Quant Aggressive Hybrid Fund Direct Growth Review 2026: NAV, Returns, Portfolio & Should You Invest?
- September 10, 2026
- Posted by: Chaitanya Auti
- Category: Mutual Funds
Quant Aggressive Hybrid Fund Direct Growth Plan is priced at ₹511.8626 as of 09 Sep 2026, with scheme AUM of ₹2,158 Cr. Its 1-year, 3-year and 5-year returns are 11.83%, 13% and 13.19% respectively, and it sits in the High Risk category. Our view is that the fund has delivered a steady long-term outcome for a hybrid scheme, but the latest shorter-term patch has been less smooth, so it suits investors who can tolerate pronounced swings in pursuit of equity-led growth with a meaningful defensive sleeve.
The fund’s return pattern suggests a hybrid strategy that can participate well over longer periods while still showing noticeable near-term volatility. That makes it more relevant for investors with a multi-year horizon than for those who want a calm, income-like ride.
Quick facts
| Particular | Details |
|---|---|
| NAV | ₹511.8626 as of 09 Sep 2026 |
| AUM | ₹2,158 Cr |
| Expense Ratio | 0.75% |
| Launch Date | 07 Jan 2013 |
| Min SIP | ₹1,000 |
| Risk Category | High Risk |
| Benchmark | Nifty 50 |
| Fund Category | Hybrid |
| Exit Load | 1% on or before 15D, Nil after 15D |
| Fund Managers | Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat |
The fund is managed by Sandeep Tandon, Ankit Pande, Varun Pattani and Ayusha Kumbhat.
Source data date: as of 09 Sep 2026
Performance
| Period | Fund return | Benchmark return |
|---|---|---|
| 1M | -2.16% | -4.69% |
| 3M | 1.94% | 0.93% |
| 1Y | 11.83% | -7.16% |
| 3Y | 13% | 6% |
| 5Y | 13.19% | 5.87% |
The recent picture is mixed, but not weak. Over 1 month, the fund stayed negative, yet it still held up better than the benchmark. Over 3 months, it turned positive and moved ahead of the benchmark, which tells us the recent stretch has been more resilient than the index even if it has not been perfectly smooth.
The 1-year figure is more striking because the fund remained comfortably positive while the benchmark was negative. That gap matters: it shows the fund has been able to protect and compound through a difficult benchmark backdrop rather than simply rising with the market.
Longer-term results are steadier still. The 3-year and 5-year returns are both in the low-teens, and the 5-year figure is slightly above the 3-year figure, which points to sustained compounding rather than a one-off spike. The benchmark’s 3-year and 5-year returns are well below the fund’s, so the fund has clearly done more over full market cycles than the index it is measured against.
Even so, the month-to-month path shows drawdown risk is still present. The time pattern reflects a fund that can recover, but not in a straight line, which is consistent with its High Risk label and hybrid structure.
Source data date: as of 09 Sep 2026
Should you BUY or HOLD Quant Aggressive Hybrid?
A fund’s past returns alone don’t tell you whether you should buy it today or continue holding it.
The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.
Already holding Quant Aggressive Hybrid? Thinking of investing now?
Peer comparison
| Fund | 1Y return | 3Y return | 5Y return |
|---|---|---|---|
| Quant Aggressive Hybrid Fund Direct Growth Plan | 11.83% | 13% | 13.19% |
| Bank of India Aggressive Hybrid Fund Direct Growth Plan | 16.72% | 17.24% | 15.03% |
| HSBC Multi Asset Active FOF Direct Growth Plan | 16.2% | 15.61% | 12.48% |
| Navi Aggressive Hybrid Fund Direct Growth Plan | 10.06% | 12% | 11.52% |
| HSBC Aggressive Hybrid Active FOF Direct Growth Plan | 9.69% | 12.74% | 11.11% |
This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.
The current fund’s 1-year return is below the strongest peer figures in this set, though it still remains ahead of the lower peer returns shown here. On the 3-year view, it trails the better-performing peers but stays in the same broad range as the peer group rather than breaking away from it. On 5-year performance, it sits above some peers and below others, which suggests a middle-to-strong longer-term showing without the sharpest recent momentum.
The short-term and longer-term comparison do not tell the same story. The fund’s recent return is not the best in this group, but its 5-year result is more competitive than its 1-year figure alone would suggest. That is useful for investors who care more about consistency across market phases than a single strong year.
