Navi ELSS Tax Saver Fund Regular Growth

Objective: The Scheme will seek to invest predominantly in a diversified portfolio of equity and equity related instruments with the objective to provide investors with opportunities for capital appreciation and income generation along with the benefit of income tax deduction (under Section 80 C of the Income Tax Act, 1961) on their investments. Specified Investors in the Scheme are entitled to deductions of the amount invested in Units of the Scheme, subject to a maximum of ` 1,50,000/- under and in terms of Section 80 C (2) (xiii) of the Income Tax Act, 1961. 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. There can be no assurance that the investment objective under the Scheme will be realized.

Navi ELSS Tax Saver Fund Regular Growth is an Equity - ELSS (Tax Savings) fund. The fund was launched in Dec 30, 2015. Its risk level is Very High. The NAV of the fund as on Feb 28, 2025 is ₹25.24. Its expense ratio is 2.29 %. The fund has an AUM of ₹58.08 Cr.The fund is managed by Aditya Mulki, Ashutosh Shirwaikar. The minimum initial investment is ₹500 in Lumpsum mode.