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Navi Aggressive Hybrid Fund - Regular Plan Normal IDCW

Navi · Aggressive Hybrid
High
₹21.66
Current NAV
25 Jun 2026
9.4%
1Y Return
12.9%
3Y CAGR
9.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.54).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.14%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.54
Sharpe Ratio
0.54
Beta
1.54
Alpha
1.91
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Fund Details
Fund House Navi
Category Aggressive Hybrid
AUM ₹3590 Cr
Expense Ratio 2.14%
Min SIP ₹500
Min Lumpsum ₹1000
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