57
Index — Mid CapHold
Navi Nifty Midcap 150 Index
Navi · Direct–Growth · rank #8 of 23 by Smart Score
Data updated
Trailing returns
1 Year
5.5%
-0.3% vs index
3 Years
19.0%
-0.4% vs index
5 Years
—
Since launch
19.8%
Year-by-year performance
2023
+43.8%-0.6% vs index
2024
+23.9%-0.3% vs index
2025
+5.4%-0.4% vs index
2026
+4.2%-0.1% vs index
Why this score
Navi Nifty Midcap 150 Index scores 57/100 — #8 of 23 Index — Mid Cap fund (Hold). It stands out for expense ratio and volatility — beating 85% of peers on expense ratio. The main drag is its 3y return (better than only 35% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.32% · 85th percentile in category
3Y return19.03% · 35th percentile in category
Volatility17.14 · 79th percentile in category
Sharpe ratio0.73 · 62nd percentile in category
Sortino ratio0.98 · 65th percentile in category
1Y return5.51% · 42nd percentile in category