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NAV: 25 Sep 2025
₹35.06
Rating
1
Min. SIP amount
Not Supported
Fund size
₹311.32Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Holdings (79)
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Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Equity Large & MidCap
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | -6.8% | 12.6% | 19.3% | 13.6% |
| Category average | -8.7% | 17.5% | 23.1% | NA |
| Rank with in category | 27 | 42 | 23 | NA |
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Peer Comparison
| Equity, Large & MidCap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Navi Large & Midcap Fund IDCW Half Yearly | 1 | -6.8% | 12.6% | 311.32 |
Expense ratio, exit load and tax
Expense ratio: 2.26%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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Check past data
Fund management
Ashutosh ShirwaikarAug 2023 - PresentView details
Ashutosh Shirwaikar
Aug 2023 - Present
View details
Education
Mr. Shirwaikar has done MMS and CFA
Experience
Prior to joining Navi MF, he has worked with Quantum AMC and ICICI Bank
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
NA
Phone
NA
Launch Date
NA
E-mail
NAWebsite
NACompare funds
Navi Large & Midcap Fund IDCW Half Yearly
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