Source data date: as of 09 Sep 2026
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Portfolio: where your money goes
| Holding | Sector | Weight |
|---|---|---|
| TREPS 01-Sep-2026 Depo 10 | Cash & Cash Equivalents and Net Assets | 10.28% |
| Adani Enterprises Limited | Trading | 8.94% |
| Aurobindo Pharma Limited | Healthcare | 8.05% |
| Adani Green Energy Limited | Power | 7.66% |
| Adani Power Limited | Power | 6.33% |
| Life Insurance Corporation of India | Insurance | 6.14% |
| Tata Consultancy Services Limited | IT | 6.14% |
| Bharti Airtel Limited | Telecom | 5.14% |
| Reliance Industries Limited | Crude Oil | 4.77% |
| Sidbi CD 10-Nov-2026 | Certificate of Deposit | 4.58% |
The top 10 holdings account for approximately 68.03% of the portfolio.
To see all holdings, visit the Quant Aggressive Hybrid Fund Direct Growth Plan page
The largest holding is TREPS 01-Sep-2026 Depo 10 at 10.28%, which is meaningful but not overwhelming for a single line item. From there, the weights decline in a fairly orderly way, with the tenth holding at 4.58%; that gap suggests the portfolio is not built around one dominant position.
At the same time, the displayed holdings are still fairly influential together. A combined 68.03% across the top 10 positions means the fund’s visible core is concentrated enough that a limited set of holdings may have a noticeable effect on outcomes, even though the tail beyond the first ten still matters because the scheme discloses 28 holdings in total.
The mix also shows a blend of cash-like exposure, financial services, healthcare, telecom, IT, power and energy-linked names. That spread may reduce reliance on a single sector theme, but the allocation pattern remains close enough to the top positions that stock selection and position sizing are likely to matter.
Source data date: as of 09 Sep 2026
Who should invest
This fund is best viewed by investors who can accept High Risk swings and hold through uneven short-term periods. Its 1-year, 3-year and 5-year returns show that the longer holding period has rewarded patience more than a one-year snapshot would suggest.
The benchmark comparison improves the case for a multi-year horizon, because the fund has stayed ahead of the benchmark across the periods shown. The trade-off is that the ride is not smooth, so investors need to be comfortable with drawdowns and with a portfolio that can move materially from month to month. The holding mix suggests a managed, multi-position approach rather than a narrow single-theme bet.
Tax and exit load
| Holding period | Tax rate | Description |
|---|---|---|
| Units held less than 1 year | 20% | Short-term capital gains tax |
| Units held more than 1 year | 12.5% | Long-term capital gains tax |
Exit load applies at 1% if units are sold on or before 15 days; there is no exit load after that holding period.
Source data date: as of 09 Sep 2026
Frequently asked questions
What is the current NAV of Quant Aggressive Hybrid Fund Direct Growth Plan?
The current NAV is ₹511.8626 as of 09 Sep 2026.
What are the fund’s 1-year, 3-year and 5-year returns?
The fund’s returns are 11.83% for 1 year, 13% for 3 years and 13.19% for 5 years.
How does it compare with the benchmark?
It has outperformed the benchmark across 1 month, 3 months, 1 year, 3 years and 5 years. The gap is especially clear over the longer periods, where the benchmark is much lower.
How does it compare with peer funds on the available return figures?
Its recent return is below the strongest peer figures shown, while its 3-year and 5-year returns sit in a more competitive middle-to-strong range. The short-term and longer-term view do not point in exactly the same direction.
Is there a minimum SIP amount?
The minimum SIP amount is ₹1,000.
Who manages the fund and what is the exit load?
The fund is managed by Sandeep Tandon, Ankit Pande, Varun Pattani and Ayusha Kumbhat. The exit load is 1% if units are sold on or before 15 days, and nil after that holding period.
Bottom line
Quant Aggressive Hybrid Fund Direct Growth Plan shows a clearer long-term story than a short-term one. Its recent behaviour has been uneven, but the 3-year and 5-year numbers still support the view that the fund has compounded steadily over time and has stayed ahead of the benchmark across the periods shown. The portfolio is not narrowly built around one large position, yet the top holdings remain important enough to shape outcomes. For investors comfortable with High Risk and a multi-year horizon, the fund offers an actively managed hybrid profile with meaningful return potential and visible volatility.
Published on 10 September 2026 at 2:51 PM IST
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RIA disclosure
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.