72
Index — Large CapBuy
Navi Nifty Next 50 Index
Navi · Direct–Growth · rank #9 of 82 by Smart Score
Data updated
Trailing returns
1 Year
4.4%
+11.8% vs index
3 Years
16.6%
+10.5% vs index
5 Years
—
Since launch
12.3%
Year-by-year performance
2023
+26.7%+5.7% vs index
2024
+27.8%+18.0% vs index
2025
+2.5%-9.2% vs index
2026
+4.4%+14.3% vs index
Why this score
Navi Nifty Next 50 Index scores 72/100 — #9 of 82 Index — Large Cap fund (Buy). It stands out for 3y return and sharpe ratio — beating 84% of peers on 3y return. The main drag is its volatility (better than only 6% of peers).
Each bar shows the fund's percentile vs Index — Large Cap peers — a longer bar beats more of the category.
3Y return16.56% · 84th percentile in category
Sharpe ratio0.55 · 91st percentile in category
Volatility18.45 · 6th percentile in category
Sortino ratio0.73 · 85th percentile in category
Alpha9.20 · 82nd percentile in category
Fund size1330.09 Cr · 76th percentile in category
Top holdings
1.Divi's Laboratories Ltd4.74%
2.TVS Motor Company Ltd4.01%
3.Tata Motors Ltd3.87%
4.Hindustan Aeronautics Ltd3.59%
5.Adani Power Ltd3.23%
51 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.