3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹203.07 Cr.
Expense Ratio
0.21% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Navi Mutual Fund Managers
AM
Aditya Mulki
Fund Manager since Dec 2019
Fund House Details
Navi Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Nifty Smallcap 250 Index Fund |
23.83% |
0 |
Motilal Oswal Nifty Midcap 150 Index Fund |
24.04% |
0 |
DSP Nifty 50 Equal Weight Index Fund |
18.53% |
0 |
Schemes by Navi Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Growth
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Annual IDCW Payout
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Annual IDCW Reinvestment
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Half Yearly IDCW Payout
Hybrid . Aggressive Hybrid Fund
Navi Aggressive Hybrid Fund Direct Plan Half Yearly IDCW Reinvestment
About Navi Nifty Midcap 150 Index Fund Direct Plan Growth
Navi Nifty Midcap 150 Index Fund Direct Plan Growth is an index fund scheme managed by Navi Mutual Fund. It is a passively managed fund that tracks the performance of the Nifty Midcap 150 Index. The index is a broad market index that comprises the 150 largest mid-cap stocks listed on the NSE. The fund aims to provide investors with the opportunity to invest in the Indian mid-cap equity market through a low-cost and passively managed vehicle. It is an open-ended fund, meaning that investors can buy and sell units of the fund in the secondary market at any time. The expense ratio of the fund is lower than the category average.
Investment Objectives of the Scheme
The investment objective of Navi Nifty Midcap 150 Index Fund Direct Plan Growth is to track the performance of the Nifty Midcap 150 Index.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.21% |
Fund Manager | Aditya Mulki |
Fund Size | ₹203.07 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
This fund is suitable for investors who are looking for long-term growth and have a moderate risk appetite. The fund's investment in the Nifty Midcap 150 Index makes it a relatively safe asset class, but it is also exposed to the risks of the Indian mid-cap equity market. Therefore, consult your financial advisor before making an investment decision.
AMC Contact Details
Name | Navi Mutual Fund |
Launch Date | NA |
Addresss | NA |
Contact | NA |
NA | |
Website | NA |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of Navi Nifty Midcap 150 Index Fund?
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What is the expense ratio of Navi Nifty Midcap 150 Index Fund?
What are the returns of Navi Nifty Midcap 150 Index Fund since inception?
What is the minimum SIP amount to invest in Navi Nifty Midcap 150 Index Fund?
How do I invest in Navi Nifty Midcap 150 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Navi Nifty Midcap 150 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Navi Nifty Midcap 150 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Navi Nifty Midcap 150 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.