Investment type
Navi Nifty Next 50 Index Fund - Direct (G) is a mutual fund under the Index Funds category, managed by Navi Mutual Fund. It was launched on 09 Apr 2009, and has been active for over 16 years. As of 30 Jun 2025 the fund manages assets worth ₹932 Crores. The expense ratio is 0.16%.
This fund generated returns of -7.77% in the last 1 year. Since its inception, it has provided an average annual return of 14.63%.
The fund's investments are mainly concentrated in sectors like Finance, Power, Pharmaceuticals & Biotech, Retailing and Electrical Equipments.
The top five holdings in this fund include prominent companies such as Interglobe Aviat, Hind.Aeronautics, Divi's Lab., Vedanta and Britannia Inds..
The investment objective of the Scheme is to invest in companies whose securities are included in Nifty Next 50 Index and to endeavor to achieve the returns of the index as closely as possible, though subject to tracking error. The objective is that the performance of the NAV of the Scheme should closely track the performance of the Nifty Next 50 Index over the same period subject to tracking error. However, there is no assurance that the investment objective of the Scheme will be realized.
Index funds are generally low-risk as they spread investments across an entire market index, reducing the impact of individual stock volatility.
Yes, if you’re looking for a low-cost way to invest in the market and are comfortable with moderate returns that match market trends.
Ideally, you should stay invested for the long term, as index funds perform best over extended periods.
Yes, index funds are open-ended, so you can withdraw at any time, but it's best to hold them long-term.
Index funds usually have low expense ratios due to passive management, often ranging from 0.1% to 0.5%.
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