Navi Mutual Fund
Last Updated on 30 Jun 2026
AUM
₹ 9,453.12 Cr
Funds on Anand Rathi
36
AMC Age
17 Yrs
Navi Mutual Fund combines technology-driven investing with a wide range of cost-effective investment solutions. With a focus on low-cost funds, digital convenience, and disciplined fund management, it aims to help investors build wealth efficiently while working toward their long-term financial goals.
List of Top Navi Mutual Fund Schemes
| Fund Name | |||
|---|---|---|---|
| Navi Flexi Cap Fund - Regular (IDCW-M) | 10.21% | 9.19% | 9.61% |
| Navi Flexi Cap Fund - Regular (G) | 10.21% | 9.18% | 9.60% |
| Navi Flexi Cap Fund - Regular (IDCW-H) | 10.21% | 9.19% | 9.60% |
| Navi Flexi Cap Fund - Regular (IDCW-A) | 10.21% | 9.18% | 9.60% |
| Navi Flexi Cap Fund - Regular (IDCW) | 10.21% | 9.18% | 9.60% |
| Navi Flexi Cap Fund - Regular (IDCW-Q) | 10.21% | 9.18% | 9.59% |
| Navi Aggressive Hybrid Fund - Regular (IDCW-H) | 8.10% | 9.99% | 9.50% |
| Navi Aggressive Hybrid Fund - Regular (G) | 8.10% | 9.97% | 9.49% |
| Navi Aggressive Hybrid Fund - Regular (IDCW-M) | 8.10% | 9.97% | 9.49% |
| Navi Aggressive Hybrid Fund - Regular (IDCW-Q) | 8.10% | 9.97% | 9.49% |
| Navi Aggressive Hybrid Fund - Regular (IDCW-A) | 8.10% | 9.97% | 9.49% |
| Navi Aggressive Hybrid Fund - Regular (IDCW) | 8.10% | 9.97% | 9.49% |
| Navi Large & Midcap Fund (G) | 4.52% | 7.68% | 9.16% |
| Navi Large & Midcap Fund (IDCW) | 4.52% | 7.68% | 9.16% |
| Navi Large & Midcap Fund (IDCW-A) | 4.52% | 7.68% | 9.16% |
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Fund Managers of Navi Mutual Fund
Key Information of Navi Mutual Fund
Navi Mutual Fund
AMCFunds Managed
18
Assets Managed
₹ 9,453.12 Cr
Contact Details
Registered Address
Vaishnavi Tech Square, 7th Floor,Iballur Village, Begur Hobli,Bengaluru, Karnataka 560102
Managing Director
Mr. Sachin Bansal
Chief Executive Officer
Aditya Venkatesh Mulki
Compliance Officer
Sweta Bharat Shah
About Navi Mutual Fund
Navi Mutual Fund is a prominent asset management company in India that offers a wide range of investment solutions designed to meet the needs of different investors. Backed by a technology-driven approach, Navi focuses on providing simple, transparent, and cost-effective mutual fund products. Its offerings span across equity, debt, hybrid, and index-based schemes, catering to both first-time and experienced investors.
With an emphasis on digital accessibility and low expense ratios, Navi Mutual Fund aims to make investing convenient and efficient. The fund house follows disciplined investment processes and professional fund management strategies to help investors pursue their financial goals.
Advantages of Investing in Navi Mutual Fund Schemes
Here are some of the key advantages you can gain by selecting Navi Mutual Fund for your investments:
- Low-Cost Investment Options: The AMC is well-known for offering competitively priced schemes with lower expense ratios, helping investors retain more of their returns over time.
- Wide Range of Schemes: Investors can choose from equity, debt, hybrid, index, and tax-saving funds based on their financial goals and risk appetite.
- Digital-First Convenience: Navi offers a seamless online investment experience, making it easier to invest, track portfolios, and manage funds digitally.
- Professional Fund Management: Its schemes are managed by experienced professionals who follow structured research and disciplined investment strategies.
- Diversification Benefits: Mutual funds spread investments across multiple securities, helping reduce the impact of volatility in any single stock or sector.
How to Invest in Navi Mutual Fund with Anand Rathi?
Planning to invest in the Navi Mutual Fund online? Anand Rathi provides a secure and seamless platform to get started easily. Follow these 5 simple steps:
Register or Log In
: Visit the Anand Rathi website or download the AR Invest app. Sign up, open a demat account, and log in in just a few minutes.Complete Your KYC
: Finish a quick, fully paperless KYC process. Once done, you're ready to invest without delays.Explore Navi Mutual Fund
: Browse available Navi Mutual Funds and shortlist those that align with your investment goals.Choose Your Investment Mode
: Invest your way- opt for SIP to build discipline, or go for a lump sum if you prefer a one-time investments.Monitor & Watch Your Investments Anytime
: Invested in Navi Mutual Fund and want to track your portfolio? With our intuitive dashboard, effortlessly track the NAVs and performance of the funds.
Documents Required to Invest in Navi Mutual Fund
Investing in the Navi Mutual Fund online is simple and paperless. Here's what you need to get started with Anand Rathi:
The following set of documents is required to invest in a mutual fund:
- PAN Card - Mandatory for all investment transactions.
- Bank Account Proof - Canceled cheque or bank statement with your name, account number, and IFSC code.
- KYC Documents - Completed online KYC (e-KYC through Aadhaar/OTP).
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
Frequently Asked Questions
Log in to the AR Invest app or open a demat account
Select your preferred Navi Mutual Fund fund
Choose "Lumpsum" mode, enter the amount, and complete payment via net banking, UPI, or debit mandate.
Open the AR Invest app ? Pull the drawer from the bottom.
Click on "Reports," and select the type of statement you want to generate.
Choose the Financial year and time period you wish to view the statement.
Confirm "Send Reports on Email" and get details of NAV, transactions, and current value.
You can also download statements via AMC, scheme, or asset-wise.
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