Equity | Large & Mid Cap
3Y Returns
15.76%
Min SIP
₹10
Min Lumpsum
₹10
Expense Ratio
0.35%
Fund Size
₹250 Cr
Inception Date
07-Dec-15
Fund Manager
Aditya Mulki
Exit Load
Nil.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
94.81%
Debt & Others
5.19%
Market Cap Allocation
Large Cap
49.08%
Mid Cap
37.71%
Small Cap
9.18%
Other Cap
4.04%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Capital Appreciation Over Medium To Long-Term By Investing Predominantly In Equity And Equity Related Securities Of Midcap Companies And Large Cap Companies.
Fund House Detail
AMC Name
Navi AMC Limited
Scheme Document
https://www.Navimutualfund.com/dnd_applicationform.phpAddress
Peerless Mansion, 3rd Floor, 1,Chowringhee Square,Kolkata - 700069
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
48.37%
3Y
27.34%
5Y
27.86%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
38.45%
3Y
25.5%
5Y
25.06%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
42.86%
3Y
23.15%
5Y
22.66%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
31.01%
3Y
22.45%
5Y
26.99%
Uti Core Equity Fund - Direct Growth Plan
1Y
36.63%
3Y
22.27%
5Y
24.55%
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
30.83%
3Y
22.25%
5Y
24.55%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
28.99%
3Y
22.09%
5Y
24.35%
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
33.27%
3Y
21.92%
5Y
23.16%
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
40.83%
3Y
21.71%
5Y
23.32%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
34.63%
3Y
21.12%
5Y
22.41%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
35.3%
3Y
21.08%
5Y
22.31%
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
33.41%
3Y
20.35%
5Y
23.56%
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
37.57%
3Y
20.31%
5Y
NA
Sbi Large And Midcap Fund Direct Growth
1Y
28.66%
3Y
19.14%
5Y
22.57%
Lic Mf Large And Midcap Fund-Direct Plan-Growth-Growth
1Y
36.75%
3Y
18.61%
5Y
21.39%
Tata Large And Mid Cap Fund Direct Plan Growth
1Y
26.23%
3Y
18.37%
5Y
20.26%
Mahindra Manulife Large & Mid Cap Fund - Direct - Growth
1Y
25.22%
3Y
18.32%
5Y
NA
Bank Of India Large And Mid Cap Equity Fund Direct Plan-Growth
1Y
29.48%
3Y
18.15%
5Y
21.43%
Canara Robeco Emerging Equitiesdirect Growthgrowth
1Y
33.81%
3Y
17.07%
5Y
22.94%
Sundaram Large And Mid Cap Fund Direct Growth
1Y
29.29%
3Y
16.62%
5Y
19.77%
Axis Growth Opportunities Fund - Direct Plan Growth
1Y
31.42%
3Y
16.26%
5Y
23.98%
Navi Large And Midcap Fund - Direct Plan Growth
1Y
24.2%
3Y
15.76%
5Y
20.08%
Mirae Asset Emerging Bluechip Fund - Direct Plan - Growth
1Y
25.6%
3Y
15.66%
5Y
22.12%
Union Large And Midcap Fund - Direct Plan - Growth
1Y
24.65%
3Y
15.27%
5Y
NA
Mirae Asset Equity Allocator Fund Of Fund - Direct Plan - Growth
1Y
25.24%
3Y
15.23%
5Y
NA
Franklin India Equity Advantage Fund - Direct Growth
1Y
29.37%
3Y
14.86%
5Y
19.6%
Aditya Birla Sun Life Equity Advantage Fund - Growth-Direct Plan
1Y
23.27%
3Y
10.1%
5Y
17.09%
Woc Large And Mid Cap Fund-Direct Plan-Growth
1Y
NA
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.