Which funds are similar to Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth?
Funds similar to Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth in the Equity: Multi Cap category include Nippon India Multi Cap Fund Direct-Growth, Kotak Multicap Fund Direct-Growth, and SBI Multicap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth in its category?
The category rank of Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth is shown in the Trailing Returns section above.
How does Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth's expense ratio compare to similar funds?
Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth has an expense ratio of 0.47%. The peers Nippon India Multi Cap Fund Direct-Growth has an expense ratio of 0.84% and Kotak Multicap Fund Direct-Growth has 0.61%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth's AUM compare to similar funds?
Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth has an AUM of ₹26.98 crore. The peers Nippon India Multi Cap Fund Direct-Growth has an AUM of ₹54,584.6 crore and Kotak Multicap Fund Direct-Growth has ₹28,074.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Multi Cap?
The top performing fund in the Equity: Multi Cap category on a 3-year basis is HSBC Multi Cap Fund Direct-Growth with a CAGR of 20.92% as of 16 Jul 2026. Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Navi Nifty 500 Multicap 50:25:25 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
