Invest in Navi Nifty Next 50 Index Fund
Invest in 50 largest market cap companies of India.
Navi Nifty Next 50 Index Fund
Navi Nifty Next 50 Index Fund will replicate the Nifty Next 50 Index. The Nifty Next 50 Index is composed of the 50 largest market cap companies, after the Nifty 50 companies. Thus, Navi is offering investors a chance to invest in the blue-chip companies of tomorrow at the lowest cost. This low cost has been achieved by leveraging our high quality technological backing. The NFO will start on 1st January, 2022 and close on 14th January, 2022.
What's so special?
Navi Nifty Next 50 Index Fund provides exposure to tomorrow’s Nifty 50 Companies. Whenever new companies graduate to Nifty 50, they are usually selected from the Nifty Next 50 portfolio. In the last 19 years, out of the 75 stocks included in the Nifty 50 Index, 51 stocks have been from the Nifty Next 50 Index.
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.
Attractive Returns - The Nifty Next 50 index has achieved attractive returns over varied time horizons. Its 1 year, 5 year and 10 year CAGR are 57.7%, 14.4% and 17.1% respectively (Source: Niftyindices.com).
What's so special?
Navi Nifty Next 50 Index Fund provides exposure to tomorrow’s Nifty 50 Companies. Whenever new companies graduate to Nifty 50, they are usually selected from the Nifty Next 50 portfolio. In the last 19 years, out of the 75 stocks included in the Nifty 50 Index, 51 stocks have been from the Nifty Next 50 Index.
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.
Attractive Returns - The Nifty Next 50 index has achieved attractive returns over varied time horizons. Its 1 year, 5 year and 10 year CAGR are 57.7%, 14.4% and 17.1% respectively (Source: Niftyindices.com).
Who should Invest?
Have already invested in Navi Nifty 50 Index Fund, you should look to top-up your portfolio with Navi Nifty Next 50 Index Fund and complete allocation towards large cap stocks. A combination of Nifty 50 and Nifty Next 50 offers a better Risk Adjusted Returns than Nifty 50 alone.
Are a working professional who wants to invest in stocks but have never found the time to research and pick the right stocks.
Want to invest in mutual funds, but unsure of which fund to select.
Benefits of investing in Navi Nifty Next 50 Index Fund
Lowest Fee
We intend to have lowest expense ratio compared to any index fund.
Diversification
Nifty Next 50 Index is more diversified, with less concentration risk across stocks and sectors.
Exposure
Well diversified index with allocation across 15 different sectors.
Asset Allocation*
| Instruments | Indicative Allocation | Risk Profile | |
|---|---|---|---|
| Minimum | Maximum | Low/ Medium/ High | |
| Equity and equity related securities covered by Nifty 50 | 95% | 100% | High |
| Money Market Instruments including TREPS | 0% | 5% | Low to Medium |
*Refer Scheme Information document for complete details.
Mr. Aditya Mulki
Fund Manager of all Equity Schemes of Navi AMC Limited.
7 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.
7 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.
What our customers say about us
The Navi Nifty Next 50 Fund has been a great addition to my portfolio. It's a reliable investment option with consistent returns. I love how intuitive the app is. What I loved best is that the e-KYC took less than 10 minutes
Himanshu Sharma
The Navi Nifty Next 50 Fund has exceeded my expectations. I'm glad I decided to invest in this fund.
Satish Roy
I'm happy with the performance of the Navi Nifty Next 50 Fund so far. It's a smart choice for long-term investors. I don't mind a few dips here and there as long as I know my get a 12-15% p.a. return on average over the next 5 to 7 years.
Sunita Maheshwari
This fund is ideal for me because it is low-cost, passively managed, easy on the pocket, and will probably give me decent returns over the long run.
Aravind Gowda
Navi Nifty Next 50 Index Fund is ideal for anyone who is patient and believes in the high-risk-high-reward game. I'm happy that I am investing in stocks that have the potential to be tomorrow's market leaders.
Palak Bansal
Most Navi Mutual Fund schemes offer extremely low expense ratio. This one is no different. So, if you are a prudent investor like me who wants high retuns potential at low cost, Navi is the way to go. Good luck!
Sujaini Bose
The Navi Nifty Next 50 Fund has been a great addition to my portfolio. It's a reliable investment option with consistent returns. I love how intuitive the app is. What I loved best is that the e-KYC took less than 10 minutes
Himanshu Sharma
The Navi Nifty Next 50 Fund has exceeded my expectations. I'm glad I decided to invest in this fund.
Satish Roy
I'm happy with the performance of the Navi Nifty Next 50 Fund so far. It's a smart choice for long-term investors. I don't mind a few dips here and there as long as I know my get a 12-15% p.a. return on average over the next 5 to 7 years.
Sunita Maheshwari
This fund is ideal for me because it is low-cost, passively managed, easy on the pocket, and will probably give me decent returns over the long run.
Aravind Gowda
Navi Nifty Next 50 Index Fund is ideal for anyone who is patient and believes in the high-risk-high-reward game. I'm happy that I am investing in stocks that have the potential to be tomorrow's market leaders.
Palak Bansal
Most Navi Mutual Fund schemes offer extremely low expense ratio. This one is no different. So, if you are a prudent investor like me who wants high retuns potential at low cost, Navi is the way to go. Good luck!
Sujaini Bose
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!
What is Navi Nifty Next 50 Index fund?
It’s a mutual fund scheme that tracks the Nifty Next 50 index which is a weighted portfolio of 50 companies from the NIFTY 100 index after excluding the NIFTY 50 companies.
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 Next 50 Index fund tracks the Nifty Next 50 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?
You can invest on all days. In case you invest on a non-business day (Saturdays, Sundays,
Indian Public Holidays), next business day's NAV will be allotted.
How can I invest?
You can invest with Navi Mutual Fund using the Navi App. It is available on Play Store and App Store. In case you wish to invest through a website, you can do the same by visiting
https://mycams.camsonline.com/
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Company
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: Vaishnavi Tech Square, 7th Floor, Iballur Village, Taluk, Bagalur, Begur, Hobli, Bengaluru, Karnataka 560102
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Disclaimer(ELSS Fund): *This tax saving is for illustrative purpose only. The same has been arrived at for an individual in the 30% Income Tax Bracket with a maximum investment of Rs. 1.5 lakh. Investments made in an ELSS fund are eligible for tax benefits under Section 80C of the Income Tax Act, 1961. Please contact your financial and tax advisors to know more.
Registered Office Address: Vaishnavi Tech Square, 7th Floor, Iballur Village, Taluk, Bagalur, Begur, Hobli, Bengaluru, Karnataka 560102
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Disclaimer(ELSS Fund): *This tax saving is for illustrative purpose only. The same has been arrived at for an individual in the 30% Income Tax Bracket with a maximum investment of Rs. 1.5 lakh. Investments made in an ELSS fund are eligible for tax benefits under Section 80C of the Income Tax Act, 1961. Please contact your financial and tax advisors to know more.
All information is subject to specific conditions | © 2024 Navi Technologies Ltd. All rights are reserved.