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Navi Mutual Fund

Navi Mutual Fund was incorporated in 2009-12-04. As of 29-02-24 08:00:141 IST, Navi Mutual Fund is managing assets worth Rs.  4793.62. Navi Mutual Fund offers 15 mutual fund schemes to potential investors. Additionally, it holds 28 funds.

AUM :

₹ 4793.62 Cr

Schemes

15

Year of Inception

2009

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About Navi Mutual Fund

Established by Sachin Bansal and Ankit Agarwal, Navi offers a wide range of financial services, including investment solutions. According to recent data, the AMC’s AUM stands at over ₹2,000 Crores. It leverages technology to offer you the benefit of lower costs alongside diversification. 

 

The AMC offers numerous schemes in debt, equity, and hybrid categories. In addition, the company covers a wide range of sectors, market caps, and geographies. In 2022, Navi Mutual Fund launched 6 index funds to expand their investment options further.

 

With these additions, you can choose from schemes ranging from low-cost index funds to ELSS based on your investment goals and risk tolerance. The AMC’s top-performing schemes include the Flexi Cap Fund and Liquid Fund, with an annualised return of 11.68% and 6.80%.

Incorporated 04 Dec. 2009
Mdceo Rajiv Naresh
Trustee Navi Trustee Ltd.
Cio NA

How to Invest in Navi Mutual Fund?

Investing in Mutual Funds on Bajaj Markets includes a hassle-free, end-to-end online procedure with no tedious form filling or branch visitations. You can follow the steps given below on the Bajaj Markets website and the app as well. 

 

  • Step 1: Log in using your mobile phone number

  • Step 2: Under ‘Investments’, choose ‘Mutual Funds’

  • Step 3: Fill in basic information such as your bank account number, PAN Card number, etc. 

  • Step 4: Start your investment journey with Bajaj Markets once your account has been activated

     

You can invest through various payment methods like UPI, net banking, real-time gross settlement (RTGS), and national electronic funds transfer (NEFT). 

Documents Required to Invest in Navi Mutual Fund:

Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.

 

  • PAN Card

  • Voter ID

  • Driving Licence

  • Passport

Top Fund Managers

With the experience, expertise and investment strategies of its fund managers, Navi Mutual Fund caters to diverse portfolios. Here are the top fund managers at the AMC. 

1. Aditya Mulki

A CFA and a Chartered Accountant, Aditya Mulki is the Equity Fund Manager for Navi Mutual Fund. He has nearly 8 years of experience in the equity industry. Before joining the AMC, he worked with Quantum Advisors India for almost 6 years as an Equity Research Analyst and Associate. 

 

In his current role as Equity Fund Manager, he oversees the AUM of over ₹2,000 Crores within the equity funds offered by the AMC. Funds under his management include the Navi Nifty 50 Index Fund and Navi Flexi Cap Fund, which have annualised returns of up to 4.72% and 11.68%, respectively. 

2. Surbhi Sharma

With over 7 years of experience in Fixed Income Markets, Surbhi Sharma is currently the Fund Manager for the Debt Schemes offered by the AMC. Prior to Navi Mutual Fund, she worked with DCB Bank, ITI Gilts Ltd., and Goldman Sachs. 

 

As the Fixed Income Fund Manager, she oversees an AUM of over ₹200 Crores and the debt schemes of the AMC. The top schemes under her management include Navi Liquid Fund, an open-ended fund which registered returns of 6.80%.

Email mf@navi.com
Phone +91 80 4511 3444 / 1800-103-8999
Address 7th Floor, Wing B, Prestige RMZ Startech, No. 139, 2, Hosur Rd Koramangala Industrial Layout, S.G. Palya.

Frequently Asked Questions About Mutual Funds

How many mutual fund schemes are offered by Navi Mutual Fund?

Navi Mutual Fund offers 15 mutual fund schemes across different categories.

What is the total AUM for Navi Mutual Fund?

When did Navi Mutual Fund first start?

Can I invest in Navi Mutual Fund via SIPs online?

Is it possible to stop an SIP for Navi Mutual Fund online?

What KYC documents are required to start investing in mutual fund schemes offered by Navi Mutual Fund?

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