How to start a Navi Mutual Fund SIP online?

You can start a SIP in any Navi Mutual Fund through its official website, app, or investment platforms like smallcase or Tickertape. Select your preferred fund, choose SIP, enter the investment amount, and complete the payment through net banking or UPI.

How to calculate Navi mutual fund returns?

Returns from schemes such as the Navi Nifty 50 Index Fund can be evaluated using the change in investment value over time. Investors can also use the Tickertape \ Mutual Funds Screener\ to check historical returns, performance and other fund metrics.

Does Navi Mutual Fund offer tax-free mutual fund schemes?

Navi offers schemes such as the Navi ELSS Tax Saver Nifty 50 Index Fund. Like other Navi index funds in the equity category, its returns remain market-linked. \ Equity Linked Savings Scheme (ELSS)\ investments may qualify for tax benefits under applicable tax rules, subject to prevailing regulations.

How can I cancel the ongoing SIP in Navi Mutual Fund?

\ You can cancel or pause an ongoing SIP in a Navi Mutual Fund scheme.\ \ \ \ Online Cancellation:\ The easiest way is to log in to the mutual fund platform or the official Navi website where you registered the SIP. There should be an option under the portfolio or SIP management section to \ cancel\ or \ pause\ the SIP.\ \ \ Offline Cancellation:\ Alternatively, you can download the SIP cancellation form from the AMC’s website and submit the completed physical form to any Official Point of Acceptance.\ \ \ Notice Period:\ Ensure you submit the cancellation request with a sufficient notice period (usually 7 to 15 business days) before the next SIP debit date. Cancellation will typically take effect after the next successful instalment date if the request is submitted after the due date.\ \

How to withdraw money from Navi Mutual Fund?

Log in to your investment platform or AMC website, select the relevant Navi Nifty 50 Index Fund or another Navi scheme, and choose the redemption option. Enter the amount or units and confirm the request. Settlement timelines depend on the scheme category.

What are the redemption charges of the Navi Mutual Funds?

Exit loads differ across schemes. Investors comparing Navi index funds and actively managed funds should check the latest Scheme Information Document, as redemption charges and applicable holding periods can vary by fund.

Which are the top-performing funds of Navi Mutual Fund?

\ Here are the top Navi Mutual Fund schemes based on their AUM:\ \ \ \ Navi Nifty 50 Index Fund\ \ \ \ Navi Nifty Next 50 Index Fund\ \ \ \ Navi Nasdaq100 US Specific Equity Passive FoF\ \ \ \ Navi Total Stock Market US Specific Equity Passive FoF\ \ \ \ Navi Nifty Bank Index Fund\ \ \

How to increase the SIP amount in Navi Mutual Fund?

Investors in schemes from the Navi Fund House can check whether their investment platform supports SIP top-ups or step-ups. The available increment, frequency and process may differ depending on the scheme and platform.

How to choose the best Navi Mutual Funds before investing?

When comparing the Navi Nifty 50 Index Fund or other Navi schemes, investors can assess the fund objective, historical performance, risk level, expense ratio, portfolio allocation, tracking difference and fund management approach.

Who manages Navi Mutual Fund?

Navi Mutual Fund is managed by Navi AMC Limited (formerly Essel Finance AMC Limited), with Navi MF Sponsor Private Limited as its sponsor and Navi Trustee Limited as its trustee. Aditya Mulki is the Chief Executive Officer of the AMC.

Navi Mutual Funds: Fund Performance, NAV, Returns & Schemes 2026

Navi Mutual Fund manages an AUM of around ₹10,031 cr across 18 schemes. Its lineup is largely passive, with 14 of the 18 schemes being index funds or fund-of-funds. These include domestic index funds tracking benchmarks such as the Nifty 50, Nifty Next 50 and BSE Sensex, along with two US-focused overseas fund-of-funds. The fund house also offers actively managed equity, hybrid and liquid funds. The Navi Nifty 50 Index Fund is its largest scheme, with an AUM of ₹4,130 cr.

Top Navi Mutual Funds - SIP Schemes, Performance, Returns 2026

Top Navi Mutual Funds in India (2025)

Here's the list of top Navi mutual funds across equity, debt, hybrid funds offered by Navi AMC Ltd.

Created by

@8260032 8260032

Showing 1 - 18 of 18 results

last updated at 8:00 AM IST

	NameMFs (18)↓	↓Sub CategorySub Category↓	↓PlanPlan↓	↓AUMAUM↓	↓AMCAMC↓	↓NAVNAV↓	↓Absolute Returns - 3MAbsolute Ret. - 3M↓	↓Absolute Returns - 1YAbsolute Ret. - 1Y↓	↓CAGR 3YCAGR 3Y↓	↓Base Exp. RatioBase Exp. Ratio↓	↓Exit LoadExit Load↓	↓VolatilityVolatility↓	↓Sharpe RatioSharpe Ratio↓
1.	Navi Nifty 50 Index Fund Navi Nifty 50 Index Fund	Index Fund Index Fund	Growth Growth	3,900.01 3,900.01	Navi AMC Limited Navi AMC Limited	15.24 15.24	-5.01 -5.01	-10.07 -10.07	7.45 7.45	0.06 0.06	- -	13.77 13.77	-1.00 -1.00
2.	Navi Nasdaq100 US Specific Equity Passive FOF Navi Nasdaq100 US Specific Equity Passive FOF	FoFs (Overseas) FoFs (Overseas)	Growth Growth	1,291.18 1,291.18	Navi AMC Limited Navi AMC Limited	24.04 24.04	0.30 0.30	18.18 18.18	31.39 31.39	0.22 0.22	- -	21.71 21.71	0.69 0.69
3.	Navi Nifty Next 50 Index Fund Navi Nifty Next 50 Index Fund	Index Fund Index Fund	Growth Growth	1,274.67 1,274.67	Navi AMC Limited Navi AMC Limited	16.17 16.17	-6.61 -6.61	-2.80 -2.80	16.07 16.07	0.15 0.15	- -	17.56 17.56	-0.31 -0.31
4.	Navi Total Stock Market US Specific Equity Passive FoF Navi Total Stock Market US Specific Equity Passive FoF	FoFs (Overseas) FoFs (Overseas)	Growth Growth	1,086.78 1,086.78	Navi AMC Limited Navi AMC Limited	22.46 22.46	0.82 0.82	19.66 19.66	28.15 28.15	0.06 0.06	- -	14.24 14.24	1.06 1.06
5.	Navi Nifty Bank Index Fund Navi Nifty Bank Index Fund	Index Fund Index Fund	Growth Growth	613.17 613.17	Navi AMC Limited Navi AMC Limited	14.43 14.43	-4.18 -4.18	-5.42 -5.42	8.90 8.90	0.15 0.15	- -	17.17 17.17	-0.48 -0.48
6.	Navi Nifty Midcap 150 Index Fund Navi Nifty Midcap 150 Index Fund	Index Fund Index Fund	Growth Growth	380.64 380.64	Navi AMC Limited Navi AMC Limited	19.93 19.93	-8.62 -8.62	-4.80 -4.80	13.26 13.26	0.25 0.25	- -	16.65 16.65	-0.46 -0.46
7.	Navi Large & Midcap Fund Navi Large & Midcap Fund	Large & Mid Cap Fund Large & Mid Cap Fund	Growth Growth	292.11 292.11	Navi AMC Limited Navi AMC Limited	41.76 41.76	-6.21 -6.21	-4.13 -4.13	9.57 9.57	0.50 0.50	- -	16.04 16.04	-0.43 -0.43
8.	Navi Flexi Cap Fund Navi Flexi Cap Fund	Flexi Cap Fund Flexi Cap Fund	Growth Growth	286.25 286.25	Navi AMC Limited Navi AMC Limited	27.66 27.66	-4.52 -4.52	1.80 1.80	10.91 10.91	0.51 0.51	- -	15.91 15.91	-0.06 -0.06
