Navi Equity Hybrid Fund - Regular (IDCW-H)

Navi Equity Hybrid Fund - Regular (IDCW-H)

Very HighEquityHybrid
Not Rated
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Scheme Details

2.3%

Expense Ratio

₹109 cr

Fund Size

₹1,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
18.61%
10.89%
12.51%
10.85%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Navi Equity Hybrid Fund - Regular (IDCW-H)
18.61%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
Reliance Industr
7.88%
LIC Housing Fin.
7.41%
ICICI Bank
6.54%
Infosys
5.62%
Axis Finance
5.28%

Fund Manager

S
Saravana Kumar
S
Saravana Kumar
A
Archit Shah
M
Manav Vijay