FundLens
59
Index — Large CapHold

Navi Nifty 50 Index

Navi · Direct–Growth · rank #23 of 82 by Smart Score

Data updated

Trailing returns

vs Nifty 50 (index-fund proxy)
1 Year
-7.3%
+0.1% vs index
3 Years
6.1%
+0.0% vs index
5 Years
6.9%
+0.0% vs index
Since launch
8.8%

Year-by-year performance

last entry = YTD
2022
+5.4%
2023
+21.1%
2024
+9.8%
2025
+11.7%
2026
-9.9%

Why this score

Navi Nifty 50 Index scores 59/100 — #23 of 82 Index — Large Cap fund (Hold). It stands out for expense ratio and fund size — beating 99% of peers on expense ratio. The main drag is its alpha (better than only 30% of peers).

Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.

Expense ratio0.10% · 99th percentile in category
Fund size4129.71 Cr · 91st percentile in category
Volatility13.21 · 72nd percentile in category
Alpha-1.15 · 30th percentile in category
5Y return6.87% · 54th percentile in category
3Y return6.10% · 48th percentile in category

Top holdings

top 5 = 36.4% of portfolio
1.HDFC Bank Ltd9.86%
2.ICICI Bank Ltd9.45%
3.Reliance Industries Ltd7.83%
4.Bharti Airtel Ltd5%
5.Larsen & Toubro Ltd4.3%

50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Index — Large Cap funds