Navi Flexi Cap Fund Regular - Growth

Navi Flexi Cap Fund Regular - Growth is an Flexi Cap mutual fund with over 7.71 years of performance history. The scheme manages an AUM of ₹261.1 Cr and has a NAV of ₹20.9089. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -0.34%.

Equity, Flexi Cap, Principal at very high risk

1 Year Return -0.34% at 24 Mar 2026 03:45 PM

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Fund Details

NAV 20.9089

Sub-Type Flexi Cap

Rating 2

Min. SIP Amount ₹100.0

Fund Age(Year) 7.71

Fund Size(in Crores) 261.1

Fund Performance

1 Month -11.72%

3 Month -11.93%

6 Month -9.42%

1 Year -0.34%

3 Year 10.56%

5 Year 9.98%

Know This Fund

As on 24 Mar 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (94.4%) Market Cap Large Cap 54.65 Small Cap 24.07 Mid Cap 15.68 Top Sectors Consumer Staples 38.51 Services 20.53 Consumer Discretionary 16.97 Automobile 9.62 Financial 3.47 Healthcare 2.99 Materials 1.32 Capital Goods 0.99 Top Holding Billionbrains Garage Ventures 1.32 Nestle India 5.83 Pricol 1.12 Eternal 7.74 AWL Agri Business 1.08 Dabur India 1.12 MCX 3.18 PNGS Reva Diamond Jewellery 1.61 Meesho 0.45 CarTrade Tech 3.33 Hyundai Motor 1.1 Ethos 1.01 Titan Company 7.82 LG Electronics India 3.43 HDFC AMC 2.15 BSE 3.13 Bikaji Foods International 3.34 Ather Energy 2.01 Maruti Suzuki India 2.15 Trent 1.69 Apollo Hospitals Enterprise 1.98 Hindustan Unilever 1.61 PG Electroplast 0.99 ITC 4.79 Varun Beverages 4.42 Bajaj Auto 3.24 Dr. Lal Pathlabs 1.01 Metro Brands 1.94 United Spirits 2.3 Blue Star 2.17 Godrej Agrovet 0.81 Gillette India 1.51 DOMS Industries 2.99 Radico Khaitan 4.31 Tata Consumer Products 4.4 Cera Sanitaryware 1.32

Debt & Others (5.6%) Sector Allocation Repo 0.13 Cash/Net Current Assets 5.47 Debt Credit Ratings Debt Category Others 5.6

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -12.77% Ret 1Y -5.97% Ret 3Y 11.04% Ret 5Y 10.67%

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -12.77% Ret 1Y -5.97% Ret 3Y 11.04% Ret 5Y 10.67%

Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -12.77% Ret 1Y -5.97% Ret 3Y 11.04% Ret 5Y 10.67%

Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -13.1% Ret 1Y -7.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -13.1% Ret 1Y -7.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -13.1% Ret 1Y -7.92% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -12.12% Ret 1Y -10.84% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -12.12% Ret 1Y -10.84% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -12.12% Ret 1Y -10.84% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -9.85% Ret 1Y -0.1% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -9.85% Ret 1Y -0.1% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.23%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Aditya Venkatesh Mulki

Education Mr. Mulki is a CFA and B.COM

Experience Prior to joining Navi Mutual Fund, he has worked for close to 6 years at Quantum Advisor Ltd as an Equity Research Analyst.

Ashutosh Shirwaikar

Education Mr. Shirwaikar has done MMS and CFA

Experience Prior to joining Navi MF, he has worked with Quantum AMC and ICICI Bank

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 24

Date of Incorporation 2018-07-09

Total AUM 9103.7

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.

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How to invest in Navi Flexi Cap Fund Regular - Growth?

Investing in Navi Flexi Cap Fund Regular - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of Navi Flexi Cap Fund Regular - Growth?

The term expense ratio for Navi Flexi Cap Fund Regular - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Navi Flexi Cap Fund Regular - Growth is 2.23% as of 24 Mar 2026.

What is the NAV of Navi Flexi Cap Fund Regular - Growth?

The NAV of Navi Flexi Cap Fund Regular - Growth is ₹20.9089 as of 24 Mar 2026.

What is the AUM of Navi Flexi Cap Fund Regular - Growth?

The AUM (Assets Under Management) of Navi Flexi Cap Fund Regular - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Navi Flexi Cap Fund Regular - Growth is ₹261.1 Cr as of 24 Mar 2026.

What is the PE and PB ratio of Navi Flexi Cap Fund Regular - Growth?

The PE ratio of Navi Flexi Cap Fund Regular - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in Navi Flexi Cap Fund Regular - Growth?

Yes, you can invest in Navi Flexi Cap Fund Regular - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of Navi Flexi Cap Fund Regular - Growth in the last 5 years?

The return of Navi Flexi Cap Fund Regular - Growth in the last 5 years is 9.98%.

What is the minimum SIP investment required in Navi Flexi Cap Fund Regular - Growth?

The minimum SIP investment in Navi Flexi Cap Fund Regular - Growth depends on the fund's scheme rules and usually starts at a small amount. For Navi Flexi Cap Fund Regular - Growth, the minimum SIP amount is ₹100.0.

What is the current NAV of Navi Flexi Cap Fund Regular - Growth?

The NAV of Navi Flexi Cap Fund Regular - Growth, as of 24 Mar 2026, is ₹20.9089.

Who manages the Navi Flexi Cap Fund Regular - Growth?

The fund managers responsible for Navi Flexi Cap Fund Regular - Growth are: