Invest in Navi Nifty Smallcap250 Momentum Quality 100 Index Fund
Small-cap, big potential!
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund
Navi Nifty Smallcap250 Momentum Quality 100 is an index fund that combines the explosive growth potential of small-cap stocks with the power of factor investing. This fund selects the top 100 companies from the Nifty Smallcap 250 index, based on a unique blend of momentum and quality factors.
What's so special?
Smart picks: The fund picks companies from the larger list of 250 that have shown strong results recently. Small companies may be less known, but they can offer great opportunities. This fund makes it easy to invest in them.
Dual-factor approach: The fund selects stocks based on both momentum (how well the stock is doing) and quality (how well the company is managed), ensuring you invest in the best possible companies.
Low expense ratio: Enjoy a low expense ratio of 0.35% for direct plan only.
What's so special?
Smart picks: The fund picks companies from the larger list of 250 that have shown strong results recently. Small companies may be less known, but they can offer great opportunities. This fund makes it easy to invest in them.
Dual-factor approach: The fund selects stocks based on both momentum (how well the stock is doing) and quality (how well the company is managed), ensuring you invest in the best possible companies.
Low expense ratio: Enjoy a low expense ratio of 0.35% for direct plan only.
Who should Invest?
If you want to add variety to your investments by including smallcap companies that have the potential to do well.
If you don’t have the time to research and pick individual stocks, but still want to invest wisely.
If you're open to a little more risk for potential gains over bigger companies.
Benefits of investing in Navi Nifty Smallcap250 Momentum Quality 100 Index Fund
Less time & effort for you
You don't need to pick stocks or track their performance; the fund does that for you.
Exposure to small companies
Small companies may be less known, but they can offer great opportunities. This fund makes it easy to invest in them.
More balance
The fund picks stocks from small-cap companies with the potential for financial strength, so your investment is balanced between risk and potential return.
*Past performance may or may not be sustained in future.
Asset Allocation*
| Instruments | Indicative Allocation | Risk Profile | |
|---|---|---|---|
| Minimum | Maximum | Low/ Medium/ High | |
| Equity and equity related securities covered by Nifty SmallCap250 Momentum Quality 100 TRI | 95% | 100% | High |
| Debt & Money Market Instruments# | 0% | 5% | Low to Medium |
*Refer Scheme Information document for complete details.
Mr. Ashutosh Shirwaikar
7 years of experience as an Equity Research Analyst at Quantum Mutual Fund covering Auto, Chemicals, Media and Power sectors (Nov 2015 to May 2022). Contributing to NAVI AMC from Jun 2022 - present.
Risk Assessment
This product is suitable for investors who are seeking*
- Capital appreciation over long term
- Investing in equity and equity related securities covered by Nifty Smallcap250 Momentum Quality 100 TRI
* Investors should consult their financial advisers if in doubt about whether the product is suitable for them.
Frequently Asked Questions
What is the Nifty Smallcap250 Momentum Quality 100 Index?
The Nifty Smallcap250 Momentum Quality 100 index selects the top 100 companies from the Nifty Smallcap 250 index, based on a unique blend of momentum and quality factors.
What is the TER (Total Expense Ratio) of this Index Fund?
TThe Total Expense Ratio for this fund is 0.35% (for direct plan)
Which benchmark index does the Navi Nifty Smallcap250 Momentum Quality 100 Index Fund follow?
Navi Nifty Smallcap250 Momentum Quality100 Index Fund shall be benchmarked against Nifty Smallcap250 Momentum Quality100 TRI
When is the NFO for Navi Nifty Smallcap250 Momentum Quality 100 Index Fund?
THe NFO shall open on 25th Feb 2025 and close on 10th March 2025
How can i invest?
Users can invest in Navi Mutual Fund on the Navi App. It is available on Play store and App Store.
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 trust 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 | © 2025 Navi Limited (formerly known as Navi Technologies Ltd). All rights are reserved.