Invest in Navi Nifty Midcap 150 Index Fund
Navi Nifty Midcap 150 Index Fund
Navi Nifty Midcap 150 Index Fund will replicate the Nifty Midcap 150 Index. Nifty Midcap 150 Index represents 150 companies (companies ranked 101-250) based on full market capitalization from the Nifty 500 Index. Thus, Navi Mutual Fund is offering investors a chance to invest in the emerging companies at a very low cost as part of it`s latest fund offering. This low cost has been achieved by leveraging our high quality technological backing. The NFO will start on 21st February 2022 and close on 2nd March 2022.
What's so special?
Providing an easy way to invest in the emerging companies of the country. The Nifty Midcap 150 Index has outperformed the Nifty 100 Index in 10 of the last 16 calendar years from CY 2005-20.(Source: Nifty Midcap 150 White Paper, as of September 2021)
Providing an opportunity for investors to experience low cost investing, because we believe it`s your money and you should get the most benefit out of it.
Attractive Returns - The Nifty Midcap 150 index has achieved attractive returns over varied time horizons. Its 1 year, 5 year and 10 year CAGR are 46.1%, 18.7% and 19.6`% respectively. (Source: Bloomberg, as on 31st January, 2022)
What's so special?
Providing an easy way to invest in the emerging companies of the country. The Nifty Midcap 150 Index has outperformed the Nifty 100 Index in 10 of the last 16 calendar years from CY 2005-20.(Source: Nifty Midcap 150 White Paper, as of September 2021)
Providing an opportunity for investors to experience low cost investing, because we believe it`s your money and you should get the most benefit out of it.
Attractive Returns - The Nifty Midcap 150 index has achieved attractive returns over varied time horizons. Its 1 year, 5 year and 10 year CAGR are 46.1%, 18.7% and 19.6`% respectively. (Source: Bloomberg, as on 31st January, 2022)
Who should Invest?
Want to have an exposure to the emerging companies of the country.
Have exposure to large cap indices like Nifty 50 Index and want to diversify your portfolio.
Want to mirror returns of Nifty Midcap 150 TRI at a low cost.
Benefits of investing in Navi Nifty Midcap 150 Index Fund
Diversification
Investing in mid-cap companies provides a diversification benefit to large cap portflolios.
Attractive returns
The Nifty Midcap 150 index has achieved attractive returns over varied time horizons. Its 1 year, 5 year and 10 year CAGR are 46.1%, 18.7% and 19.6`% respectively.
Lowest fee
Total expense ratio (TER) of 0.22% p.a. Benefit of technology driven approach is passed on to our investors
Asset Allocation*
| Instruments | Indicative Allocation | Risk Profile | |
|---|---|---|---|
| Minimum | Maximum | Low/ Medium/ High | |
| Equity and equity related securities covered by Nifty Midcap 150 Index | 95% | 100% | High |
| Money Market Instruments including TREPS | 0% | 5% | Low to Medium |
*Refer Scheme Information document for complete details.
Mr. Aditya Mulki
Fund Manager of all Equity Schemes of Navi AMC Limited.
7 years of experience as an Equity Analyst, Quantum Advisors Ltd. Covered consumer staples, discretionary, building materials and media sectors (Dec 2015 to Sep 2021). Contributing to NAVI AMC from Oct 2021- present.
7 years of experience as an Equity Analyst, Quantum Advisors Ltd. Covered consumer staples, discretionary, building materials and media sectors (Dec 2015 to Sep 2021). Contributing to NAVI AMC from Oct 2021- present.
Risk Assessment
This product is suitable for investors who are seeking*
- Capital appreciation over the long term.
- Equity and equity related securities covered by the Nifty Midcap 150 Index.
- Return that corresponds to the performance of Nifty Midcap 150 Index, subject to tracking error.
What our customers say about us
I appreciate the transparency and low expense ratio of Navi Nifty Midcap 150 Index Fund.
Karishma
Navi Nifty Midcap 150 Index Fund has simplified my investment strategy and saved me time.
Saibal
The fund has been providing consistently high CAGR returns since the time of its launch. I am happy with my decision to invest in this fund. Hopefully, it will help me meet my financial goals in the long run
Sahil Sharma
I trust Navi Nifty Midcap 150 Index Fund to manage my investments and deliver solid returns in the long run. Go Navi!
