Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
The performance of the fund on a Fund Size metric has been Poor
The fund has been a Category Leader on the Outperformance Consistency metric
Want the equity funds that are right for your long term equity investment needs?
NAV (Nov 30)
6 Month CAGR
The investment objective of the scheme is to provide periodic returns and capital appreciation over a long period of time,investing predominantly in equity and equity related instruments. However,there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Launched (4y ago)
Apr 30, 2018
AUM in Crores
CRISIL Hybrid 35+65 - Agg TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
icici bank ltd8%
reliance industries ltd7.6%
axis finance limited5.7%
the federal bank limited5.6%
364 Days Treasury Bill 12-01-20235.6%
|Fund Name||Fund Size||Rolling Returns|
₹ 21,109 cr
₹ 3,307 cr
₹ 761 cr
₹ 428 cr
₹ 2,759 cr
Essel Funds Management Company Ltd
Navi AMC Limited manages assets worth 2,231 crores and was set up on 9 April 2009. It's current offering of mutual fund schemes includes 29 equity,14 debt and 32 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Navi Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.1% over a period of 4 years. The fund was previously known as Essel Equity Hybrid Reg Gr. The fund is managed by Navi AMC Limited. The fund managers are Aditya Mulki, Surbhi Sharma.
Nav of Navi Equity Hybrid Fund (G) as of 11/30/2022 is ₹14.99 with the total AUM as of 12/1/2022 is ₹87.694. With Scripbox you can compare and check the latest nav for all mutual funds in India. Navi Equity Hybrid Fund (G) was launched on Apr 30, 2018. The category risk of the fund is Very High Risk.
The minimum SIP amount for Navi Equity Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is Navi Equity Hybrid Fund (G)?
How to invest in Navi Equity Hybrid Fund (G)?
You can invest in Navi Equity Hybrid Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Navi Equity Hybrid Fund (G)?
The minimum sip amount for Navi Equity Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Navi Equity Hybrid Fund (G) good to invest in?
As per Scripbox experts, Navi Equity Hybrid Fund (G) is a Not Recommended fund. You can investNavi Equity Hybrid Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Navi Equity Hybrid Fund (G)?
The expense ratio of the Navi Equity Hybrid Fund (G) is 2.33% for regular plan.