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Navi Aggressive Hybrid Fund(G)-Direct Plan

Navi Aggressive Hybrid Fund(G)-Direct Plan

Hybrid•Direct Growth•High Risk

+11.44%

5Y annualised

HybridDirect GrowthHigh Risk

+11.44%

5Y annualised

+0.77% 1D

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NAV : 18 Sep 2026

₹25.90

Min. SIP amount

₹100

Fund size (AUM)

118 Cr

Expense ratio

0.55%

Launched on

30 Apr 2018

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 18 Sep 2026

₹25.90

Min. SIP amount

₹100

Fund size (AUM)

118 Cr

Expense ratio

0.55%

Launched on

30 Apr 2018

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,48,510

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,486

+2.03%

6 months₹48,000₹49,720

+3.58%

1 year₹96,000₹1,02,519

+6.79%

3 years₹2,88,000₹3,48,510

+21.01%

Stock Allocation

Stock nameSectorAllocation

Treps/Reverse Repo/Net Current Assets/Cash/Cash EquivalentCash & Cash Equivalents And Net Assets9.10%

Axis Bank LimitedBank4.28%

Hdfc Bank Limited (11/09/2026) **#Certificate Of Deposit4.23%

Fund Composition

₹118 Cr

Large Cap

25.20%

Mid Cap

15.17%

Small Cap

31.96%

Others

27.68%

Sector Allocation

₹118 Cr

Bank

14.44%

Commercial Paper

12.60%

Automobile & Ancillaries

10.80%

Finance

9.42%

Cash & Cash Equivalents And Net Assets

9.10%

Certificate Of Deposit

5.06%

Healthcare

3.87%

Diamond & Jewellery

3.60%

Others

30.99%

Minimum investments

Min. for SIP₹100

Min. for Lumpsum--

Min. for SIP₹100

Min. for Lumpsum--

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Equity)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

Ashutosh Shirwaikar

Present

Tanmay Sethi

Present

Similar/Peer Fund Comparison

Name1Y3Y5Y

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+14.27%+17.29%+14.81%

HSBC Multi Asset Active FOF(G)-Direct Plan

+12.85%+15.16%+12.21%

Quant Aggressive Hybrid Fund(G)-Direct Plan

+9.30%+13.05%+12.93%

Navi Aggressive Hybrid Fund(G)-Direct Plan

+7.87%+12.08%+11.44%

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+6.38%+12.24%+10.81%

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+5.44%+13.92%+11.46%

HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan

+5.37%+7.28%+6.16%

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+4.52%+13.30%+11.03%

Fund name

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+17.29%

HSBC Multi Asset Active FOF(G)-Direct Plan

+15.16%

Quant Aggressive Hybrid Fund(G)-Direct Plan

+13.05%

Navi Aggressive Hybrid Fund(G)-Direct Plan

+12.08%

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+12.24%

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+13.92%

HSBC Income Plus Arbitrage Active FOF(G)-Direct Plan

+7.28%

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+13.30%

Uniapps Investment Adviser Pvt Ltd
Investment Adviser
SEBI Registration Number — INA000017639
Uniapps is a subsidiary of Univest Communication Technologies Private Limited

Company Address: Registered Address: Ground Floor, Unitech Commercial Tower 2, Block B, Greenwood City, Unit 1-3, Sector 45, Gurugram, Haryana 122003

Write to us : support@univest.in, compliance@univest.in

Verify on SEBI registry →

FAQs

Navi Aggressive Hybrid Fund(G)-Direct Plan is a part of Navi AMC Limited, it was incepted on 30 Apr 2018. This fund is managed by Ashutosh Shirwaikar and Tanmay Sethi. It is a Hybrid type of fund.

The current NAV of Navi Aggressive Hybrid Fund(G)-Direct Plan is ₹25.90 (as of 18 Sep 2026).

Navi Aggressive Hybrid Fund(G)-Direct Plan has delivered 7.87% in 1 year, 12.08% in 3 years, and 11.44% in 5 years (annualised).

The minimum SIP amount for Navi Aggressive Hybrid Fund(G)-Direct Plan is ₹100.

The expense ratio of Navi Aggressive Hybrid Fund(G)-Direct Plan is 0.55%.

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Navi Aggressive Hybrid Fund(G)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Minimum investments

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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