FundLens
62
Index — Large CapBuy

Navi Nifty 50 Index

Navi · Direct–Growth · rank #21 of 81 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-2.6%
+0.0% vs index
3 Years
8.1%
+0.0% vs index
5 Years
10.2%
+0.0% vs index
Since launch
9.8%

Year-by-year performance

last entry = YTD
2022
+5.4%
2023
+21.1%
2024
+9.8%
2025
+11.7%
2026
-6.8%

Why this score

Navi Nifty 50 Index scores 62/100 — #21 of 81 Index — Large Cap fund (Buy). It stands out for expense ratio and fund size — beating 99% of peers on expense ratio. The main drag is its alpha (better than only 36% of peers).

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

Expense ratio0.10% · 99th percentile in category
Fund size4014.68 Cr · 91st percentile in category
Volatility13.17 · 76th percentile in category
5Y return10.20% · 61st percentile in category
Alpha-1.25 · 36th percentile in category
Sortino ratio0.17 · 57th percentile in category

Other Index — Large Cap funds