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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 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 Bank Index Fund - Direct (G)
Equity | Index Fund
1Y returns
18.19%Min. Invest
₹100
AUM
₹643.16 Cr
Navi Nifty India Manufacturing Index Fund - Dir (G)
Equity | Index Fund
1Y returns
13.63%Min. Invest
₹100
AUM
₹69.77 Cr
Navi Nifty Midcap 150 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
11.81%Min. Invest
₹100
AUM
₹345.98 Cr
Navi Nifty 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
11.76%Min. Invest
₹100
AUM
₹3,714.63 Cr
Navi ELSS Tax Saver Nifty 50 Index Fund-Dir (G)
Equity | Passive ELSS
1Y returns
11.69%Min. Invest
₹500
AUM
₹108.29 Cr
Navi BSE Sensex Index Fund - Direct (G)
Equity | Index Fund
1Y returns
10.39%Min. Invest
₹100
AUM
₹20.78 Cr
Navi Aggressive Hybrid Fund - Direct (G)
Equity | Aggressive Hybrid Fund
1Y returns
9.53%Min. Invest
₹100
AUM
₹125.96 Cr
Navi Nifty 500 Multicap 50:25:25 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
8.62%Min. Invest
₹100
AUM
₹24.29 Cr
Navi Large & Midcap Fund - Direct (G)
Equity | Large & Mid Cap Fund
1Y returns
7.73%Min. Invest
₹100
AUM
₹318.87 Cr
Navi Flexi Cap Fund - Direct (G)
Equity | Flexi Cap Fund
1Y returns
7.67%Min. Invest
₹100
AUM
₹262.98 Cr
Navi Liquid Fund - Direct (G)
Equity | Liquid Fund
1Y returns
6.28%Min. Invest
₹100
AUM
₹66.04 Cr
Navi Nifty Next 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
4.92%Min. Invest
₹100
AUM
₹1,022.78 Cr
Navi Nifty IT Index Fund - Direct (G)
Equity | Index Fund
1Y returns
-12.29%Min. Invest
₹100
AUM
₹24.82 Cr
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Dir (G)
Equity | Index Fund
1Y returns
%Min. Invest
₹100
AUM
₹23.75 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.
Top 10 Navi Mutual Fund
| Scheme Name | Min. Invest | AUM (In Cr) | ||
|---|---|---|---|---|
Navi Nifty Bank Index Fund - Direct (G) Index Fund | Other | 18.19% | ₹100 | ₹643.16 | |
Navi Nifty India Manufacturing Index Fund - Dir (G) Index Fund | Other | 13.63% | ₹100 | ₹69.77 | |
Navi Nifty Midcap 150 Index Fund - Direct (G) Index Fund | Other | 11.81% | ₹100 | ₹345.98 | |
Navi Nifty 50 Index Fund - Direct (G) Index Fund | Other | 11.76% | ₹100 | ₹3,714.63 | |
Navi ELSS Tax Saver Nifty 50 Index Fund-Dir (G) Passive ELSS | Other | 11.69% | ₹500 | ₹108.29 | |
Navi BSE Sensex Index Fund - Direct (G) Index Fund | Other | 10.39% | ₹100 | ₹20.78 | |
Navi Aggressive Hybrid Fund - Direct (G) Aggressive Hybrid Fund | Hybrid | 9.53% | ₹100 | ₹125.96 | |
Navi Nifty 500 Multicap 50:25:25 Index Fund-Dir (G) Index Fund | Other | 8.62% | ₹100 | ₹24.29 | |
Navi Large & Midcap Fund - Direct (G) Large & Mid Cap Fund | Equity | 7.73% | ₹100 | ₹318.87 | |
Navi Flexi Cap Fund - Direct (G) Flexi Cap Fund | Equity | 7.67% | ₹100 | ₹262.98 | |
Top 10 Navi Mutual Fund
Navi Nifty Bank Index Fund - Direct (G)
Equity | Index Fund
1Y returns
18.19%Min. Invest
₹100
AUM
₹643.16 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 18.19%, 12.16%, and 12.28%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Nifty India Manufacturing Index Fund - Dir (G)
Equity | Index Fund
1Y returns
13.63%Min. Invest
₹100
AUM
₹69.77 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 13.63%, 22.90%, and 21.33%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Nifty Midcap 150 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
11.81%Min. Invest
₹100
AUM
₹345.98 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.81%, 24.12%, and 22.67%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Nifty 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
11.76%Min. Invest
₹100
AUM
₹3,714.63 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.76%, 13.43%, and 13.06%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi ELSS Tax Saver Nifty 50 Index Fund-Dir (G)
Equity | Passive ELSS
1Y returns
11.69%Min. Invest
₹500
AUM
₹108.29 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 11.69%, 18.49%, and 18.49%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹500, while the SIP option requires a minimum of ₹500.
