- Scheme Category:
- Equity Scheme >
- Flexi Cap Fund
NAV: ₹ 24.8626 ↓ -2.38%
[as on 27 March, 2026]
NAV chart
SMA (Simple Moving Average)
Returns
CAGR returns till date
CAGR returns of Navi Flexi Cap Fund - Direct Plan - Growth and its peers as on 27 March, 2026
| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|
| Navi Flexi Cap Fund - Direct Plan - Growth | -9.24% | -2.38% | -1.27% | -8.72% | -8.55% | 3.78% | 13.86% | 13.08% | 12.87% | - |
| Parag Parikh Flexi Cap Fund - Direct Plan - Growth | -7.47% | 0.97% | -1.72% | -5.63% | -7.87% | 1.04% | 18.68% | 17.43% | 19.37% | 17.97% |
| SBI Flexicap Fund - DIRECT PLAN - Growth Option | -10.57% | 1.77% | -2.25% | -8.99% | -10.37% | 0.02% | 12.67% | 11.64% | 12.48% | 13.2% |
| ICICI Prudential Flexicap Fund - Direct Plan - Growth | -10.34% | 2.07% | -1.68% | -9.25% | -10.51% | 5.58% | 18.63% | - | - | - |
| HDFC Flexi Cap Fund - Growth Option - Direct Plan | -10.39% | -1.78% | -1.01% | -9.68% | -9.61% | 1.23% | 19.92% | 19.52% | 16.46% | 16.99% |
| Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option | -12.24% | -2.27% | -1.48% | -9.23% | -11.9% | -1.87% | 15.3% | - | - | - |
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 | May 2025 | Jun 2025 | Jul 2025 | Aug 2025 | Sep 2025 | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 |
|---|
| Returns | 5.38% | 3.42% | -2.18% | 1.07% | 0.21% | 3.27% | 1.16% | -0.25% | -4.96% | 1.89% |
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 | 7.48% | -6.94% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|
| 90.56% |
2.79% (Arbitrage: 0.00%) |
0.00% |
0.00% |
6.65% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|
| HDFC BANK LIMITED | HDFCBANK (INE040A01034) | BANKS | 5.93% |
| ICICI BANK LIMITED | ICICIBANK (INE090A01021) | BANKS | 4.50% |
| AXIS BANK LIMITED | AXISBANK (INE238A01034) | BANKS | 3.96% |
| SHRIRAM FINANCE LIMITED | SHRIRAMFIN (INE721A01047) | FINANCE | 3.52% |
| USHA MARTIN LTD | USHAMART (INE228A01035) | INDUSTRIAL PRODUCTS | 3.11% |
| SANSERA ENGINEERING LIMITED | SANSERA (INE953O01021) | AUTO COMPONENTS | 2.99% |
| BHARTI AIRTEL LIMITED | BHARTIARTL (INE397D01024) | TELECOM - SERVICES | 2.81% |
| KOTAK MAHINDRA BANK LIMITED | KOTAKBANK (INE237A01028) | BANKS | 2.80% |
| BLS INTERNATIONAL SERVICES LIMITED | BLS (INE153T01027) | LEISURE SERVICES | 2.60% |
| RELIANCE INDUSTRIES LIMITED | RELIANCE (INE002A01018) | PETROLEUM PRODUCTS | 2.43% |
| INFOSYS LIMITED | INFY (INE009A01021) | IT - SOFTWARE | 2.34% |
| VARUN BEVERAGES LIMITED | VBL (INE200M01039) | BEVERAGES | 2.31% |
| EMS LIMITED | EMSLIMITED (INE0OV601013) | OTHER UTILITIES | 2.13% |
| ITC LIMITED | ITC (INE154A01025) | DIVERSIFIED FMCG | 2.13% |
| CREDITACCESS GRAMEEN LIMITED | CREDITACC (INE741K01010) | FINANCE | 2.11% |
| SAMVARDHANA MOTHERSON INTERNATIONAL LTD | MOTHERSON (INE775A01035) | AUTO COMPONENTS | 2.05% |
| ASTRAL LIMITED | ASTRAL (INE006I01046) | INDUSTRIAL PRODUCTS | 2.01% |
| LUMAX INDUSTRIES LIMITED | LUMAXIND (INE162B01018) | AUTO COMPONENTS | 1.99% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | APOLLOHOSP (INE437A01024) | HEALTHCARE SERVICES | 1.90% |
