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Navi Mutual Fund

Navi Mutual Fund

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Disclaimer: Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.

Navi Mutual Funds Overview

Founded in 2018 by Sachin Bansal and Ankit Agarwal (formerly bankers with Deutsche Bank and Bank of America), the Navi mutual fund aims to simplify financial services and investing for people. The Navi AMC, formerly known as Deutsche Bank and Bank of America, is sponsored by Anmol Como Broking Private Limited.
Navi MF focuses on a tech-driven and people-centric approach to making investing accessible, affordable, and hassle-free for investors. The directors of the Navi mutual fund are Mr. Arindam Ghosh, Dr. Nachiket Mor, Mr. Ankit Agarwal, Ms. Rituparna Chakraborty, Mr. M.Y.Khan, Mr. Abhishek Dwivedi, Mr. Arun Vikram Goel, and Mr. Nirakar Pradhan. Its low-cost funds, coupled with the strong leadership and passive investment approach, are the reasons behind the rise of the Navi AMCs in the country.
The Navi MF has an Asset Under Management (AUM) of over Rs. 5,359.27 crore as of 31 March 2024 and lakhs of happy investors who trust its services and investment policies. Based on their requirements and risk tolerance, investors can choose from various fund types offered by the AMC, including debt funds, equity funds, ELSS funds, and hybrid funds. This also helps investors build a diversified and balanced portfolio to get competitive returns.
Its unique policies, strong management, and effective risk management strategies make it a distinguished player in the asset management industry.
The Navi mutual fund company distinguishes itself on multiple factors. Here are some of the key advantages of investing in the mutual fund in Navi mutual fund:
  • Professionally Managed Portfolio: Navi Mutual Fund has a team of highly experienced and skilled fund managers who leverage their years of experience to manage investments. It is because of their tried and tested strategies over the years that help investors get competitive returns. Not only can you get better returns by trusting your funds with experienced fund managers, but you do so without spending time or energy.
  • Diversified Fund Options: While certain investors are more inclined towards equity funds, others are towards debt funds. The Navi mutual fund provides its investors with both these options combined with other fund types, such as ELSS and hybrid funds, to let investors choose a fund based on their requirements and expectations.
  • Tax Benefits: The Navi mutual fund offers a range of funds, including the ELSS funds category, which helps investors save tax. As per the 80C section of the IncomeTax Act, investors are allowed a tax benefit of up to Rs. 1.5 lakhs if they invest in an ELSS fund. The Navi mutual fund offers this fund category to help investors looking for tax benefits invest in a reliable fund.
  • Transparency: One of the central concerns of investors while investing in an AMC is transparency. They often remain unaware of the funds' internal functioning and where their money is invested. However, Navi Mutual Fund periodically provides investors with information about their investments to keep them informed and increase transparency in its operations.
  • Low Minimum Investment and Convenience: The Navi mutual fund provides the investors an opportunity to start an SIP with them instead of paying the entire amount as a lump sum. Their investments can start from as low as Rs. 500 with SIPs. Not only this, but the Navi mutual fund provides investors an opportunity to invest in global funds and reputed companies, which might be inaccessible when investing independently. Further, the investors cannot have peace of mind about their funds actively by relying on professional fund managers with years of experience.
The team at Navi Mutual Fund creates a diversified and balanced portfolio that is well-informed based on current market conditions. Further, they invest the funds in different asset classes to ensure that the returns are not dependent solely on one asset class. For all these reasons, the Navi mutual fund has held the trust of its investors over the years, and the investors keep multiplying year by year.
For example, the Navi Large and Midcap Fund, one of the top Navi mutual funds, has shown a 23.70% return yearly, 17.75% return for a 3-year investment, and 16.98% return for a 5-year investment. However, remember that the outcomes are not always the same and you need to invest as per your goals and risk tolerance levels.
Navi Mutual Fund abides by the regulatory framework established by SEBI (Securities and Exchange Board of India). This ensures that its operations are compliant and meet industry standards, which further makes this fund secure.
While the Navi mutual fund attempts to provide competitive returns to its investors through its strategic investment approach, you must remember that returns are affected by market fluctuations and global events. Investors must research before investing in the best Navi mutual fund and study their financial objectives and risk tolerance to further minimize any uncertainties.
With technological advancements and the emergence of online trading platforms, investing in the Navi mutual fund has become simpler. Online trading and investing platforms like Dhan simplify the process immensely and almost make it intuitive. Additionally, Dhan not only provides a platform to invest but also equips investors with all the necessary details about the funds to assist them in making an informed decision.
Here is a step-by-step process of how to invest in the Navi mutual fund:
  • Step 1: Install the Dhan App using the ‘Play Store’ or the ‘App Store.’
  • Step 2: Register with your phone number by clicking the 'I'm Ready to Trade' option. Then, enter the OTP you will receive to verify the mobile number.
  • Step 3: Create your account by providing your email address, Aadhar number, PAN number, and date of birth. Then, add an MPIN to secure your account.
  • Step 4:Once the account is set up and KYC is complete, navigate to the mutual fund section and click Navi mutual fund.
  • Step 5: Select the type of mutual fund you wish to invest in from equity funds, debt funds, ELSS funds, and hybrid funds. You will also notice that there are ratings, minimum investment amounts, yearly returns, and AMC provided for each option to simplify the decision-making.
  • Step 6: After you select the fund, choose the payment method from Navi mutual fund lump sum plans and Navi mutual fund SIP plans. The Navi mutual fund SIP is the right choice for investors who cannot invest the money at once and require division into monthly or quarterly installments.
  • Step 7: Once you select the payment method, you will receive a confirmation message and an OTP on your registered mobile number. Enter the OTP, and you are don
Dhan also provides a Navi mutual Sip calculator. To calculate your returns, enter your monthly investment amount, tenure, and expected return rate. You can even set up automatic SIP payments to make the process hassle-free. Invest in the Navi mutual fund through Dhan and enjoy a stress-free investment and tracking.
