Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth

Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth overview and fund details

Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth ek mid cap equity mutual fund hai jo ki long term capital appreciation ke liye design kiya gaya hai. Iska focus un companies par hai jo mid-sized hain lekin unmein growth potential zyada hai. Agar aap ek aise investor hain jo risk lene ke liye tayar hain aur aapka investment horizon 5 saal ya usse zyada ka hai, to ye fund aapke liye suitable ho sakta hai. Is fund ka AUM ₹15060 Cr hai, jisse pata chalta hai ki ye market mein kaafi established hai.

Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth historical performance and returns

Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth ne apne investors ko kuch samay tak achhe returns diye hain. Is fund ne pichle 1 saal mein 5.27% return diya hai. 3 saal ke liye ye return 11.57% raha hai, aur 5 saal ka return 11.45% hai. Ye returns Nifty Midcap 150 TRI benchmark ke mukable me compare kiye jaate hain. Fund ka performance consistent raha hai, aur yeh market volatility se bhi kaafi resilient dikh raha hai. Fund manager Chirag Setalvad aur Dhruv Muchhal ne is fund ko kaafi achi tarah se manage kiya hai, unka experience (13.4 years) is fund ki performance par positive impact daal raha hai. Is fund ki returns ko dekhte hue, investors ko ye samajhna hoga ki mid cap stocks unke inherently high volatility ki wajah se kuch zyada risk bhi le aate hain. Lekin agar aapka long-term investment horizon hai, toh yeh fund aapke portfolio ke liye ek strong addition ban sakta hai.

Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth ke top holdings aur portfolio

Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth ne apne portfolio ko kaafi diversified rakha hai, jismein top 5 holdings shamil hain jaise Voltas Ltd. (3.8%), Mphasis Ltd. (3.5%), Coforge Ltd. (3.2%), Sundram Fasteners Ltd. (2.9%), aur Persistent Systems Ltd. (2.7%). Ye sab companies mid cap category mein aati hain aur inka growth potential kaafi accha hai. Sector allocation ki baat karein, to ye fund technology, manufacturing, aur services sectors mein invest karta hai. Ye sector allocation fund ki strategy se align karta hai, jismein growth-oriented companies ko target kiya ja raha hai. Aisa karne se fund ko market ki upward momentum ka faida milta hai, aur investors ko acha return milne ki sambhavana badh jaati hai. Portfolio diversification bhi ek zaroori aspect hai, jo market ke fluctuations se bachne mein madad karta hai. Is fund ke paas mid cap stocks ka strong mix hai, jo aapke portfolio ke risk-reward ratio ko enhance kar sakta hai.

Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth risk analysis and volatility

Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth ki riskometer "Very High" dikhati hai, jo ki is fund ke volatility ka indication hai. Mid cap stocks aksar zyada risk aur return potential rakhte hain, isliye yeh fund un investors ke liye suitable hai jo high-risk tolerance rakhte hain aur long-term returns ke liye tayar hain. Volatility ko manage karne ke liye, investors ko apne investment horizon ko dhyan mein rakhna chahiye. Sharpe ratio ki information currently available nahi hai, lekin aapko samajhna chahiye ki mid cap funds mein price fluctuations kaafi hote hain, jo ki short-term investors ke liye challenging ho sakta hai. Investors ko samajh lena chahiye ki high returns ke saath high risk bhi aata hai. Isliye, agar aap risk ko manage karne ke liye tayar hain, to yeh fund aapke liye suitable ho sakta hai.

Navi Mutual Fund Mid Cap Fund - Regular Plan - Growth – fayde aur nuksan

• High growth potential due to mid cap exposure.
• Diversified portfolio across sectors.
• Experienced fund management team.
• Long-term investment horizon suitable for wealth creation.

• Very high risk level, not suitable for risk-averse investors.
• Higher expense ratio compared to some peers (1.75%).
• Market volatility impacts returns significantly.