FundLens
29
Large & Mid CapAvoid

Navi Large & Midcap

Navi · Direct–Growth · rank #29 / 36 Smart Score ke hisaab se

Data updated

Navi Large & Midcap ka score 29/100 hai — 36 mein #29 Large & Mid Cap fund (Avoid). Mazbooti: expense ratio (category mein 99th percentile). Kamzori: 3 saal ka return (category mein 6th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
8.3%
+3.1% index ke muqable
3 saal
10.8%
5 saal
11.7%
Launch se
15.0%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
47.1%
2022
2.3%
2023
25.8%
2024
18.4%
2025
3.2%
2026
4.0%

Risk metrics

Sharpe ratio
0.29
↑ jitna zyada, utna accha
Sortino ratio
0.41
↑ jitna zyada, utna accha
Std deviation
14.58
↓ jitna kam, utna accha
Alpha
-4.27
↑ jitna zyada, utna accha
Beta
0.95
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.