Home Funds Navi ELSS Tax Saver Fund- Regular Plan- Growth Opt

Navi ELSS Tax Saver Fund- Regular Plan- Growth Option

Navi · ELSS
High
₹27.30
Current NAV
10 Apr 2026
21.6%
1Y Return
12.6%
3Y CAGR
11.6%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹17,410 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the ELSS mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.

Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.

Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.86
Sharpe Ratio
0.76
Beta
-2.64
Alpha
1.00
Sortino
Fund Details
Fund House Navi
Category ELSS
AUM ₹17410 Cr
Expense Ratio 1.56%
Min SIP ₹500
Min Lumpsum ₹1000
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