Navi Nifty Midcap 150 Index Fund Regular Plan

Index Funds / ETFsOther Rank 55 of 199

NAV · Regular-Growth

—-0.08-0.39%

As of — · AMFI

NAV growth+9.2%

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

+9.2%

+2.3 vs cat

3Y CAGR

+17.2%

+4.8 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 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 17.2%. 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)

₹21.3214

Last 1Y

+9.19%

Aug 25Min ₹17.76 · Max ₹21.48 · 248 ptsAug 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	-0.41%	-0.47%	231/ 432
1M	+1.72%	+1.63%	174/ 430
3M	+5.19%	+4.31%	147/ 420
6M	+5.17%	+1.61%	91/ 402
YTD	+4.61%	+2.01%	119/ 395
1Y	+9.19%	+6.87%	88/ 369
2Y	+4.09%	+5.64%	129/ 248
3Y	+17.24%	+12.46%	55/ 199

Available plans & options

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