- Scheme Category:
- Equity Scheme >
- Flexi Cap Fund
NAV: ₹ ↓ -0.12%
NAV chart
SMA (Simple Moving Average)
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Returns
CAGR returns till date
CAGR returns of Navi Flexi Cap Fund - Direct Plan - Growth and its peers as on 11 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Navi Flexi Cap Fund - Direct Plan - Growth | 6.04% | -0.12% | -1.16% | -2.14% | 7.5% | 11.28% | 10.94% | 11.61% | 15.79% | - |
| Parag Parikh Flexi Cap Fund - Direct Plan - Growth | -5.65% | 0.1% | -1.06% | -2.8% | 1.23% | -4.04% | 12% | 11.63% | 19.38% | 16.88% |
| SBI Flexicap Fund - DIRECT PLAN - Growth Option | -4.46% | -0.09% | -0.91% | -1.64% | 5.12% | -0.26% | 7.98% | 8.37% | 13.38% | 12.01% |
| ICICI Prudential Flexi Cap Fund - Direct Plan - Growth | 2.92% | -0.23% | -1.42% | -3.93% | 9.64% | 5.29% | 15.59% | 15.24% | - | - |
| HDFC Flexi Cap Fund - Growth Option - Direct Plan | -1.65% | -0.33% | -1.31% | -2.42% | 5.94% | 1.86% | 15.13% | 17.5% | 18.95% | 15.6% |
| Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option | -1.63% | -0.22% | -1.58% | -2.91% | 5.7% | -0.02% | 9.8% | 11.05% | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | 15.05% | 11.73% | 36.64% | 1.49% | 26.28% | 13.79% | 6.34% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 1.16% | -0.25% | -4.96% | 1.89% | -11.34% | 9% | 0.89% | 5.04% | 1.16% | 1.95% |
Returns from spefic dates
| Description | CAGR returns from 18 Oct 2021 (Nifty 50 2021 high) | CAGR returns from 26 Sep 2024 (Nifty 50 2024 high) |
|---|---|---|
| Returns | 10.2% | 2.47% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 93.82% | 1.20% (Arbitrage: 0.00%) | 0.00% | 0.00% | 4.98% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| ICICI BANK LIMITED | ICICIBANK (INE090A01021) | BANKS | 3.86% | DCF |
| AXIS BANK LIMITED | AXISBANK (INE238A01034) | BANKS | 3.58% | DCF |
| HDFC BANK LIMITED | HDFCBANK (INE040A01034) | BANKS | 3.39% | DCF |
| USHA MARTIN LTD | USHAMART (INE228A01035) | INDUSTRIAL PRODUCTS | 3.01% | |
| KOTAK MAHINDRA BANK LIMITED | KOTAKBANK (INE237A01036) | BANKS | 2.77% | DCF |
| SAMVARDHANA MOTHERSON INTERNATIONAL LTD | MOTHERSON (INE775A01035) | AUTO COMPONENTS | 2.66% | |
| RAINBOW CHILDRENS MEDICARE LIMITED | RAINBOW (INE961O01016) | HEALTHCARE SERVICES | 2.53% | |
| S.J.S. ENTERPRISES LIMITED EQ | SJS (INE284S01014) | AUTO COMPONENTS | 2.23% | |
| BLS INTERNATIONAL SERVICES LIMITED | BLS (INE153T01027) | LEISURE SERVICES | 2.21% | |
| CREDITACCESS GRAMEEN LIMITED | CREDITACC (INE741K01010) | FINANCE | 2.14% | |
| FIEM INDUSTRIES LTD | FIEMIND (INE737H01014) | AUTO COMPONENTS | 2.12% | |
