FundLens
74
Index — Large CapBuy

Navi Nifty Next 50 Index

Navi · Direct–Growth · rank #10 of 81 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
6.9%
+9.6% vs index
3 Years
18.5%
+10.5% vs index
5 Years
Since launch
13.0%

Year-by-year performance

last entry = YTD
2023
+26.7%
2024
+27.8%
2025
+2.5%
2026
+5.2%

Why this score

Navi Nifty Next 50 Index scores 74/100 — #10 of 81 Index — Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 84% of peers on 3y return. The main drag is its volatility (better than only 7% of peers).

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

3Y return18.50% · 84th percentile in category
Sharpe ratio0.65 · 87th percentile in category
Volatility18.46 · 7th percentile in category
Sortino ratio0.87 · 86th percentile in category
Expense ratio0.22% · 81st percentile in category
Alpha8.75 · 85th percentile in category

Other Index — Large Cap funds