Navi Large & Midcap Fund
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Invested Amount--
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Wealth Gained--
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Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 15.4% | 29.8% | 14.1% | 15.8% | ||||
| Category Average | 15.3% | 29.3% | 13.9% | - |
Scheme Allocation
Advance Ratio
Exit Load
| Exit Load | Nil |
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Fund Objective
The investment objective of the scheme is to generate medium to long-term capital appreciation by investing predominantly in equity and equity related securities of midcap companies & large cap companies. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Managers
Aditya Mulki
With an experience of seven (7) years in capital markets, Mr Aditya Mulki is associated with Navi AMC as a Fund Manager. He is a CFA (Chartered Financial Analyst) Charterholder from CFA Institute, USA. He joined Navi AMC as an Associate Manager in October 2021 and was promoted to Fund Manager in February 2022. Before joining Navi AMC, he was engaged at Quantum Advisors India as Equity Research Associate and Equity Research Analyst. At Quantum Advisors, Mr Mulki covered consumer discretionary, media, consumer staples, and building materials sectors.
Mr Aditya Mulki manages funds like Navi Large & Midcap Fund, Navi Flexi Cap Fund, Navi Large Cap Equity Fund, Navi Nifty 50 Index Fund, Navi ELSS Tax Saver Fund, etc.
Risk-O-Meter
Peer Comparison
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
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- Equity .
- Large & Mid Cap .
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- 8,589
-
18.2%Fund Size - 8,589
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32.9%Fund Size - 8,589
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14.5%Fund Size - 8,589
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- Equity .
- Large & Mid Cap .
-
- 7,364
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17.4%Fund Size - 7,364
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31.9%Fund Size - 7,364
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15.2%Fund Size - 7,364
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- Equity .
- Large & Mid Cap .
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- 10,512
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19.7%Fund Size - 10,512
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31%Fund Size - 10,512
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15.4%Fund Size - 10,512
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- Equity .
- Large & Mid Cap .
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- 1,619
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16.9%Fund Size - 1,619
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29.6%Fund Size - 1,619
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12.1%Fund Size - 1,619
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- Equity .
- Large & Mid Cap .
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- 2,446
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19.4%Fund Size - 2,446
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29.5%Fund Size - 2,446
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12.6%Fund Size - 2,446
AMC Contact Details
Frequently Asked Questions
How to invest in Navi Large & Midcap Fund ?
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Navi Large & Midcap Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Navi Large & Midcap Fund ?
How to redeem Navi Large & Midcap Fund holding ?
What is the minimum sip amount of Navi Large & Midcap Fund?
What are the top sectors Navi Large & Midcap Fund has invested in??
- Reliance Industr - 4.51%
- HDFC Bank - 4.15%
- ICICI Bank - 3.61%
- Max Healthcare - 3.05%
- H D F C - 2.82%
How much returns have Navi Large & Midcap Fund generated ?
What is the expense ratio of Navi Large & Midcap Fund ?
What is the AUM of Navi Large & Midcap Fund?
What are the top stock holdings of Navi Large & Midcap Fund?
- Reliance Industr - 4.51%
- HDFC Bank - 4.15%
- ICICI Bank - 3.61%
- Max Healthcare - 3.05%
- H D F C - 2.82%