Navi Trustee Limited

About Navi Trustee Limited Mutual Fund

Q: How to start Navi Trustee Limited mutual funds SIP online?

You can visit the Navi Trustee Limited website or app and log in to your account. Choose the mutual fund scheme you want and select the SIP option. Enter your details, including the SIP amount and frequency, and complete the KYC process. Confirm your SIP by verifying the payment method. Please note, that different Asset Management Companies have their respective online process for investors looking to start investing online.

Q: How to calculate Navi Trustee Limited mutual funds SIP ?

To calculate Navi Trustee Limited mutual funds SIP, follow the below steps such as: 1) Use an SIP Calculator 2) Enter the investment amount 3) Enter the tenure of SIP 4) The expected Rate of Interest 5) The SIP calculator will give you an estimate of your future investment value based on your inputs. You can find this calculator on various financial websites and apps. Keep in mind that this estimate does not account for the actual performance of the mutual fund and should not be followed as financial advice.

Q: How do I redeem my Navi Trustee Limited mutual fund units ?

There are two different ways to redeem your Navi Trustee Limited mutual fund units. To redeem the Navi Trustee Limited mutual fund units offline, visit the nearest fund house and submit a form. You can also redeem your investment online by signing in with your folio number on the official website. Alternatively, you can withdraw your investments from any online portal from where you have invested.

Q: Are Navi Trustee Limited mutual funds safe ?

Navi Trustee Limited mutual funds are managed by professional fund managers and are subject to regulatory oversight by SEBI. Irrespective of any AMC’s mutual fund, safety depends on the investment strategy and underlying assets, so it is important to review the company’s fund portfolio and risk profile before investing.

Q: What fees are associated with Navi Trustee Limited mutual funds ?

Navi Trustee Limited mutual funds fee structure includes expense ratios, entry and exit loads, and management fees.These fees are detailed in the fund’s scheme documents and impact your overall returns.Since different Asset Management Companies have their respective fee structure, as an investor, it is essential to understand them before investing.

Navi Large & Midcap Fund - Direct (G)

Very High Risk . Equity

1Y Return

20.21%

Fund Size (in Cr)

₹318.7523

Navi Aggressive Hybrid Fund - Direct (G)

Very High Risk . Hybrid

1Y Return

17.18%

Fund Size (in Cr)

₹135.2837

Navi Nifty Bank Index Fund - Direct (G)

Very High Risk . Other

1Y Return

8.6%

Fund Size (in Cr)

₹532.8703

Navi US Total Stock Market Fund of Fund - Dir (G)

Very High Risk . Other

1Y Return

29.77%

Fund Size (in Cr)

₹1005.1479

Navi Nifty India Manufacturing Index Fund - Dir (G)

Very High Risk . Other

1Y Return

28.88%

Fund Size (in Cr)

₹51.6786

Navi ELSS Tax Saver Nifty 50 Index Fund-Dir (G)

Very High Risk . Other

1Y Return

12.08%

Fund Size (in Cr)

₹73.3244

Navi BSE Sensex Index Fund - Direct (G)

Very High Risk . Other

1Y Return

11.47%

Fund Size (in Cr)

₹13.9916

Navi Liquid Fund - Direct (G)

Moderate Risk . Debt

1Y Return

7.02%

Fund Size (in Cr)

₹72.6353

Top Navi Trustee Limited Managers

Aditya is CFA Charterholder and Bachelor of Commerce having experience of around 7 years. He is currently working as Equity Fund Manager for Navi AMC Limited. Prior to joining Navi Aditya has worked for close to 6 years at Quantum Advisors Ltd as an Equity Research Analyst, covering the consumer staples, consumer discretionary, building materials and media sectors.

Prior to joing ABN Amro AMC,has an experience of 4 years being chief manager with SBI Funds Management Ltd. and from 1996-1999, was with Reliance Industries as Asst.Manager.

Acko General Insurance Ltd.(July'17 - Dec'17) - Head Investments. Taurus Mutual Fund (Dec'11 - June'17) - Fund manager. CRISIL Ltd (June'10 - Dec'11) - Research Analyst. I-Peritus Solutions & Services Pvt. Ltd.(April'09 - May'10)

Mr. Ashutosh has over 8 years of experience in the Mutual Fund industry. He joined as the Associate Manager of Navi AMC Limited and was earlier associated as Research Analyst with Quantum AMC Limited and prior to that he served as Manager with ICICI Bank Limited, Financial Institutions.

Prior to joining IDBI AMC he has worked with Peerless Fund Managment Co.Ltd.,SBI Funds Management Co. Ltd.,UTI AMC and Cholamandalam AMC.

Prior to joining Navi Mutual Fund, he has worked with Quest Investment Advisors, IFCI Financial Services Ltd. (IFIN).

Prior to joining Peerless Funds Management Co.Limited he has worked with Lic Nomura Mutual Fund AMC, Daiwa Asset Managment Pvt.ltd.,SBI Funds Managment Pvt.Ltd.,IL&FS Investment Ltd and Darashaw & Co.Pvt. Ltd.

Mr. Manav Vijay is the Fund Manager-Equity of Essel Mutual Fund and also the Key Personnel of Essel Finance AMC Limited. Prior to this, he has worked with Edelweiss Financial Services and Fidelity Investments.