Should I invest in quant Aggressive Hybrid Fund?

We don't give personal investment advice. quant Aggressive Hybrid Fund-IDCW 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: 14.49%.

Quant

quant Aggressive Hybrid Fund-IDCW Option-Direct Plan

Latest NAV

₹72.3931

As of

17 Jul 2026

3,334 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	+0.36%	+0.20%	+0.16	18 / 55	Q2
1W	+0.93%	-0.16%	+1.09	3 / 55	Q1
2W	-0.10%	+0.10%	-0.19	49 / 55	Q4
1M	+3.13%	+0.84%	+2.29	3 / 55	Q1
3M	+9.16%	+1.61%	+7.55	2 / 55	Q1
6M	+12.67%	-0.75%	+13.43	3 / 55	Q1
YTD	+8.93%	-2.54%	+11.48	1 / 55	Q1
1Y	+13.19%	-0.18%	+13.37	3 / 55	Q1
2Y	+5.37%	+1.30%	+4.07	11 / 54	Q1
3Y	+15.77%	+9.24%	+6.53	5 / 55	Q1
4Y	+16.03%	+11.12%	+4.92	11 / 52	Q1
5Y	+14.49%	+9.61%	+4.88	10 / 49	Q1
7Y	+20.64%	+11.18%	+9.46	1 / 48	Q1
10Y	+14.90%	+7.86%	+7.05	1 / 33	Q1
Inception	+14.27%	+8.35%	+5.92	1 / 55	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	+8.93%	-2.48%	+11.41	1 / 50
2025	+10.38%	+1.24%	+9.14	2 / 53
2024	+11.47%	+15.74%	-4.27	37 / 53
2023	+17.26%	+19.87%	-2.62	33 / 53
2022	+15.25%	+2.08%	+13.17	1 / 50
2021	+43.69%	+22.26%	+21.43	2 / 51
2020	+37.10%	+14.45%	+22.65	1 / 49
2019	+6.92%	+3.69%	+3.23	19 / 47
2018	-7.95%	-8.13%	+0.18	15 / 35
2017	+12.73%	+15.92%	-3.20	29 / 35
2016	-1.48%	+0.88%	-2.36	19 / 28

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

+17.77%

153 windows

min -16.3% · max 95.6%

81% positive

3-Year rolling

+15.19%

129 windows

min -2.0% · max 40.1%

95% positive

5-Year rolling

+15.35%

104 windows

min -2.1% · max 31.2%

97% positive

7-Year rolling

+15.05%

80 windows

min 6.3% · max 21.1%

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

10.95%

3-year · annualised

Sharpe ratio

0.80

vs risk-free 6.5%

Sortino ratio

1.47

Downside-only deviation

Max drawdown

-18.59%

Sep 2024 → Mar 2025

% positive months

69.4%

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 - IDCW Option - Direct Plan	HDFC	₹17.7700	17 Jul 2026
NIPPON INDIA AGGRESSIVE HYBRID FUND - SEGREGATED PORTFOLIO 2 - DIRECT Plan - IDCW Option	Nippon India	₹0.0000	17 Jul 2026
SBI Equity Hybrid Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹102.7411	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Annual IDCW	ICICI Prudential	₹29.1200	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - IDCW (Payout / Reinvestment)	Invesco	₹24.2754	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan IDCW	Bandhan	₹21.9550	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund -DIRECT - IDCW	Aditya Birla Sun Life	₹296.3500	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - IDCW	Franklin India	₹34.1499	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - IDCW	Mirae Asset	₹21.2090	17 Jul 2026
Kotak Aggressive Hybrid Fund - Direct Plan - IDCW - Payout & Reinvestment of Income Distribution cum capital withdrawal option	Kotak	₹47.4980	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹72.3931
16 Jul 2026	₹72.1304
15 Jul 2026	₹72.0341
14 Jul 2026	₹72.3745
13 Jul 2026	₹71.9608
10 Jul 2026	₹71.7270
9 Jul 2026	₹71.0558
8 Jul 2026	₹70.7475
7 Jul 2026	₹71.6529
6 Jul 2026	₹72.2140

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 17 Jul 2026, the NAV of quant Aggressive Hybrid Fund-IDCW Option-Direct Plan is ₹72.3931. It's a Aggressive Hybrid Fund from Quant, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

quant Aggressive Hybrid Fund-IDCW Option-Direct Plan has NAV history starting from 07 Jan 2013, a track record of about 13 years 6 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-IDCW 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-IDCW Option-Direct Plan has delivered a absolute return of 13.19% — +13.37 pp ahead of the Aggressive Hybrid Fund category average of -0.18%. The fund ranks #3 of 55 in its category — the top (Q1) quartile.

Over the trailing 3-year window, quant Aggressive Hybrid Fund-IDCW Option-Direct Plan has delivered a CAGR of 15.77% — +6.53 pp ahead of the Aggressive Hybrid Fund category average of 9.24%. The fund ranks #5 of 55 in its category — the top (Q1) quartile.

Over the trailing 5-year window, quant Aggressive Hybrid Fund-IDCW Option-Direct Plan has delivered a CAGR of 14.49% — +4.88 pp ahead of the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #10 of 49 in its category — the top (Q1) quartile.

₹1 lakh invested in quant Aggressive Hybrid Fund-IDCW Option-Direct Plan exactly 10 years ago would be worth approximately ₹401,100 today — a multiplier of 4.01×, based on the 10-year CAGR of 14.90%. The category average over the same window would have grown ₹1 lakh to ₹213,017.

A ₹10,000 monthly SIP in quant Aggressive Hybrid Fund-IDCW Option-Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹858,594 today. That's an XIRR (money-weighted annualised return) of 14.31%.

A ₹10,000 monthly SIP for 10 years in quant Aggressive Hybrid Fund-IDCW Option-Direct Plan = ₹1,200,000 invested. It would currently be worth ₹3,068,846 (multiplier 2.56×). XIRR: 17.86%. 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-IDCW Option-Direct Plan ranks #10 out of 49 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 9.61%; this fund delivered 14.49%.

The worst peak-to-trough decline quant Aggressive Hybrid Fund-IDCW 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-IDCW Option-Direct Plan averaged 15.35% (best 31.21%, worst -2.09%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.65 — reasonable risk-adjusted performance.

In calendar year 2025, quant Aggressive Hybrid Fund-IDCW Option-Direct Plan returned 10.38% — beating the Aggressive Hybrid Fund category average of 1.24% by 9.14 pp. It ranked #2 of 53 in its category that year.

quant Aggressive Hybrid Fund-IDCW 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-IDCW 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: 14.49%.

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