Navi Nifty Midcap 150 Index Fund Direct Plan

Index Funds / ETFsOther Rank 45 of 199

NAV · Direct-Growth

₹22.14-0.09-0.38%

As of 18 Aug 2026 · AMFI

NAV growth+10.0%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y all ahead

Consistency

Strong

positive in 4 of 4 years

Beats its Index Funds / ETFs category on 1Y & 3Y.

1Y return

+10.0%

+3.2 vs cat

3Y CAGR

+18.2%

+5.7 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

17.9%

3Y std dev

Go deeper on Navi Nifty Midcap 150 Index Fund Direct Plan

Two data-only views, computed from this fund's real NAV history — no projections.

Navi Nifty Midcap 150 Index Fund Direct Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Navi Nifty Midcap 150 Index Fund Direct Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Navi Nifty Midcap 150 Index Fund Direct Plan is a Index Funds / ETFs scheme from Navi. 3-year CAGR: about 18.2%. Worst historical drawdown: -21% in Feb 2025, recovered in 9 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF959L01FX6

NAV (Direct-Growth)

₹22.1354

Last 1Y

+10.02%

Aug 25Min ₹18.38 · Max ₹22.30 · 248 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Feb 2025

-21.0%

Peak ₹21.25 on 24 Sept 2024 → trough ₹16.80 on 28 Feb 2025 (5 months down).

Recovered in 9 months· 17 Nov 2025

Jun 2022

-18.3%

Peak ₹11.03 on 11 Apr 2022 → trough ₹9.01 on 20 Jun 2022 (2 months down).

Recovered in 2 months· 16 Aug 2022

Mar 2026

-14.0%

Peak ₹21.37 on 7 Jan 2026 → trough ₹18.38 on 31 Mar 2026 (3 months down).

Recovered in 1 months· 7 May 2026

Mar 2023

-10.4%

Peak ₹11.66 on 14 Dec 2022 → trough ₹10.45 on 28 Mar 2023 (3 months down).

Recovered in 2 months· 25 May 2023

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.40%	-0.47%	224/ 432
1M	+1.79%	+1.63%	167/ 430
3M	+5.41%	+4.31%	133/ 420
6M	+5.56%	+1.61%	80/ 402
YTD	+5.12%	+2.01%	100/ 395
1Y	+10.03%	+6.87%	84/ 369
2Y	+4.89%	+5.64%	128/ 248
3Y	+18.18%	+12.46%	45/ 199

Available plans & options

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