Navi BSE Sensex Index Fund - Direct (G)
Equity | Index Fund
1Y returns
10.39%Min. Invest
₹100
AUM
₹20.78 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 10.39%, 13.23%, and 13.23%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Aggressive Hybrid Fund - Direct (G)
Equity | Aggressive Hybrid Fund
1Y returns
9.53%Min. Invest
₹100
AUM
₹125.96 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 9.53%, 15.02%, and 15.79%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Nifty 500 Multicap 50:25:25 Index Fund-Dir (G)
Equity | Index Fund
1Y returns
8.62%Min. Invest
₹100
AUM
₹24.29 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 8.62%, 1.91%, and 1.91%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Large & Midcap Fund - Direct (G)
Equity | Large & Mid Cap Fund
1Y returns
7.73%Min. Invest
₹100
AUM
₹318.87 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.73%, 15.25%, and 20.31%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Flexi Cap Fund - Direct (G)
Equity | Flexi Cap Fund
1Y returns
7.67%Min. Invest
₹100
AUM
₹262.98 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 7.67%, 14.85%, and 18.30%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Liquid Fund - Direct (G)
Equity | Liquid Fund
1Y returns
6.28%Min. Invest
₹100
AUM
₹66.04 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 6.28%, 6.68%, and 5.63%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Nifty Next 50 Index Fund - Direct (G)
Equity | Index Fund
1Y returns
4.92%Min. Invest
₹100
AUM
₹1,022.78 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 4.92%, 18.19%, and 14.24%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Nifty IT Index Fund - Direct (G)
Equity | Index Fund
1Y returns
-12.29%Min. Invest
₹100
AUM
₹24.82 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately -12.29%, 4.49%, and 4.49%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund - Dir (G)
Equity | Index Fund
1Y returns
%Min. Invest
₹100
AUM
₹23.75 Cr
Fund Performance:
Over the last 1, 3, and 5 years, the fund has delivered annualized returns of approximately 15.64%, 15.64%, and 15.64%, respectively. This fund is part of the Equity category.
Minimum Investment Requirements:
You can start with a lump sum of ₹100, while the SIP option requires a minimum of ₹100.
FAQ’s
How to Start Navi Mutual Fund SIP Online?
Log in or register on Torus Digital or the Navi Mutual Fund website. Validate your identity using Digilocker. Choose your risk level, select a mutual fund scheme, and decide between a lump sum or SIP.
How to Calculate Navi Mutual Fund SIP?
Use our Navi SIP Calculator and Navi Lumpsum Calculator to estimate your returns based on your investment amount, duration and expected rate of return.
How to Redeem Navi Mutual Fund?
Log in to your account on Torus Digital or the Navi Mutual Fund website. Select the mutual fund you wish to redeem, enter the number of units, and confirm the transaction.
How Much Time Does It Take to Redeem Navi Mutual Fund?
It typically takes 1-3 working days for the redeemed amount to be credited to your bank account, depending on the type of fund.
Why Should I Invest in Navi Mutual Fund?
Navi Mutual Fund offers a diverse range of high-performing schemes, robust risk management, and innovative investment solutions, making it a reliable choice for achieving long-term financial goals.
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