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  • Navi Mutual Funds
  • Navi Equity Hybrid Fund (Growth)

Formerly Essel Equity Hybrid Reg Gr

Navi Mutual Funds

Navi Equity Hybrid Fund (Growth)

HybridAggressive Hybrid

13.943

NAV (Nov 29)

9.8%
Till Date CAGR
Scripbox Opinion

Not Reviewed yet

Our analysis of this fundLearn how we rate funds ->

Track Record

3 Years.

Relative Size

106 Cr.

Category View

.

Consistency Of Performance

.

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

13.943

NAV (Nov 29)

Fund Returns

Last 1Y

24.4%

Last 3Y

12.7%

Last 5Y

NA

Last 10Y

NA

Since Inception

9.8%

6 Month CAGR

10.8%

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Scheme Information

Investment Objective

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.

Low

Low to Moderate

Moderate

Moderately High

High

Very High

Very High Risk

Expense Ratio

2.3

Launched (3y ago)

Apr 30, 2018

AUM in Crores

105.660

ISIN

INF959L01DI2

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Hari Shyamsunder

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

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Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • Inflation beating returns
    Inflation beating returns
  • Expert Investing Only
    Expert Investing Only
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comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Quant Absolute Fund (G)

Quant Absolute Fund (G)

₹ 106 cr

5

₹ 1,979 cr

5

₹ 471 cr

5

₹ 3,414 cr

5

₹ 2,707 cr

5

amc-icon

About the AMC

Essel Funds Management Company Ltd

Navi AMC Limited manages assets worth 924 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.

amc-img

  • tel-amc-about
    033-40185000
  • mail-amc-about
    mutualfund@esselfinance.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    -

    0%

    17.4%

    14%

    -

    7.1%

    13.5%

    9%

    16.4%

    12.6%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    TRUST

    1. 4100+Crores
    2. 2500+Cities
    3. 7200+Customers are millionaires
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    About Navi Equity Hybrid Fund (G)

    About Navi Equity Hybrid Fund (G)

    Navi Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 9.8% over a period of 3 years. The fund was previously known as Essel Equity Hybrid Reg Gr . The fund is managed by Navi AMC Limited. The fund manager’s name is Hari Shyamsunder

    Navi Equity Hybrid Fund (G) Investment Objective

    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. . However, there is no assurance that the objective of the scheme will be realized.

    Navi Equity Hybrid Fund (G) NAV,AUM,Risk

    The Navi Equity Hybrid Fund (G) fund was launched on Apr 30, 2018. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-11-29 is ₹13.94. The total AUM (Asset Under Management) of the fund as of 29/11/2021 is ₹105.66. The category risk of the Navi Equity Hybrid Fund (G) fund is Very High Risk. The fund charges 2.3 % as expense ratio.

    Navi Equity Hybrid Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 75% in this asset class. The top three holdings of the fund are , icici bank ltd , reliance industries ltd , axis finance limited , hdb financial services limited , infosys ltd , muthoot finance limited , lic housing finance limited , hdfc bank ltd , greenpanel industries ltd ordinary shares , lic housing finance limited , tata consultancy services ltd , bajaj finance ltd , treps/reverse repo/net current assets/cash/cash equivalent , jk lakshmi cement ltd , tata motors ltd class a , axis bank ltd , indusind bank ltd , hindustan unilever ltd , housing development finance corp ltd , hcl technologies ltd , divi's laboratories ltd , united breweries ltd , au small finance bank ltd , gujarat gas ltd , tata steel ltd , carborundum universal ltd , sun pharmaceuticals industries ltd , housing development finance corporation limited , ipca laboratories ltd , tata consumer products ltd , power grid corp of india ltd , cholamandalam investment and finance co ltd , ultratech cement ltd , cg power & industrial solutions ltd , phoenix mills ltd , max financial services ltd , asian paints ltd , central depository services (india) ltd , escorts ltd , power grid corporation of india limited , srf ltd , bata india ltd , mahindra & mahindra ltd , reliance industries ltd ordinary shares (partly paid rs.5) , tata elxsi ltd , radico khaitan ltd , bajaj auto ltd , bharti airtel ltd , wabco india ltd , dabur india ltd , ambuja cements ltd , rural electrification corporation limited , ashok leyland ltd , bharat petroleum corp ltd , kotak mahindra bank ltd

    Navi Equity Hybrid Fund (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this 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.

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