Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week—
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10 Years (CAGR)—
Since Inception (Mar 2026)-2.15%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP—
3 Year SIP—
5 Year SIP—
Since Inception (Mar 2026)—
Fund Details
Fund HouseNavi Mutual Fund
CategoryAggressive Hybrid
Plan Typeregular
Optiongrowth
AUM₹112 Cr
Expense Ratio2.27%
Min SIP₹100
Min Lumpsum₹100
Launch Date27 Mar 2026
AMFI Code143162
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Navi Aggressive Hybrid Fund - Regular Plan - Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.
About This Fund
Navi Aggressive Hybrid Fund - Regular Plan - Growth is a Aggressive Hybrid mutual fund offered by Navi Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹112 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 2.27%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations