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Navi Mutual Fund

Navi Mutual Fund is a collaborative effort between Sachin Bansal, the co-founder of Flipkart, and Ankit Agarwal, a former banker at Bank of America and Deutsche Bank. Navi AMC Limited serves as the investment manager for Navi Mutual Fund, and its sponsorship comes from Anmol Como Broking Private Limited. Initially recognized as Essel Finance Mutual Fund, the fund house underwent a name change to Navi Mutual Fund in April 2021 following its acquisition by the promoters in 2019. As of December 2023, the fund house manages assets totaling Rs. 4149 crores.

Navi Mutual Fund snapshot

Inception date
December 04, 2009
Sponsor (s)
Anmol Como Broking Private Limited
Chief Executive Officer
Mr. Rajiv Naresh
Chief Investment Officer
Mr. Aditya Mulki (Head – investments)
No. of Schemes
15
Average AUM (Rs. in Crores)
4998.24

As on February 2024

List of Navi Mutual Fund’s top performing schemes
Fund Name
AUM(in Cr)

Returns

₹243.97
₹268.79
₹8.12
₹1686.21
₹247.00
₹121.17
₹931.70
₹507.16
₹26.12
₹940.34
Fund Name
AUM(in Cr)

Returns

₹114.89
₹9.14
Fund Name
AUM(in Cr)

Returns

₹101.74
₹32.45
Fund Name
AUM(in Cr)

Returns

₹46.04

How to invest in Navi Mutual Fund

To invest in Navi Mutual Fund, simply download the Kotak Neo app and create your account. Kotak Neo is quick, easy, and offers a host of investing options under one roof.

Here’s how to get started:

  1. Login with your credentials (mobile number/PAN/QR code)
  2. Click on Invest and select ‘Mutual Funds’ from other investments
  3. Select the fund of your choice and begin investing

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