Quant Aggressive Hybrid Fund
Direct · Growth ₹488.08
19 Oct 2026
NAV
17.9%
3Y CAGR
18.1%
5Y CAGR
17.6%
10Y CAGR
17.8%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.91
Sharpe
-28.7%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.83%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.75 L | 20.9% | -45.3% | 99.2% |
| 3 Years | ₹36.00 L | ₹43.97 L | 17.4% | -14.3% | 47.0% |
| 5 Years | ₹60.00 L | ₹91.86 L | 17.9% | -4.9% | 30.4% |
| 7 Years | ₹84.00 L | ₹1.70 Cr | 19.2% | 1.4% | 26.4% |
| 10 Years | ₹1.20 Cr | ₹3.14 Cr | 18.9% | 15.6% | 21.9% |
| 12 Years | ₹1.44 Cr | ₹4.38 Cr | 17.5% | 15.2% | 19.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 20.9% | 9.3% |
| 3 Years | 17.4% | 14.3% |
| 5 Years | 17.9% | 14.7% |
| 7 Years | 19.2% | 14.0% |
| 10 Years | 18.9% | 14.0% |
| 12 Years | 17.5% | 13.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.9% | 12.5% | -22.6% | 106.2% | 0.60 | 3.16 | 88% | — | — |
| 3 Years | 17.9% | 16.1% | -2.4% | 41.9% | 1.31 | 14.03 | 100% | — | — |
| 5 Years | 18.1% | 18.7% | 0.8% | 31.8% | 1.91 | 22.83 | 100% | — | — |
| 10 Years | 17.6% | 17.0% | 14.2% | 21.2% | 6.91 | — | 100% | — | — |
-28.7%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-4.1%
Avg Drawdown
Calmar Ratio by Duration
0.69
1Y
0.62
3Y
0.63
5Y
0.62
7Y
0.61
10Y
0.62
12Y
11
Total Holdings
66.4%
Top 10 Weight
7
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Zydus Lifesciences Limited | 9.62% |
| 2 | Adani Enterprises Limited | 9.30% |
| 3 | Adani Green Energy Limited | 8.25% |
| 4 | Aurobindo Pharma Limited | 8.03% |
| 5 | Divi's Laboratories Limited | 7.80% |
| 6 | Adani Power Limited | 6.68% |
| 7 | Life Insurance Corporation Of India | 5.94% |
| 8 | Reliance Industries Limited | 4.54% |
| 9 | Bharat Heavy Electricals Ltd | 3.82% |
| 10 | Infosys Limited | 2.42% |