Index Funds ETFs · Other

Navi ELSS Tax Saver Nifty 50 Index Fund

Fund house not on record

Benchmark

Nifty 50 TRI

Riskometer

Very High

Size

₹145 cr

Allotted

20 Mar 2023

Holdings as of

Not on record

Navi ELSS Tax Saver Nifty 50 Index Fund is a index funds etfs fund with ₹145 cr under management. It is ahead of its benchmark (Nifty 50 TRI) in 0 of 2 periods. Its direct plan charges 0.25% a year. Ashutosh Shirwaikar has managed it for 1.7 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Navi ELSS Tax Saver Nifty 50 Index Fund beaten its benchmark?

Ahead of its benchmark, Nifty 50 TRI, in 0 of 2 periods in AMFI's figures; −9.16% over the last year against −8.95%.

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty 50 TRI) in 0 of 2 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−9.16%	−9.90%	−8.95%	−0.21	🔒
3y	+5.74%	+4.74%	+6.01%	−0.27	🔒
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Navi ELSS Tax Saver Nifty 50 Index Fund cost?

0.25% a year on the direct plan, 1.08% on the regular plan; 0 of 30 funds in its category charge less.

Direct plan

0.25% a year

Category median 1.07%

Regular plan

1.08% a year

Category median 1.83%

Gap

0.83 points

for the same holdings

0 of 30 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - ELSS

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Navi ELSS Tax Saver Nifty 50 Index Fund?

Ashutosh Shirwaikar, since 14 Feb 2025.

Ashutosh Shirwaikar

Equity

1.7 years

since 14 Feb 2025

Benchmark as filedNIFTY 50 TRI INDEX

Exit load

NIL

From 6 Scheme Summary Documents filed with NSE, first on 8 May 2026; as on 8 Oct 2026

What does Navi ELSS Tax Saver Nifty 50 Index Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Navi ELSS Tax Saver Nifty 50 Index Fund?

Ashutosh Shirwaikar (Equity) since 14 Feb 2025.

What is the expense ratio of Navi ELSS Tax Saver Nifty 50 Index Fund?

0.25% a year on the direct plan and 1.08% on the regular plan (expense report, Oct 2026).

How has Navi ELSS Tax Saver Nifty 50 Index Fund done?

Its direct plan returned +5.74% a year over 3 years against +6.01% for its benchmark, Nifty 50 TRI, as of 13 Oct 2026.