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MF_143163

Navi Aggressive Hybrid Fund - Direct Plan - Growth

Hybrid Scheme - Aggressive Hybrid Fund

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End Amount
₹24,901.24
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
11.33%
MF_143163 Return
Benchmark CAGR
10.76%
Nifty 50
Inflation Adj. CAGR
6.07%
Real Annualized Return
Alpha
0.02
Excess Return vs Benchmark
Beta
0.74
Volatility vs Benchmark
Sharpe Ratio
0.47
Risk-Adjusted Return
Sortino Ratio
0.65
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 52% 15% 30%
60 days 52% 11% 18%
90 days 50% 10% 14%
180 days 56% 6% 10%
1Yr 51% 4% 6%
3Yr 42% 2% 3%
5Yr 22% 2% 2%
7Yr 33% 1% 1%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Navi Aggressive Hybrid Fund - Direct Plan - Growth Nifty 50
30 days -22.9% | -55.5% | 18.8% | 129.4% 26.6% | -64.3% | 14.0% | 194.5%
60 days -25.4% | -42.6% | 15.9% | 83.1% -23.0% | -51.7% | 15.3% | 131.1%
90 days -16.5% | -45.2% | 14.3% | 71.4% -25.0% | -53.7% | 15.0% | 117.5%
1 Year 3.3% | -10.7% | 10.5% | 39.2% -10.0% | -17.6% | 10.3% | 60.5%
3 Years 12.1% | 10.0% | 14.4% | 19.9% 7.7% | 7.5% | 15.3% | 26.6%
5 Years 10.1% | 10.5% | 13.9% | 19.0% 6.4% | 6.4% | 15.4% | 23.0%
7 Years 12.2% | 11.2% | 13.0% | 14.2% 11.2% | 11.2% | 13.4% | 15.3%
10 Years 0.0% | 0.0% | 0.0% | 0.0% 0.0% | 0.0% | 0.0% | 0.0%
Periods of Negative Return (Drawdowns) 11 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Aug. 31, 2018 March 13, 2019 194 days 10% Nifty 50: 14% 10487 9416 10500
June 3, 2019 Sept. 21, 2019 110 days 7% Nifty 50: 11% 10961 10229 11003
Feb. 12, 2020 Nov. 21, 2020 283 days 31% Nifty 50: 37% 11674 8096 11688
Jan. 12, 2021 Feb. 4, 2021 23 days 5% Nifty 50: 6% 12844 12138 12898
Feb. 15, 2021 May 18, 2021 92 days 5% Nifty 50: 6% 13224 12497 13226
Oct. 18, 2021 Jan. 11, 2022 85 days 7% Nifty 50: 10% 15635 14612 15653
Jan. 17, 2022 Sept. 13, 2022 239 days 13% Nifty 50: 16% 15821 13795 15893
Dec. 2, 2022 May 11, 2023 160 days 6% Nifty 50: 9% 16288 15322 16289
Sept. 23, 2024 June 28, 2025 278 days 13% Nifty 50: 15% 23529 20582 23604
Jan. 5, 2026 June 13, 2026 159 days 12% Nifty 50: 15% 24495 21608 24605
Aug. 5, 2026 Oct. 30, 2026 86 days 5% Nifty 50: 10% 26158 24794 24901