Navi Total Stock Market US Specific Equity Passive FoF
Navi Total Stock Market US Specific Equity Passive FoF is a fofs (overseas/domestic) fund of Navi Mutual Fund with ₹1,093 cr under management. It is ahead of its benchmark (CRSP US Total Market Index) in 2 of 2 periods. Its direct plan charges 0.07% a year. Ashutosh Shirwaikar has managed it for 1.7 years.
Has Navi Total Stock Market US Specific Equity Passive FoF beaten its benchmark?
Ahead of its benchmark, CRSP US Total Market Index, in 2 of 2 periods in AMFI's figures; +25.89% over the last year against +17.96%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | +1.19% | −3.60% | — |
| 3 months | +1.88% | −5.03% | — |
| 6 months | +15.07% | −1.83% | — |
| 1 year | +25.89% | −4.06% | +29.95 pts |
| 3 years | +27.76% | +9.27% | +18.49 pts |
| 5 years | — | +8.00% | — |
| 10 years | — | +12.69% | — |
| Since start from 24 Feb 2022 | +19.59% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +25.89% | +26.01% | +17.96% | +7.93 | 🔒 |
| 3y | +27.71% | +27.75% | +22.86% | +4.85 | 🔒 |
| 5y | — | — | — | — | — |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2022 to 13 Oct 2026₹100 put in at the start of Feb 2022 would be ₹225 on 13 Oct 2026, against ₹161 in the Nifty 500 TRI.
What does Navi Total Stock Market US Specific Equity Passive FoF cost?
0.07% a year on the direct plan, 0.07% on the regular plan; 1 of 33 funds in its category charge less.
Who manages Navi Total Stock Market US Specific Equity Passive FoF?
Ashutosh Shirwaikar, since 14 Feb 2025.
What does Navi Total Stock Market US Specific Equity Passive FoF hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
Who manages Navi Total Stock Market US Specific Equity Passive FoF?
Ashutosh Shirwaikar (Equity) since 14 Feb 2025.
What is the expense ratio of Navi Total Stock Market US Specific Equity Passive FoF?
0.07% a year on the direct plan and 0.07% on the regular plan (expense report, Oct 2026).
How has Navi Total Stock Market US Specific Equity Passive FoF done?
Its direct plan returned +27.71% a year over 3 years against +22.86% for its benchmark, CRSP US Total Market Index, as of 13 Oct 2026.
See Navi Total Stock Market US Specific Equity Passive FoF beside your own funds in Valarth
