Click here for top ranked funds in aggressive hybrid mutual funds.
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
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.
No single fund can achieve what a plan can. Learn why
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.
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.
Navi AMC Limited manages assets worth 748 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.
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?
Recommended
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.
Top Ranked
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
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
We check if the sub-category of the fund is recommended by us.
Fund Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
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
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A)
About Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A)
Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 8.9% over a period of 3 years .The fund was previously known as Essel Equity Hybrid Reg Yr IDCW-R.The fund is managed by Navi AMC Limited.The fund manager’s name is Saravana Kumar.
Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) 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 of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) NAV,AUM,Risk
The Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) fund was launched on Apr 30, 2018. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-07-29 is ₹ 13.2153. The total AUM (Asset Under Management) of the fund as of 2021-07-29 is ₹ 114.431. The category risk of the Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) fund is Very High Risk.
The fund charges 2.3 % as expense ratio.
Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) Holdings
The fund’s highest allocation is towards equity and has invested 77.7% in this asset class. The top three holdings of the fund are axis finance limited,hdb financial services limited and muthoot finance limited
Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) 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.
Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) Review
Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) has a score of 2 on a scale of 5. The fund scores 2 out of 5 based on historical performance. As compared to the other funds in its category, Navi Equity Hybrid Fund of Income Distribution cum Cptl Wdrl Opt (RIDCW-A) has a score of 2 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
