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Navi Nifty 50 Index Fund-Direct Plan-Growth

Navi · Index Funds
High
₹15.84
Current NAV
25 Jun 2026
21.2%
1Y Return
16.2%
3Y CAGR
11.2%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.52%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.22).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.72).
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.22
Sharpe Ratio
0.52
Beta
4.72
Alpha
1.49
Sortino
Fund Details
Fund House Navi
Category Index Funds
AUM ₹8270 Cr
Expense Ratio 0.52%
Min SIP ₹500
Min Lumpsum ₹1000
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