- Scheme Category:
- Hybrid Scheme >
- Aggressive Hybrid Fund
NAV: ₹ ↓ -1.27%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Navi Aggressive Hybrid Fund - Direct Plan - Growth and its peers as on 8 July, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Navi Aggressive Hybrid Fund - Direct Plan - Growth | 2.27% | -1.27% | -0.8% | 4.52% | 6.72% | 4.77% | 12.88% | 12.41% | 12.94% | - |
| SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth | 0.38% | -1.49% | -0.6% | 2.46% | 4.6% | 1.91% | 13.45% | 11.59% | 13.28% | 12.83% |
| ICICI Prudential Equity & Debt Fund - Direct Plan - Growth | -1.82% | -1.6% | -0.57% | 3.69% | 1.94% | 2.78% | 16.15% | 17.32% | 17.69% | 16.06% |
| HDFC Hybrid Equity Fund - Growth Option - Direct Plan | -6.01% | -1.62% | -0.48% | 3.88% | 1.22% | -5.78% | 7.38% | 9.61% | 11.77% | 11.06% |
| Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | - | - |
| Nippon India Aggressive Hybrid Fund - Direct Plan Growth Plan | -1.36% | -1.51% | -0.35% | 3.74% | 2.68% | 1.29% | 12.38% | 12.3% | 11.14% | 10.69% |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | 12.86% | 8.83% | 23.98% | 3.82% | 22.15% | 15.74% | 7.64% |
Discrete returns (monthly)
| Month | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.08% | 1.57% | 1.01% | -0.01% | -4.64% | 0.31% | -9.11% | 7.34% | 0.94% | 4.31% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 72.74% | 23.51% (Arbitrage: 0.00%) | 0.00% | 0.00% | 3.75% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| AXIS BANK LIMITED | AXISBANK (INE238A01034) | BANKS | 4.48% |
| HDFC BANK LIMITED | HDFCBANK (INE040A01034) | BANKS | 3.40% |
| USHA MARTIN LTD | USHAMART (INE228A01035) | INDUSTRIAL PRODUCTS | 3.27% |
| REDINGTON LIMITED | REDINGTON (INE891D01026) | COMMERCIAL SERVICES & SUPPLIES | 3.14% |
| KOTAK MAHINDRA BANK LIMITED | KOTAKBANK (INE237A01036) | BANKS | 3.05% |
| RELIANCE INDUSTRIES LIMITED | RELIANCE (INE002A01018) | PETROLEUM PRODUCTS | 2.93% |
| CREDITACCESS GRAMEEN LIMITED | CREDITACC (INE741K01010) | FINANCE | 2.27% |
| ICICI BANK LIMITED | ICICIBANK (INE090A01021) | BANKS | 2.13% |
| RAINBOW CHILDRENS MEDICARE LIMITED | RAINBOW (INE961O01016) | HEALTHCARE SERVICES | 2.02% |
| UPL LIMITED | UPL (INE628A01036) | FERTILIZERS & AGROCHEMICALS | 1.87% |
| VARUN BEVERAGES LIMITED | VBL (INE200M01039) | BEVERAGES | 1.80% |
| INDEGENE LIMITED | INDGN (INE065X01017) | HEALTHCARE SERVICES | 1.73% |
| ASK AUTOMOTIVE LIMITED | ASKAUTOLTD (INE491J01022) | AUTO COMPONENTS | 1.70% |
| BLS INTERNATIONAL SERVICES LIMITED | BLS (INE153T01027) | LEISURE SERVICES | 1.68% |
| SANSERA ENGINEERING LIMITED | SANSERA (INE953O01021) | AUTO COMPONENTS | 1.62% |
| SENCO GOLD LIMITED | SENCO (INE602W01027) | CONSUMER DURABLES | 1.57% |
| YASH HIGHVOLTAGE LTD | (INE00GK01023) | ELECTRICAL EQUIPMENT | 1.57% |
| PRICOL LIMITED | PRICOLLTD (INE726V01018) | AUTO COMPONENTS | 1.53% |
