Navi Nifty Midcap 150 Index Fund Regular Plan

Index Funds / ETFsOther Rank 102 of 343

NAV · Regular-Growth

—-0.20-1.03%

As of — · AMFI

NAV growth+1.4%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y all ahead

Consistency

Steady

positive in 3 of 4 years

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

1Y return

+0.5%

+0.0 vs cat

3Y CAGR

+12.3%

+1.9 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

18.3%

3Y std dev

Go deeper on Navi Nifty Midcap 150 Index Fund Regular Plan

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

Navi Nifty Midcap 150 Index Fund Regular 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 Regular 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 Regular Plan is a Index Funds / ETFs scheme from Navi. 3-year CAGR: about 12.3%. Worst historical drawdown: -21% in Feb 2025, recovered in 14 months.

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

NAV history

Showing Regular · Growth · INF959L01FY4

NAV (Direct-Growth)

₹19.7172

Last 1Y

+1.37%

Oct 25Min ₹17.76 · Max ₹21.48 · 248 ptsOct 26

Drawdown stories

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

Feb 2025

-21.2%

Peak ₹20.77 on 24 Sept 2024 → trough ₹16.36 on 28 Feb 2025 (5 months down).

Recovered in 14 months· 7 May 2026

Jun 2022

-18.5%

Peak ₹11.03 on 11 Apr 2022 → trough ₹8.99 on 20 Jun 2022 (2 months down).

Recovered in 2 months· 16 Aug 2022

Mar 2023

-10.6%

Peak ₹11.58 on 14 Dec 2022 → trough ₹10.35 on 28 Mar 2023 (3 months down).

Recovered in 2 months· 26 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	-3.64%	-2.60%	555/ 741
1M	-6.73%	-4.74%	640/ 736
3M	-5.57%	-3.87%	420/ 709
6M	+8.93%	+5.02%	160/ 680
YTD	-3.26%	-3.94%	308/ 640
1Y	+0.53%	+0.48%	303/ 605
2Y	-0.84%	+1.80%	216/ 446
3Y	+12.26%	+10.40%	102/ 343

Available plans & options

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