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Navi Mutual Fund

Navi Aggressive Hybrid Fund

Navi Mutual Fund · Direct plan · Growth

3-year returns
12.1%
a year
NAV
₹25.90
▲ 0.77% · 18 Sept 2026
Fund size
₹118 Cr
Expense ratio
0.49%
a year
Minimum SIP
₹100

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹22.27 and has returned 10.06% a year over 3 years.

Returns, and where it stands

Against the average aggressive hybrid fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year7.9%0.8%ahead3 of 29
3 years12.1%10.9%ahead9 of 29
5 years11.5%10.2%ahead9 of 26
Every period, and the Regular plan →
PeriodDirectRegular
1 month-0.1%-0.3%
3 months4%3.5%
6 months13.8%12.7%
1 year7.9%5.9%
2 yearsp.a.5.5%3.6%
3 yearsp.a.12.1%10.1%
5 yearsp.a.11.5%9.4%
7 yearsp.a.14%11.9%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from May 2018.

Plan

NAV history

▲ 7.87% in the last 1Y

21.723.926.118 Sept 202520 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹31,443
XIRR (per year)
10.77%
Value today
₹2,11,443

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
11.4% a year
0.5% more than the category average — the bumpier side
Worst fall so far
−30.7%
Feb 2020 to Mar 2020, against −27.5% for the category.
Years that made money
93.6%
Of every one-year stretch it has been through.
Over any three years
8.5% to 24%
A year, at worst and at best. Typically 14.6%.

Fund details

Minimum lumpsum
₹100
Minimum top-up
₹100
Lock-in
None
Plan started
30 Apr 2018
Portfolio turnover
0.47x
Expense ratio
0.49%
as of 31 Jul 2026

Managed by Ashutosh Shirwaikar, Tanmay Sethi

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

Navi Aggressive Hybrid Fund against other funds in the Aggressive Hybrid Fund category
Fund1Y3Y5YExpenseFund size
Bank of India Aggressive Hybrid Fund14.27%17.3%14.83%0.6%₹2,051 Cr
Bandhan Aggressive Hybrid Fund5.44%13.93%11.48%0.87%₹2,410 Cr
HSBC Aggressive Hybrid Fund4.52%13.31%0.93%₹5,870 Cr
Quant Aggressive Hybrid Fund9.3%13.06%12.94%1.38%₹2,158 Cr
JM Aggressive Hybrid Fund-0.16%12.96%13.16%1.09%₹700 Cr
ICICI Prudential Aggressive Hybrid Fund-0.51%12.8%14.61%1.05%₹52,433 Cr
Navi Aggressive Hybrid Fund7.87%12.09%11.46%0.49%₹118 Cr

About Navi Aggressive Hybrid Fund

Navi Aggressive Hybrid Fund is a aggressive hybrid fund managed by Navi Mutual Fund. Invest 65–80% in equity and the rest in debt.

The investment objective of the scheme is to provide periodic returns and capital appreciation over a long period of time, investing in equity related instruments. There is no assurance that the investment objective of the scheme will be achieved.

The scheme's stated objective, as published by Navi Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹25.9045143163
DirectAnnual IDCW₹25.7884143195
DirectMonthly IDCW₹25.7836143192
DirectNormal IDCW₹25.7848143167
DirectQuarterly IDCW₹25.7667143185
RegularGrowth₹22.2717143162
RegularAnnual IDCW₹22.269143198
RegularHalf Yearly IDCW₹22.2861143189
RegularMonthly IDCW₹22.2711143197
RegularNormal IDCW₹22.2729143166
RegularQuarterly IDCW₹22.2718143199
Growth₹25.7597143186

Frequently asked questions

What is the NAV of Navi Aggressive Hybrid Fund today?

The NAV of Navi Aggressive Hybrid Fund (Direct plan, Growth) is ₹25.9045 and the Regular plan NAV is ₹22.2717, as of 18 Sept 2026.

What returns has Navi Aggressive Hybrid Fund given?

Over the last year the Direct plan returned 7.87%, and 12.09% a year over 3 years and 11.46% a year over 5 years. That places it 9 of 29 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of Navi Aggressive Hybrid Fund?

The Direct plan charges 0.49% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in Navi Aggressive Hybrid Fund?

You can start a monthly SIP with ₹100, or invest a lump sum of ₹100 or more.

How much has Navi Aggressive Hybrid Fund fallen in the past?

Its deepest fall was 30.7% from 12 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 94% ended in a gain.

Which category does Navi Aggressive Hybrid Fund belong to?

It is a Aggressive Hybrid Fund from Navi Mutual Fund. Invest 65–80% in equity and the rest in debt.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from Navi Aggressive Hybrid Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.