Create stable, long-term investment portfolio with strong, consistent stocks.
Start Research-backed Investing ...Now.
Worth Seeing!
Top Stocks to Buy: Get 13 Picks That We Think Will Soar
Claim Your Stock Picks
Claim Your Stock Picks
Navi Nifty Next 50 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 60.52 | N/A | N/A | N/A |
| Average Rolling Returns(%) | 15.40 | N/A | N/A | N/A |
The Current NAV of Navi Nifty Next 50 Index Fund - Growth - Direct Plan is ₹14.75.
It is better to invest in a fund with a longer track record as Navi Nifty Next 50 Index Fund - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY NEXT 50 - TRI returns, as Funds portfolio is significantly different.
Navi Nifty Next 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.11%
The process for redemption is
The AUM of Navi Nifty Next 50 Index Fund - Growth - Direct Plan is currently ₹247 Crores.
The Top three stocks are Trent, Bharat Electronics and Tata Power and account for 12% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% of fund’s portfolio respectively.
Top three sectors of Navi Nifty Next 50 Index Fund - Growth - Direct Plan fund are BFSI, Capital Goods and Construction & Infrastructure accounting for 51% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Nifty Next 50 it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Navi Nifty Next 50 Index Fund - Growth - Direct Plan Fund is Index Funds - Nifty Next 50.
Aditya Mulki manages the Navi Nifty Next 50 Index Fund - Growth - Direct Plan Fund.
Navi Nifty Next 50 Index Fund - Growth - Direct Plan current PE ratio is 59.77 and PB ratio is 10.13
The asset allocation of Navi Nifty Next 50 Index Fund - Growth - Direct Plan is Stocks : 100.13%, Debt : -0.15% and Gold : 0%
The minimum SIP amount for Navi Nifty Next 50 Index Fund - Growth - Direct Plan is ₹10.00 and minimum lumpsum is ₹10.00
The exit load for Navi Nifty Next 50 Index Fund - Growth - Direct Plan is Nil
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
Download APP
