Navi Nifty REITs & Realty Index Fund
The investment objective of the scheme is to achieve a return equivalent to Nifty REITs & Realty Index by investing in the stocks of companies which comprise the Nifty REITs & Realty Index, subject to tracking error.
REITs deliver steady rental income from commercial properties such as offices, malls, warehouses, and data centers. Real estate development companies offer growth potential through new projects and rising property values. Together, they provide investors a diversified, passive way to participate in India’s real estate story, without the capital intensity or illiquidity of owning physical property.
(source: navi.com)
(source: navi.com)
Who should Invest?
Investors seeking capital appreciation and income over the long term through combined exposure to REITs and real estate companies.
Investors who want diversified, passive exposure to commercial real estate and residential/commercial developers without the capital intensity, illiquidity, and legal complexity of direct property ownership.
Investors comfortable with a Very High risk product (per the scheme’s Riskometer) and a long-term investment horizon.
Passive investors who value transparent, rules-based index construction over active real-estate stock-picking.
(source: navi.com)
Navi Nifty Reits & Realty Index fund NFO Details:
Navi Nifty Reits & Realty Index fund NFO
Application Form
Scheme Documents
(source: navi.com)
Navi Nifty Reits & Realty Index fund NFO Riskometer:
(source: navi.com)