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OTHER•INDEX FUND

Navi Nifty Midcap 150 Index Fund

3 Year return

21.59%
NAV on December 12, 2025
20.7002
1D Returns
+0.17%
Launched on February 2022(3 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
41.47%₹1,493
Total Value ₹5,093

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹358.12 Cr.
Expense Ratio
0.26% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

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

Navi Mutual Fund Manager

AS

Ashutosh Shirwaikar

Fund Manager since Aug 2023

Fund House Details

Navi Mutual Fund

Navi Mutual Fund

Asset management company

AUM
₹8,452.82 Cr.
No. of Schemes
50
Setup Date
2009

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund21.9927%
0
Motilal Oswal Nifty Smallcap 250 Index Fund19.04%
0
Nippon India Nifty Smallcap 250 Index Fund18.5644%
0

Schemes by Navi Mutual Fund

List of mutual fund schemes by AMC

Funds
3 Years Returns
Navi Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Navi Aggressive Hybrid Fund Direct Plan Annual IDCW Payout
13.9917%
Navi Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Navi Aggressive Hybrid Fund Direct Plan Annual IDCW Reinvestment
13.9917%
Navi Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Navi Aggressive Hybrid Fund Direct Plan Growth
14.0232%
Navi Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Navi Aggressive Hybrid Fund Direct Plan Half Yearly IDCW Payout
13.9914%
Navi Mutual Fund logo

Hybrid . Aggressive Hybrid Fund

Navi Aggressive Hybrid Fund Direct Plan Half Yearly IDCW Reinvestment
13.9914%

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
0%
Expense Ratio
0.26%
Fund Manager
Ashutosh Shirwaikar
Fund Size
₹358.12 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

NameNavi Mutual Fund
Launch DateN/A
AddressN/A
ContactN/A
EmailN/A
WebsiteN/A
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Take the Guessing out of Investing

Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.

FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Navi Nifty Midcap 150 Index Fund on December 12, 2025, is ₹20.7002
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Navi Nifty Midcap 150 Index Fund, is ₹358.12 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Navi Nifty Midcap 150 Index Fund is 0.26%
The Navi Nifty Midcap 150 Index Fund was launched on February 21, 2022. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Navi Nifty Midcap 150 Index Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹5,093 in 3Y at 21.585% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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