FundLens
58
Index — Mid CapHold

Navi Nifty Midcap 150 Index

Navi · Direct–Growth · rank #8 / 23 Smart Score ke hisaab se

Data updated

Navi Nifty Midcap 150 Index ka score 58/100 hai — 23 mein #8 Index — Mid Cap fund (Hold). Mazbooti: expense ratio (category mein 85th percentile) aur utaar-chadhaav (category mein 79th percentile). Kamzori: 3 saal ka return (category mein 35th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
3.6%
-0.3% index ke muqable
3 saal
18.2%
-0.4% index ke muqable
5 saal
Launch se
19.2%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
43.8%
2024
23.9%
2025
5.4%
2026
2.1%

Risk metrics

Sharpe ratio
0.69
↑ jitna zyada, utna accha
Sortino ratio
0.92
↑ jitna zyada, utna accha
Std deviation
17.15
↓ jitna kam, utna accha
Alpha
-2.68
↑ jitna zyada, utna accha
Beta
1.00
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.