Investt

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Sandeep Tandon

Investment Objective

The investment 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 achieved.

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

2.04% As on (28-11-2025)

Minimum Investment | Top up

5000.0 | 1000.0

Total Assets

2,111.57 Cr As on (28-11-2025)

PERFORMANCE of quant Aggressive Hybrid Fund - Growth Option - Regular Plan

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 08-01-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
quant Aggressive Hybrid Fund - Growth Option - Regular Plan	8.89	11.89	16.88	15.54	16.4
Benchmark	-	-	-	-	-
Hybrid: Aggressive	5.62	14.67	13.54	12.22	12.81

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RETURNS CALCULATOR for quant Aggressive Hybrid Fund - Growth Option - Regular Plan

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of quant Aggressive Hybrid Fund - Growth Option - Regular Plan

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
quant Aggressive Hybrid Fund - Growth Option - Regular Plan	12.0	0.5	-2.19	1.38	-	-
Hybrid: Aggressive	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
quant Aggressive Hybrid Fund Gr Reg Plan	16.88
SBI Equity Hybrid Reg Gr	12.83
ICICI Pru Equity & Debt Gr	20.87
Mirae Asset Aggressive Hybrid Reg Gr	12.76
Bandhan Aggr Hyb Fund Reg Gr	14.39
Mahindra Manulife Aggressive Hybrid Fund Reg Gr	15.92
ABSL Equity Hybrid95 Reg Gr	12.0
Canara Robeco Equity Hybrid Reg Gr	12.3
Nippon India Aggressive Hybrid Fund Gr Plan	15.14
LIC MF Aggressive Hybrid Reg Gr	10.62

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	18.48
Power	16.35
Oil, Gas & Consumable Fuels	8.44
Construction	7.65
Fast Moving Consumer Goods	6.12
Automobile and Auto Components	5.18
Metals & Mining	3.53
Healthcare	3.2

Portfolio Holdings

Company	Holdings (%)
RELIANCE INDUSTRIES LIMITED EQ	8.44
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-	7.65
RELIANCE STRATEGIC INVESTMENTS LIMITED EQ	7.6
Adani Power Limited	7.35
TREPS 01-Dec-2025 DEPO 10	6.12
BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1	6.12
HDFC LIFE INSURANCE COMPANY LIMITED EQ	5.6
THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/-	5.29
STATE BANK OF INDIA EQ NEW RE. 1/-	5.28
BAJAJ AUTO LIMITED EQ	5.18

quant Aggressive Hybrid Fund - Growth Option - Regular Plan