74
Index — Large CapBuy
Navi Nifty Next 50 Index
Navi · Direct–Growth · rank #9 of 82 by Smart Score
Data updated
Trailing returns
1 Year
-0.3%
+9.8% vs index
3 Years
15.7%
+9.4% vs index
5 Years
—
Since launch
11.0%
Year-by-year performance
2023
+26.7%+5.7% vs index
2024
+27.8%+18.0% vs index
2025
+2.5%-9.2% vs index
2026
-0.4%+11.3% vs index
Why this score
Navi Nifty Next 50 Index scores 74/100 — #9 of 82 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 8% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return15.68% · 84th percentile in category
Sharpe ratio0.50 · 94th percentile in category
Volatility18.56 · 8th percentile in category
Sortino ratio0.66 · 88th percentile in category
Alpha8.05 · 85th percentile in category
Fund size1274.67 Cr · 75th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.84%
2.TVS Motor Company Ltd3.95%
3.Hindustan Aeronautics Ltd3.63%
4.Tata Motors Ltd3.62%
5.Adani Power Ltd3.48%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.