Get access to more insightful information
By signing up to Upstox today
Navi Aggressive Hybrid Fund Direct dividend reinvestment
Hybrid • Aggressive • Direct dividend reinvestment
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Aggressive
Direct dividend reinvestment
Launched On
30 Apr 2018
7.6 years ago
Lock-in Period
No lock-in
NAV
as of 22 Dec 2025
₹24.18
+0.7828% (0.20)
AUM
₹126 Cr
Expense ratio
0.55%
Benchmark
CRISIL Hybrid 35+65 - Agg
Fund Plan
Annually
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Consumer Cyclical
Basic Materials
Technology
Industrials
Fund House
Navi
Inc: 19 Feb 2010 • Total AUM: ₹2,409 Cr • Rank #42Navi Mutual Fund, started in 2010, has Anmol Como Broking Private Limited as its sponsors. The fund house is headed by Hari Shyamsunder as the CEO. As of 31 March 2024, it has an AUM of ₹4,944 Cr.
Fund Managers
Ashutosh Shirwaikar
Experience: 2.38 yrs • Total AUM: 30,395 Cr
Tanmay Sethi
Experience: 1.87 yrs • Total AUM: 4,050 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.