Navi Aggressive Hybrid Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Navi Aggressive Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

114 Cr

Lock In Period

N/A

Expense Ratio

2.55

Exit Load

Nil

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Navi Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.940.06126.25
6M4.772.11126.25
1Y3.964.66126.25
3Y10.5814.37126.25

Portfolio Analysis

  • Equity: 72.97%
  • Debt: 27.03%
  • Others
As on: 2026-06-30
View allocation % by

1. AXIS BANK LIMITED4.59%
2. HDFC BANK LIMITED3.28%
3. KOTAK MAHINDRA BANK LIMITED3.00%
4. ICICI BANK LIMITED2.15%

1. PRICOL LIMITED1.58%
2. ASK AUTOMOTIVE LIMITED1.52%
3. S.J.S. ENTERPRISES LIMITED EQ0.97%

1. REDINGTON LIMITED3.84%

1. ADITYA BIRLA SUN LIFE MUTUAL FUND1.57%
2. CANARA ROBECO MUTUAL FUND1.41%
3. NIPPON LIFE INDIA ASSET MANAGEMENT LTD0.20%

1. USHA MARTIN LTD3.12%

1. RAINBOW CHILDRENS MEDICARE LIMITED2.17%
2. NARAYANA HRUDAYALAYA LIMITED0.78%

1. UPL LIMITED1.66%
2. DHANUKA AGRITECH LIMITED0.91%
3. PI INDUSTRIES LIMITED0.34%

1. SENCO GOLD LIMITED1.65%
2. SKY GOLD AND DIAMONDS LIMITED0.56%
3. SHANTI GOLD INTERNATIONAL LIMITED0.52%

1. CREDITACCESS GRAMEEN LIMITED2.58%

1. RELIANCE INDUSTRIES LIMITED2.50%

1. FIEM INDUSTRIES LTD1.39%
2. LUMAX INDUSTRIES LIMITED1.06%

1. BANK OF BARODA1.38%
2. BANK OF MAHARASHTRA0.64%
3. UNION BANK OF INDIA0.31%

1. UNO MINDA LIMITED1.33%
2. SAMVARDHANA MOTHERSON INTERNATIONAL LTD0.91%

1. C.E. INFO SYSTEMS LIMITED0.92%
2. TATA CONSULTANCY SERVICES LIMITED0.66%
3. INFOSYS LIMITED0.49%

1. INDEGENE LIMITED1.85%

1. ADITYA BIRLA CAPITAL LIMITED0.77%
2. MOTILAL OSWAL FINANCIAL SERVICES0.54%
3. 360 ONE WAM LIMITED0.52%

1. REC LIMITED1.02%
2. POWER FINANCE CORPORATION LIMITED0.74%

1. YASH HIGHVOLTAGE LTD1.71%

1. GNG ELECTRONICS LIMITED1.70%

1. BLS INTERNATIONAL SERVICES LIMITED1.58%

1. SUPRAJIT ENGINEERING LTD1.45%

1. LARSEN & TOUBRO LIMITED1.34%

1. BHARTI AIRTEL LIMITED1.22%

1. VARUN BEVERAGES LIMITED1.20%

1. ALIVUS LIFE SCIENCES1.11%

1. ACTION CONSTRUCTION EQUIPMENT LTD1.08%

1. UNITED SPIRITS LIMITED1.07%

About Fund Navi Aggressive Hybrid Fund Growth

Navi Aggressive Hybrid Fund Growth managed by Navi Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹114 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.55. Under the expert guidance of Ashutosh Shirwaikar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Ashutosh Shirwaikar

Mr. Ashutosh Shirwaikar is a post graduate in MBA Finance from JBIMS, Mumbai. Prior to joining Navi Mutual Fund, Mr. Shirwaikar has worked for more than 6 years at Quantum Advisors Ltd. During his tenure he has covered sectors like Auto, Chemicals, Pharma, Power, and Media.

Peer Comparison

Fund Name1Y3Y
This FundAditya Birla Sun Life Equity Hybrid 95 Fund Growth0.556434.5284
This FundCanara Robeco Equity Hybrid Fund Growth1.016734.9108
This FundNavi Aggressive Hybrid Fund Growth3.958735.2188
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

Navi Aggressive Hybrid Fund Growth FAQs

Navi Aggressive Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Navi Aggressive Hybrid Fund Growth is 2.55. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Navi Aggressive Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : 1.94%
  • 6 Months : 4.77%
  • 1 Year : 3.96%
  • 3 Years : 10.58%
Returns of Navi Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 21.7989 as on Jul 17,2026. Since inception, the return has been 35.22%.

You can invest in Navi Aggressive Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Navi Aggressive Hybrid Fund Growth is ₹114 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Navi Aggressive Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.