FundLens
8
Index — Small CapAvoid

Navi Nifty Small Cap 250 Momentum Quality Index

Navi · Direct–Growth · rank #17 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
9.0%
-0.8% vs index
3 Years
5 Years
Since launch
16.0%

Why this score

Navi Nifty Small Cap 250 Momentum Quality Index scores 8/100 — #17 of 18 Index — Small Cap fund (Avoid). 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.

Expense ratio0.99% · 3rd percentile in category
Fund size40.37 Cr · 14th percentile in category
1Y return9.00% · 9th percentile in category

Top holdings

top 5 = 15.8% of portfolio
1.Sona BLW Precision Forgings Ltd3.47%
2.Karur Vysya Bank Ltd3.42%
3.Navin Fluorine International Ltd3%
4.Anand Rathi Wealth Ltd2.99%
5.Welspun Corp Ltd2.95%

100 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Small Cap funds