| BHARTI AIRTEL LIMITED | BHARTIARTL (INE397D01024) | TELECOM - SERVICES | 2.01% | DCF |
| VARUN BEVERAGES LIMITED | VBL (INE200M01039) | BEVERAGES | 1.98% | |
| YASH HIGHVOLTAGE LTD | (INE00GK01023) | ELECTRICAL EQUIPMENT | 1.95% | |
| RELIANCE INDUSTRIES LIMITED | RELIANCE (INE002A01018) | PETROLEUM PRODUCTS | 1.94% | DCF |
| ASTRAL LIMITED | ASTRAL (INE006I01046) | INDUSTRIAL PRODUCTS | 1.82% | |
| REDINGTON LIMITED | REDINGTON (INE891D01026) | COMMERCIAL SERVICES & SUPPLIES | 1.75% | |
| CANARA ROBECO MUTUAL FUND | CRAMC (INE218I01013) | CAPITAL MARKETS | 1.70% | |
| UNITED SPIRITS LIMITED | UNITDSPR (INE854D01024) | BEVERAGES | 1.65% | |
| LARSEN & TOUBRO LIMITED | LT (INE018A01030) | CONSTRUCTION | 1.63% | DCF |
| TATA CONSULTANCY SERVICES LIMITED | TCS (INE467B01029) | IT - SOFTWARE | 1.59% | DCF |
| APOLLO HOSPITALS ENTERPRISE LIMITED | APOLLOHOSP (INE437A01024) | HEALTHCARE SERVICES | 1.54% | |
| ASK AUTOMOTIVE LIMITED | ASKAUTOLTD (INE491J01022) | AUTO COMPONENTS | 1.51% | |
| LUMAX INDUSTRIES LIMITED | LUMAXIND (INE162B01018) | AUTO COMPONENTS | 1.46% | |
| SHANTI GOLD INTERNATIONAL LIMITED | SHANTIGOLD (INE06ZD01017) | CONSUMER DURABLES | 1.45% | |
| GNG ELECTRONICS LIMITED | EBGNG (INE18JU01028) | IT - Hardware | 1.44% | |
| INTERGLOBE AVIATION LIMITED | INDIGO (INE646L01027) | TRANSPORT SERVICES | 1.43% | |
| ACTION CONSTRUCTION EQUIPMENT LTD | ACE (INE731H01025) | AGRICULTURAL, COMMERCIAL & CONSTRUCTION VEHICLES | 1.42% | |
| 360 ONE WAM LIMITED | 360ONE (INE466L01038) | CAPITAL MARKETS | 1.41% | |
| INFOSYS LIMITED | INFY (INE009A01021) | IT - SOFTWARE | 1.39% | DCF |
| INTERARCH BUILDING SOLUTIONS LIMITED | INTERARCH (INE00M901018) | CONSTRUCTION | 1.34% | |
| POWERICA LIMITED | POWERICA (INE921L01032) | ELECTRICAL EQUIPMENT | 1.32% | |
| MOTILAL OSWAL FINANCIAL SERVICES | MOTILALOFS (INE338I01027) | CAPITAL MARKETS | 1.31% | |
| SHRIRAM FINANCE LIMITED | SHRIRAMFIN (INE721A01047) | FINANCE | 1.30% | |
| ITC LIMITED | ITC (INE154A01025) | DIVERSIFIED FMCG | 1.29% | DCF |
| UPL LIMITED | UPL (INE628A01036) | FERTILIZERS & AGROCHEMICALS | 1.25% | |
| C.E. INFO SYSTEMS LIMITED | MAPMYINDIA (INE0BV301023) | IT - SOFTWARE | 1.20% | |
| SUN PHARMACEUTICAL INDUSTRIES LIMITED | SUNPHARMA (INE044A01036) | PHARMACEUTICALS & BIOTECHNOLOGY | 1.20% | |
| UNO MINDA LIMITED | UNOMINDA (INE405E01023) | AUTO COMPONENTS | 1.20% | |
| ADITYA BIRLA SUN LIFE MUTUAL FUND | ABSLAMC (INE404A01024) | CAPITAL MARKETS | 1.19% | |
| DHANUKA AGRITECH LIMITED | DHANUKA (INE435G01025) | FERTILIZERS & AGROCHEMICALS | 1.19% | |
| POWER FINANCE CORPORATION LIMITED | PFC (INE134E01011) | FINANCE | 1.09% | |