| SKY GOLD AND DIAMONDS LIMITED | SKYGOLD (INE01IU01018) | CONSUMER DURABLES | 1.86% |
| INTERGLOBE AVIATION LIMITED | INDIGO (INE646L01027) | TRANSPORT SERVICES | 1.71% |
| UPL LIMITED | UPL (INE628A01036) | FERTILIZERS & AGROCHEMICALS | 1.64% |
| SUZLON ENERGY LIMITED | SUZLON (INE040H01021) | ELECTRICAL EQUIPMENT | 1.58% |
| S.J.S. ENTERPRISES LIMITED EQ | SJS (INE284S01014) | AUTO COMPONENTS | 1.57% |
| TATA MOTORS PASSENGER VEHICLES LIMITED | TMPV (INE155A01022) | AUTOMOBILES | 1.50% |
| TATA CONSULTANCY SERVICES LIMITED | TCS (INE467B01029) | IT - SOFTWARE | 1.45% |
| THE FEDERAL BANK LIMITED | FEDERALBNK (INE171A01029) | BANKS | 1.44% |
| RAINBOW CHILDRENS MEDICARE LIMITED | RAINBOW (INE961O01016) | HEALTHCARE SERVICES | 1.38% |
| TIPS MUSIC LIMITED | TIPSMUSIC (INE716B01029) | ENTERTAINMENT | 1.35% |
| SUN PHARMACEUTICAL INDUSTRIES LIMITED | SUNPHARMA (INE044A01036) | PHARMACEUTICALS & BIOTECHNOLOGY | 1.13% |
| POLYCAB INDIA LIMITED | POLYCAB (INE455K01017) | INDUSTRIAL PRODUCTS | 1.08% |
| INDEGENE LIMITED | INDGN (INE065X01017) | HEALTHCARE SERVICES | 0.97% |
| YASH HIGHVOLTAGE LTD | INE00GK01023 | ELECTRICAL EQUIPMENT | 0.97% |
| ACTION CONSTRUCTION EQUIPMENT LTD | ACE (INE731H01025) | AGRICULTURAL, COMMERCIAL & CONSTRUCTION VEHICLES | 0.96% |
| STATE BANK OF INDIA | SBIN (INE062A01020) | BANKS | 0.87% |
| CIPLA LIMITED | CIPLA (INE059A01026) | PHARMACEUTICALS & BIOTECHNOLOGY | 0.86% |
| UNO MINDA LIMITED | UNOMINDA (INE405E01023) | AUTO COMPONENTS | 0.82% |
| BANK OF MAHARASHTRA | MAHABANK (INE457A01014) | BANKS | 0.75% |
| FIEM INDUSTRIES LTD | FIEMIND (INE737H01014) | AUTO COMPONENTS | 0.67% |
| POWER FINANCE CORPORATION LIMITED | PFC (INE134E01011) | FINANCE | 0.66% |
| TATA MOTORS COMMERCIAL VEHICLES LIMITED | INE1TAE01010 | AUTOMOBILES | 0.62% |
| HDFC ASSET MANAGEMENT COMPANY LIMITED | HDFCAMC (INE127D01025) | CAPITAL MARKETS | 0.61% |
| ADITYA BIRLA CAPITAL LIMITED | ABCAPITAL (INE674K01013) | FINANCE | 0.59% |
| HCL TECHNOLOGIES LIMITED | HCLTECH (INE860A01027) | IT - SOFTWARE | 0.59% |
| SENCO GOLD LIMITED | SENCO (INE602W01027) | CONSUMER DURABLES | 0.57% |
| ZEN TECHNOLOGIES LIMITED | ZENTEC (INE251B01027) | AEROSPACE & DEFENSE | 0.57% |
| C.E. INFO SYSTEMS LIMITED | MAPMYINDIA (INE0BV301023) | IT - SOFTWARE | 0.55% |
| ASHOK LEYLAND LIMITED | ASHOKLEY (INE208A01029) | AGRICULTURAL, COMMERCIAL & CONSTRUCTION VEHICLES | 0.54% |
| REDINGTON LIMITED | REDINGTON (INE891D01026) | COMMERCIAL SERVICES & SUPPLIES | 0.51% |
| DHANUKA AGRITECH LIMITED | DHANUKA (INE435G01025) | FERTILIZERS & AGROCHEMICALS | 0.50% |
| GULF OIL LUBRICANTS INDIA LIMITED | GULFOILLUB (INE635Q01029) | PETROLEUM PRODUCTS | 0.49% |
| KEWAL KIRAN CLOTHING LTD | KKCL (INE401H01017) | TEXTILES & APPARELS | 0.49% |
| REC LIMITED | RECLTD (INE020B01018) | FINANCE | 0.49% |
| UNION BANK OF INDIA | UNIONBANK (INE692A01016) | BANKS | 0.49% |
| PI INDUSTRIES LIMITED | PIIND (INE603J01030) | FERTILIZERS & AGROCHEMICALS | 0.48% |
| COMPUTER AGE MANAGEMENT SERVICES LIMITED | CAMS (INE596I01012) | CAPITAL MARKETS | 0.45% |
