MonitorDirect · Growth
Quant Aggressive Hybrid Fund
quant Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.7 years
The scheme seeks to provide long term capital appreciation and current income with a mix of fixed income securities and equity instruments.
- NAV
- 499.8521
- 15 Sept 2026
- 1Y
- +10.1%
- Trailing CAGR
- AUM
- ₹2,174.71 Cr
- 31 Aug 2026
- Volatility
- Medium
- 13.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+10.1%
- 3Y+12.4%
- 5Y+12.9%
- 10Y+16.1%
- SI+16.4%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.2%
- 3Y+9.4%
- 5Y+12.2%
- 10Y+17.4%
- Since inception
- +16.4%
- Calendar-day CAGR
- Excess 1Y
- +8.6%
- Category median, same plan and option
- 3Y win rate
- +80%
- Windows beating the median
- 3Y percentile
- 77
- Vs comparable share classes
- Worst rolling 3Y
- -2.4%
- 2634 daily-ending windows
- Median rolling 3Y
- +16.2%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2141 daily-ending windows
- SIP 3Y XIRR
- +9.4%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 158 recovered episodes
- Longest recovery
- 415 days
- Trough to prior peak
- Current spell
- 52 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
24 Jan 2020 – 23 Jul 2020
Trough 23 Mar 2020 · recovered in 122 days
-28.7%
27 Sept 2024 – 22 Apr 2026
Trough 3 Mar 2025 · recovered in 415 days
-18.6%
7 Jan 2013 – 30 Dec 2013
Trough 28 Aug 2013 · recovered in 124 days
-17.0%
8 Apr 2022 – 11 Aug 2022
Trough 20 Jun 2022 · recovered in 52 days
-12.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
77
Vs category
100
Consistency
74
Risk-adjusted
68
Drawdown
28
Mean
69
Portfolio
31 Aug 2026 · 31 holdings · top 10 are 74.8%.
- Top 5
- 44.6%
- Top 10
- 74.8%
- Largest holding
- 10.3%
- Effective holdings
- 16.2
Repo
Unspecified
10.3%
Adani Enterprises Ltd
Materials
8.9%
Aurobindo Pharma Ltd
Healthcare
8.1%
Adani Green Energy Ltd
Energy & Utilities
7.7%
Adani Power Ltd
Energy & Utilities
6.3%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 80% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -0.8%
- 3Y
- +9.4%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.74
- 3Y win
- +80%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Bandhan Aggressive Hybrid Fund
Bandhan Mutual Fund
- 1Y
- +5.5%
- 3Y
- +13.3%
- Vol
- 12.4%
- Max DD
- -31.5%
- Sharpe
- 0.61
- 3Y win
- +62%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- +1.3%
- 3Y
- +12.3%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.69
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)
Sundaram Mutual Fund
- 1Y
- -1.7%
- 3Y
- +8.4%
- Vol
- 10.1%
- Max DD
- -13.1%
- Sharpe
- 0.35
- 3Y win
- +0%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
LIC MF Aggressive Hybrid Fund
LIC Mutual Fund
- 1Y
- +1.3%
- 3Y
- +10.3%
- Vol
- 12.2%
- Max DD
- -28.2%
- Sharpe
- 0.45
- 3Y win
- +19%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns