Navi Mutual Fund – Complete Investor Services

• Sushil Bajaj |
• 9 September 2025 |

About Navi Mutual Fund 

Navi Mutual Fund, part of Navi AMC Limited established in 2020 by Sachin Bansal and Ankit Agarwal, offers a simplified and low-cost investing experience with a focus on index funds, equity, and hybrid categories. The fund house is known for passively managed schemes alongside selective active strategies, managed by experienced professionals like Sarang Kulkarni, Naveen Kukreja, and Vishal Jain across equity, debt, and hybrid segments. Backed by technology-driven innovation and investor-first approach, Navi aims to make wealth creation accessible, transparent, and affordable.

Fund Information

Navi offers a wide range of schemes across categories

Equity Fund 

Fund name	Sub-category
Navi Nifty 50 Index Fund	Large Cap Index
Navi Nifty Bank Index Fund	Other Equity Index
Navi ELSS Tax Saver Fund	Tax Saver (ELSS)
Navi BSE Sensex Index Fund	Large Cap Index
Navi Nifty Next 50 Index Fund	Index Fund Equity
Navi Nifty Midcap 150 Index Fund	Mid Cap Index
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund	Small Cap Index
Navi Nifty India Manufacturing Index Fund	Other Equity Index
Navi Nifty 500 Multicap 50:25:25 Index Fund	Multi Cap Index
Navi Flexi Cap Fund	Flexi Cap (Equity)
Navi Large & Midcap Fund	Large & MidCap (Equity)
Navi ELSS Tax Saver Nifty 50 Index Fund	ELSS (Tax-saver / Index)

Hybrid Fund

Fund name	Sub-category
Navi Aggressive Hybrid Fund	Aggressive Hybrid / Aggressive Allocation

Transaction Forms Section

A. Purchase & Investment

• Additional Purchase Form
• SIP Registration Form (Systematic Investment Plan)
• STP Registration Form (Systematic Transfer Plan)
• SWP Registration Form (Systematic Withdrawal Plan)

B. Redemption & Switch

• Redemption Form
• Switch Request Form

C. Non-Commercial Transactions (NCTs)

• Change of Bank Mandate
• Change of Address / Contact Details
• Nomination Form / Change of Nominee
• Transmission Request (in case of death of holder)
• FATCA/CRS Declaration online
• KYC Update Form

Contact Information

📞Phone: +91 9315120004
✉️Email: sushilbajaj23@sushilbajaj

💡Interested in more options?

Mutual Fund investments are subject to market risks, read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.