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%.
|Created||19 Oct. 2021|
|Incorporated||04 Dec. 2009|
|Trustee||Navi Trustee Ltd.|
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).
Here are the documents required in order to invest in a mutual funds scheme through Bajaj Markets.
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.
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.
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%.
|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.|
Navi Mutual Fund offers 15 mutual fund schemes across different categories.