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Navi Mutual Fund

Navi Total Stock Market US Specific Equity Passive FoF

Navi Mutual Fund · Regular plan · Growth

3-year returns
25.9%
a year
NAV
₹22.88
▼ 0.22% · 18 Sept 2026
Fund size
₹1,092 Cr
Expense ratio
0.06%
a year

Returns, and where it stands

Against the average fund of funds (overseas), and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year25.4%23.4%ahead24 of 51
3 years25.9%23%ahead17 of 46
Every period, and the Regular plan →
PeriodRegular
1 month-0.7%
3 months3.3%
6 months19.4%
1 year25.4%
2 yearsp.a.25.2%
3 yearsp.a.25.9%

Figures are for the Regular plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Feb 2022.

NAV history

▲ 25.43% in the last 1Y

18.220.723.218 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
₹83,091
XIRR (per year)
26.36%
Value today
₹2,63,091

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
16.2% a year
1.7% less than the category average — the steadier side
Worst fall so far
−20%
Feb 2025 to Apr 2025.
Years that made money
96.9%
Of every one-year stretch it has been through.
Over any three years
7.7% to 28.9%
A year, at worst and at best. Typically 22.4%.

Fund details

Minimum top-up
₹100
Lock-in
None
Plan started
24 Feb 2022
Expense ratio
0.06%
as of 31 Jul 2026

Managed by Ashutosh Shirwaikar

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

How it compares

Navi Total Stock Market US Specific Equity Passive FoF against other funds in the Fund of Funds (Overseas) category
Fund1Y3Y5YExpenseFund size
DSP World Gold Mining Overseas Equity Omni FoF57.46%56.87%31.69%2.61%₹1,828 Cr
Mirae Asset Global X Artificial Intelligence & Technology ETF Fund of Fund42.68%38.19%0.69%₹480 Cr
ICICI Prudential Strategic Metal and Energy Equity Fund of Fund65.43%35.15%0.98%₹328 Cr
Navi NASDAQ100 US Specific Equity Passive FOF31.85%31.11%0.16%₹1,252 Cr
Kotak US Specific Equity Passive FOF30.42%30.61%20.25%0.64%₹4,542 Cr
Invesco India - Invesco EQQQ Nasdaq-100 ETF Fund of Fund30.39%30.44%0.4%₹469 Cr
Navi Total Stock Market US Specific Equity Passive FoF25.43%25.92%0.06%₹1,092 Cr

About Navi Total Stock Market US Specific Equity Passive FoF

Navi Total Stock Market US Specific Equity Passive FoF is a fund of funds (overseas) managed by Navi Mutual Fund. Fund of funds that invest in international mutual funds or ETFs, giving exposure to markets such as the US.

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). There is no assurance that the investment objective of the scheme will be achieved.

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

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

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

Every plan and option, with scheme codes
PlanOptionNAVScheme code
Growth₹22.8755149830
Growth₹22.8755149831

Frequently asked questions

What is the NAV of Navi Total Stock Market US Specific Equity Passive FoF today?

The NAV of Navi Total Stock Market US Specific Equity Passive FoF (Regular plan, Growth) is ₹22.8755, as of 18 Sept 2026.

What returns has Navi Total Stock Market US Specific Equity Passive FoF given?

Over the last year the Regular plan returned 25.43%, and 25.92% a year over 3 years. That places it 17 of 46 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Navi Total Stock Market US Specific Equity Passive FoF?

The Regular plan charges 0.06% 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.

How much has Navi Total Stock Market US Specific Equity Passive FoF fallen in the past?

Its deepest fall was 20% from 19 Feb 2025 to 8 Apr 2025. Of every one-year stretch in its history, 97% ended in a gain.

Which category does Navi Total Stock Market US Specific Equity Passive FoF belong to?

It is a Fund of Funds (Overseas) from Navi Mutual Fund. Fund of funds that invest in international mutual funds or ETFs, giving exposure to markets such as the US.

How are gains from Navi Total Stock Market US Specific Equity Passive FoF taxed?

How gains are taxed depends on what the scheme holds — equity, debt, gold or units of other funds each follow different rules. The scheme document states which applies.

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.