Index — Small CapAvoid

Navi Nifty Small Cap 250 Momentum Quality Index

Navi · Direct–Growth · rank #15 of 18 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)

1 Year

-1.0%

-2.5% vs index

3 Years

—

5 Years

—

Since launch

15.2%

Year-by-year performance

last entry = YTD

2026

+8.6%+0.0% vs index

Why this score

Navi Nifty Small Cap 250 Momentum Quality Index scores 28/100 — #15 of 18 Index — Small Cap fund (Avoid). It stands out for volatility — beating 96% of peers on volatility. The main drag is its expense ratio (better than only 3% of peers).

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

Volatility18.78 · 96th percentile in category

Expense ratio0.64% · 3rd percentile in category

Alpha-8.78 · 4th percentile in category

Sharpe ratio0.46 · 25th percentile in category

Fund size34.36 Cr · 14th percentile in category

1Y return-1.04% · 10th percentile in category

Other Index — Small Cap funds

Axis Nifty Small Cap 50 Index

3Y 22.8%

Kotak Nifty Small Cap 50 Index

3Y 22.8%

Edelweiss Nifty Small Cap 250 Index

3Y 18.0%

Motilal Oswal Nifty Small Cap 250 Index Dir

3Y 17.9%