FundLens
29
Large & Mid CapAvoid

Navi Large & Midcap

Navi · Direct–Growth · rank #28 / 34 Smart Score ke hisaab se

Data updated

Navi Large & Midcap ka score 29/100 hai — 34 mein #28 Large & Mid Cap fund (Avoid). Mazbooti: expense ratio (category mein 94th percentile). Kamzori: 3 saal ka return (category mein 6th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)
1 saal
1.9%
+0.8% index ke muqable
3 saal
10.6%
5 saal
12.8%
Launch se
14.9%

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
0.9%

Risk metrics

Sharpe ratio
0.29
↑ jitna zyada, utna accha
Sortino ratio
0.39
↑ jitna zyada, utna accha
Std deviation
14.58
↓ jitna kam, utna accha
Alpha
-4.54
↑ 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.