Quant Aggressive Hybrid Fund
Empty
4–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation14.6%
Sharpe Ratio-0.39
Beta1.38
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Reliance Industries LtdEnergy & Infra9.75%
Jio Financial Services LtdFinancial Services7.88%
Larsen & Toubro LtdCapital Goods6.71%
Life Insurance Corporation of IndiaFinancial Services6.67%
Britannia Industries LtdConsumers5.95%
HDFC Life Insurance Co LtdFinancial Services5.80%
Adani Power LtdUtilities5.68%
Tata Power Co LtdUtilities5.08%
Bajaj Auto LtdConsumers4.65%
364 DTB 26122025Utilities4.49%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.01%
Exit Load1
Regulatory & Tax Information
INF966L01267
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)