9.	Navi ELSS Tax Saver Nifty 50 Index Fund Navi ELSS Tax Saver Nifty 50 Index Fund	Equity Linked Savings Scheme (ELSS) Equity Linked Savings Scheme (ELSS)	Growth Growth	154.48 154.48	Navi AMC Limited Navi AMC Limited	14.04 14.04	-5.05 -5.05	-10.20 -10.20	7.35 7.35	0.20 0.20	- -	13.78 13.78	-1.01 -1.01
10.	Navi Aggressive Hybrid Fund Navi Aggressive Hybrid Fund	Aggressive Hybrid Fund Aggressive Hybrid Fund	Growth Growth	115.21 115.21	Navi AMC Limited Navi AMC Limited	24.91 24.91	-2.32 -2.32	3.34 3.34	12.01 12.01	0.49 0.49	- -	12.73 12.73	0.01 0.01
11.	Navi Nifty India Manufacturing Index Fund Navi Nifty India Manufacturing Index Fund	Index Fund Index Fund	Growth Growth	83.12 83.12	Navi AMC Limited Navi AMC Limited	18.14 18.14	-7.61 -7.61	-2.12 -2.12	16.64 16.64	0.40 0.40	- -	15.95 15.95	-0.33 -0.33
12.	Navi Liquid Fund Navi Liquid Fund	Liquid Fund Liquid Fund	Growth Growth	73.81 73.81	Navi AMC Limited Navi AMC Limited	30.85 30.85	1.35 1.35	5.76 5.76	6.36 6.36	0.22 0.22	0.00 0.00	0.09 0.09	-6.77 -6.77
13.	Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Navi Nifty Smallcap250 Momentum Quality 100 Index Fund	Index Fund Index Fund	Growth Growth	42.11 42.11	Navi AMC Limited Navi AMC Limited	11.48 11.48	-2.39 -2.39	-1.40 -1.40	- -	0.35 0.35	- -	18.80 18.80	-0.19 -0.19
14.	Navi Nifty 500 Multicap 50:25:25 Index Fund Navi Nifty 500 Multicap 50:25:25 Index Fund	Index Fund Index Fund	Growth Growth	27.99 27.99	Navi AMC Limited Navi AMC Limited	9.56 9.56	-6.36 -6.36	-6.41 -6.41	- -	0.35 0.35	- -	14.89 14.89	-0.65 -0.65
15.	Navi Nifty IT Index Fund Navi Nifty IT Index Fund	Index Fund Index Fund	Growth Growth	23.03 23.03	Navi AMC Limited Navi AMC Limited	9.76 9.76	4.84 4.84	-8.01 -8.01	- -	0.35 0.35	- -	26.37 26.37	-0.34 -0.34
16.	Navi BSE Sensex Index Fund Navi BSE Sensex Index Fund	Index Fund Index Fund	Growth Growth	17.58 17.58	Navi AMC Limited Navi AMC Limited	11.61 11.61	-4.38 -4.38	-11.11 -11.11	5.98 5.98	0.38 0.38	- -	13.99 13.99	-1.07 -1.07
17.	Navi Nifty REITs & Realty Index Fund Navi Nifty REITs & Realty Index Fund	Index Fund Index Fund	Growth Growth	16.02 16.02	Navi AMC Limited Navi AMC Limited	9.65 9.65	- -	- -	- -	0.15 0.15	- -	12.42 12.42	-2.72 -2.72
18.	Navi Nifty MidSmallcap 400 Index Fund Navi Nifty MidSmallcap 400 Index Fund	Index Fund Index Fund	Growth Growth	12.40 12.40	Navi AMC Limited Navi AMC Limited	9.88 9.88	-7.72 -7.72	- -	- -	0.15 0.15	- -	17.23 17.23	-0.25 -0.25

