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Navi Mutual Fund

Navi ELSS Tax Saver Nifty50 Index Fund

Navi Mutual Fund · Direct plan · Growth

3-year returns
6%
a year
NAV
₹14.21
▲ 0.32% · 18 Sept 2026
Fund size
₹154 Cr
Expense ratio
0.2%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹13.75 and has returned 5.01% a year over 3 years.

Returns, and where it stands

Against the average elss (tax saver) fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year-7.4%-1.2%behind36 of 38
3 years6%11.2%behind36 of 37
Every period, and the Regular plan →
PeriodDirectRegular
1 month-3.3%-3.4%
3 months-2.9%-3.1%
6 months-1.1%-1.6%
1 year-7.4%-8.1%
2 yearsp.a.-3.2%-4%
3 yearsp.a.6%5%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Mar 2023.

Plan

NAV history

▼ 7.39% in the last 1Y

13.514.715.918 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹960
XIRR (per year)
0.35%
Value today
₹1,80,960

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
13.2% a year
1.1% less than the category average — the steadier side
Worst fall so far
−15.5%
Sept 2024 to Mar 2025.
Years that made money
80.5%
Of every one-year stretch it has been through.
Over any three years
5.6% to 12.7%
A year, at worst and at best. Typically 9.3%.

Fund details

Minimum lumpsum
₹500
Minimum top-up
₹500
Lock-in
3 years
Plan started
21 Mar 2023
Portfolio turnover
0.04x
Expense ratio
0.2%
as of 31 Jul 2026

Managed by Ashutosh Shirwaikar

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Navi ELSS Tax Saver Nifty50 Index Fund against other funds in the ELSS (Tax Saver) Fund category
Fund1Y3Y5YExpenseFund size
Motilal Oswal ELSS Tax Saver Fund8.69%21.87%17.29%0.98%₹5,134 Cr
ITI ELSS Tax Saver Fund3.29%16.7%13.08%0.88%₹463 Cr
JM ELSS - Tax Saver Fund7.21%16.45%14.4%1.29%₹248 Cr
HSBC ELSS Tax Saver Fund3.41%15.86%1.21%₹4,229 Cr
WhiteOak Capital ELSS Tax Saver Fund1.85%15.8%0.87%₹507 Cr
Baroda BNP Paribas ELSS Tax Saver Fund3.8%14.93%1.09%₹930 Cr
Navi ELSS Tax Saver Nifty50 Index Fund-7.39%6.01%0.2%₹154 Cr

About Navi ELSS Tax Saver Nifty50 Index Fund

Navi ELSS Tax Saver Nifty50 Index Fund is a elss (tax saver) fund managed by Navi Mutual Fund. Equity Linked Savings Schemes: diversified equity funds with a 3-year lock-in. Investments qualify for the Section 80C deduction (up to ₹1.5 lakh) under the old tax regime.

The investment objective of the Scheme is to invest in companies whose securities are included in Nifty 50 Index (the Index) and to endeavour to achieve the returns of the index, though subject to tracking error. 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. However, there is no assurance that the investment objective of the Scheme will be realized.

The scheme's stated objective, as published by Navi Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGROWTH₹14.2096151471
DirectIDCW PAYOUT₹14.2159151473
RegularGROWTH₹13.7499151472
RegularIDCW PAYOUT₹13.8042151474

Frequently asked questions

What is the NAV of Navi ELSS Tax Saver Nifty50 Index Fund today?

The NAV of Navi ELSS Tax Saver Nifty50 Index Fund (Direct plan, Growth) is ₹14.2096 and the Regular plan NAV is ₹13.7499, as of 18 Sept 2026.

What returns has Navi ELSS Tax Saver Nifty50 Index Fund given?

Over the last year the Direct plan returned -7.39%, and 6.01% a year over 3 years. That places it 36 of 37 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Navi ELSS Tax Saver Nifty50 Index Fund?

The Direct plan charges 0.2% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Navi ELSS Tax Saver Nifty50 Index Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹500 or more.

How much has Navi ELSS Tax Saver Nifty50 Index Fund fallen in the past?

Its deepest fall was 15.5% from 26 Sept 2024 to 4 Mar 2025. Of every one-year stretch in its history, 81% ended in a gain.

Which category does Navi ELSS Tax Saver Nifty50 Index Fund belong to?

It is a ELSS (Tax Saver) Fund from Navi Mutual Fund. Equity Linked Savings Schemes: diversified equity funds with a 3-year lock-in. Investments qualify for the Section 80C deduction (up to ₹1.5 lakh) under the old tax regime.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Navi ELSS Tax Saver Nifty50 Index Fund taxed?

Gains are taxed as equity: sell within 12 months and the gain is short-term, taxed at 20%. Hold longer and it is long-term, taxed at 12.5% on gains above ₹1.25 lakh in a financial year, across all your equity investments.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.