| UNO MINDA LIMITED | UNOMINDA (INE405E01023) | AUTO COMPONENTS | 1.43% |
| BANK OF BARODA | BANKBARODA (INE028A01039) | BANKS | 1.42% |
| SUPRAJIT ENGINEERING LTD | SUPRAJIT (INE399C01030) | AUTO COMPONENTS | 1.42% |
| CANARA ROBECO MUTUAL FUND | CRAMC (INE218I01013) | CAPITAL MARKETS | 1.40% |
| SKY GOLD AND DIAMONDS LIMITED | SKYGOLD (INE01IU01018) | CONSUMER DURABLES | 1.39% |
| ADITYA BIRLA SUN LIFE MUTUAL FUND | ABSLAMC (INE404A01024) | CAPITAL MARKETS | 1.35% |
| BHARTI AIRTEL LIMITED | BHARTIARTL (INE397D01024) | TELECOM - SERVICES | 1.33% |
| FIEM INDUSTRIES LTD | FIEMIND (INE737H01014) | AUTO COMPONENTS | 1.33% |
| LARSEN & TOUBRO LIMITED | LT (INE018A01030) | CONSTRUCTION | 1.28% |
| S.J.S. ENTERPRISES LIMITED EQ | SJS (INE284S01014) | AUTO COMPONENTS | 1.23% |
| UNITED SPIRITS LIMITED | UNITDSPR (INE854D01024) | BEVERAGES | 1.09% |
| GNG ELECTRONICS LIMITED | EBGNG (INE18JU01028) | CONSUMER DURABLES | 1.08% |
| ALIVUS LIFE SCIENCES | ALIVUS (INE03Q201024) | PHARMACEUTICALS & BIOTECHNOLOGY | 1.06% |
| LUMAX INDUSTRIES LIMITED | LUMAXIND (INE162B01018) | AUTO COMPONENTS | 1.06% |
| C.E. INFO SYSTEMS LIMITED | MAPMYINDIA (INE0BV301023) | IT - SOFTWARE | 1.03% |
| REC LIMITED | RECLTD (INE020B01018) | FINANCE | 0.97% |
| ACTION CONSTRUCTION EQUIPMENT LTD | ACE (INE731H01025) | AGRICULTURAL, COMMERCIAL & CONSTRUCTION VEHICLES | 0.89% |
| DHANUKA AGRITECH LIMITED | DHANUKA (INE435G01025) | FERTILIZERS & AGROCHEMICALS | 0.89% |
| TATA CONSULTANCY SERVICES LIMITED | TCS (INE467B01029) | IT - SOFTWARE | 0.87% |
| POWER FINANCE CORPORATION LIMITED | PFC (INE134E01011) | FINANCE | 0.75% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LTD | MOTHERSON (INE775A01035) | AUTO COMPONENTS | 0.73% |
| NARAYANA HRUDAYALAYA LIMITED | NH (INE410P01011) | HEALTHCARE SERVICES | 0.72% |
| INFOSYS LIMITED | INFY (INE009A01021) | IT - SOFTWARE | 0.69% |
| ADITYA BIRLA CAPITAL LIMITED | ABCAPITAL (INE674K01013) | FINANCE | 0.65% |
| 360 ONE WAM LIMITED | 360ONE (INE466L01038) | CAPITAL MARKETS | 0.52% |
| KEWAL KIRAN CLOTHING LTD | KKCL (INE401H01017) | TEXTILES & APPARELS | 0.50% |
| BANK OF MAHARASHTRA | MAHABANK (INE457A01014) | BANKS | 0.49% |
| COMPUTER AGE MANAGEMENT SERVICES LIMITED | CAMS (INE596I01020) | CAPITAL MARKETS | 0.47% |
| INTERGLOBE AVIATION LIMITED | INDIGO (INE646L01027) | TRANSPORT SERVICES | 0.46% |
| GULF OIL LUBRICANTS INDIA LIMITED | GULFOILLUB (INE635Q01029) | PETROLEUM PRODUCTS | 0.44% |
| ASHOK LEYLAND LIMITED | ASHOKLEY (INE208A01029) | AGRICULTURAL, COMMERCIAL & CONSTRUCTION VEHICLES | 0.42% |
| KPIT TECHNOLOGIES LIMITED | KPITTECH (INE04I401011) | IT - SOFTWARE | 0.41% |
| PI INDUSTRIES LIMITED | PIIND (INE603J01030) | FERTILIZERS & AGROCHEMICALS | 0.40% |
| UNION BANK OF INDIA | UNIONBANK (INE692A01016) | BANKS | 0.33% |
