{"id":15529,"date":"2025-11-24T12:06:46","date_gmt":"2025-11-24T06:36:46","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=15529"},"modified":"2025-11-24T12:06:46","modified_gmt":"2025-11-24T06:36:46","slug":"navi-nifty-midsmallcap-400-nfo","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/news\/navi-nifty-midsmallcap-400-nfo\/","title":{"rendered":"Navi Nifty MidSmallcap 400 Index Fund NFO: Capturing Mid and Small Cap Growth in 2025"},"content":{"rendered":"

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Navi Mutual Fund<\/a> has launched its latest passive offering \u2014 Navi Nifty MidSmallcap 400 Index Fund, now open for subscription from 24th November to 5th December 2025. This index fund tracks the Nifty MidSmallcap 400 Index<\/a>, offering exposure to a diversified basket of mid and small-cap companies<\/a>.<\/p>\n

With a very high-risk profile and a long-term wealth creation potential, this NFO may appeal to investors seeking broad market exposure beyond large caps.<\/p>\n

<\/span>Key NFO Details<\/strong><\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Detail<\/strong><\/td>\nInformation<\/strong><\/td>\n<\/tr>\n<\/thead>\n
Fund Name<\/strong><\/td>\nNavi Nifty MidSmallcap 400 Index Fund<\/td>\n<\/tr>\n
NFO Period<\/strong><\/td>\n24 Nov 2025 to 5 Dec 2025<\/td>\n<\/tr>\n
Allotment Date<\/strong><\/td>\n09 Dec 2025<\/td>\n<\/tr>\n
Category<\/strong><\/td>\nEquity \u2013 Mid Cap Index<\/td>\n<\/tr>\n
Risk Level<\/strong><\/td>\nVery High<\/td>\n<\/tr>\n
Fund Type<\/strong><\/td>\nOpen-ended<\/td>\n<\/tr>\n
Benchmark<\/strong><\/td>\nNifty MidSmallcap 400 Index<\/td>\n<\/tr>\n
Minimum Investment<\/strong><\/td>\n\u20b910,000 (lumpsum), \u20b93,000 (SIP)<\/td>\n<\/tr>\n
Exit Load<\/strong><\/td>\n0%<\/td>\n<\/tr>\n
Short-term capital gains (STCG)<\/strong><\/td>\nReturns are taxed at 20% if you redeem before 1 year<\/td>\n<\/tr>\n
Long-term capital gains (LTCG)<\/strong><\/td>\nAfter 1 year, returns above \u20b91.25 lakh in a financial year are taxed at 12.5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Investment Objective<\/strong><\/span><\/h3>\n

The scheme seeks to generate returns equivalent to the Nifty MidSmallcap 400 Index by investing in the constituent stocks, subject to tracking error. This index represents a blend of small and mid cap companies<\/a>, offering a diversified approach to high-growth segments of the market.<\/p>\n

<\/span>How Does This Compare with the Category?<\/strong><\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n
Time Period<\/strong><\/td>\nCategory Avg. Returns (CAGR)<\/strong><\/td>\n<\/tr>\n<\/thead>\n
1 Year<\/td>\n13.08%<\/td>\n<\/tr>\n
2 Years<\/td>\n10.92%<\/td>\n<\/tr>\n
3 Years<\/td>\n19.15%<\/td>\n<\/tr>\n
4 Years<\/td>\n20.31%<\/td>\n<\/tr>\n
5 Years<\/td>\n20.61%<\/td>\n<\/tr>\n
7 Years<\/td>\n22.75%<\/td>\n<\/tr>\n
10 Years<\/td>\n19.13%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Mid and small-cap indices have historically delivered strong long-term performance, though with higher volatility.<\/p>\n

<\/span>Should You Invest in This NFO?<\/strong><\/span><\/h3>\n

Consider this NFO if:
\n\u2022 You want broad exposure to mid and small-cap companies through a passive index strategy.
\n\u2022 You are comfortable with very high risk and potential short-term volatility.
\n\u2022 You prefer an index fund approach over active stock-picking in this segment.<\/p>\n

This fund may suit long-term investors who can handle market swings and aim for higher growth.<\/p>\n


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