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HybridAggressive Hybrid FundDirect · Growth

Navi Aggressive Hybrid Fund - Direct Plan - Growth

Navi · Scheme 143163

25.93 0.30%NAV · 2026-09-18
62
Decent FundScore
Start SIP
AUM
₹116 cr
Expense ratio
0.67%
3Y CAGR
13.3%
Risk level
High
Min SIP
₹100
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Fund manager: Killol Pandya, Viral BelawalaExit load: Nil
Decent · 62/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • Low cost — 0.67% expense ratio means more of the return stays with you.
  • 3Y CAGR: +13.3%
  • 1Y return vs category: +6.8% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • Weak risk-adjusted returns (Sharpe 0.47) — took on risk without enough payoff.
  • Sharpe ratio: 0.47
  • Sortino ratio: 0.54

FundScore breakdown

62/100 · Decent
How it works →
63
Returns
Decent
78
Consistency
Strong
31
Risk-adjusted
Weak
57
Downside protection
Decent
77
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.