Hybrid · Aggressive Hybrid

Navi Aggressive Hybrid Fund

Navi Mutual Fund

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Riskometer

Very High

Size

₹116 cr

Allotted

30 Apr 2018

Holdings as of

Not on record

Navi Aggressive Hybrid Fund is a aggressive hybrid fund of Navi Mutual Fund with ₹116 cr under management. It is ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 3 of 3 periods. Its direct plan charges 0.69% a year. Tanmay Sethi has managed it for 2.7 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is Navi Aggressive Hybrid Fund invested in?

Mix not on record

Has Navi Aggressive Hybrid Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, in 3 of 3 periods in AMFI's figures; +8.01% over the last year against −2.82%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−0.76%	−3.60%	—
3 months	+1.21%	−5.03%	—
6 months	+7.89%	−1.83%	—
1 year	+8.55%	−4.06%	+12.61 pts
3 years	+12.09%	+9.27%	+2.82 pts
5 years	+10.41%	+8.00%	+2.41 pts
10 years	—	+12.69%	—
Since start from 2 May 2018	+11.69%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 3 of 3 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+8.01%	+6.07%	−2.82%	+10.83	🔒
3y	+12.09%	+10.06%	+7.99%	+4.10	🔒
5y	+10.58%	+8.56%	+7.06%	+3.52	🔒
10y	—	—	—	—	—

Ahead in points a year · its rank among Aggressive Hybrid funds, and how steady the lead is, in the app

Value of 100, month-end

May 2018 to 14 Oct 2026

Fund 256Nifty 500 TRI 259

₹100 put in at the start of May 2018 would be ₹256 on 14 Oct 2026, against ₹259 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Navi Aggressive Hybrid Fund cost?

0.69% a year on the direct plan, 2.58% on the regular plan; 3 of 30 funds in its category charge less.

Direct plan

0.69% a year

Category median 1.08%

Regular plan

2.58% a year

Category median 2.20%

Gap

1.89 points

for the same holdings

3 of 30 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Scheme - Aggressive Hybrid Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Navi Aggressive Hybrid Fund?

Tanmay Sethi, since 1 Feb 2024; Ashutosh Shirwaikar, since 14 Feb 2025.

Tanmay Sethi

DEBT

2.7 years

since 1 Feb 2024

Ashutosh Shirwaikar

Equity

1.7 years

since 14 Feb 2025

Benchmark as filedCRISIL Hybrid 35+65 - Aggressive Index

Exit load

NIL

From 6 Scheme Summary Documents filed with NSE, first on 8 May 2026; as on 8 Oct 2026

Questions people ask

Who manages Navi Aggressive Hybrid Fund?

Tanmay Sethi (DEBT) since 1 Feb 2024; Ashutosh Shirwaikar (Equity) since 14 Feb 2025.

What is the expense ratio of Navi Aggressive Hybrid Fund?

0.69% a year on the direct plan and 2.58% on the regular plan (expense report, Oct 2026).

How has Navi Aggressive Hybrid Fund done?

Its direct plan returned +12.09% a year over 3 years against +7.99% for its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, as of 13 Oct 2026.