Navi US Total Stock Market 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 | 8% | - | - | 5.1% | ||||
| Category Average | 14.1% | 24.8% | 13.5% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Nil |
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Fund Objective
The investment objective of the scheme is to provide long-term capital appreciation by investing in units of the Vanguard Total Stock Market ETF (VTI) or in the Schwab Total Stock Market Index Fund (SWTSX). However, there is no assurance that the investment objective of the Scheme will be realized.
Fund Managers
Aditya Mulki
With an experience of seven (7) years in capital markets, Mr Aditya Mulki is associated with Navi AMC as a Fund Manager. He is a CFA (Chartered Financial Analyst) Charterholder from CFA Institute, USA. He joined Navi AMC as an Associate Manager in October 2021 and was promoted to Fund Manager in February 2022. Before joining Navi AMC, he was engaged at Quantum Advisors India as Equity Research Associate and Equity Research Analyst. At Quantum Advisors, Mr Mulki covered consumer discretionary, media, consumer staples, and building materials sectors.
Mr Aditya Mulki manages funds like Navi Large & Midcap Fund, Navi Flexi Cap Fund, Navi Large Cap Equity Fund, Navi Nifty 50 Index Fund, Navi ELSS Tax Saver Fund, etc.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Other .
- FoFs Overseas .
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- 3,034
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11.5%Fund Size - 3,034
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7.3%Fund Size - 3,034
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12.3%Fund Size - 3,034
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- Other .
- FoFs Overseas .
-
- 18
-
-9.7%Fund Size - 18
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6.1%Fund Size - 18
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3.1%Fund Size - 18
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- Other .
- FoFs Overseas .
-
- 33
-
-6.2%Fund Size - 33
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5.3%Fund Size - 33
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-0.2%Fund Size - 33
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- Other .
- FoFs Overseas .
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- 25
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-10.1%Fund Size - 25
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2.5%Fund Size - 25
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3.3%Fund Size - 25
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- Other .
- FoFs Overseas .
-
- 168
-
15.8%Fund Size - 168
-
17.2%Fund Size - 168
-
4.9%Fund Size - 168
AMC Contact Details
Frequently Asked Questions
How to invest in Navi US Total Stock Market Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Navi US Total Stock Market 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 US Total Stock Market Fund ?
How to redeem Navi US Total Stock Market Fund holding ?
What is the minimum sip amount of Navi US Total Stock Market Fund?
How much returns have Navi US Total Stock Market Fund generated ?
What is the expense ratio of Navi US Total Stock Market Fund ?
What is the AUM of Navi US Total Stock Market Fund?
What are the top stock holdings of Navi US Total Stock Market Fund?
- VANGUARD TOTAL STOCK MARKET ETF - 100.27%
- Net CA & Others - -0.27%