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Navi Nifty Midcap 150 Index Fund Direct Growth
+22.23%
3Y annualised
+0.27% 1D
NAV: 09 Apr '26
₹19.83
Min. for SIP
₹100
Fund size (AUM)
₹354.25 Cr
Expense ratio
0.26%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,257 | -4.95% | |
| 6 months | ₹30,000 | ₹27,568 | -8.11% | |
| 1 year | ₹60,000 | ₹55,850 | -6.92% | |
| 3 years | ₹1,80,000 | ₹1,93,427 | +7.46% |
Holdings (150)
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | -3.1% | +14.9% | +22.2% | +18.3% |
| Category average (Equity Mid Cap) | -0.0% | +2.0% | +21.6% | -- |
| Rank (Equity Mid Cap) | -- | 30 | 21 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +22.16% | +27.08% | 4,694.85 | |
Nippon India Growth Mid Cap Fund Direct Growth | +17.02% | +26.00% | 43,982.51 | |
Edelweiss Mid Cap Direct Plan Growth | +16.75% | +25.99% | 14,355.22 | |
Sundaram Mid Cap Fund Direct Growth | +16.35% | +24.83% | 13,235.50 | |
HDFC Mid Cap Fund Direct Growth | +17.81% | +24.52% | 85,357.92 | |
| Compare | ||||
Fund management
ASAshutosh ShirwaikarAug 2023 - PresentView details
AS
Ashutosh Shirwaikar
Aug 2023 - Present
View details
About Navi Nifty Midcap 150 Index Fund Direct Growth
Navi Nifty Midcap 150 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Navi Mutual Fund. This scheme was made available to investors on 04 Dec 2009. Ashutosh Shirwaikar is the Current Fund Manager of Navi Nifty Midcap 150 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹9,104 Cr and the Latest NAV as of 09 Apr 2026 is ₹19.83.
The Navi Nifty Midcap 150 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100.
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Investment Objective
The scheme seeks to achieve return equivalent to Nifty Midcap150 Index by investing in stocks of companies comprising Nifty Midcap 150 Index, subject to tracking error.
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#36 in India
Total AUM₹9,103.70 Cr
Date of Incorporation04 Dec 2009
Launch Date04 Dec 2009
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