The team at Navi Mutual Fund creates a diversified and balanced portfolio that is well-informed based on current market conditions. Further, they invest the funds in different asset classes to ensure that the returns are not dependent solely on one asset class. For all these reasons, the Navi mutual fund has held the trust of its investors over the years, and the investors keep multiplying year by year.
For example, the Navi Large and Midcap Fund, one of the top Navi mutual funds, has shown a 23.70% return yearly, 17.75% return for a 3-year investment, and 16.98% return for a 5-year investment. However, remember that the outcomes are not always the same and you need to invest as per your goals and risk tolerance levels.
Navi Mutual Fund abides by the regulatory framework established by SEBI (Securities and Exchange Board of India). This ensures that its operations are compliant and meet industry standards, which further makes this fund secure.
While the Navi mutual fund attempts to provide competitive returns to its investors through its strategic investment approach, you must remember that returns are affected by market fluctuations and global events. Investors must research before investing in the best Navi mutual fund and study their financial objectives and risk tolerance to further minimize any uncertainties.
The Navi mutual fund company distinguishes itself on multiple factors. Here are some of the key advantages of investing in the mutual fund in Navi mutual fund:
  • Professionally Managed Portfolio: Navi Mutual Fund has a team of highly experienced and skilled fund managers who leverage their years of experience to manage investments. It is because of their tried and tested strategies over the years that help investors get competitive returns. Not only can you get better returns by trusting your funds with experienced fund managers, but you do so without spending time or energy.
  • Diversified Fund Options: While certain investors are more inclined towards equity funds, others are towards debt funds. The Navi mutual fund provides its investors with both these options combined with other fund types, such as ELSS and hybrid funds, to let investors choose a fund based on their requirements and expectations.
  • Tax Benefits: The Navi mutual fund offers a range of funds, including the ELSS funds category, which helps investors save tax. As per the 80C section of the IncomeTax Act, investors are allowed a tax benefit of up to Rs. 1.5 lakhs if they invest in an ELSS fund. The Navi mutual fund offers this fund category to help investors looking for tax benefits invest in a reliable fund.
  • Transparency: One of the central concerns of investors while investing in an AMC is transparency. They often remain unaware of the funds' internal functioning and where their money is invested. However, Navi Mutual Fund periodically provides investors with information about their investments to keep them informed and increase transparency in its operations.
  • Low Minimum Investment and Convenience: The Navi mutual fund provides the investors an opportunity to start an SIP with them instead of paying the entire amount as a lump sum. Their investments can start from as low as Rs. 500 with SIPs. Not only this, but the Navi mutual fund provides investors an opportunity to invest in global funds and reputed companies, which might be inaccessible when investing independently. Further, the investors cannot have peace of mind about their funds actively by relying on professional fund managers with years of experience.
The team at Navi Mutual Fund creates a diversified and balanced portfolio that is well-informed based on current market conditions. Further, they invest the funds in different asset classes to ensure that the returns are not dependent solely on one asset class. For all these reasons, the Navi mutual fund has held the trust of its investors over the years, and the investors keep multiplying year by year.
For example, the Navi Large and Midcap Fund, one of the top Navi mutual funds, has shown a 23.70% return yearly, 17.75% return for a 3-year investment, and 16.98% return for a 5-year investment. However, remember that the outcomes are not always the same and you need to invest as per your goals and risk tolerance levels.
Navi Mutual Fund abides by the regulatory framework established by SEBI (Securities and Exchange Board of India). This ensures that its operations are compliant and meet industry standards, which further makes this fund secure.
While the Navi mutual fund attempts to provide competitive returns to its investors through its strategic investment approach, you must remember that returns are affected by market fluctuations and global events. Investors must research before investing in the best Navi mutual fund and study their financial objectives and risk tolerance to further minimize any uncertainties.
With technological advancements and the emergence of online trading platforms, investing in the Navi mutual fund has become simpler. Online trading and investing platforms like Dhan simplify the process immensely and almost make it intuitive. Additionally, Dhan not only provides a platform to invest but also equips investors with all the necessary details about the funds to assist them in making an informed decision.
Here is a step-by-step process of how to invest in the Navi mutual fund:
  • Step 1: Install the Dhan App using the ‘Play Store’ or the ‘App Store.’
  • Step 2: Register with your phone number by clicking the 'I'm Ready to Trade' option. Then, enter the OTP you will receive to verify the mobile number.
  • Step 3: Create your account by providing your email address, Aadhar number, PAN number, and date of birth. Then, add an MPIN to secure your account.
  • Step 4:Once the account is set up and KYC is complete, navigate to the mutual fund section and click Navi mutual fund.
  • Step 5: Select the type of mutual fund you wish to invest in from equity funds, debt funds, ELSS funds, and hybrid funds. You will also notice that there are ratings, minimum investment amounts, yearly returns, and AMC provided for each option to simplify the decision-making.
  • Step 6: After you select the fund, choose the payment method from Navi mutual fund lump sum plans and Navi mutual fund SIP plans. The Navi mutual fund SIP is the right choice for investors who cannot invest the money at once and require division into monthly or quarterly installments.
  • Step 7: Once you select the payment method, you will receive a confirmation message and an OTP on your registered mobile number. Enter the OTP, and you are don
Dhan also provides a Navi mutual Sip calculator. To calculate your returns, enter your monthly investment amount, tenure, and expected return rate. You can even set up automatic SIP payments to make the process hassle-free. Invest in the Navi mutual fund through Dhan and enjoy a stress-free investment and tracking.

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