Navi Nifty Smallcap250 Momentum Quality 100 Index Fund

AMC: NAVI Low Risk

📊 Quick Summary Of This Page

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.90%
Expense Ratio
Mr. Ashutosh Shirwaikar
Fund Manager
Growth
Plan Type
25 Feb 2025
Launch Date
0%
Exit Load
NAV Momentum
Fund Analysis

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund does not yet have a 5-year performance history.

The average return for funds is 61.66% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 11.91% 2.52%
2 Year Return N/A 14.81%
3 Year Return N/A 41.29%
4 Year Return N/A 54.54%
5 Year Return N/A 61.66%
6 Year Return N/A 80.31%
7 Year Return N/A 90.53%
Expense Ratio 0.90% -
NAV History
Fund Information

AMC: NAVI

Category:

Launch Date: 25 Feb 2025

Fund Manager: Mr. Ashutosh Shirwaikar

Minimum Purchase: ₹100

Exit Load:

Lock-in: 0

Risk: Low Risk

About This Fund

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund is managed by NAVI .

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Navi Nifty Smallcap250 Momentum Quality 100 Index Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Navi Nifty Smallcap250 Momentum Quality 100 Index Fund, based on the latest portfolio data.

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Navi Nifty Smallcap250 Momentum Quality 100 Index Fund is , which represents the annual cost charged for managing the fund.

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund manages assets worth approximately , representing the total investor capital under management.

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Navi Nifty Smallcap250 Momentum Quality 100 Index Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Navi Nifty Smallcap250 Momentum Quality 100 Index Fund and making investment decisions.

Yes, Navi Nifty Smallcap250 Momentum Quality 100 Index Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Navi Nifty Smallcap250 Momentum Quality 100 Index Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Navi Nifty Smallcap250 Momentum Quality 100 Index Fund to estimate returns and wealth creation over different time periods.