Navin Matta
Manager & Research Analyst - Equity at Mahindra Manulife · 20 years in the industry
Navin Matta is named on 2 schemes at Mahindra Manulife, managing there since 24 Oct 2024. Of the 2 ranked with a three-year record, 3-year CAGR runs from 9.0% (Mahindra Manulife Consumption Fund - Direct Plan - Growth) down to 6.4% (Mahindra Manulife Arbitrage Fund - Direct Plan - Growth), across Sectoral/ Thematic, Arbitrage Fund. Returns are computed from AMFI NAV history and are net of expenses; the roles and dates come from Mahindra Manulife's SEBI filings.
Background
- Qualifications· from the SAI
- PGDBA
- Experience
- Manager in the last 10 schemes under his years management • Fund Manager & • Co - Fund Manager of Research Analyst – Mahindra Manulife Equity, Mahindra Arbitrage Fund. Manulife Investment Management Private Limited (October 2024 – Until Date) • Investment advisor and Research Analyst – Equity, Mahindra Manulife Investment Management Private Limited (October 2021 – October 2024) • Research Analyst – Equity, Mahindra Manulife Investment Management Private Limited (July 2020 – October 2021) • Research Analyst - BOB Capital (August 2019 - May 2020) Manager in the last 10 schemes under his years management • Research Analyst - SAFE Enterprises (March 2019 - June 2019) • Research Analyst - Bajaj Allianz Life Insurance (June 2016 – March 2019) • Research Analyst - HDFC Securities (August 2014 – June 2016) • Research Analyst - Daiwa Capital (November 2010 – February 2014)
Funds Navin Matta manages
2Ranked by 3Y CAGR. Schemes without a three-year record yet are not listed. Open a fund for NAV history, rolling returns, risk metrics and peer rank.
| 1 | Mahindra Manulife Consumption Fund | ★★★☆☆ | -7.6% | +9.0% | +10.8% | 1.09% | ₹490.91Cr |
| 2 | Mahindra Manulife Arbitrage Fund | ★☆☆☆☆ | +6.3% | +6.4% | +5.9% | 1.16% | ₹134.27Cr |
NAV data as of 06 Oct 2026. Role, qualifications and tenure are disclosures from Mahindra Manulife’s Scheme Information Documents and Statement of Additional Information — SEBI filings, not our assessment of anyone. Returns are computed from AMFI NAV history; see our methodology. A fund’s performance is not attributable to one person, and nothing here is investment advice.