August 1, 2025
RA Jainee
Quant Aggressive Hybrid Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 456.9064
NAV IDCW: Rs 63.2848
Suitable For Which Investors?
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks to provide long term capital appreciation and current income with a mix of fixed income securities and equity instruments.
Fund Manager:
1) Ayusha Kumbhat
Education: CFA Level III, BSc (Hons) in Economics, MSc in Behavioural & Experimental Economics
Experience: She is working with Quant Mutual fund as Research Analyst for the past 15 months, specializing in investment research.
2) Sameer Kate
Education: Bachelor of Computer Science, MBA from IME Pune.
Experience: Prior to joining Quant Mutual Fund, he was working with Investec Capital and Kotak Securities,
3) Sandeep Tandon
Education: Mr. Tandon has done MBA (Finance)
Experience: Prior to joining Quant Mutual Fund, he has worked with ICICI Securities as Vice President, The Economic Times and IDBI AMC.
4) Varun Pattani
Education: Mr. Pattani is an ACA
Experience: Prior to joining Quant Mutual Fund, he has worked with boutique PMS firm.
5) Yug Tibrewal
Education: B.M.S, CFA L1
Experience: Yug is an investment professional with over 2 years of experience in dealing related activities
6) Ankit A Pande
Education: Mr. Pande has done CFA and MBA
Experience: Prior to joining Quant Mutual Fund he has worked with Infosys Finacle. Began his career in equity research in 2011.
7) Lokesh Garg
Education: MBA IIM Ahmedabad, B.Tech IIT Roorkee, CFP Level III
Experience: Prior to joining Quant Mutual Fund, he was working with UBS, ICICI Bank in Treasury and Infosy, Kotak Institutional Equities
8) Sanjeev Sharma
Education: Mr. Sharma is a Commerce Graduate and PGDBA (Finance) from Symbiosis, Pune.
Experience: He has total work experience of 17 years including 13 years of experience in the financial market. He specializes in identifying crucial inflexion points in securities.
Investment Details
| Min. Investment (Rs) | 5,000 |
| Min. Addl Investment (Rs) | 1,000 |
| Min. SIP Investment (Rs) | 1,000 |
| Min. Withdrawal (Rs) | 1 |
| Min. No of Cheques | 6 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 1% for redemption within 15 days |
Basic Details of Quant Aggressive Hybrid Fund
| Fund House | Quant Mutual Fund |
| Launch Date | 01-Jan-13 |
| Return Since Launch | 17.00% |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 2,170 Cr |
| (As on 30-Jun-2025) | |
| Expense | 0.75% |
| (As on 31-Jul-2025) | |
| Risk Grade | High |
| Return Grade | High |
| Turnover | — |
Trailing Returns (%) of Quant Aggressive Hybrid Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Quant Aggressive Hybrid Dir | 6.34 | -0.35 | -2.51 | 4.70 | 7.86 | -4.43 | 15.55 | 24.27 | 19.26 | 16.27 |
| VR Aggressive Hybrid TRI | 3.97 | 0.10 | -1.76 | 4.41 | 6.90 | 0.14 | 15.40 | 18.21 | 13.13 | 12.54 |
| Hybrid: Aggressive Hybrid | 3.35 | -0.32 | -1.39 | 4.62 | 6.85 | 2.74 | 16.76 | 19.06 | 13.51 | 12.60 |
| Rank within category | 5 | 28 | 42 | 13 | 9 | 44 | 23 | 3 | 1 | 1 |
| Number of funds in category | 44 | 44 | 44 | 44 | 44 | 44 | 42 | 39 | 32 | 24 |
Peer Comparison of Quant Aggressive Hybrid Fund
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Quant Aggressive Hybrid Dir | 3 star | -4.43 | 15.55 | 24.27 | 0.75 | 2,170 | 17.00 | 1.00 (15) | 12Y 7M | 237.00 |
| ICICI Pru Equity & Debt Dir | 5 star | 4.71 | 20.72 | 26.00 | 0.96 | 44,552 | 17.56 | 1.00 (365) | 12Y 7M | 33.00 |
| DSP Aggressive Hybrid Dir | 4 star | 6.39 | 17.64 | 19.00 | 0.63 | 11,418 | 14.47 | 1.00 (364) | 12Y 7M | 28.00 |
| HDFC Children’s Dir | 5 star | 1.81 | 17.23 | 20.47 | 0.90 | 10,369 | 15.91 | — | 12Y 7M | 14.15 |
| Kotak Aggressive Hybrid Dir | 4 star | 3.05 | 17.77 | 21.87 | 0.47 | 7,808 | 14.48 | 1.00 (365) | 12Y 7M | 65.70 |
Portfolio Analysis of Quant Aggressive Hybrid Fund
| No. of Stocks | 17 |
| Top 10 Holdings | 62.66% |
| Top 5 Stocks | 36.97% |
| Top 3 Sectors | 43.06% |
| Portfolio P/B Ratio | 3.65 |
| Portfolio P/E Ratio | 30.31 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 3,18,442 | 2,14,374 |
| Giant (%) | 81.85 | 57.64 |
| Large (%) | 15.53 | 16.26 |
| Mid (%) | 2.62 | 20.03 |
| Small (%) | — | 7.71 |
| Tiny (%) | — | 0.29 |
| Fund | Category | |
| Number of Securities | 30 | 86 |
| Macaulay Duration (yrs) | — | — |
| Average Maturity (yrs) | — | — |
| Yield to Maturity (%) | — | — |
| Avg Credit Rating | GOI/Cash | — |
Chanakya’s Mutual Fund Guidance For Quant Aggressive Hybrid Fund
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