quant Aggressive Hybrid Fund - Growth Option - Regular Plan
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Outperformed category benchmark in 72% of historical 3-year rolling periods.
- Strong capital defense: downside capture of 66% limits losses during market corrections.
- Generated +3.5% annualized alpha (excess return) over its benchmark.
- Over 26 years of operational history across different market cycles.
- Expense ratio (2.6%) is higher than category median (2.2%), which creates fee drag over time.
- Experienced a maximum drawdown of -55.6% during severe market crashes.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +6.16% | +6.16% | 0.00% |
| 3 Months | -0.96% | +1.07% | -2.03% |
| 6 Months | +4.01% | +5.38% | -1.37% |
| 1 Year | +7.85% | +2.59% | +5.26% |
| 3 Years CAGR | +12.97% | +10.89% | +2.08% |
| 5 Years CAGR | +10.81% | +8.84% | +1.97% |
| 7 Years CAGR | +18.62% | +12.32% | +6.30% |
| 10 Years CAGR | +15.63% | +11.96% | +3.67% |
| Since Inception | +12.24% | - | - |
📈 Monthly SIP vs Bank Fixed Deposit (FD) Replay
See how a regular monthly SIP in quant Aggressive Hybrid Fund compares against a standard 7.0% p.a. Bank Fixed Deposit.
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +7.76% | +2.63% | +5.13% |
| 2025 | +9.33% | +6.01% | +3.32% |
| 2024 | +10.50% | +15.75% | -5.25% |
| 2023 | +15.67% | +20.35% | -4.68% |
| 2022 | +13.32% | +2.27% | +11.05% |
| 2021 | +44.48% | +23.77% | +20.71% |
| 2020 | +35.87% | +13.43% | +22.44% |
| 2019 | +6.01% | +10.39% | -4.38% |
| 2018 | -1.57% | -2.51% | +0.94% |
| 2017 | +23.77% | +25.44% | -1.67% |
| 2016 | +5.08% | +5.08% | 0.00% |
| 2015 | +3.78% | +2.88% | +0.90% |
| 2014 | +56.14% | +43.24% | +12.90% |
| 2013 | +2.20% | +7.10% | -4.90% |
| 2012 | +27.41% | +26.34% | +1.07% |
| 2011 | -24.45% | -18.20% | -6.25% |
| 2010 | +8.18% | +15.27% | -7.09% |
| 2009 | +47.38% | +62.41% | -15.03% |
| 2008 | -47.83% | -44.40% | -3.43% |
| 2007 | +67.89% | +51.84% | +16.05% |
Daily Rolling Returns Summary
| Rolling Window | Minimum | Average | Median | Maximum | % Positive | % Beating Proxy |
|---|---|---|---|---|---|---|
| 1-Year Rolling | -50.89% | +15.11% | +10.23% | +104.76% | 77.2% | 61.1% |
| 3-Year Rolling | -7.48% | +13.41% | +11.88% | +40.91% | 92.1% | 71.5% |
| 5-Year Rolling | -4.86% | +13.52% | +13.76% | +30.40% | 96.6% | 89.0% |
Risk Profile & Deepest Drawdowns
Deepest Market Corrections (Depth >= 10%)
| Peak Date | Trough Date | Fall Depth | Months to Bottom | Recovery Period |
|---|---|---|---|---|
| 2008-01-07 | 2009-03-20 | -55.6% | 14 months | 63 months |
| 2020-01-24 | 2020-03-23 | -28.9% | 2 months | 4 months |
| 2006-05-10 | 2006-06-14 | -22.4% | 1 months | 5 months |
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and equity related instruments(including units issued by | Per Scheme Mandate |
| REITs):- 65-80% | Per Scheme Mandate |
| Debt and money market instruments:- 20-35% | Per Scheme Mandate |
| Units issued by InvITS:- 0-10% | Per Scheme Mandate |
Investment Objective & Strategy
The investment objective of the scheme is to generate income/capital appreciation by investing primarily in equity and equity related instruments with a moderate exposure to debt securities & money market instruments. There is no assurance that the investment objective of the Scheme will be achieved.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 2,203 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Edelweiss Aggressive Hybrid Fund | 6.5 | +12.29% | 2.07% | 62.3% | Rs 4,149 cr | Compare → |
| HSBC Aggressive Hybrid Fund | 7.4 | +13.17% | 1.96% | 62.4% | Rs 5,877 cr | Compare → |
| SBI AGGRESIVE HYBRID FUND | 6.7 | +12.79% | 1.39% | 56.4% | Rs 91,002 cr | Compare → |
| Kotak Aggressive Hybrid Fund | 5.7 | +12.19% | 1.90% | 71.8% | Rs 9,449 cr | Compare → |
| Bandhan Aggressive Hybrid Fund | 6.1 | +14.61% | 2.25% | 58.6% | Rs 2,971 cr | Compare → |
Frequently Asked Questions about quant Aggressive Hybrid Fund
What is the expense ratio of quant Aggressive Hybrid Fund?
quant Aggressive Hybrid Fund has a total expense ratio (TER) of 2.6% with a base expense ratio of 1.74%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages quant Aggressive Hybrid Fund?
quant Aggressive Hybrid Fund is managed by Sandeep Tandon (tenure: 1.8 years since 2025-02-03).
What are the historical returns of quant Aggressive Hybrid Fund?
quant Aggressive Hybrid Fund delivered a 3-year CAGR of 12.97% and a 5-year CAGR of 10.81%. Its 1-year return stands at +7.85%.
How large is quant Aggressive Hybrid Fund?
quant Aggressive Hybrid Fund manages assets of Rs 2,203 cr, placing it in the 'comfortable' size band relative to Aggressive Hybrid peers.
How is quant Aggressive Hybrid Fund scored on MFIQ?
quant Aggressive Hybrid Fund holds an MFIQ Score of 4.7/10 (Weak), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is quant Aggressive Hybrid Fund?
quant Aggressive Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is 13.16% with a maximum historical drawdown of -55.56%.