund
Navi Mutual Fund has emerged as a disruptive and innovative player in the Indian financial services landscape, making significant impacts through its technology-driven approach and inclusive investment strategies. Since its inception, the fund has demonstrated a transformative potential in addressing traditional investment challenges and creating new opportunities for diverse investor segments.
One of the most notable impacts of Navi Mutual Fund has been its role in democratizing investment access. By leveraging digital technologies and creating low-entry barrier investment products, the fund has made professional investment management accessible to a broader range of investors, particularly targeting younger and tech-savvy demographics. Their innovative digital platforms and simplified investment processes have significantly reduced the complexities traditionally associated with mutual fund investments.
Technological innovation represents a critical area of impact for Navi Mutual Fund. The organization has positioned itself as a digital-first mutual fund, developing sophisticated online platforms that simplify and streamline the investment experience. Their user-friendly mobile applications, instant investment solutions, and seamless digital interfaces have revolutionized how investors interact with mutual fund investments, making them more transparent, convenient, and easily understandable.
Financial inclusion has been another significant impact area for the fund. Navi Mutual Fund has created investment products that cater to investors with varying financial capacities, including those with limited investment knowledge. By offering low-cost mutual fund schemes, promoting systematic investment plans (SIPs) with minimal entry amounts, and providing comprehensive digital guidance, the fund has expanded investment opportunities for middle-class and emerging market investors.
Research-driven investment strategies have been a hallmark of Navi Mutual Fund's impact. The organization brings a fresh perspective to investment management by combining technological expertise with sophisticated financial analysis. Their approach involves employing advanced data analytics, artificial intelligence, and machine learning techniques to develop more precise and responsive investment strategies.
Sustainable and responsible investing has emerged as another important impact dimension. Navi Mutual Fund has progressively integrated environmental, social, and governance (ESG) considerations into its investment philosophy. By supporting companies with strong sustainability practices and ethical business models, the fund contributes to promoting responsible corporate behavior and encouraging long-term, sustainable economic development.
The fund has also made significant contributions to financial education and investor awareness. Through digital resources, interactive platforms, and transparent communication, Navi Mutual Fund has played a crucial role in enhancing financial literacy, particularly among younger investors who prefer digital-first financial solutions.
How to Invest in Navi Mutual Fund?
Investing in Navi Mutual Fund offers several compelling reasons. Firstly, the fund house is known for its low-cost index funds, which provide an affordable entry point for investors. This cost-efficiency is achieved through a technology-driven, passive investing approach.
Additionally, Navi Mutual Fund offers a diverse range of investment options, including equity, debt, and hybrid schemes, catering to various risk appetites and financial goals. The fund's strong performance track record and innovative offerings make it a reliable choice for investors seeking consistent returns and portfolio diversification.
Note the points below that will take you through the investment process for this fund.
Step 1: Account Creation/Access
Begin your investment journey by registering on Torus Digital or Navi MF. There, you must create an account with your mobile and email or access your existing account credentials.
Step 2: Digital KYC Process
Experience paperless verification through Digilocker integration. Authorize your Digilocker access for instant identity and address verification - no physical paperwork.
Step 3: Risk Assessment
Determine your investment comfort by selecting risk tolerance - conservative (low), balanced (medium), or growth-focused (high). This guides suitable fund recommendations.
Step 4: Investment Selection
Browse through Navi's diverse fund portfolio, spanning equity, debt, and hybrid options. Analyze schemes based on your risk profile and return expectations.
Step 5: Investment Mode
Pick your preferred investment approach - either a single lump sum payment or regular investments through SIP, based on your financial strategy.
Step 6: SIP Scheduling
Take advantage of Navi's unique same-day SIP feature, or select your preferred monthly investment date. Enjoy the flexibility in payment schedules.
Your Torus account will reflect the Navi Mutual Fund in India you have invested in within 3 to 4 working days.
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