Hybrid
|
Aggressive Hybrid
|
Growth
ISIN NO. - INF959L01CX3
LAUNCH DATE - 30-Apr-2018
Returns (CAGR)
1 yr. 12.65
3 yr. 16.99
5 yr. 13.39
Since Inception 9.2%
Risk Category
Very High
27-Oct-2023
17.7005
Fund size:
84.994244 Cr
Exit Load:
Nil
Expense Ratio:
0.4226%
Fund House:
Navi Mutual Fund
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Min. Lump sum Investment ₹10
Min. SIP Investment 10
CATEGORY AVERAGE 1 yr. NA 3 yr. 2.4%
Balloon Payment
(Interest only)
Pay monthly installments towards interest only. Settle the principal at the end of tenure.
The scheme seeks to provide periodic returns and capital appreciation over a long period of time, investing predominantly in equity and equity related instruments. ;
With a Loan against Mutual Fund, you offer your MF units as collateral for the loan. The lender holds the Mutual Fund units as a security till you repay the loan amount. Your Mutual Funds will continue to earn returns, but you cannot sell them while you have pledged them to the lender.
You may borrow up to 50% of the value of your equity mutual fund schemes in your portfolio. The value of your mutual fund scheme is derived by multiplying the number of units by the scheme's NAV. The total value of all equity mutual fund schemes will be used to calculate your portfolio value.
Higher Loan Amount: DhanLAP allows you to avail a higher loan amount compared to regular LAMF products, enabling you to meet substantial financial requirements.
Longer Repayment Tenure: You can choose a longer repayment tenure for DhanLAP, giving you more flexibility in managing your loan repayments.
Customized Loan Structures: DhanLAP offers customized loan structures tailored to your financial goals and requirements, providing you with greater control over the loan terms.
Fully End-to-end Digital Process: The documentation process for DhanLAP is fully digital and hassle-free, ensuring a smoother loan application experience.
Avoid Disruption to Investment Strategy: Loan Against Your Navi Equity Hybrid Fund Direct Growth with DhanLAP allows you to avoid disrupting your investment strategy and long-term financial goals. Instead of selling or redeeming your mutual fund units, you can leverage them as collateral for a loan and continue to benefit from potential market growth.
Cost-Effective Solution: DhanLAP offers competitive interest rates, making it a cost-effective solution compared to traditional loan options. By opting for a Loan against Your Navi Equity Hybrid Fund Direct Growth units with DhanLAP, you can access funds while minimizing the impact on your finances.
Quick Access to Funds: With DhanLAP, you can enjoy quick and convenient access to funds. The loan approval and disbursal process is efficient, allowing you to meet your financial needs promptly.
Flexibility in Loan Utilization: The loan amount obtained through DhanLAP can be used for a wide range of purposes, including home renovation, education expenses, medical emergencies, debt consolidation, or any other financial requirements you may have. You have the freedom to utilize the funds as per your specific needs.
Convenient Repayment Options: DhanLAP provides flexible repayment options tailored to your financial circumstances. You can choose from various repayment tenures and select a repayment plan that suits your cash flow and repayment capabilities.
Simple and Transparent Process: DhanLAP ensures a simplified and transparent loan process. The documentation requirements are clear, and the loan terms and conditions are communicated upfront, providing you with clarity and peace of mind.
By choosing Loan Against Navi Equity Hybrid Fund Direct Growth with DhanLAP, you can unlock the value of your investments without liquidating them, enabling you to meet your financial goals while preserving your long-term wealth creation potential.
Fund Name
3Y Returns
Loan Against Navi Nifty Midcap 150 Index Fund Direct Growth
Loan Against Navi Nifty India Manufacturing Index Fund Direct Growth
Loan Against Navi Nifty 50 Index Fund Direct Growth
Loan Against Navi Nifty Next 50 Index Fund Direct Growth
Loan Against Navi Nifty Bank Index Fund Direct Growth
Loan Against Navi Large & Midcap Fund Direct Growth
24.89
Loan Against Navi Flexi Cap Fund Direct Growth
22.64
Loan Against Navi ELSS Tax Saver Fund Direct IDCW
19.87
Loan Against Navi ELSS Tax Saver Fund Direct Growth
19.87
Loan Against Navi Equity Hybrid Fund Direct IDCW Half Yearly
16.99
Loan Against Navi Equity Hybrid Fund Direct Growth
16.99
Loan Against Navi Large & Midcap Fund Direct IDCW Yearly
12.05
Loan Against Navi Flexi Cap Fund Direct IDCW Quarterly
11.36
Loan Against Navi Regular Savings Fund Direct IDCW Monthly
7.37
Loan Against Navi Regular Savings Fund Direct Growth
7.37
Loan Against Navi Liquid Fund Super Institutional Plan Direct IDCW Monthly
4.89
Loan Against Navi Liquid Fund Super Institutional Plan Direct Growth
4.89
