Navi Mutual Fund
AUM
₹ 6,998 cr
AMC Age
15 Years
No. Of Schemes
41
Navi Mutual Fund is a joint enterprise between Sachin Bansal, former Flipkart co-founder and Ankit Agarwal, a former banker at Bank of America and Deutsche Bank. Managed by Navi AMC Ltd., Navi offers a diverse range of fund schemes across equity, debt, and hybrid categories, along with mainstream financial products and services.
Calculate Returns on Navi Mutual Fund
You would have got
Total Investment
₹ 1200
Expected Returns
₹ -1000
Total Value
₹ 200
Past performance doesn’t assure future results; actual outcome may vary due to market dynamics.
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
per annum
About Navi Mutual Fund
- About the Fund
- Key Information
- Types Of Funds
- Charges & Fees
- Risk Factors
Established on December 4, 2009, Navi Mutual Fund, formerly known as Essel Finance Mutual Fund, was acquired in 2019 by its promoters — Sachin Bansal and Ankit Agarwal (Flipkart co-founder and former chairman and former banker with Bank of America & Detucshe Bank). Started in 2018, the fund house, with a tech and people-driven approach, focuses on making investing in mutual funds simple, affordable, and accessible for every investor.
Key Features
- Navi Mutual Fund offers a wide array of investment solutions across different sectors and market caps to cater to various risk profiles and the unique financial needs of investors..
- In 2022, the fund house introduced 6 index funds designed to cater to the needs of risk-averse investors.
- Apart from AMC, Navi also provides financial services and products, including personal, home, two-wheeler vehicle, and general and SME business loans.
- The company is led by a strong leadership team, with Mr. Aditya Mulki serving as MD and CEO, Mr. Arvind Sharma as CFO, and Ms. Shweta Apuri bringing valuable expertise to its operations.
- Navi is committed to delivering growth and long-term value in the asset management sphere by incorporating innovative policies, robust management, and effective risk management strategies.
Documents Required
To invest in Navi Mutual Fund, investors must complete the Know Your Customer (KYC) process and submit the required documents. Below is a list of documents based on investor type:
KYC Application Form: Completed and signed CKYC application form
In-Person Verification (IPV) – Mandatory for KYC compliance.
Bank Account Details – Canceled cheque or bank statement for linking the investment account.
Nomination Form (optional but recommended)
Proof of Identity (Any one of the following, self-attested):
- PAN Card (mandatory for investments above ₹50,000 per year)
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- NREGA Job Card (duly signed by a State Government officer)
Proof of Address (Anyone, except PAN card):
- Aadhaar Card
- Passport
- Voter ID
- Driving License
- Utility Bills (not older than 3 months)
- Bank Account Statement/Passbook (not older than 3 months)
Investors are advised to contact Navi Mutual Fund’s customer service or visit its official website for any modifications, redemptions, or complaints.
Navi Mutual Fund Managers
Mr. Ashutosh Shirwaikar
Mr. Tanmay Sethi
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Navi Mutual Fund FAQs
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