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Navi Nifty Midcap 150 Index Fund Direct Plan- Growth

Navi · Mid Cap
High
₹19.50
Current NAV
23 Oct 2026
-6.0%
1Y Return
12.4%
3Y CAGR
20.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.7%.
  • Very large asset base (AUM: ₹10,650 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
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.
  • Systematic investments (SIP) for long-term target goal-based planning.
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
1.10
Sharpe Ratio
1.30
Beta
1.10
Alpha
1.21
Sortino
Fund Details
Fund House Navi
Category Mid Cap
AUM ₹10650 Cr
Expense Ratio 0.70%
Min SIP ₹500
Min Lumpsum ₹1000
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