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Invest in Navi Nifty Midcap 150 Index Fund

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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)

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Annualised Return

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Risk
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3M
6M
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Last Update: NA
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Who should Invest?

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.

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 0.12% p.a. Benefit of technology driven approach is passed on to our investors
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Asset Allocation
InstrumentsIndicative AllocationRisk Profile
MinimumMaximumLow/ Medium/ High
Equity and equity related securities covered by Nifty Midcap 150 Index95%100%High
Debt schemes, Debt & Money Market Instruments, including Tri Party Repo^, G-Secs and Cash0%5%Low to Medium
Mr. Aditya Mulki
Fund Manager of all Equity Schemes of Navi AMC Limited.
6 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.

Fund Related Documents

Scheme Information Document
Key Information Memorandum

Frequently asked questions

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 0.12%. This means more of your money goes into the investment rather than paying our expenses!
It’s a mutual fund scheme that will replicate the Nifty Midcap 150 Index.
A new fund offer (NFO) is the first subscription offering for any new fund launched by an asset management company.
Navi Nifty Midcap 150 Index will replicate the Nifty Midcap 150 index.
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.
This NFO is only available for a limited period. The NFO will open on 21st February 2022, and will close on 2nd March 2022.
Users can invest in mutual funds using Navi App. It is available on Playstore and Appstore
Navi AMC Limited

Company

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: AMR Tech Park, Ground Floor, Municipal/ Khata No. 826/792/46/23/1/24/1, Hongasandra Village Hosur Road, Bengaluru- 560068.
Investment & Operations Office Address: 7th Floor, Wing B, Prestige RMZ Startech, No. 139, 2, Hosur Rd, Koramangala Industrial Layout, S.G. Palya, Bangalore- 560095, India

Mutual fund investments are subject to market risks, read all scheme related documents carefully.

All information is subject to specific conditions | © 2023 Navi Technologies Ltd. All rights are reserved.