OtherIndex FundsDirect · Growth
Navi Nifty Next 50 Index Fund- Direct Plan- Growth
Navi · Scheme 149447
₹17.73▼ 0.22%NAV · 2026-09-18
Strong FundScore
AUM
₹1,314 cr
Expense ratio
0.25%
3Y CAGR
19.9%
Risk level
High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Pranav VasaExit load: Nil
Strong · 77/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Compounding well recently — 19.9% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.25% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +19.9%
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •Weak risk-adjusted returns (Sharpe 0.44) — took on risk without enough payoff.
- •Sharpe ratio: 0.44
- •Sortino ratio: 0.53
FundScore breakdown
77/100 · Strong
Returns
Excellent
Consistency
Excellent
Risk-adjusted
Weak
Downside protection
Decent
Cost efficiency
Excellent
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.