Quant Aggressive Hybrid Fund Growth

• Alpha 8.32%
• Beta 1.11
• Sharpe Ratio0.39
• Std Deviation 12.59%
• Tracking Error 8.70%

The investments 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 realized.

The Quant Aggressive Hybrid Fund Growth has an AUM of 2128.84 crores & has delivered CAGR of 18.88% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.03%. The minimum investment in Quant Aggressive Hybrid Fund Growth is Rs 5000 and the minimum SIP is Rs 1000.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Reliance Industries, Adani Power, Jio Financial Services & Larsen and Toubro.

The major sectors where the fund is invested are Electric Utilities, Insurance (Life), Oil & Gas Operations & Construction Services.

Some of the similar funds are Mahindra Manulife Aggressive Hybrid Fund Regular Growth, Quant Aggressive Hybrid Fund Growth, Franklin India Aggressive Hybrid Fund Growth, Axis Aggresive Hybrid Fund Regular Growth, Edelweiss Aggressive Hybrid A Growth. Quant Aggressive Hybrid Fund Growth has a sharpe ratio of 0.39 & a standard deviation of 12.59%.