AMFI - Registered Mutual Fund Distributor

Navi Nifty Midsmallcap 400 Index Fund – Regular Plan – Growth – Demat/Physical

Very High Risk | Equity

Fund Overview

Launch Date

24 Nov 2025

End Date

05 Dec 2025

Allotment Date

09 Dec 2025

NAV

₹10

Expense Ratio, Exit Load & Tax

Expense ratio

0.0%.

Exit load

0 %

Minimum Investment Amounts

Minimum Lumpsum Investment

₹₹100

Minimum SIP Investment

₹₹100

Minimum Additional Investment

₹₹100

Fund Managment

Ashutosh Shirwaikar

He has been managing the fund since its launch on November 24, 2025.

Education

Experience

Mr. Shirwaikar also serves as the Head of Investments at Navi Mutual Fund and oversees all of its equity schemes.

Fund House & Investment Objective

Navi Nifty Midsmallcap 400 Index Fund - Regular Plan - Growth - Demat/Physical

Rank(total assets)

NAN

Date of Incorportation

09/12/2025

Total AUM

₹8,590.74 crore

The investment objective of the scheme is to achieve a return equivalent to Nifty MidSmallcap 400 Index by investing in the stocks of companies which comprise the Nifty MidSmallcap 400 Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be achieved.


Investment Objective

The investment objective of the Navi Nifty Midsmallcap 400 Index Fund is to achieve returns that are equivalent to the Nifty MidSmallcap 400 Index by investing in the stocks of companies that comprise the index. This objective is subject to tracking error.

Fund benchmark

Nifty MidSmallcap 400 Total Return Index (TRI).

Fund House Contact Details

Address

Peerless Mansion, 3rd Floor, 1, Chowringhee Square, Kolkata - 700069

Phone

+1800-2100-940

Launch Fund Date

24 Nov 2025

Email

mf@navi.com

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Launch Date08 Apr 2026

Closing Date22 Apr 2026

Allotment Date29 Apr 2026

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Closing Date22 Apr 2026

Allotment Date24 Apr 2026

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Closing Date16 Apr 2026

Allotment Date20 Apr 2026

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Closing Date25 Mar 2026

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Closing Date24 Mar 2026

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Hsbc Gold Etf – Demat Only

Very High Risk | Equity

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Closing Date18 Mar 2026

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Closing Date13 Mar 2026

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Closing Date11 Dec 2025

Allotment Date22 Dec 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date01 Dec 2025

Closing Date03 Dec 2025

Allotment Date05 Dec 2025

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Launch Date27 Nov 2025

Closing Date01 Dec 2025

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Closing Date05 Dec 2025

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Dsp Nifty Midcap 150 Etf – Demat Only

Select Risk Level | Equity

Launch Date24 Nov 2025

Closing Date08 Dec 2025

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Closing Date01 Dec 2025

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Closing Date01 Dec 2025

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Closing Date26 Nov 2025

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Closing Date25 Nov 2025

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Closing Date24 Nov 2025

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Dsp Msci India Etf – Demat Only

Low To Moderate Risk | Equity

Launch Date10 Nov 2025

Closing Date17 Nov 2025

Allotment Date21 Nov 2025

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Closing Date21 Nov 2025

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Closing Date20 Nov 2025

Allotment Date27 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

Closing Date17 Nov 2025

Allotment Date24 Nov 2025

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Closing Date04 Nov 2025

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Closing Date17 Oct 2025

Allotment Date27 Oct 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

Allotment Date17 Oct 2025

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Launch Date01 Oct 2025

Closing Date15 Oct 2025

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Closing Date20 Oct 2025

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Closing Date24 Jun 2025

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Closing Date19 Jun 2025

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Closing Date27 Jun 2025

Allotment Date04 Jul 2025


Testimonial

Genuine Review Form Statisifed Customers

4.5 Out of 5 (10138 Reviews)

KSquare’s loan facility saved me during a financial crunch. I didn’t need to touch my investments—very helpful!

Rajeev Kapoor

Rajeev Kapoor

Plant Manager

Thanks to KSquare, I managed urgent expenses without disturbing my mutual funds. Really smooth experience overall.

Deepak Rawat

Deepak Rawat

Architect

KSquare’s SIP plans make long-term investing easier than ever. I set up my account in minutes and now watch my portfolio grow every month.

Manish Patil

Manish Patil

Operations Manager

Starting SIPs with KSquare has brought so much clarity to my finances. Their platform is smooth, and the investment returns speak for themselves.

Meera Iyer

Meera Iyer

Data Analyst

KSquare’s team explained everything clearly. I never thought borrowing against my mutual funds would be this easy.

Nandini Rao

Nandini Rao

Event Coordinator

I love how KSquare offers mutual fund plans that match my income flow and future goals. They’ve made saving and investing seamless for me.

Nirali Parekh

Nirali Parekh

Clinical Dietician

KSquare helped me take my first investment step confidently. I love how easy and flexible their SIP plans are, and the customer care is fantastic.

Simran Kaur

Simran Kaur

Content Writer

KSquare stands out with their personalized approach to NRI investing. Their team’s insights and professionalism are unmatched.

Neel Sharma

Neel Sharma

Real Estate Analyst

KSquare offered me instant financial flexibility through my portfolio. Their team was responsive and professional.

Siddharth Iyer

Siddharth Iyer

Data Analyst

The automatic deductions and growth charts at KSquare keep me informed and on track. It’s great for anyone serious about long-term financial goals.

Kunal Mishra

Kunal Mishra

Project Manager

FAQ's

Frequenlty Asked Question

Which types of mutual funds are eligible for loans?

Typically, equity and debt mutual fund units held in demat form are eligible. KSquare helps confirm your fund’s eligibility instantly.

Does KSquare assist with KYC for NRI clients?

Yes, KSquare helps NRIs complete the KYC process digitally, making onboarding quick and hassle-free.

How is the loan amount calculated?

The loan value is based on the mutual fund's NAV and the lender’s margin requirements. KSquare shows your eligible amount during application.

How do I track my investments from overseas?

KSquare’s online dashboard lets NRIs monitor and manage portfolios 24/7, no matter where they are in the world.

Are SIP investments safe?

While SIPs are subject to market risks, long-term investing and diversification help reduce risk and improve returns.

How does SIP help in rupee cost averaging?

SIPs invest regularly, buying more units when markets are low and fewer when high, helping balance your investment cost.

Is it legal for NRIs to invest in Indian markets via KSquare?

Absolutely. KSquare complies with all SEBI and RBI guidelines, ensuring legal and secure investments for NRIs.

Is there a lock-in period for New Fund Offerings?

Open-ended NFOs usually have no lock-in, while close-ended ones might restrict withdrawals for a specific term.

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