Aeterna Wealth
Aggressive Hybrid · Direct plan · Growth

Quant Aggressive Hybrid Fund (Direct)

quant Mutual Fund · benchmark: 65% Nifty 50 TRI + 35% bond funds · 13.8 years old · AMFI code 120819

Tax: Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

B
Track-record rating: 10 of 28 in Aggressive Hybrid

B (middle of the peer group), score 60.0 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.3%3.9%-0.6%22 / 28
1 year8.5%1.2%+7.4%13 / 28
3 years (a year)14.2%9.2%+5.0%13 / 28
5 years (a year)12.1%7.6%+4.5%15 / 25

Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y12.9%
Max fall, 5Y-18.6%
Up capture, 3Y132
Down capture, 3Y106
Information ratio, 3Y0.63
Jensen's alpha, 3Y+4.8%
Beta, 3Y1.17
Sharpe, 3Y0.59

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Quant Aggressive Hybrid Fund (Direct plan)?

₹513.61 on 6 Nov 2026 (Growth option).

What is the expense ratio of Quant Aggressive Hybrid Fund (Direct)?

1.47% a year; the Regular plan's is 2.60%.

What return has Quant Aggressive Hybrid Fund given over 3 years?

14.2% a year (Direct plan) over the 3 years to 6 Nov 2026, against 9.2% for its composite benchmark (65% Nifty 50 TRI + 35% bond funds).

How is Quant Aggressive Hybrid Fund taxed?

Taxed as an equity fund: gains on units held over a year at 12.5% beyond ₹1.25 lakh a year; within a year, 20%.

How is Quant Aggressive Hybrid Fund rated?

B: 10 of 28 Direct plans in Aggressive Hybrid, on its track record. This describes the past and is not a recommendation.

Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from quant Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.