FundLens
44
Index — Mid CapAvoid

Navi Nifty Midcap 150 Index

Navi · Direct–Growth · rank #11 of 24 by Smart Score

Data updated

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)
1 Year
4.7%
-0.3% vs index
3 Years
14.8%
-0.3% vs index
5 Years
Since launch
18.7%

Why this score

Navi Nifty Midcap 150 Index scores 44/100 — #11 of 24 Index — Mid Cap fund (Avoid). It stands out for expense ratio — beating 87% of peers on expense ratio. The main drag is its 3y return (better than only 20% of peers).

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

3Y return14.82% · 20th percentile in category
Expense ratio0.33% · 87th percentile in category
Fund size407.98 Cr · 56th percentile in category
1Y return4.74% · 42nd percentile in category

Top holdings

top 5 = 10.7% of portfolio
1.BSE Ltd3.14%
2.The Federal Bank Ltd2.06%
3.Multi Commodity Exchange Of India Ltd2.03%
4.Laurus Labs Ltd1.74%
5.One 97 Communications Ltd1.69%

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

Other Index — Mid Cap funds