| PRICOL LIMITED | PRICOLLTD (INE726V01018) | AUTO COMPONENTS | 1.07% | |
| SKY GOLD AND DIAMONDS LIMITED | SKYGOLD (INE01IU01018) | CONSUMER DURABLES | 1.02% | |
| BSE LTD | BSE (INE118H01025) | CAPITAL MARKETS | 1.01% | |
| MULTI COMMODITY EXCHANGE OF INDIA LTD. | MCX (INE745G01043) | CAPITAL MARKETS | 0.97% | |
| TATA MOTORS LIMITED | TMCV (INE1TAE01010) | AGRICULTURAL, COMMERCIAL & CONSTRUCTION VEHICLES | 0.95% | |
| REC LIMITED | RECLTD (INE020B01018) | FINANCE | 0.93% | |
| INDEGENE LIMITED | INDGN (INE065X01017) | HEALTHCARE SERVICES | 0.84% | |
| SANSERA ENGINEERING LIMITED | SANSERA (INE953O01021) | AUTO COMPONENTS | 0.81% | |
| BANK OF BARODA | BANKBARODA (INE028A01039) | BANKS | 0.77% | |
| BANK OF MAHARASHTRA | MAHABANK (INE457A01014) | BANKS | 0.76% | |
| ADITYA BIRLA CAPITAL LIMITED | ABCAPITAL (INE674K01013) | FINANCE | 0.66% | |
| NARAYANA HRUDAYALAYA LIMITED | NH (INE410P01011) | HEALTHCARE SERVICES | 0.66% | |
| KIRLOSKAR OIL ENGINES LTD | KIRLOSENG (INE146L01010) | INDUSTRIAL PRODUCTS | 0.64% | |
| SENCO GOLD LIMITED | SENCO (INE602W01027) | CONSUMER DURABLES | 0.64% | |
| ZEN TECHNOLOGIES LIMITED | ZENTEC (INE251B01027) | AEROSPACE & DEFENSE | 0.62% | |
| ASHOK LEYLAND LIMITED | ASHOKLEY (INE208A01029) | AGRICULTURAL, COMMERCIAL & CONSTRUCTION VEHICLES | 0.57% | |
| HDFC ASSET MANAGEMENT COMPANY LIMITED | HDFCAMC (INE127D01025) | CAPITAL MARKETS | 0.54% | |
| THE INDIAN HOTELS COMPANY LIMITED | INDHOTEL (INE053A01029) | LEISURE SERVICES | 0.50% | |
| STATE BANK OF INDIA | SBIN (INE062A01020) | BANKS | 0.44% | DCF |
| KEWAL KIRAN CLOTHING LTD | KKCL (INE401H01017) | TEXTILES & APPARELS | 0.43% | |
| COMPUTER AGE MANAGEMENT SERVICES LIMITED | CAMS (INE596I01020) | CAPITAL MARKETS | 0.41% | |
| INFO EDGE (INDIA) LIMITED | NAUKRI (INE663F01032) | RETAILING | 0.40% | |
| GULF OIL LUBRICANTS INDIA LIMITED | GULFOILLUB (INE635Q01029) | PETROLEUM PRODUCTS | 0.39% | |
| PI INDUSTRIES LIMITED | PIIND (INE603J01030) | FERTILIZERS & AGROCHEMICALS | 0.33% | |
| NIPPON LIFE INDIA ASSET MANAGEMENT LTD | NAM-INDIA (INE298J01013) | CAPITAL MARKETS | 0.28% | |
| UNION BANK OF INDIA | UNIONBANK (INE692A01016) | BANKS | 0.26% | |
| SUPREME INDUSTRIES LIMITED | SUPREMEIND (INE195A01028) | INDUSTRIAL PRODUCTS | 0.18% | |
| SUPRAJIT ENGINEERING LTD | SUPRAJIT (INE399C01030) | AUTO COMPONENTS | 0.16% | |
| POLYCAB INDIA LIMITED | POLYCAB (INE455K01017) | INDUSTRIAL PRODUCTS | 0.13% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| TIME TECHNOPLAST LIMITED (13/08/2026) ** | ICRA A1+ | 1.20% |
Portfolio data is as on date 31 July, 2026
NAV history
