How would I know how much return will I get?

Return on mutual fund depends upon on several factors such as objective, risk-tolerance, period of investment and lastly the type of fund invested in. You can also use the mutual fund calculator tool provided on MYSIPONLINE.

Which mutual fund is tax free?

Every mutual fund is taxable except ELSS funds that allows investors to claim the deduction of 80c while filling returns in the income tax. That helps in saving some taxes depending upon the amount of money claimed in the sec 80c.

What is the difference between yield and return in mutual funds?

Yield is the amount that dividend money earns during a time period, usually reflected as a percentage. Return is the gain value of how much an investment earns or loses over time, reflected for different holding period of investments.

How are the returns of NAVI LARGE AND MIDCAP FUND -REGULAR HALF YEARLY IDCW REINVESTMENT?

Returns of NAVI LARGE AND MIDCAP FUND -REGULAR HALF YEARLY IDCW REINVESTMENT • 6 month - 7.49% • 1 year - 1.98% • 3 year - 12.87% • 5 year - 0%

NAVI LARGE AND MIDCAP FUND -REGULAR HALF YEARLY IDCW REINVESTMENT - Return Analysis

Quick Review of Returns

3Y Scheme Return:
12.87%

3Y SIP Return:
9.38%

Trailing Returns

*All Returns are Absolute

Period	1W	1M	3M	6M
This Fund	0.59%	3.28%	3.25%	7.49%
Category Average	-0.79%	-0.16%	3.31%	3.71%
Benchmark Returns	-1.02%	0.54%	4.78%	4.98%

As of October 31, 2025

SIP Returns

As of December 07, 2025

Value of ₹ 5,000 monthly SIP investment

*All Returns are Annualized

Period	1Y	2Y	3Y	5Y
This Fund	₹62,2436.76%	₹126,3884.95%	₹208,5699.38%	₹300,0000.00%
Category Average	₹60,4201.29%	₹141,32815.43%	₹237,04917.27%	₹507,48419.34%
Benchmark Returns	₹61,5604.73%	₹141,98815.86%	₹239,25417.83%	₹522,55320.35%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

NAVI LARGE AND MIDCAP FUND -REGULAR HALF YEARLY IDCW REINVESTMENT

Suitabilty Test For Finding this Fund is Suitable or Not for User.

Is This Mutual Fund Right for You?

+10k investors used our Suitability Test to get better returns

Fund Suitability Test

Let's Get Started.

Need Help? Let’s Connect

Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

When you invest in mutual funds, you can earn in two different ways - through dividends and capital gains. The funds that were invested in stocks provide dividends based on their market earnings.