Invest in Navi Nifty 50 Index Fund
Invest in Top 50 Companies of India.
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Navi Nifty 50 Index Fund
Navi is offering investors a chance to invest in the top 50 companies of India at the lowest cost as part of it`s latest fund offering. This low cost has been achieved by leveraging our high quality technological backing. The NFO started on 3rd July 2021 and closed on 12th July 2021.
What's so special?
80% of actively managed funds investing in the top 100 companies of India gave lesser returns compared to Nifty 50 over the past year.So investing in Nifty 50 gives you a higher chance of getting higher returns!
Providing an opportunity for investors to experience low cost investing, because we believe it`s your money and you should get the most benefit out of it!
Historical performance of Nifty 50 has shown that over a 7 year period, the chances that your money will grow is 100%. So the best way to counter risk and build wealth is to stay invested for long!
What's so special?
80% of actively managed funds investing in the top 100 companies of India gave lesser returns compared to Nifty 50 over the past year.So investing in Nifty 50 gives you a higher chance of getting higher returns!
Providing an opportunity for investors to experience low cost investing, because we believe it`s your money and you should get the most benefit out of it!
Historical performance of Nifty 50 has shown that over a 7 year period, the chances that your money will grow is 100%. So the best way to counter risk and build wealth is to stay invested for long!
Who should Invest?
Who should Invest?
If you are a working professional who wants to invest in stocks but have never found the time to research and pick the right stocks.
Have invested in stocks but have burnt your fingers by selecting the wrong stocks
Want to invest in mutual funds, but unsure of which fund to select.
Who should Invest?
If you are a working professional who wants to invest in stocks but have never found the time to research and pick the right stocks.
Have invested in stocks but have burnt your fingers by selecting the wrong stocks
Want to invest in mutual funds, but unsure of which fund to select.
Benefits of investing in Navi Nifty 50 Index Fund
Lowest Fee
We intend to have lowest expense ratio compared to any index fund.
Diversification
Since the scheme invests in Nifty 50 index, market volatility is lesser compared to mid and small caps.
Low Capital Requirement
With Navi you can invest in the top 50 companies with as low as Rs 500!
Asset Allocation
| Instruments | Indicative Allocation | Risk Profile | |
|---|---|---|---|
| Minimum | Maximum | Low/ Medium/ High | |
| FaddressEquity and equity related securities covered by Nifty 50 | 95% | 100% | High |
| Debt schemes, Debt & Money Market Instruments, including Tri Party Repo^, G-Secs and Cash | 0% | 5% | Low to Medium |
Mr. Aditya Mulki
Fund Manager of all Equity Schemes of Navi AMC Limited.
6 years of experience as an Equity Analyst, Quantum Advisors Ltd. Covered consumer staples, discretionary, building materials and media sectors (Dec 2015 to Sep 2021). Contributing to NAVI AMC from Oct 2021- present.
6 years of experience as an Equity Analyst, Quantum Advisors Ltd. Covered consumer staples, discretionary, building materials and media sectors (Dec 2015 to Sep 2021). Contributing to NAVI AMC from Oct 2021- present.
Risk Assessment
This product is suitable for investors who are seeking*
- Capital appreciation over the long term.
- Investing in an actively managed portfolio predominantly consisting of Equity & equity related securities diversified over various sectors of large cap companies.
Frequently asked questions
Why should I invest?
We intend to be the lowest cost fund in the passive fund category by leveraging our technology background. This means more of your money goes into the investment rather than paying our expenses!
Over the past year around 80% of large cap funds have underperformed Nifty 50 Index.
Over the past year around 80% of large cap funds have underperformed Nifty 50 Index.
What is Navi Nifty 50 Index fund?
It’s a mutual fund scheme that tracks the Nifty 50 index which is a weighted portfolio of 50 largest Indian stocks.
What is NFO?
A new fund offer (NFO) is the first subscription offering for any new fund launched by an asset management company.
Which benchmark index does the scheme follow?
Navi Nifty 50 Index fund tracks the Nifty 50 Index TRI.
What is tracking error?
Tracking error is the difference between the returns of the passive fund and that of the benchmark, at the end of the chosen investment period. A low tracking error indicates that the fund tends to follow the benchmark very closely.
When can I invest?
This NFO is only available for a limited period. The NFO will open on 3rd July 2021, and will close on 12th July 2021.
How can I invest?
Users can invest in mutual funds using Navi App. It is available on Playstore and Appstore
Important Links
Knowledge Centre
Navi Mutual Fund is registered with the Securities & Exchange Board of India (SEBI) with Anmol Como Broking Private Limited as its Sponsor. Navi AMC Limited is the Investment Manager to Navi Mutual Fund. Navi Trustee Limited is the trustee to Navi AMC Limited. In addition to Navi AMC, Navi offers a range of financial services and products such as Cash Loans, Housing Loans and General Insurance. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Registered Office Address: AMR Tech Park, Ground Floor, Municipal/ Khata No. 826/792/46/23/1/24/1, Hongasandra Village Hosur Road, Bengaluru- 560068.
Investment & Operations Office Address: 7th Floor, Wing B, Prestige RMZ Startech, No. 139, 2, Hosur Rd, Koramangala Industrial Layout, S.G. Palya, Bangalore- 560095, India
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Registered Office Address: AMR Tech Park, Ground Floor, Municipal/ Khata No. 826/792/46/23/1/24/1, Hongasandra Village Hosur Road, Bengaluru- 560068.
Investment & Operations Office Address: 7th Floor, Wing B, Prestige RMZ Startech, No. 139, 2, Hosur Rd, Koramangala Industrial Layout, S.G. Palya, Bangalore- 560095, India
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
All information is subject to specific conditions | © 2023 Navi Technologies Ltd. All rights are reserved.