Navi Mutual Fund offers one of India's most trusted and diversified investment platforms, with 92 active schemes spanning Equity, Debt, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their journey. The N...
Navi Mutual Fund offers one of India's most trusted and diversified investment platforms, with 92 active schemes spanning Equity, Debt, Hybrid categories - making it a strong fit for retirement-focused investors at every stage of their journey. The Navi Nifty 50 Index Fund Direct-Growth leads the fund house with the highest AUM at ₹3,572.89 Cr, a testament to the scale of investor confidence it commands. For those building a retirement corpus, Navi Flexi Cap Fund Direct-Growth stands out with 5-year returns of 13.23% and a long-term track record of 14.56% over 10 years - well-suited for wealth preservation goals. The Navi Large & Midcap Fund Direct-Growth, with AUM of ₹3,572.89 Cr and 10-year returns of 14.56%, is specifically designed for post-retirement income needs. With an average expense ratio of 0.85% across all schemes, Navi Mutual Fund balances cost efficiency with consistent performance - a key consideration for long-term retirement savers.
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The core objective of
Navi Mutual Fund
is to provide professionally managed investment avenues tailored to help investors achieve their financial goals.
By offering a comprehensive suite of
Equity, Debt, Hybrid
schemes, the fund house focuses on optimizing the risk-reward ratio to deliver consistent long-term capital appreciation and wealth creation.
Navi Mutual Fund
features a diverse lineup of
92
active schemes spanning equity, debt, hybrid, and index fund categories.
This broad selection allows investors to easily align their choices with their individual risk tolerances and financial timelines.
The flagship scheme commanding the largest market share for the fund house is
Navi Nifty 50 Index Fund Direct-Growth,
which leads with Assets Under Management (AUM) of
₹3,572.89 Cr.
This serves as a strong indicator of sustained investor trust and market participation.
For short-term financial horizons of up to a year, the top-performing schemes from
Navi Mutual Fund
based on historical returns include:
Navi Aggressive Hybrid Fund Direct-Growth
: Delivered
9.72%
returns over a 3-month period.
Navi Nasdaq100 US Specific Equity Passive FoF Direct-Growth
: Achieved
14.77%
returns over a 6-month horizon.
Navi Nasdaq100 US Specific Equity Passive FoF Direct-Growth
: Recorded
32.74%
returns over a 1-year timeline.
For investment horizons spanning 2 to 5 years, the highest-performing mid-term schemes within the
Navi Mutual Fund
portfolio are:
Navi Nasdaq100 US Specific Equity Passive FoF Direct-Growth
: Generated
29.18%
returns over a 2-year period.
Navi Nasdaq100 US Specific Equity Passive FoF Direct-Growth
: Posted
27.86%
returns over a 3-year horizon.
Navi Flexi Cap Fund Direct-Growth
: Registered
13.23%
returns over a 5-year period.
For long-term wealth accumulation over a 7 to 20-year horizon, the top-performing funds from
Navi Mutual Fund
include:
Navi Large & Midcap Fund Direct-Growth
: Delivered
16.70%
returns over 7 years.
Navi Large & Midcap Fund Direct-Growth
: Achieved
14.56%
returns over a 10-year horizon.
Navi Liquid Fund-Growth
: Recorded
6.94%
returns over 15 years.
Across the active lineup of
Navi Mutual Fund,
the cost structure varies significantly depending on the scheme category:
Highest Expense Ratio:
Navi Aggressive Hybrid Fund Regular-Growth
features an expense ratio of
2.27%.
Lowest Expense Ratio:
Navi Total Stock Market US Specific Equity Passive FoF Regular-Growth
offers a lower expense ratio of
0.06%.
