Navi Nifty MidSmallcap 400 Index Fund Regular Growth

Fund Overview

Fund Size

Expense Ratio

ISIN

INF959L01HS2

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

12 Dec 2025

About this fund

Navi Nifty MidSmallcap 400 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Navi Mutual Fund. This fund has been in existence for NA, having been launched on 12-Dec-25

You can start investing in Navi Nifty MidSmallcap 400 Index Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Risk & Performance Ratios

Fund Managers

Ashutosh Shirwaikar

Since December 2025

Additional Scheme Details

ISIN

INF959L01HS2

Expense Ratio

Exit Load

No Charges

Fund Size

Age

0 month

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty MidSmallcap 400 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Index Funds Funds

Fund name	Expense Ratio	Exit Load	Fund size	1Y
DSP Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Navi Nifty MidSmallcap 400 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
DSP Nifty Smallcap 250 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Navi Nifty MidSmallcap 400 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
DSP Nifty Midcap 150 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
DSP Nifty Midcap 150 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
DSP Nifty Midcap 150 ETF	-	-	-	-
DSP Nifty Smallcap 250 ETF	-	-	-	-
Kotak Nifty500 Momentum 50 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Kotak Nifty500 Momentum 50 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Groww Nifty Capital Markets ETF Very High Risk	-	-	-	-
HDFC BSE India Sector Leaders Index Fund Regular Growth Very High Risk	-	0.0%	-	-
HDFC BSE India Sector Leaders Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Edelweiss Nifty 50 ETF Very High Risk	-	-	-	-
Edelweiss BSE Sensex ETF Very High Risk	-	-	-	-
Mirae Asset Nifty Energy ETF Very High Risk	-	-	-	-
Groww Nifty Midcap 150 ETF Very High Risk	-	-	-	-
Mirae Asset Nifty Smallcap 250 ETF Very High Risk	-	-	-	-
Groww Nifty Midcap 150 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Groww Nifty Midcap 150 Index Fund Regular Growth Very High Risk	-	0.0%	-	-
Zerodha BSE SENSEX Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Zerodha Nifty 50 ETF Very High Risk	-	-	₹5.92 Cr	-
Zerodha Nifty 50 Index Fund Direct Growth Very High Risk	-	0.0%	₹10.02 Cr	-
DSP Nifty500 Flexicap Quality 30 ETF Very High Risk	0.3%	-	₹9.12 Cr	-
Kotak Nifty 200 Momentum 30 ETF Very High Risk	0.2%	-	₹5.23 Cr	-
Groww Nifty Realty ETF Very High Risk	0.4%	-	₹7.44 Cr	-
Tata Nifty Next 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹123.68 Cr	-
Tata Nifty Next 50 Index Fund Regular Growth Very High Risk	1.1%	0.0%	₹123.68 Cr	-
Bandhan BSE India Sector Leaders Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹33.63 Cr	-
Bandhan BSE India Sector Leaders Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹33.63 Cr	-
Edelweiss Nifty LargeMidcap 250 ETF Very High Risk	0.1%	-	₹82.73 Cr	-
Zerodha Nifty Smallcap 100 ETF Very High Risk	0.2%	-	₹8.83 Cr	-
Axis Nifty500 Quality 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹81.66 Cr	-
Axis Nifty500 Quality 50 Index Fund Regular Growth Very High Risk	1.1%	0.0%	₹81.66 Cr	-
DSP Nifty500 Flexicap Quality 30 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹80.54 Cr	-
DSP Nifty500 Flexicap Quality 30 Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹80.54 Cr	-
Groww Nifty Next 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹6.34 Cr	-
Groww Nifty Next 50 Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹6.34 Cr	-
Nippon India Nifty India Manufacturing Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹35.90 Cr	-
Nippon India Nifty India Manufacturing Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹35.90 Cr	-
JioBlackRock Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹144.68 Cr	-
JioBlackRock Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹167.35 Cr	-
JioBlackRock Nifty Next 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹120.33 Cr	-
JioBlackRock Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹125.26 Cr	-
Kotak Nifty Alpha 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹13.63 Cr	-
Kotak Nifty Alpha 50 Index Fund Regular Growth Very High Risk	0.9%	0.0%	₹13.63 Cr	-
Nippon India Nifty 1D Rate Liquid ETF Low Risk	0.5%	-	₹85.17 Cr	-
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular Growth Very High Risk	1.0%	0.0%	₹79.45 Cr	-
Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹79.45 Cr	-
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular Growth Very High Risk	1.1%	0.0%	₹59.76 Cr	-

About the AMC

Navi Mutual Fund

033-40185000/022-40635000

https://navi.com/mutual-fund

Total AUM

₹8,638 Cr

Address

3rd Floor, Kolkata, 700 069

Other Funds by Navi Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Navi Nifty MidSmallcap 400 Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹23.75 Cr	-
Navi Nifty 500 Multicap 50:25:25 Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹24.29 Cr	5.7%
Navi Nifty IT Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹24.82 Cr	-12.7%
Navi S&P BSE Sensex Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹20.78 Cr	8.2%
Navi Liquid Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹66.04 Cr	6.3%
Navi Regular Savings Fund Direct Growth Moderate Risk	0.3%	0.0%	₹35.76 Cr	11.3%
Navi NASDAQ 100 Fund of Fund Direct Growth Very High Risk	0.2%	0.0%	₹1151.02 Cr	23.7%
Navi Nifty IT Index Fund Direct Growth Very High Risk	-	0.0%	-	-
Navi Nifty Midcap 150 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹345.98 Cr	8.2%
Navi Flexi Cap Fund Direct Growth Very High Risk	0.6%	0.0%	₹262.98 Cr	5.5%
Navi ELSS Tax Saver Nifty 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹108.29 Cr	9.7%
Navi Equity Hybrid Fund Direct Growth Very High Risk	0.6%	0.0%	₹125.96 Cr	8.1%
Navi ELSS Tax Saver Fund Direct Growth Very High Risk	0.4%	0.0%	₹53.95 Cr	5.4%
Navi Nifty Bank Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹643.16 Cr	15.7%
Navi Nifty Next 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹1022.78 Cr	0.8%
Navi Overnight Fund Direct Growth Low Risk	0.1%	0.0%	₹4.56 Cr	6.2%
Navi Large & Midcap Fund Direct Growth Very High Risk	0.5%	0.0%	₹318.87 Cr	5.1%
Navi Nifty India Manufacturing Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹69.77 Cr	9.3%
Navi Nifty 50 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹3714.63 Cr	9.8%
Navi US Total Stock Market Fund of Fund Direct Growth Very High Risk	0.1%	0.0%	₹975.48 Cr	16.8%

Risk Level

Your principal amount will be at Very High Risk

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Who manages the Navi Nifty MidSmallcap 400 Index Fund Regular Growth?

The fund managers responsible for Navi Nifty MidSmallcap 400 Index Fund Regular Growth are:-

Ashutosh Shirwaikar

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Fund Overview

Fund Size

Expense Ratio

ISIN

INF959L01HS2

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

12 Dec 2025

Risk Level

Your principal amount will be at Very High Risk

About this fund

Navi Nifty MidSmallcap 400 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Navi Mutual Fund. This fund has been in existence for NA, having been launched on 12-Dec-25

You can start investing in Navi Nifty MidSmallcap 400 Index Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.