Navi Nifty Small Cap 250 Momentum quality Index Fund Direct Growth

Scheme code: INF959L01HQ6 NAV value: ₹ 9.8067 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-0.96	-0.67	-0.81	-0.81	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	-0.81
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	-0.81
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	-0.81
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	-0.81
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹11,34,844 - Absolute Returns: ₹-65,156 - CAGR: %

Max Drawdown

-19.71 %

Drawdown Duration

8 months

Avg Drawdown

-6.36 %

1 Y

-0.0411

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-4.91	1.12	106.4	113.5	-1.20 %	4.00 %
3 years	-1.11	1.12	106.4	113.5	-0.40 %	1.32 %
5 years	-0.36	1.12	106.4	113.5	-0.24 %	0.79 %
7 years	-0.03	1.12	106.4	113.5	-0.17 %	0.56 %
10 years	0.21	1.12	106.4	113.5	-0.12 %	0.39 %
12 years	0.30	1.12	106.4	113.5	-0.10 %	0.33 %
15 years	0.39	1.12	106.4	113.5	-0.08 %	0.26 %