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  • Navi Aggressive Hybrid Fund (Growth)

Formerly Navi Equity Hybrid Reg Gr

Navi Mutual Funds

Navi Aggressive Hybrid Fund (Growth)

HybridAggressive Hybrid

17.8669

NAV (Feb 21)

12.8%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

17.8669

NAV (Feb 21)

Fund Returns

Last 1Y
23.4%
Last 3Y
13.1%
Last 5Y
12.8%
Last 10Y
NA
Since Inception
10.6%
6 Month CAGR
10.7%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns and capital appreciation over a long period of time,investing predominantly in 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.

Expense Ratio
2.25
Launched (6y ago)
Apr 30, 2018
AUM in Crores
83.257
ISIN
INF959L01DI2
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
9.5
Standard Deviation (5yr)
14
Beta (3yr)
0.99
Beta (5yr)
1.09
Sharpe Ratio (3yr)
1.019
Sharpe Ratio (5yr)
0.543
YTM
0
Fund Managers

Ashutosh Shirwaikar

Fund Manager

Tanmay Sethi

Fund Manager

Aditya Mulki

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Navi Aggressive Hybrid Fund (Growth)70%10,05,114 2,72,50212.8%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2024-02-21

Top Stock Holdings

reliance industries ltd

7%
7%

364 Days Treasury Bill 09-01-2025

5.6%
5.6%

infosys ltd

5.5%
5.5%

muthoot finance limited

4.8%
4.8%

time technoplast limited

4.8%
4.8%
See all holdings

Allocation by Sector

financial services

18.2%
18.2%

technology

11.5%
11.5%

industrials

11.3%
11.3%

consumer cyclical

9.4%
9.4%

energy

7%
7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 31,196 cr

₹ 10,349 cr

₹ 8,516 cr

₹ 3,054 cr

₹ 1,677 cr

About the AMC

Essel Funds Management Company Ltd

Navi AMC Limited manages assets worth 4,912 crores and was set up on 9 April 2009. It's current offering of mutual fund schemes includes 32 equity,20 debt and 27 hybrid funds.amc-img
033-40185000
mutualfund@esselfinance.com
Fund NameScripbox Opinion
Till Date CAGR

-

14.8%

5.3%

7%

5.3%

6.5%

5.1%

5.6%

5.3%

6.5%

Navi Aggressive Hybrid Fund (G) Review

Navi Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.6% over a period of 5 years. The fund was previously known as Navi Equity Hybrid Reg Gr. The fund is managed by Navi AMC Limited. The fund managers are Aditya Mulki, Ashutosh Shirwaikar, Tanmay Sethi.

Nav of Navi Aggressive Hybrid Fund (G) as of 2/21/2024 is ₹17.87 with the total AUM as of 2/22/2024 is ₹83.257. With Scripbox you can compare and check the latest nav for all mutual funds in India. Navi Aggressive 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 Aggressive 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.

Frequently Asked Questions

What is Navi Aggressive Hybrid Fund (G)?

Navi Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in Navi Aggressive Hybrid Fund (G)?

You can invest in Navi Aggressive 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 Aggressive Hybrid Fund (G)?

The minimum sip amount for Navi Aggressive Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is Navi Aggressive Hybrid Fund (G) good to invest in?

As per Scripbox experts, Navi Aggressive Hybrid Fund (G) is a Not Reviewed Yet fund. You can investNavi Aggressive 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 Aggressive Hybrid Fund (G)?

The expense ratio of the Navi Aggressive Hybrid Fund (G) is 2.25% for regular plan.