Which funds are similar to Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct-Growth?
Funds similar to Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct-Growth in the Equity: Thematic-Factor-based category include UTI Nifty200 Momentum 30 Index Fund Direct-Growth, SBI Quality Fund Direct-Growth, and ICICI Prudential Quality 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 Smallcap250 Momentum Quality 100 Index Fund Direct-Growth in its category?
The category rank of Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct-Growth is shown in the Trailing Returns section above.
How does Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct-Growth's expense ratio compare to similar funds?
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct-Growth has an expense ratio of 0.99%. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an expense ratio of 1.18% and SBI Quality Fund Direct-Growth has 1.31%. 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 Smallcap250 Momentum Quality 100 Index Fund Direct-Growth's AUM compare to similar funds?
Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct-Growth has an AUM of ₹38.33 crore. The peers UTI Nifty200 Momentum 30 Index Fund Direct-Growth has an AUM of ₹8,541.21 crore and SBI Quality Fund Direct-Growth has ₹2,399.88 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: Thematic-Factor-based?
The top performing fund in the Equity: Thematic-Factor-based category on a 3-year basis is Edelweiss Nifty Midcap150 Momentum 50 Index Fund Direct-Growth with a CAGR of 19.17% as of 16 Jul 2026. Navi Nifty Smallcap250 Momentum Quality 100 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 Smallcap250 Momentum Quality 100 Index Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of Navi Nifty Smallcap250 Momentum Quality 100 Index Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.
