Should I invest in quant Aggressive Hybrid Fund?

We don't give personal investment advice. quant Aggressive Hybrid Fund-Growth Option-Direct Plan is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.6%. 5-year CAGR: 15.02%.

Quant

quant Aggressive Hybrid Fund-Growth Option-Direct Plan

Latest NAV

₹503.5497

As of

3 Jun 2026

3,303 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.70%	+4.36%	-5.06	30 / 30	Q4
1W	-1.81%	+2.94%	-4.75	27 / 30	Q4
2W	+1.53%	+4.15%	-2.63	2 / 30	Q1
1M	+2.66%	+3.24%	-0.58	2 / 30	Q1
3M	+10.65%	+3.65%	+7.00	2 / 30	Q1
6M	+6.56%	+0.91%	+5.66	3 / 30	Q1
YTD	+4.95%	+0.57%	+4.38	3 / 30	Q1
1Y	+11.79%	+5.12%	+6.68	2 / 30	Q1
2Y	+4.58%	+6.03%	-1.45	17 / 30	Q3
3Y	+16.36%	+13.60%	+2.76	4 / 30	Q1
4Y	+15.21%	+13.47%	+1.74	6 / 29	Q1
5Y	+15.02%	+12.07%	+2.95	4 / 27	Q1
7Y	+19.66%	+13.22%	+6.44	1 / 25	Q1
10Y	+16.58%	+12.69%	+3.88	1 / 19	Q1
Inception	+16.70%	+12.86%	+3.84	2 / 30	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+4.95%	-3.75%	+8.70	2 / 29
2025	+10.38%	+10.33%	+0.05	5 / 30
2024	+11.48%	+17.99%	-6.52	29 / 30
2023	+17.23%	+21.88%	-4.64	26 / 30
2022	+15.26%	+3.88%	+11.38	1 / 28
2021	+43.74%	+26.63%	+17.12	2 / 27
2020	+37.21%	+15.17%	+22.04	1 / 26
2019	+6.93%	+9.11%	-2.18	18 / 24
2018	-0.46%	-1.88%	+1.42	9 / 20
2017	+22.99%	+25.86%	-2.87	14 / 20
2016	+4.66%	+6.34%	-1.68	10 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+19.96%

152 windows

min -19.7% · max 94.2%

88% positive

3-Year rolling

+17.83%

127 windows

min -0.9% · max 38.2%

99% positive

5-Year rolling

+18.15%

103 windows

min 1.4% · max 28.5%

100% positive

7-Year rolling

+17.65%

79 windows

min 10.3% · max 20.9%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

13.23%

3-year · annualised

Sharpe ratio

0.73

vs risk-free 6.5%

Sortino ratio

1.47

Downside-only deviation

Max drawdown

-18.59%

Sep 2024 → Mar 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹341.4430	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026
Kotak Aggressive Hybrid Fund - Direct Plan -Growth	Kotak	₹73.9900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹503.5497
2 Jun 2026	₹507.0930
1 Jun 2026	₹505.2220
29 May 2026	₹510.2248
27 May 2026	₹512.8317
26 May 2026	₹510.6694
25 May 2026	₹505.3877
22 May 2026	₹496.6285
21 May 2026	₹497.0742
20 May 2026	₹495.9838

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of quant Aggressive Hybrid Fund-Growth Option-Direct Plan is ₹503.5497. It's a Aggressive Hybrid Fund from Quant, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

quant Aggressive Hybrid Fund-Growth Option-Direct Plan has NAV history starting from 07 Jan 2013, a track record of about 13 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

quant Aggressive Hybrid Fund-Growth Option-Direct Plan is managed by Quant. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, quant Aggressive Hybrid Fund-Growth Option-Direct Plan has delivered a absolute return of 11.79% — +6.68 pp ahead of the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #2 of 30 in its category — the top (Q1) quartile.

Over the trailing 3-year window, quant Aggressive Hybrid Fund-Growth Option-Direct Plan has delivered a CAGR of 16.36% — +2.76 pp ahead of the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #4 of 30 in its category — the top (Q1) quartile.

Over the trailing 5-year window, quant Aggressive Hybrid Fund-Growth Option-Direct Plan has delivered a CAGR of 15.02% — +2.95 pp ahead of the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #4 of 27 in its category — the top (Q1) quartile.

₹1 lakh invested in quant Aggressive Hybrid Fund-Growth Option-Direct Plan exactly 10 years ago would be worth approximately ₹463,564 today — a multiplier of 4.64×, based on the 10-year CAGR of 16.58%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in quant Aggressive Hybrid Fund-Growth Option-Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹841,232 today. That's an XIRR (money-weighted annualised return) of 13.47%.

A ₹10,000 monthly SIP for 10 years in quant Aggressive Hybrid Fund-Growth Option-Direct Plan = ₹1,200,000 invested. It would currently be worth ₹3,097,296 (multiplier 2.58×). XIRR: 18.03%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, quant Aggressive Hybrid Fund-Growth Option-Direct Plan ranks #4 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 12.07%; this fund delivered 15.02%.

The worst peak-to-trough decline quant Aggressive Hybrid Fund-Growth Option-Direct Plan has experienced over the last 5-year window is 18.59% — its NAV fell from a high on 27 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, quant Aggressive Hybrid Fund-Growth Option-Direct Plan averaged 18.15% (best 28.48%, worst 1.43%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.62 — reasonable risk-adjusted performance.

In calendar year 2025, quant Aggressive Hybrid Fund-Growth Option-Direct Plan returned 10.38% — beating the Aggressive Hybrid Fund category average of 10.33% by 0.05 pp. It ranked #5 of 30 in its category that year.

quant Aggressive Hybrid Fund-Growth Option-Direct Plan is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. quant Aggressive Hybrid Fund-Growth Option-Direct Plan is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 18.6%. 5-year CAGR: 15.02%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.