EquityLarge & Mid Cap FundDirect · Growth
Navi Large & Midcap Fund- Direct Plan- Growth Option
Navi · Scheme 135677
₹45.29▼ 0.44%NAV · 2026-09-18
Average FundScore
AUM
₹313 cr
Expense ratio
0.66%
3Y CAGR
12.3%
Risk level
High
Min SIP
₹100
Benchmark
Nifty LargeMidcap 250 TRI
Fund manager: Amit NigamExit load: Nil
Average · 53/100
Middle-of-the-pack — compare it against better-scored peers.
🎯 Best held for the long term (5+ years) as part of a diversified portfolio.
📈 Why it could do well
- ✓Low cost — 0.66% expense ratio means more of the return stays with you.
- ✓10Y CAGR: +14.2%
- ✓Positive 3Y windows: 97% of rolling 3Y windows positive
📉 What could drag it down
- •3Y CAGR vs category: -3.9% vs category avg
- •5Y CAGR vs category: -1.9% vs category avg
FundScore breakdown
53/100 · Average
Returns
Weak
Consistency
Decent
Risk-adjusted
Average
Downside protection
Weak
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.