| NIPPON LIFE INDIA ASSET MANAGEMENT LTD | NAM-INDIA (INE298J01013) | CAPITAL MARKETS | 0.16% |
| SUPREME INDUSTRIES LIMITED | SUPREMEIND (INE195A01028) | INDUSTRIAL PRODUCTS | 0.16% |
| TATA MOTORS COMMERCIAL VEHICLES LIMITED | TMCV (INE1TAE01010) | AUTOMOBILES | 0.16% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 7.60% MUTHOOT FINANCE LIMITED (20/04/2026) ** | CRISIL AA+ | 5.79% |
| 7.80% REC LIMITED (30/05/2026) | ICRA AAA | 4.95% |
| 6.00% HDFC BANK LIMITED (29/05/2026) ** | CRISIL AAA | 2.47% |
| BANK OF BARODA (25/05/2026) | IND A1+ | 4.90% |
| NABARD (07/05/2026) ** | CRISIL A1+ | 2.95% |
| TIME TECHNOPLAST LIMITED (13/05/2026) ** | CRISIL A1+ | 2.45% |
Portfolio data is as on date 31 March, 2026
NAV history
Navi Aggressive Hybrid Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 8 July, 2026 | 24.8386 | -1.27% |
| 7 July, 2026 | 25.1592 | -0.3% |
| 6 July, 2026 | 25.2357 | 0.12% |
| 3 July, 2026 | 25.2045 | -0.11% |
| 2 July, 2026 | 25.2311 | 0.76% |
| 1 July, 2026 | 25.0399 | 0.19% |
| 30 June, 2026 | 24.9913 | 0.37% |
| 29 June, 2026 | 24.8991 | -0.73% |
| 25 June, 2026 | 25.0834 | 0.13% |
| 24 June, 2026 | 25.0518 | 0.49% |
| 23 June, 2026 | 24.9306 | -0.58% |
| 22 June, 2026 | 25.0753 | 0.61% |
| 19 June, 2026 | 24.9245 | 0.08% |
| 18 June, 2026 | 24.9038 | 0.61% |
| 17 June, 2026 | 24.752 | 0.32% |
| 16 June, 2026 | 24.6739 | 0.24% |
| 15 June, 2026 | 24.6137 | 1.56% |
| 12 June, 2026 | 24.2347 | 1.88% |
| 11 June, 2026 | 23.7872 | -0.37% |
| 10 June, 2026 | 23.8745 | -0.7% |
| 9 June, 2026 | 24.0428 | 1.17% |
| 8 June, 2026 | 23.7639 | -1.21% |
| 5 June, 2026 | 24.0559 | -0.16% |
| 4 June, 2026 | 24.0941 | 0.16% |
| 3 June, 2026 | 24.0562 | 0.01% |
| 2 June, 2026 | 24.0547 | 0.4% |
| 1 June, 2026 | 23.9578 | -0.66% |
| 29 May, 2026 | 24.1175 | -0.46% |
| 27 May, 2026 | 24.2284 | 0.19% |
| 26 May, 2026 | 24.1817 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Navi Aggressive Hybrid Fund - Direct Plan - Growth?
The latest NAV of Navi Aggressive Hybrid Fund - Direct Plan - Growth is 24.8386 as on 8 July, 2026.What are YTD (year to date) returns of Navi Aggressive Hybrid Fund - Direct Plan - Growth?
The YTD (year to date) returns of Navi Aggressive Hybrid Fund - Direct Plan - Growth are 2.27% as on 8 July, 2026.What are 1 year returns of Navi Aggressive Hybrid Fund - Direct Plan - Growth?
The 1 year returns of Navi Aggressive Hybrid Fund - Direct Plan - Growth are 4.77% as on 8 July, 2026.What are 3 year CAGR returns of Navi Aggressive Hybrid Fund - Direct Plan - Growth?
The 3 year annualized returns (CAGR) of Navi Aggressive Hybrid Fund - Direct Plan - Growth are 12.88% as on 8 July, 2026.What are 5 year CAGR returns of Navi Aggressive Hybrid Fund - Direct Plan - Growth?
The 5 year annualized returns (CAGR) of Navi Aggressive Hybrid Fund - Direct Plan - Growth are 12.41% as on 8 July, 2026.