FundLens
43
Index — Large CapAvoid

Navi ELSS Tax Saver Nifty 50 Index

Navi · Direct–Growth · rank #46 of 81 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-3.4%
-0.0% vs index
3 Years
7.7%
-0.1% vs index
5 Years
Since launch
11.7%

Year-by-year performance

last entry = YTD
2024
+9.7%
2025
+11.6%
2026
-7.6%

Why this score

Navi ELSS Tax Saver Nifty 50 Index scores 43/100 — #46 of 81 Index — Large Cap fund (Avoid). It stands out for volatility and expense ratio — beating 81% of peers on volatility. The main drag is its 3y return (better than only 22% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

3Y return7.67% · 22nd percentile in category
Volatility13.17 · 81st percentile in category
Expense ratio0.24% · 72nd percentile in category
Alpha-1.33 · 30th percentile in category
Sharpe ratio0.10 · 39th percentile in category
Sortino ratio0.14 · 40th percentile in category

Other Index — Large Cap funds