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Historical NAV
₹ 20.2129
NAV (Nov 29)
Fund Returns
Last 1Y
33.7%
Last 3Y
14.6%
Last 5Y
13.4%
Last 10Y
NA
Since Inception
12.7%
6 Month CAGR
14.5%
Scheme Information
Investment 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.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Navi AMC Limited manages assets worth 924 crores and was set up on 9 April 2009. It's current offering of mutual fund schemes includes 29 equity,14 debt and 32 hybrid funds.
Invest in a scientifically curated set of tax saving funds (ELSS) which are designed to help you save tax under Sec. 80C while offering the opportunity for growth in line with equity returns.
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Top Ranked
Neutral
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Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
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About Navi Long Term Advantage Fund (G)
About Navi Long Term Advantage Fund (G)
Navi Long Term Advantage Fund (G) is a Tax Saving Equity fund and has delivered an annualised return of 12.7% over a period of 5 years. The fund was previously known as Essel Long Term Advantage Reg Gr . The fund is managed by Navi AMC Limited. The fund managers are Girish Raj, Hari Shyamsunder
Navi Long Term Advantage Fund (G) Investment 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. . However, there is no assurance that the objective of the scheme will be realized.
Navi Long Term Advantage Fund (G) NAV,AUM,Risk
The Navi Long Term Advantage Fund (G) fund was launched on Dec 30, 2015. The NAV (Net Asset Value) of this Tax Saving Equity fund as of 2021-11-29 is ₹20.21. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹69.621. The category risk of the Navi Long Term Advantage Fund (G) fund is Very High Risk. The fund charges 2.25 % as expense ratio.
Navi Long Term Advantage Fund (G) Holdings
The fund’s highest allocation is towards Equity and has invested 97.5% in this asset class. The top three holdings of the fund are , icici bank ltd , hdfc bank ltd , reliance industries ltd , infosys ltd , wipro ltd , tata motors ltd , sbi cards and payment services ltd ordinary shares , jubilant foodworks ltd , kotak mahindra bank ltd , tata consultancy services ltd , axis bank ltd , treps/reverse repo/net current assets/cash/cash equivalent , tata power co ltd , honeywell automation india ltd , avenue supermarts ltd , tata steel ltd , atul ltd , vip industries ltd , greenply industries ltd , bharti airtel ltd , state bank of india , sun pharmaceuticals industries ltd , polycab india ltd , ashok leyland ltd , larsen & toubro ltd , tata elxsi ltd , gujarat gas ltd , icici prudential life insurance company limited , cipla ltd , quess corp ltd , ambuja cements ltd , minda industries ltd , tci express ltd , crompton greaves consumer electricals ltd , dr reddy's laboratories ltd , city union bank ltd , bharat forge ltd , vinati organics ltd , wabco india ltd , gail (india) ltd , the federal bank ltd , l&t technology services ltd , cg power & industrial solutions ltd , ceat ltd , navin fluorine international ltd , jk cement ltd , dcb bank ltd , reliance industries ltd ordinary shares (partly paid rs.5)
Navi Long Term Advantage Fund (G) Sip
The minimum SIP (Systematic Investment Plan) amount for this is ₹500 and you can increase this in multiples of ₹ 500. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 500.
Navi Long Term Advantage Fund (G) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 100 India TR INR
Navi Long Term Advantage Fund (G) Review
Navi Long Term Advantage Fund (G) has a score of 0 on a scale of 5. The fund scores 0 out of 5 based on historical performance.
As compared to the other funds in its category, Navi Long Term Advantage Fund (G) has a score of 0 out of 5
Scipbox has rated this fund 0 out of 5 based on consistency of performance over various years / tenures.
