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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Closing Date25 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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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date01 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 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

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Closing Date21 Nov 2025

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Edelweiss Nifty 50 Etf – Demat Only

Very High Risk | Equity

Launch Date03 Nov 2025

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Bandhan Silver Etf – Demat Only

Very High Risk | Equity

Launch Date13 Oct 2025

Closing Date15 Oct 2025

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Closing Date15 Oct 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

4.6 Out of 5 (9161 Reviews)

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FAQ's

Frequenlty Asked Question

Can I track my SIP performance on KSquare?

Yes, KSquare offers detailed tracking tools and insights so you can monitor your SIP performance anytime.

How is an NFO different from regular mutual fund schemes?

Unlike existing funds with track records, NFOs offer fresh investment opportunities, often at a face value of ₹10.

What if I need money before my SIP goal time?

Some SIP funds offer liquidity options, allowing partial withdrawals whenever required without disturbing the entire investment plan.

Will I still earn returns on pledged mutual funds?

Yes, your mutual fund units continue to generate returns even while they are pledged for a loan.

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.

Can NRIs invest in NFOs via KSquare?

Yes, most NFOs are open to NRIs subject to fund house guidelines. KSquare helps confirm eligibility for NRIs.

Why should I invest in mutual funds through KSquare?

KSquare offers expert-curated fund options, personalized recommendations, and a user-friendly platform to simplify mutual fund investing.

Can I prepay the loan without penalties?

Most lenders allow prepayment without extra charges. KSquare ensures these terms are clearly shared before you proceed.

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