Navi Equity Mutual Funds

Navi Equity Mutual Funds are professionally managed investment funds that primarily invest in equity and equity-related securities of companies across different market capitalisations and sectors. These funds aim to provide long-term capital appreciation to investors by selecting stocks based on fundamental analysis and market trends.

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NAV
5Y Returns
AUM(in Cr.)
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34.02Mar 27, 2024
19%
₹280
22.51Mar 27, 2024
18%
₹247
22.32Mar 27, 2024
18%
₹247
29.52Mar 27, 2024
16%
₹280
20.08Mar 27, 2024
16%
₹247
20.07Mar 27, 2024
16%
₹247

Investment Objective

The investment objective of Navi Equity Mutual Funds is to generate long-term capital appreciation by primarily investing in a diversified portfolio of equity and equity-related instruments of companies across market capitalisation.

Risks Involved in Navi Equity Mutual Funds

As with any investment, there are risks associated with investing in Navi Equity Mutual Funds. The value of investments may rise or fall, depending on market conditions, and investors may not get back the full amount they invest. Additionally, Navi Equity Mutual Funds are subject to specific risks associated with investing in equities, such as fluctuations in stock prices, corporate performance, and market volatility. It's important for investors to carefully consider their investment goals and risk tolerance before investing in Navi Equity Mutual Funds or any other type of investment.

Return Potential of Navi Equity Mutual Funds

The return potential of Navi Equity Mutual Funds will depend on various factors, including market conditions, economic trends, and the fund's investment strategy. Past performance does not guarantee future returns, so investors should always research and seek professional advice before investing.

Who Should Invest in Navi Equity Mutual Funds?

Navi Equity Mutual Funds can be suitable for individuals seeking long-term capital growth through investments in the equity market. Investors with a moderate to high-risk appetite and a time horizon of at least five years can consider investing in Navi Equity Mutual Funds. These funds are managed by experienced professionals who use a disciplined investment approach to select quality stocks across sectors and industries. However, investors should also carefully assess their investment goals, risk tolerance, and investment lock-in period before investing in any mutual fund.

Things To Consider Before Investing in Navi Equity Mutual Funds

Before investing in Navi Equity Mutual Funds, a few important factors must be considered. First, investors should assess their risk tolerance and investment goals to ensure Navi Equity Mutual Funds align with their financial objectives. Second, investors should review the fund's historical performance, expense ratio, and management team to ensure the investment suits them. Additionally, investors should also consider market conditions and economic trends that may impact the performance of the fund. Careful research and due diligence can help investors make informed decisions when investing in Navi Equity Mutual Funds.

Tax on Navi Equity Mutual Funds

Navi Equity Mutual Funds are subject to taxation in India. The gains from selling these funds are considered capital gains and taxed accordingly. If the investment in the mutual fund is held for more than one year, it is considered as long-term capital gains and taxed at a rate of 10% without indexation or 20% with indexation, whichever is lower. Short-term capital gains, on the other hand, are taxed at the individual's income tax rate. Additionally, there is a dividend distribution tax of 10% on any dividends received from Navi Equity Mutual Funds.

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Frequently Asked Questions

How are Navi Equity Mutual Funds doing?

The Navi Equity Mutual Funds

Is Navi Equity Mutual Funds Safe?

Navi Equity Mutual Funds, like any other mutual fund investment, come with a certain degree of risk. However, Navi has a strong track record and an experienced management team, which can potentially mitigate some of that risk.

Is it good to invest in equity funds?

Investing in equity funds can potentially offer higher returns than traditional fixed-income investments, but it also comes with higher risks. It's important to consider your investment goals, risk tolerance, and time horizon before making any investment decisions.

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