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 Navi Total Stock Market US Specific Equity Passive FoF Regular Growth has an AUM of 913.43 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.06%. The minimum investment in Navi Total Stock Market US Specific Equity Passive FoF Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Moderate & Exceptional respectively.
Some of the similar funds are Mirae Asset S&P 500 Top 50 ETF Fund of Fund Regular Growth, Navi Nasdaq100 US Specific Equity Passive FOF Regular Growth, Kotak Global Emerging Market Overseas Equity Omni FOF Growth, Navi Total Stock Market US Specific Equity Passive FoF Regular Growth, Nippon India US Equity Opportunities Fund Regular Growth. Navi Total Stock Market US Specific Equity Passive FoF Regular Growth has a sharpe ratio of 1.08 & a standard deviation of 13.34%.
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