29
Large & Mid CapAvoid
Navi Large & Midcap
Navi · Direct–Growth · rank #28 of 34 by Smart Score
Trailing returns
1 Year
3.7%
+1.3% vs index
3 Years
11.3%
5 Years
13.1%
Since launch
15.1%
Year-by-year performance
2021
+47.1%—
2022
+2.3%—
2023
+25.8%—
2024
+18.4%-0.1% vs index
2025
+3.2%-5.2% vs index
2026
+2.5%+2.9% vs index
Why this score
Navi Large & Midcap scores 29/100 — #28 of 34 Large & Mid Cap fund (Avoid). It stands out for expense ratio — beating 94% of peers on expense ratio. The main drag is its 3y return (better than only 6% of peers).
Each bar shows the fund's percentile vs Large & Mid Cap peers — a longer bar beats more of the category.
3Y return11.29% · 6th percentile in category
5Y return13.12% · 21st percentile in category
Expense ratio0.65% · 94th percentile in category
Sharpe ratio0.33 · 19th percentile in category
Fund size310.12 Cr · 7th percentile in category
Alpha-4.58 · 8th percentile in category