3 Year return
18.41%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹328.75 Cr.
Expense Ratio
0.34% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Navi Mutual Fund Managers
AM
Aditya Mulki
Fund Manager since Dec 2019
Fund House Details
Navi Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Quant Large and Mid Cap Fund |
28.89% |
4 |
Bandhan Core Equity Fund |
28.25% |
3.5 |
ICICI Prudential Large and Mid Cap Fund |
25.26% |
3 |
Schemes by Navi Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Annual IDCW Payout
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Annual IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Half Yearly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Half Yearly IDCW Reinvestment
About Navi Large and Midcap Fund Direct Plan Growth
The Navi Large and Midcap Fund Direct Plan Growth is an open-ended equity mutual fund scheme that invests in a diversified portfolio of large-cap and mid-cap stocks. The fund is managed by Navi Mutual Fund, one of the leading asset management companies in India. The fund has a track record of generating consistent returns over the long term.
Investment Objectives of the Scheme
The investment objective of the Navi Large and Midcap Fund Direct Plan Growth is to generate capital appreciation for its investors by investing in a diversified portfolio of large-cap and mid-cap stocks. The fund may invest in a variety of large-cap and mid-cap stocks, such as those listed on the Bombay Stock Exchange (BSE) and the National Stock Exchange (NSE). The fund may also invest in foreign stocks.
Key Features of The Fund
5-year return | 22.12% |
Expense Ratio | 0.34% |
Fund Manager | Aditya Mulki |
Fund Size | ₹328.75 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
The Navi Large and Midcap Fund Direct Plan Growth is a good option for investors who are looking for a long-term investment that can generate capital appreciation. The fund is suitable for investors who have a time horizon of at least 3 years and who are comfortable with the risk of investing in large-cap and mid-cap stocks. However, it is important to note that the fund is not a risk-free investment. The fund's returns can go down as well as up. Investors should only invest in the fund if they are comfortable with the risk of losing money.
AMC Contact Details
Name | Navi Mutual Fund |
Launch Date | NA |
Addresss | NA |
Contact | NA |
NA | |
Website | NA |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Navi Large and Midcap Fund?
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What is the minimum SIP amount to invest in Navi Large and Midcap Fund?
How do I invest in Navi Large and Midcap Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Navi Large and Midcap Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Navi Large and Midcap Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Navi Large and Midcap Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.