MonitorDirect · GrowthWatch before adding
Quant Aggressive Hybrid Fund
quant Mutual FundHybrid Scheme - Aggressive Hybrid Fund13.8 years
The scheme seeks to provide long term capital appreciation and current income with a mix of fixed income securities and equity instruments.
- NAV
- 494.8294
- 30 Oct 2026
- 1Y
- +3.3%
- Trailing CAGR
- AUM
- ₹2,107.64 Cr
- 30 Sept 2026
- Volatility
- Medium
- 13.1% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 30 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 80% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer Bandhan Aggressive Hybrid Fund if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
1.48% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -28.7%. Ask whether you can hold through a similar fall.
Vs category
Pass
80% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
Watch
Jignesh Shah · 0.7 years on the scheme.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Watch
Top 10 holdings ≈ 73.5% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 29%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
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+3.3%
- 3Y+13.5%
- 5Y+12.3%
- 10Y+15.9%
- SI+16.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+4.6%
- 3Y+6.8%
- 5Y+10.9%
- 10Y+16.7%
- Since inception
- +16.0%
- Calendar-day CAGR
- Excess 1Y
- +7.3%
- Category median, same plan and option
- 3Y win rate
- +80%
- Windows beating the median
- 3Y percentile
- 92
- Vs comparable share classes
- SIP 3Y XIRR
- +6.8%
- Simulated monthly SIP
- Worst rolling 3Y
- -2.4%
- 2652 daily-ending windows
- Median rolling 3Y
- +16.1%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2159 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -28.7%
- Worst peak-to-trough
- Current
- -5.9%
- Below last peak
- Current spell
- 101 days
- Days below latest peak
- Time below peak
- +88%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 14 days
- 158 recovered episodes
- Longest recovery
- 415 days
- Trough to prior peak
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
92
Vs category
96
Consistency
75
Risk-adjusted
64
Drawdown
28
Mean
71
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
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.
Portfolio
30 Sept 2026 · 29 holdings · top 10 are 73.5%.
- Top 5
- 43.8%
- Top 10
- 73.5%
- Largest holding
- 9.6%
- Effective holdings
- 15.4
Zydus Lifesciences Ltd
Healthcare
9.6%
Adani Enterprises Ltd
Materials
9.3%
Repo
Unspecified
8.6%
Adani Green Energy Ltd
Energy & Utilities
8.3%
Aurobindo Pharma Ltd
Healthcare
8.0%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
Bandhan Aggressive Hybrid Fund
Bandhan Mutual Fund
- 1Y
- +1.7%
- 3Y
- +14.5%
- Vol
- 12.4%
- Max DD
- -31.5%
- Sharpe
- 0.53
- 3Y win
- +63%
- Lower volatility
- Lower TER
- Higher trailing returns
Caveat: Deeper drawdown
Edelweiss Aggressive Hybrid Fund
Edelweiss Mutual Fund
- 1Y
- -2.0%
- 3Y
- +12.8%
- Vol
- 12.5%
- Max DD
- -28.6%
- Sharpe
- 0.62
- 3Y win
- +71%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
Franklin India Aggressive Hybrid Fund
Franklin Templeton Mutual Fund
- 1Y
- -7.5%
- 3Y
- +9.0%
- Vol
- 11.1%
- Max DD
- -27.8%
- Sharpe
- 0.64
- 3Y win
- +79%
- 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
- -6.7%
- 3Y
- +8.6%
- Vol
- 10.2%
- Max DD
- -13.1%
- Sharpe
- 0.20
- 3Y win
- +0%
- Lower volatility
- Shallower drawdown
- Lower TER
Caveat: Lower trailing returns
LIC MF Aggressive Hybrid Fund
LIC Mutual Fund
- 1Y
- -2.8%
- 3Y
- +10.6%
- Vol
- 12.2%
- Max DD
- -28.2%
- Sharpe
- 0.38
- 3Y win
- +20%
- Lower volatility
- Shallower drawdown
Caveat: Higher TER · Lower trailing returns