Equity | Tax Savings
3Y Returns
NA
Min SIP
₹500
Min Lumpsum
₹500
Expense Ratio
0.1%
Fund Size
₹30 Cr
Inception Date
28-Feb-23
Fund Manager
Aditya Mulki
Exit Load
Nil.
Overall Fund Zi Tag
Asset Allocation
Equity
100.40%
Debt & Others
-0.40%
Market Cap Allocation
Large Cap
99.52%
Mid Cap
0.88%
Small Cap
0.00%
Other Cap
-0.40%
Investment Objective
The Investment Objective Of The Scheme Is To Invest In Companies Whose Securities Are Included In Nifty 50 Index (The Index) And To Endeavour To Achieve The Returns Of The Index, Though Subject To Tracking Error. Investment In This Scheme Would Be Subject To Statutory Lock-In Period Of 3 Years From The Date Of Allotment To Be Eligible For Income Tax Benefit Under Section 80 C. However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Realized.
Fund House Detail
AMC Name
Navi AMC Limited
Scheme Document
https://www.Navimutualfund.com/dnd_applicationform.phpAddress
Peerless Mansion, 3rd Floor, 1,Chowringhee Square,Kolkata - 700069
Motilal Oswal Long Term Equity Fund - Direct Growth
1Y
68.47%
3Y
27.89%
5Y
27.63%
Sbi Long Term Equity Fund- Direct Plan - Growth
1Y
52.29%
3Y
26.14%
5Y
27.9%
Quant Tax Plan Direct Plan - Growth
1Y
46.52%
3Y
23.61%
5Y
37.73%
Hdfc Tax Saver - Direct Plan - Growth Option
1Y
44.94%
3Y
23.37%
5Y
23.85%
Jm Tax Gain Fund (Direct) - Growth Option
1Y
50.14%
3Y
21.21%
5Y
24.97%
Dsp Tax Saver Fund - Direct Plan - Growth
1Y
47.1%
3Y
20.3%
5Y
25.06%
Franklin India Taxshield - Direct Growth
1Y
40.74%
3Y
20.17%
5Y
23.32%
Iti Long Term Equity Fund Direct Plan Growth
1Y
53.61%
3Y
20.04%
5Y
NA
Kotak Tax Saver Fund - Direct Plan - Growth
1Y
36.28%
3Y
19.71%
5Y
24.02%
Bank Of India Tax Advantage Funddirect Plan - Growth
1Y
45.18%
3Y
19.1%
5Y
28.44%
Nippon India Tax Saver Fund Direct Plan Growth Plan - Growth Option Growth
1Y
39.93%
3Y
19.08%
5Y
22.42%
Parag Parikh Tax Saver Fund - Direct Plan-Growth
1Y
34.9%
3Y
18.95%
5Y
26.52%
Quantum Tax Saving Fund - Direct Plan Growth Option
1Y
41.04%
3Y
18.5%
5Y
21.23%
Tata India Tax Savings Fund Direct Plan Growth
1Y
37.19%
3Y
18.43%
5Y
22.08%
Hsbc Tax Saver Equity Fund - Growth Direct Plan
1Y
44.08%
3Y
18.25%
5Y
22.76%
Bandhan Tax Advantage (Elss) Fund-Growth-(Direct Plan)
1Y
32.07%
3Y
18.03%
5Y
26.32%
Edelweiss Long Term Equity Fund(Tax Savings) - Direct Growth Plan
1Y
40.52%
3Y
17.91%
5Y
21.77%
Taurus Taxshield - Direct Plan Growth
1Y
36.66%
3Y
17.73%
5Y
20.49%
Taurus Taxshield - Direct Plan - Growth
1Y
36.85%
3Y
17.69%
5Y
20.54%
Groww Elss Tax Saver Fund - Direct Plan- Growth Option
1Y
41.35%
3Y
17.23%
5Y
19.56%
Invesco India Tax Plan - Direct Plan Growth
1Y
42.58%
3Y
16.39%
5Y
22.52%
Union Tax Saver (Elss) Fund - Direct Plan Growth
1Y
33.43%
3Y
16.32%
5Y
22.94%
Canara Robeco Equity Tax Saver Fund Direct Growth
1Y
38.14%
3Y
16.26%
5Y
24.07%
Lic Elss - Direct Plan - Growth
1Y
38.59%
3Y
16.25%
5Y
19.54%
Mahindra Manulife Elss Fund - Direct - Growth
1Y
29.51%
3Y
16.07%
5Y
22.38%
Icici Prudential Long Term Equity Fund (Tax Saving) - Direct Plan - Growth
1Y
36.65%
3Y
15.98%
5Y
21.92%
Shriram Long Term Equity Fund - Direct Plan - Growth
1Y
40.91%
3Y
15.92%
5Y
20.18%
Mirae Asset Tax Saver Fund - Direct Growth
1Y
35.58%
3Y
15.92%
5Y
24.48%
Pgim India Elss Tax Saver Fund - Direct Plan - Growth Option
1Y
27.66%
3Y
15.44%
5Y
21.37%
Navi Elss Tax Saver Fund - Direct Plan Growth
1Y
29.35%
3Y
14.36%
5Y
18.39%
BSE Member code: 58371
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