Navi Mutual Fund

Navi Mutual Fund was established in 2018,Headquartered in Bengaluru, Karnataka. Registered with SEBI, the institution offers 15 mutual fund schemes to its customers. Founded by Sachin Bansal and Ankit Agarwal, the AMC is sponsored by Anmol Como Broking Private Limited. With a team of experienced professionals, Navi Mutual Funds offers various products and services, including investment planning, portfolio management, financial planning, and financial aid. As of February 2024, the AMC oversees assets worth Rs.861.43 crores.
  • Equity
  • Hybrid
  • Elss
  • Debt
  • Other
Mutual Fund Schemes
5Y Returns
AUM(in Cr.)
40.97Jul 15, 2024
25.93Jul 15, 2024
26.15Jul 15, 2024
35.35Jul 15, 2024
26.89Jul 15, 2024
26.66Jul 15, 2024
10.01Jul 15, 2024
10.62Jul 15, 2024
10.62Jul 15, 2024
10.64Jul 15, 2024

Key Information about Navi Mutual Fund

Mutual Fund NameNavi Mutual Fund
OfficeRegistered Office AMR Tech Park, Ground Floor, Municipal/ Khata No. 826/792/46/23/1/24/1, Hongasandra Village Hosur Road Bengaluru - 560068
Phone No.033 40185000
Set up dateDec 04, 2009
Mutual Fund TypePvt. Sector - Indian
AMC incorporation DateApr 09, 2009

Fund Managers


Mr. Tanmay SethiDebt Fund Manager and Debt Dealer

Mr. Tanmay has over 6 years of experience in the Mutual Fund industry. He had previously served in the capacity of Commodity Fund Manager and Chief Risk Officer of Navi Mutual Fund and was also associated with HDFC Mutual Fund in the fixed income treasury operations.

Types of Navi Mutual Funds

The Navi team of experienced fund managers and analysts strives to provide investors with the best possible returns while managing the risks involved. Navi Mutual Funds is a good choice for investors looking for a reliable and experienced fund house to invest their money.

The company's commitment to providing high-quality investment products and services has helped to build a loyal following among investors.

Navi Equity Funds

Navi Mutual Fund offers a variety of Navi mutual equity funds for investors seeking to grow their portfolios. The fund company offers a wide range of investment options, including growth and income. Navi's equity funds have consistently outperformed their benchmarks and peer groups. The fund company's strong track record of performance and commitment to providing excellent customer service makes it an attractive choice for investors seeking to grow their portfolios.

Navi Debt Funds

The Debt Mutual Funds offered by Navi Mutual Fund invest in short-term debt instruments. These instruments include commercial paper, certificates of deposit, and government bonds. The fund has a low-risk profile and aims to give investors stable returns. Navi Liquid Fund is suitable for investors looking for a safe investment option with predictable returns.

Navi Hybrid Funds

The Navi Hybrid Mutual Funds invest in a mix of equity and debt instruments and have a track record of delivering consistent returns over the long term. These are good choices for investors looking for both capital appreciation and income. 

How to Invest in a Navi Mutual Fund?

There are a few things to consider before investing in a Navi mutual fund. First, you should understand the different types of mutual funds available and how they work. Second, you should research the Navi mutual fund you are considering investing in to ensure it is a good fit for your investment goals. Finally, you should consult a financial advisor to get guidance on whether investing in a Navi mutual fund is right for you. You can invest in Navi Mutual Fund via the Navi app. The steps to invest are listed below:

Step 1: Download the Navi application from your preferred app store or website


Step 2: Explore the mutual fund options available

Step 3: Click on the ‘Invest Now’ option

Step 4: You can now track your investments in the application itself

Documents Required for Navi Mutual Fund

To invest in a Navi Mutual Fund, you must provide basic documentation. This includes your investment application and KYC document. Your investment application must be duly filled out and signed, and your KYC documents must be up to date.

KYC Documents for Navi Mutual Fund

  • Aadhaar Card
  • PAN Card
  • Driving License
  • Passport
  • Bank Account Statement
  • Utility Bills.

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Frequently Asked Questions (FAQs)

Is the Navi mutual fund safe?

Mutual funds are subject to market risk. Therefore, investors should consider their risk tolerance and investment goals before investing in a Navi mutual fund.

Who owns the Navi Mutual Fund?

Navi Mutual Fund was founded by Sachin Bansal and Ankit Agarwal in 2018.

What is Navi MF?

Navi Mutual Fund is an Asset Management Company (AMC) that offers mutual fund investment options for its customers. Additionally, the company also offers financial aid.

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