Navi Mutual Fund Other FoF Overseas
Expense Ratio
0.16%
AUM
₹1016.08 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High

Performance Analysis

NAV trends and returns overview

Returns Performance

Compound Annual Growth Rate (CAGR) across different periods
1 Month
+30.61%
Excellent
6 Months
+36.01%
Excellent
1 Year
+24.36%
Excellent
3 Years
+34.79%
Excellent

AUM Growth Analysis

Assets under management trends and growth patterns

Quarterly AUM Trend

Last 15 quarters

AUM Metrics

Key indicators

Current AUM
₹1016.08 Cr
Recent Trend
Growing
Stability Score
10.4
Growth Assessment
Good Growth

Growth Performance

Historical returns

1Y
Annual Growth
+12.16%
3Y
3Y CAGR
+524.05%
5Y
5Y CAGR
N/A

Growth Assessment: Good Growth

• Steady growth in investor base

• Low liquidity risk with stable flows

Risk Analysis

Volatility metrics and risk assessment indicators

Risk level: High - Higher risk with significant price movements
Volatility
23.50%
Annualized standard deviation
Sharpe Ratio
0.714
Fair - Risk-adjusted return
Max Drawdown
-25.10%
High - Worst decline
Consistency
76.7%
Performance consistency

Volatility Breakdown

Daily Volatility
1.48%
Average daily price movement
Annualized Volatility
23.50%
Expected annual price range

Risk Assessment Guide

Volatility: Higher volatility means greater price fluctuations and investment risk

Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)

Max Drawdown: Shows the largest peak-to-trough decline in value

Consistency: Higher percentages indicate more predictable performance