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Navi Nifty India Manufacturing Index Fund- Direct Plan- Growth

Navi · Scheme 150515

20.08 0.15%NAV · 2026-08-05
84
Excellent FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
20.2%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+3.44%
3 Months+5.33%
6 Months+7.81%
1 Year+16.59%
3 Years (CAGR)+20.23%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+19.61%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns98
Consistency100
Risk-adjusted51
Downside protection74
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +20.2%
  • 3Y CAGR vs category: +12.1% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Volatility: 15% annualised

Risk metrics

Sharpe ratio
0.87
Sortino ratio
1.10
Volatility
14.92%
Max drawdown
-23.03%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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