Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt

Get the latest NAV of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.

₹63.93

0.3%1D

NAV as on 12 Sep 2025

16.85%/per year

Since Inception

Absolute Gain%

7 people have invested ₹ 32K in Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt in the last three months

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt Performance vs. Aggressive Allocation Index

Fund returns vs Benchmark returns vs Category Average returns as on (12-Sep-25)

The fund has outperformed the benchmark (Aggressive Allocation Index) over 5Y, but underperformed over 1Y, 3Y.

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
1.86%
1.17%
13.45%
-3.3%
12.27%
23.25%
Aggressive Allocation Index
1.66%
1.81%
12.6%
-0.32%
12.79%
16.46%
Aggressive Allocation Avg
2.12%
1.39%
12.38%
0.25%
14.34%
18.2%
Best in Aggressive Allocation
3.87%
4.43%
21.56%
6.61%
21.54%
26.07%
Worst in Aggressive Allocation
1.25%
-0.81%
10.11%
-4.89%
11.1%
14.62%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt
-
2,058Cr
0.76%
-3.3%
12.27%
-0.04
1.28
0.50
0.78
0.18
ICICI Prudential Equity & Debt Fund Annual Payout Inc Dist cum Cap Wdrl Direct Growth
-
39,770Cr
1.01%
9.02%
17.14%
5.15
--
--
2.00
1.64
ICICI Prudential Equity & Debt Fund Half Yearly Reinvestment Inc Dist cum Cap Wdrl Direct Growth
-
39,770Cr
1.01%
9.31%
17.52%
5.48
--
--
2.09
1.73
JM Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital W/D Direct Growth
-
752Cr
0.67%
8.13%
20.68%
8.48
--
--
2.26
1.31

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt Returns Calculator

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Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt Asset Allocation

See fund asset allocation details as on (14-Sep-25)

Fund Distribution

as on (14-Sep-25)

Large cap
68.6%

Mid cap
1.8%

Small cap
0.1%

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt Sector Allocation

See fund sector allocation details as on (14-Sep-25)

Sector Allocation

Financial Services
28%
Consumer Defensive
20.7%
Energy
19.8%
Utilities
14.8%
Industrial
9.6%
Basic Materials
4.8%
Health
2%
Consumer Cyclical
0.3%

Top 3 Sectors in August were Government, Financial Services & Utilities

Aug'25

Government

80%

Financial Services

37%

Utilities

16%

Jul'25

Government

80%

Financial Services

38%

Utilities

16%

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt Holdings Details

as on (31-Aug-25)

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.76%
Benchmark
NIFTY 50 Hybrid Composite Debt 65:35 INR
AUM₹2058 Cr
Inception Date1 January, 2013
Min Lumpsum/SIP₹5000/₹1000
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
90.53%
Risk
Risk meter
pointer
Very High Risk

About Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Lokesh Garg, Ankit A. Pande, Ayusha Kumbhat, Yug Tibrewal, Sanjeev Sharma, Varun Pattani, Sandeep Tandon, Sameer Kate. This fund gives you the benefit of diversification.

Key Parameters

  1. Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt has ₹2058 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
  2. The fund has an expense ratio 0.8.

Returns

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt has given a CAGR return of 16.85% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -3.30%, 12.27% and 23.25% respectively.

Holdings

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt has allocated its funds majorly in Government, Financial Services, Cash Equivalent, Utilities, Energy, Industrial, Consumer Defensive, Consumer Cyclical, Real Estate, Health.

Taxation

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

Investment objective of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt

The investments objective of the scheme is to generate income / capital appreciation by investing primarily in equity and equity related instruments with a moderate exposure to debt securities & money market instruments. There is no assurance that the investment objective of the Scheme will be realized.

Minimum Investment and lockin period

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 1000.00. Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt has no lock in period.

Fund Manager

Lokesh Garg

Fund Manager of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt, since 3 February 2025

Ankit A. Pande

Fund Manager of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt, since 11 May 2020

Ayusha Kumbhat

Fund Manager of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt, since 19 February 2025

Yug Tibrewal

Fund Manager of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt, since 6 March 2025

Sanjeev Sharma

Fund Manager of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt, since 1 February 2017

Varun Pattani

Fund Manager of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt, since 19 February 2025

Sandeep Tandon

Fund Manager of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt, since 3 February 2025

Sameer Kate

Fund Manager of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt, since 6 March 2025

Learn more about Quant Mutual Fund
Parameters
Aug'25
Jul'25
Jun'25
AUM
₹ 2.1K Cr
₹ 2.1K Cr
₹ 2.2K Cr
  • AUM of the fund stands at 2.1K Cr as of Aug'25
  • AUM decreased by 43.5 Cr between Aug'25 and Jul'25

Frequently Asked Questions for Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt

How do I invest in Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt?

INDmoney makes it simple to invest in the Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt?

The NAV of the fund today is ₹63.93. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt fund has generated a return of -3.30% in 1 year, 12.27% in 3 years, 23.25% in 5 years.

Who is the fund manager of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt?

The fund managers are Lokesh Garg, Ankit A. Pande, Ayusha Kumbhat, Yug Tibrewal, Sanjeev Sharma, Varun Pattani, Sandeep Tandon, Sameer Kate.

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-15 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 0.76%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹2058 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt?

The top 3 holdings of the fund are Jio Financial Services Ltd(7.93%), Reliance Industries Ltd(7.5%), Larsen & Toubro Ltd(6.94%)