| CROMPTON GREAVES CONSUMER ELECTRICAL LTD | CROMPTON (INE299U01018) | CONSUMER DURABLES | 0.38% |
| JIO FINANCIAL SERVICES LIMITED | JIOFIN (INE758E01017) | FINANCE | 0.37% |
| INDIAN BANK | INDIANB (INE562A01011) | BANKS | 0.33% |
| KNOWLEDGE MARINE & ENG LTD | KMEW (INE0CJD01011) | ENGINEERING SERVICES | 0.30% |
| LARSEN & TOUBRO LIMITED | LT (INE018A01030) | CONSTRUCTION | 0.23% |
| NIPPON LIFE INDIA ASSET MANAGEMENT LTD | NAM-INDIA (INE298J01013) | CAPITAL MARKETS | 0.23% |
| JK PAPER LIMITED | JKPAPER (INE789E01012) | PAPER, FOREST & JUTE PRODUCTS | 0.22% |
| SUPREME INDUSTRIES LIMITED | SUPREMEIND (INE195A01028) | INDUSTRIAL PRODUCTS | 0.22% |
| NARAYANA HRUDAYALAYA LIMITED | NH (INE410P01011) | HEALTHCARE SERVICES | 0.20% |
| UNITED SPIRITS LIMITED | UNITDSPR (INE854D01024) | BEVERAGES | 0.19% |
| ZYDUS LIFESCIENCES LIMITED | ZYDUSLIFE (INE010B01027) | PHARMACEUTICALS & BIOTECHNOLOGY | 0.19% |
| KPIT TECHNOLOGIES LIMITED | KPITTECH (INE04I401011) | IT - SOFTWARE | 0.16% |
| SUPRAJIT ENGINEERING LTD | SUPRAJIT (INE399C01030) | AUTO COMPONENTS | 0.16% |
Debt
| Name | Rating | Weight % |
|---|
| 9.25% SHRIRAM FINANCE LIMITED (19/12/2025) | CARE AA+ | 0.38% |
| 7.60% MUTHOOT FINANCE LIMITED (20/04/2026) ** | CRISIL AA+ | 0.22% |
| 6.00% HDFC BANK LIMITED (29/05/2026) | CRISIL AAA | 0.11% |
| POWER FINANCE CORPORATION LIMITED (15/12/2025) ** | CRISIL A1+ | 1.13% |
| TIME TECHNOPLAST LIMITED (07/11/2025) ** | CRISIL A1+ | 0.95% |
Portfolio data is as on date 31 October, 2025
NAV history
Navi Flexi Cap Fund - Direct Plan - Growth - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|
| 27 March, 2026 | 24.8626 | -2.38% |
| 25 March, 2026 | 25.4681 | 2.15% |
| 24 March, 2026 | 24.9328 | 2.61% |
| 23 March, 2026 | 24.2989 | -3.51% |
| 20 March, 2026 | 25.1831 | 0.36% |
| 19 March, 2026 | 25.094 | -3% |
| 18 March, 2026 | 25.8693 | 1.66% |
| 17 March, 2026 | 25.4481 | 0.74% |
| 16 March, 2026 | 25.2614 | 0.2% |
| 13 March, 2026 | 25.2118 | -2.38% |
| 12 March, 2026 | 25.827 | -0.91% |
| 11 March, 2026 | 26.0643 | -0.99% |
| 10 March, 2026 | 26.3239 | 2.22% |
| 9 March, 2026 | 25.7527 | -2.12% |
| 6 March, 2026 | 26.3112 | -0.95% |
| 5 March, 2026 | 26.5623 | 1.01% |
| 4 March, 2026 | 26.2968 | -1.87% |
| 2 March, 2026 | 26.7976 | -1.61% |
| 27 February, 2026 | 27.2369 | -0.98% |
| 26 February, 2026 | 27.5068 | -0.05% |
| 25 February, 2026 | 27.5195 | 0.65% |
| 24 February, 2026 | 27.3426 | -0.54% |
| 23 February, 2026 | 27.4918 | 0.52% |
| 20 February, 2026 | 27.3494 | 0.19% |
| 19 February, 2026 | 27.2963 | -1.35% |
| 18 February, 2026 | 27.6699 | 0.54% |
| 17 February, 2026 | 27.5219 | 0.41% |
| 16 February, 2026 | 27.4107 | 0.49% |
| 13 February, 2026 | 27.2774 | -1.37% |
| 12 February, 2026 | 27.6569 | |
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 24.8626 as on 27 March, 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 -9.24% as on 27 March, 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 3.78% as on 27 March, 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 13.86% as on 27 March, 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 13.08% as on 27 March, 2026.