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Disclaimer: Please note that the above table is for informational purposes only, and is not recommendatory. Please do your own research or consult your financial advisor before investing. The data is derived from Tickertape Mutual Fund Screener and is subject to real-time updates.

Selection criteria: AMC: Navi AMC Limited | AUM: Sorted from Highest to Lowest

What are Navi Mutual Funds?

Navi Mutual Fund is a technology-driven asset management company in India, offering a diverse range of investment options designed to cater to various investor needs. Established in December 2018, it acquired Essel Finance Mutual Fund in January 2021 and rebranded as Navi Mutual Fund.

Key Information About Navi AMC Limited

Here are the key details about Navi AMC Limited-

Parameter	Details
Company Name	Navi AMC Limited (formerly Essel Finance AMC Limited)
Incorporation Date	9 April 2009
Mutual Fund Set Up Date	4 December 2009
Registered Office	7th Floor, Vaishnavi Tech Square, Iballur Village, Begur Hobli, HSR Layout, Bengaluru, Karnataka 560102
Sponsor	Navi MF Sponsor Private Limited
Trustee	Navi Trustee Limited
Investment Manager	Navi AMC Limited
Chief Executive Officer	Aditya Mulki
Registrar and Transfer Agent	Computer Age Management Services Limited (CAMS)
Custodian	HDFC Bank Limited
Regulatory Authority	Securities and Exchange Board of India (SEBI)
Total AUM	₹10,031 cr
Number of Schemes	18

Types of Funds Offered by Navi Mutual Funds

Navi Index Funds

Navi offers over 10 index funds that track major market indices like the Nifty 50, BSE Sensex, Nifty Bank, Nifty Midcap 150, and sectoral indices like Nifty IT and Nifty India Manufacturing. You get broad market exposure at lower costs since these funds don't require active stock picking.

Navi Equity Funds

If you're comfortable with market volatility and have long-term goals, Navi's equity funds might interest you. The company manages actively managed equity funds including the Navi Flexi Cap Fund and Navi Large & Midcap Fund. These funds invest primarily in stocks and are designed to capture growth opportunities across different market capitalisations.

Navi Fund of Funds (FoFs)

Navi runs international fund of funds like the Navi US Nasdaq100 FoF and Navi US Total Stock Market FoF, which invest in overseas markets. These funds provide exposure to global equity markets, particularly the US, allowing Indian investors to diversify their portfolios internationally.

Navi Debt Funds

Navi offers the Navi Liquid Fund that focuses on money market instruments and short-term fixed-income securities. This fund is built for investors who want high liquidity with steady returns and aren't keen on taking big risks.

Navi Hybrid Funds

Navi's Aggressive Hybrid Fund splits investments between equity and debt, striking a balance between growth potential and income generation. It's designed for individuals who want diversification without having to pick just one asset class.

Navi ELSS Tax Saver Funds

Navi has ELSS funds, including the Navi ELSS Tax Saver Fund and Navi ELSS Tax Saver Nifty 50 Index Fund, specifically designed to help you save taxes under Section 80C while building wealth. These equity-oriented funds come with a three-year lock-in period and offer dual benefits of tax deductions and potential for long-term capital growth.

Overview of the Top Navi Mutual Fund Schemes

Navi Nifty 50 Index Fund

Navi Nifty 50 Index Fund is the fund house's largest scheme, with an AUM of ₹4,130 cr. It is a passive fund that aims to replicate the Nifty 50 Index by investing in the same 50 large-cap companies in the same proportion. This gives investors exposure to some of India's largest and most actively traded listed companies across sectors.

Navi Nifty Next 50 Index Fund

Navi Nifty Next 50 Index Fund, with an AUM of ₹1,331 cr, tracks the Nifty Next 50 Index. The index covers the 50 companies that rank just below the Nifty 50 by free-float market capitalisation, giving investors exposure to large-cap companies outside the Nifty 50.

Navi Nasdaq100 US Specific Equity Passive FoF

Navi Nasdaq100 US Specific Equity Passive FoF, with an AUM of ₹1,252 cr, is an overseas fund of funds that invests in units of an ETF tracking the Nasdaq-100 Index. The index comprises the 100 largest non-financial companies listed on the Nasdaq, with a significant weight in technology, along with sectors such as healthcare and consumer services.

Navi Total Stock Market US Specific Equity Passive FoF

Navi Total Stock Market US Specific Equity Passive FoF, with an AUM of ₹1,092 cr, is an overseas fund of funds that invests in units of an ETF tracking the overall US stock market. This gives investors exposure to large-cap, mid-cap and small-cap US companies across sectors through a single fund.