Navi Flexi Cap Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 11 September, 2026 | 29.0493 | -0.12% |
| 10 September, 2026 | 29.0828 | -0.11% |
| 9 September, 2026 | 29.1137 | -0.59% |
| 8 September, 2026 | 29.2867 | -0.32% |
| 7 September, 2026 | 29.3813 | -0.03% |
| 4 September, 2026 | 29.3888 | 0.01% |
| 3 September, 2026 | 29.3862 | 0.35% |
| 2 September, 2026 | 29.2839 | -0.59% |
| 1 September, 2026 | 29.457 | -0.48% |
| 31 August, 2026 | 29.5991 | 0.07% |
| 28 August, 2026 | 29.5791 | 0.34% |
| 27 August, 2026 | 29.4795 | -0.59% |
| 26 August, 2026 | 29.6549 | 0.15% |
| 25 August, 2026 | 29.6116 | 0.17% |
| 24 August, 2026 | 29.5619 | -0.3% |
| 21 August, 2026 | 29.6512 | -0.19% |
| 20 August, 2026 | 29.7066 | 0.68% |
| 19 August, 2026 | 29.5073 | -0.26% |
| 18 August, 2026 | 29.5843 | -0.4% |
| 17 August, 2026 | 29.7028 | 0.21% |
| 14 August, 2026 | 29.642 | 0.03% |
| 13 August, 2026 | 29.6325 | -0.31% |
| 12 August, 2026 | 29.7261 | 0.14% |
| 11 August, 2026 | 29.6856 | 0.07% |
| 10 August, 2026 | 29.6641 | 0.01% |
| 7 August, 2026 | 29.6602 | -0.16% |
| 6 August, 2026 | 29.7083 | -0.03% |
| 5 August, 2026 | 29.7163 | 0.91% |
| 4 August, 2026 | 29.4476 | -0.36% |
| 3 August, 2026 | 29.5538 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Navi Flexi Cap Fund - Direct Plan - Growth?
The latest NAV of Navi Flexi Cap Fund - Direct Plan - Growth is 29.0493 as on 11 September, 2026.What are YTD (year to date) returns of Navi Flexi Cap Fund - Direct Plan - Growth?
The YTD (year to date) returns of Navi Flexi Cap Fund - Direct Plan - Growth are 6.04% as on 11 September, 2026.What are 1 year returns of Navi Flexi Cap Fund - Direct Plan - Growth?
The 1 year returns of Navi Flexi Cap Fund - Direct Plan - Growth are 11.28% as on 11 September, 2026.What are 3 year CAGR returns of Navi Flexi Cap Fund - Direct Plan - Growth?
The 3 year annualized returns (CAGR) of Navi Flexi Cap Fund - Direct Plan - Growth are 10.94% as on 11 September, 2026.What are 5 year CAGR returns of Navi Flexi Cap Fund - Direct Plan - Growth?
The 5 year annualized returns (CAGR) of Navi Flexi Cap Fund - Direct Plan - Growth are 11.61% as on 11 September, 2026.What is LTCG (Long term capital gain) and STCG (Short term capital gain) tax for Navi Flexi Cap Fund - Direct Plan - Growth?
Navi Flexi Cap Fund - Direct Plan - Growth is equity oriented mutual fund. Various capital gain taxes are applicable as below (Effective for redemption after July 23, 2024 and from FY 2024-25)Holding period Tax rate Less than 1 year (STCG) 20% More than 1 year (LTCG) Tax free upto Rs. 1.25 lakhs. 12.5% on rest amount.