Vivek Singh
My investment strategy has become so much easier after I started investing in this fund because it ticks all the boxes - diversification, passive investment, low cost, high returns potential, etc.
Rahul Tiwari
Navi Nifty Midcap 150 Index Fund could be a great option for investors looking to get exposure to midcap stocks in a low-cost and transparent manner.
Prerna Gupta
I appreciate the transparency and low expense ratio of Navi Nifty Midcap 150 Index Fund.
Karishma
Navi Nifty Midcap 150 Index Fund has simplified my investment strategy and saved me time.
Saibal
The fund has been providing consistently high CAGR returns since the time of its launch. I am happy with my decision to invest in this fund. Hopefully, it will help me meet my financial goals in the long run
Sahil Sharma
I trust Navi Nifty Midcap 150 Index Fund to manage my investments and deliver solid returns in the long run. Go Navi!
Vivek Singh
My investment strategy has become so much easier after I started investing in this fund because it ticks all the boxes - diversification, passive investment, low cost, high returns potential, etc.
Rahul Tiwari
Navi Nifty Midcap 150 Index Fund could be a great option for investors looking to get exposure to midcap stocks in a low-cost and transparent manner.
Prerna Gupta
Frequently Asked Questions
Why should I invest?
You should invest to diversify your portfolio by adding exposure to the Indian mid-cap companies. The expense ratio of Navi Nifty Midcap 150 Index Fund is just 0.22%. This means more of your money goes into the investment rather than paying our expenses!
What is Navi Nifty Midcap 150 Index Fund?
It’s a mutual fund scheme that will replicate the Nifty Midcap 150 Index.
What is NFO?
A new fund offer (NFO) is the first subscription offering for any new fund launched by an asset management company.
Which benchmark index does the scheme follow?
Navi Nifty Midcap 150 Index will replicate the Nifty Midcap 150 index.
What is tracking error?
Tracking error is the difference between the returns of the passive fund and that of the benchmark, at the end of the chosen investment period. A low tracking error indicates that the fund tends to follow the benchmark very closely.
When can I invest?
You can invest on all days. In case you invest on a non-business day (Saturdays, Sundays,
Indian Public Holidays), next business day's NAV will be allotted.
How can I invest?
You can invest with Navi Mutual Fund using the Navi App. It is available on Play Store and App Store. In case you wish to invest through a website, you can do the same by visiting
https://mycams.camsonline.com/
.
Company
Important Links
Knowledge Centre
Navi Mutual Fund is registered with the Securities & Exchange Board of India (SEBI) with Anmol Como Broking Private Limited as its Sponsor. Navi AMC Limited is the Investment Manager to Navi Mutual Fund. Navi Trustee Limited is the trustee to Navi AMC Limited. In addition to Navi AMC, Navi offers a range of financial services and products such as Cash Loans, Housing Loans and General Insurance. Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
Registered Office Address: Vaishnavi Tech Square, 7th Floor, Iballur Village, Taluk, Bagalur, Begur, Hobli, Bengaluru, Karnataka 560102
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Disclaimer(ELSS Fund): *This tax saving is for illustrative purpose only. The same has been arrived at for an individual in the 30% Income Tax Bracket with a maximum investment of Rs. 1.5 lakh. Investments made in an ELSS fund are eligible for tax benefits under Section 80C of the Income Tax Act, 1961. Please contact your financial and tax advisors to know more.
Registered Office Address: Vaishnavi Tech Square, 7th Floor, Iballur Village, Taluk, Bagalur, Begur, Hobli, Bengaluru, Karnataka 560102
Mutual fund investments are subject to market risks, read all scheme related documents carefully.
Disclaimer(ELSS Fund): *This tax saving is for illustrative purpose only. The same has been arrived at for an individual in the 30% Income Tax Bracket with a maximum investment of Rs. 1.5 lakh. Investments made in an ELSS fund are eligible for tax benefits under Section 80C of the Income Tax Act, 1961. Please contact your financial and tax advisors to know more.
All information is subject to specific conditions | © 2024 Navi Technologies Ltd. All rights are reserved.