Navi Nifty Bank Index Fund

Navi Nifty Bank Index Fund, with an AUM of ₹649 cr, invests in the stocks that make up the Nifty Bank Index. Its portfolio is concentrated in large Indian banking stocks, so its performance is closely tied to the banking sector.

How to Invest in Navi Mutual Funds?

Here’s how you can identify and invest in top Navi Mutual Funds with Tickertape Mutual Fund Screener -

Launch Tickertape Mutual Fund Screener.
Add a filter “AMC” and select “Navi AMC Ltd”.
Sort out the top Navi mutual funds based on over 50 fundamental and technical filters.
After identifying the Navi mutual funds, that align with your investment thesis, click on “Place Order” to invest the Navi mutual funds.

With Tickertape Mutual Fund Screener, you can invest ‘lumpsum’ or start a ‘SIP’ in Navi mutual funds. Moreover, by connecting your portfolio , you can do a deep analysis of your portfolio and assess its performance.

Top Navi Mutual Fund Managers

Aditya Mulki

Aditya Mulki brings close to ten years of equity research and fund management experience. As Head of Investments at Navi AMC, he manages ₹7,000 crore across active and passive schemes and drives new product development. His expertise includes mid-cap equities, emerging markets, and value investing.

Ashutosh Shirwaikar

Ashutosh Shirwaikar heads Investments and Fund Management at Navi, handling all equity schemes. With about nine years in equity markets, he previously spent seven years at Quantum Advisory analysing automobiles, media, power, and chemicals. He holds an MBA in Finance from JBIMS.

Tanmay Sethi

Tanmay Sethi has over six years of mutual fund experience. At Navi, he manages commodity funds and serves as Chief Risk Officer. Before this, he worked in fixed-income treasury at HDFC Mutual Fund.

Risks Associated with Navi Mutual Funds

Market Volatility

Navi’s equity schemes, including its Nifty 50 and ELSS index funds, remain exposed to equity-market declines, so NAVs can fluctuate materially during weak market phases.

Tracking Difference

Navi offers several passive schemes, in which returns can differ from benchmarks due to expenses, cash holdings, and portfolio implementation, making tracking error relevant for index-fund investors.

International Exposure

Navi US Total Stock Market Fund of Fund accesses 4,000+ US stocks through Vanguard’s VTI, exposing investors to overseas market movements, currency fluctuations and international-market risks.

Lock-in Period

Navi ELSS Tax Saver Nifty 50 Index Fund provides Section 80C-linked exposure but carries the statutory three-year ELSS lock-in, reducing liquidity compared with open-ended equity funds.

Category Risk

Navi operates across equity, debt, hybrid and passive categories, so risk differs significantly by scheme. Equity-heavy funds can carry substantially higher volatility than debt-oriented offerings.

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Factors to Consider Before Investing in Navi Mutual Funds

Scheme Type

Investors can first identify whether a Navi scheme is active, passive, debt, hybrid, or international, as each category has different return drivers, volatility patterns, and objectives.

Expense Ratio

Costs vary across Navi schemes. For example, Navi ELSS Tax Saver Nifty 50 Index Fund’s Direct plan had a 0.21% TER, making expenses important for comparison.

Tracking Quality

For Navi’s index funds, investors can examine tracking error and tracking difference to assess how closely the scheme's returns have followed the underlying benchmark after accounting for costs and implementation effects.

Fund Management

As of August 2026, AMFI lists Ashutosh Shirwaikar and Tanmay Sethi as Navi fund managers, making their responsibilities and scheme mandates relevant when evaluating actively managed funds.

Portfolio Exposure

Investors can review underlying holdings and asset allocation carefully. Navi’s US Total Stock Market Fund of Fund, for instance, provides exposure to more than 4,000 US stocks.

