Navi Nifty 50 Index Fund vs Nippon India Index Fund - Nifty 50 Plan
Over the last 3 years, Navi Nifty 50 Index Fund returned 9.5% a year against 9.5% for Nippon India Index Fund - Nifty 50 Plan (Direct plans). Navi Nifty 50 Index Fund costs less (0.10% a year, Direct). Data as of 5 Nov 2026.
| Navi Nifty 50 Index Fund | Nippon India Index Fund - Nifty 50 Plan | |
|---|---|---|
| Category | Index Fund | Index Fund |
| Fund house | Navi Mutual Fund | Nippon India Mutual Fund |
| Benchmark (TRI) | Nifty 50 | Nifty 50 |
| Age | 5.3 years | 13.8 years |
| AUM | ₹4,095 cr | ₹3,799 cr |
| Direct plan | ||
| Rating | A+ | A+ |
| Expense ratio | 0.10% | 0.15% |
| 1Y return | -3.2% | -3.3% |
| 3Y return (a year) | 9.5% | 9.5% |
| 5Y return (a year) | 7.6% | 7.6% |
| 3Y vs index | -0.2% | -0.2% |
| Regular plan | ||
| Rating | A+ | A |
| Expense ratio | 0.34% | 0.49% |
| 1Y return | -3.5% | -3.6% |
| 3Y return (a year) | 9.3% | 9.1% |
| 5Y return (a year) | 7.4% | 7.1% |
| 3Y vs index | -0.4% | -0.6% |
| Risk and portfolio | ||
| Volatility, 3Y | – | – |
| Max fall, 5Y | – | – |
| Down capture, 3Y | – | – |
| Stocks held | – | 50 |
| Top 10 holdings | –% | 52% |
Common questions
Navi Nifty 50 Index Fund or Nippon India Index Fund - Nifty 50 Plan: which has done better?
Over the last 3 years, Navi Nifty 50 Index Fund returned 9.5% a year against 9.5% for Nippon India Index Fund - Nifty 50 Plan (Direct plans).
How much do Navi Nifty 50 Index Fund and Nippon India Index Fund - Nifty 50 Plan overlap?
Holdings for one of these schemes are not available yet.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.