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  • Navi Aggressive Hybrid Fund (G)
Navi Mutual Funds

Navi Aggressive Hybrid Fund (G)

HybridAggressive Hybrid

20.4653

NAV (Oct 04)

14.496%
5 Year CAGR
Scripbox Opinion
Not Reviewed yet
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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

20.4653

NAV (Oct 4)

Fund Returns

Last 1Y
25.8%
Last 3Y
12.8%
Last 5Y
14.5%
Last 10Y
NA
Since Inception
11.8%
6 Month CAGR
13.6%

Scheme Information

Investment Objective

The scheme seeks to provide periodic returns and capital appreciation over a long period of time, investing predominantly in equity and equity related instruments.

Expense Ratio
2.2761
Launched (0y ago)
2.2761
AUM in Crores
111.9
ISIN
INF959L01DI2
Lock-in
-
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
9.8
Beta
0.8
Sharpe Ratio
0.9
YTM
-
Fund Managers

Aditya Mulki

Fund Manager

Ashutosh Shirwaikar

Fund Manager

Tanmay Sethi

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Navi Aggressive Hybrid Fund (G)70%10,50,499 3,17,88714.5%
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 2024-02-02

Top Stock Holdings

Others

10.7%
10.71%

Reliance Industries Ltd.

5.2%
5.17%

Reserve Bank of India

4.4%
4.39%

ICICI Bank Ltd.

4.1%
4.06%

Muthoot Finance Ltd.

3.6%
3.63%
See all holdings

Allocation by Sector

Financial

16.21%
16.21%

Healthcare

8.4%
8.4%

Technology

6.36%
6.36%

Automobile

6.15%
6.15%

Energy

5.17%
5.17%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,347 cr

₹ 48,201 cr

₹ 12,399 cr

₹ 24,644 cr

₹ 5,088 cr

amc-img

About the AMC

Navi Mutual Fund

Essel Mutual Fund is registered with SEBI. It is wholly-owned subsiadiary of the Essel Group. The compnay offers optimal allocation between credit, liquidity and duration drivers.amc-img
phone-img+91 80 4511 3444 / 1800-103-8999
email-imgmf@navi.com
Fund NameScripbox Opinion
Till Date CAGR

-

17.039%

5.867%

7.038%

-

16.632%

13.944%

14.849%

14.547%

15.749%

Navi Aggressive Hybrid Fund (G) Review

Navi Aggressive Hybrid Fund (G) is a Hybrid Hybrid fund and has delivered an annualised return of 11.771% over a period of 6 years. The fund is managed by Navi Mutual Fund. The fund managers are Aditya Mulki, Ashutosh Shirwaikar, Tanmay Sethi.

Nav of Navi Aggressive Hybrid Fund (G) as of 10/4/2024 is ₹20.47 with the total AUM as of 10/6/2024 is ₹111.922923. With Scripbox you can compare and check the latest nav for all mutual funds in India. Navi Aggressive Hybrid Fund (G) was launched on 2018-04-30. The category risk of the fund is Average.

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 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 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 2.2761% for regular plan.