Documents Required to Invest in Navi Mutual Fund

Here are a few documents you may require to invest in Navi Mutual Funds

Know Your Customer (KYC) Compliance
Common Application Form
Proof of Identity (PoI)
Proof of Address (PoA)
Proof of Bank Account
Additional Documents for Specific Categories (e.g., Non-Individuals, HUF, Partnership Firms)
NRI Investors: Overseas Address Proof, Bank Account Proof, FIRC/Banker’s Certificate

Note: For latest details, visit Navi’s official AMC website.

Conclusion

Navi Mutual Fund represents a significant development in the Indian financial market, marrying global technology and systematic investing with local distribution strength. Potential investors should thoroughly read the Scheme Information Document (SID) and ensure the chosen scheme's risk profile aligns with their personal investment philosophy. Investors can utilise tools like the Tickertape Mutual Fund Screener to screen through funds using the 50+ filters available.

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Frequently Asked Questions About Navi Mutual Funds

How to start a Navi Mutual Fund SIP online?
You can start a SIP in any Navi Mutual Fund through its official website, app, or investment platforms like smallcase or Tickertape. Select your preferred fund, choose SIP, enter the investment amount, and complete the payment through net banking or UPI.
How to calculate Navi mutual fund returns?
Returns from schemes such as the Navi Nifty 50 Index Fund can be evaluated using the change in investment value over time. Investors can also use the Tickertape \Mutual Funds Screener\ to check historical returns, performance and other fund metrics.
Does Navi Mutual Fund offer tax-free mutual fund schemes?
Navi offers schemes such as the Navi ELSS Tax Saver Nifty 50 Index Fund. Like other Navi index funds in the equity category, its returns remain market-linked. \Equity Linked Savings Scheme (ELSS)\ investments may qualify for tax benefits under applicable tax rules, subject to prevailing regulations.
How can I cancel the ongoing SIP in Navi Mutual Fund?
\
You can cancel or pause an ongoing SIP in a Navi Mutual Fund scheme.\
\
1. \Online Cancellation:\ The easiest way is to log in to the mutual fund platform or the official Navi website where you registered the SIP. There should be an option under the portfolio or SIP management section to \cancel\ or \pause\ the SIP.\
2. \Offline Cancellation:\ Alternatively, you can download the SIP cancellation form from the AMC’s website and submit the completed physical form to any Official Point of Acceptance.\
3. \Notice Period:\ Ensure you submit the cancellation request with a sufficient notice period (usually 7 to 15 business days) before the next SIP debit date. Cancellation will typically take effect after the next successful instalment date if the request is submitted after the due date.\
How to withdraw money from Navi Mutual Fund?
Log in to your investment platform or AMC website, select the relevant Navi Nifty 50 Index Fund or another Navi scheme, and choose the redemption option. Enter the amount or units and confirm the request. Settlement timelines depend on the scheme category.
What are the redemption charges of the Navi Mutual Funds?
Exit loads differ across schemes. Investors comparing Navi index funds and actively managed funds should check the latest Scheme Information Document, as redemption charges and applicable holding periods can vary by fund.
Which are the top-performing funds of Navi Mutual Fund?
\
Here are the top Navi Mutual Fund schemes based on their AUM:\
\
How to increase the SIP amount in Navi Mutual Fund?
Investors in schemes from the Navi Fund House can check whether their investment platform supports SIP top-ups or step-ups. The available increment, frequency and process may differ depending on the scheme and platform.
How to choose the best Navi Mutual Funds before investing?
When comparing the Navi Nifty 50 Index Fund or other Navi schemes, investors can assess the fund objective, historical performance, risk level, expense ratio, portfolio allocation, tracking difference and fund management approach.
Who manages Navi Mutual Fund? 
Navi Mutual Fund is managed by Navi AMC Limited (formerly Essel Finance AMC Limited), with Navi MF Sponsor Private Limited as its sponsor and Navi Trustee Limited as its trustee. Aditya Mulki is the Chief Executive Officer of the AMC.

Disclaimer: This article is for informational purposes only. The content of the article including securities/investment products mentioned if any, should not in any manner be construed as an investment advice, recommendation, offer, solicitation to buy/hold/sell any securities/investment products. The securities quoted if any, are for illustration only and are not recommendatory. Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Please consult a SEBI-registered financial advisor before investing.