Navi 3 in 1 Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Navi 3 in 1 Fund Growth Fund Overview
Min. investment
SIP ₹10 & Lump. ₹1000
AUM (Fund size)
₹16 Cr
Lock In Period
N/A
Expense Ratio
2.25
Exit Load
An exit load of 1% will be charged on units above 15% of the units allotted if redeemed within 365 days.
Benchmark
Crisil MIP Blended Index
Navi 3 in 1 Fund Growth Calculate Returns
You would have got
Your Investment Amount
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.78 | 0.77 | 15.47 |
| 6M | -10.84 | 2.96 | 11.45 |
| 1Y | 0.36 | 5.56 | 20.46 |
| 3Y | 9.57 | 16.26 | 87.66 |
Portfolio Analysis
- Equity: 72.51%
- Debt: 27.49%
- Others
As on: 2022-06-30
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About Fund Navi 3 in 1 Fund Growth
Navi 3 in 1 Fund Growth managed by Navi Mutual Fund,is a Asset Allocationscheme with Assets Under Management of ₹16 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 2.25. Under the expert guidance of Aditya Mulki ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Aditya Mulki
Mr. Aditya Mulki is a CFA and B.COM. Prior to joining Navi Mutual Fund, he has worked for close to 6 years at Quantum Advisor Ltd as an Equity Research Analyst.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| ICICI Prudential Multi Asset Fund - Instituional Plan Growth | 0 | 10,605 CR | 1.28 |
| Navi 3 in 1 Fund Growth | 0 | 15 CR | 2.25 |
| SBI Multi Asset Allocation Fund Growth | 4 | 20,240 CR | 1.44 |
| Quant Multi Asset Allocation Fund Growth | 4 | 6,356 CR | 2.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Multi Asset Fund - Instituional Plan Growth | -14.2066 | 2.4522 |
| This FundNavi 3 in 1 Fund Growth | 0.3633 | 31.5275 |
| This FundSBI Multi Asset Allocation Fund Growth | 13.5138 | 54.7252 |
| This FundQuant Multi Asset Allocation Fund Growth | 19.0214 | 80.6618 |
Navi 3 in 1 Fund Growth FAQs
Navi 3 in 1 Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Navi 3 in 1 Fund Growth is 2.25. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Navi 3 in 1 Fund Growth’s fund performance is as follows:
- 1 Month : 1.78%
- 6 Months : -10.84%
- 1 Year : 0.36%
- 3 Years : 9.57%
You can invest in Navi 3 in 1 Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Navi 3 in 1 Fund Growth is ₹16 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Navi 3 in 1 Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
