Navi Regular Savings Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 7.4% | 8.2% | 6.8% | 8.2% | ||||
| Category Average | 14% | 25% | 13.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | 15% OF THE UNITS SHALL BE REDEEMED WITHOUT ANY EXIT LOAD ON OR BEFORE COMPLETION OF 365 DAYS FROM THE DATE OF ALLOTMENT OF UNITS If redeemed or switched out on or before completion of 365 days from the date of allotment of units - 1.00% If reddemed or switched out after completion of 365 days from the date of allotment of units - Nil. |
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Fund Objective
To generate regular income through a portfolio of predominantly high quality fixed income securities and with a marginal exposure to equity and equity related instruments.
Fund Managers
Surbhi Sharma
With an experience of seven (7) years in fixed income markets, Ms Surbhi Sharma is associated with Navi AMC as a Fund Manager – Fixed Income. Besides being a Company Secretary (Banking, Corporate Finance & Securities Law), Ms Sharma is an MBA in Finance. She joined Navi AMC in August 2021 as Fixed Income Dealer and was promoted to her current role in February 2022. Before joining Navi AMC, Ms Sharma worked with DCB Bank as Money Market Dealer, ITI Gilts Ltd. as Fixed Income Dealer, and Goldman Sachs as an Analyst. Her areas of expertise include liquidity management, valuation, financial analysis, market research, corporate law, and the like.
At Navi AMC, Ms Sharma manages the Navi Liquid Fund Super Institutional Plan, Navi Ultra Short Term Fund, Navi Regular Savings Fund, and Navi Equity Hybrid Fund.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Hybrid .
- Conservative Hybrid .
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- 240
-
9.1%Fund Size - 240
-
9.8%Fund Size - 240
-
7.4%Fund Size - 240
-
- Hybrid .
- Conservative Hybrid .
-
- 506
-
9.4%Fund Size - 506
-
9.1%Fund Size - 506
-
8.1%Fund Size - 506
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- Hybrid .
- Conservative Hybrid .
-
- 140
-
7.2%Fund Size - 140
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7.8%Fund Size - 140
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6.7%Fund Size - 140
-
- Hybrid .
- Conservative Hybrid .
-
- 1,515
-
9.1%Fund Size - 1,515
-
14.7%Fund Size - 1,515
-
8.1%Fund Size - 1,515
-
- Hybrid .
- Conservative Hybrid .
-
- 1,515
-
9.1%Fund Size - 1,515
-
14.7%Fund Size - 1,515
-
8.1%Fund Size - 1,515
AMC Contact Details
Frequently Asked Questions
How to invest in Navi Regular Savings Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Navi Regular Savings Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Navi Regular Savings Fund ?
How to redeem Navi Regular Savings Fund holding ?
What is the minimum sip amount of Navi Regular Savings Fund?
What are the top sectors Navi Regular Savings Fund has invested in??
- ICICI Bank - 4.21%
- Reliance Industr - 3.69%
- Axis Bank - 2.67%
- Bharti Airtel - 2.39%
- HDFC Bank - 2.11%
How much returns have Navi Regular Savings Fund generated ?
What is the expense ratio of Navi Regular Savings Fund ?
What is the AUM of Navi Regular Savings Fund?
What are the top stock holdings of Navi Regular Savings Fund?
- ICICI Bank - 4.21%
- Reliance Industr - 3.69%
- Axis Bank - 2.67%
- Bharti Airtel - 2.39%
- HDFC Bank - 2.11%