quant Aggressive Hybrid Fund-IDCW Option - Regular Plan
Category: Hybrid: Aggressive
Launch Date: 21-03-2001
AUM:
₹ 2,139.05 Cr
Expense Ratio
2.03%
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
ISIN
INF966L01242
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Sandeep Tandon
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| quant Aggressive Hybrid Fund-IDCW Option - Regular Plan | 8.33 | 11.66 | 21.09 |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
60.4107
Last change
0.15 (0.2551%)
Fund Size (AUM)
₹ 2,139.05 Cr
Performance
7.56% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment 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 achieved.
Fund Manager
Sandeep Tandon
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| RELIANCE INDUSTRIES LIMITED EQ | 7.94 |
| Adani Power Ltd. | 7.8 |
| RELIANCE STRATEGIC INVESTMENTS LIMITED EQ | 7.54 |
| LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/- | 7.51 |
| LIFE INSURANCE CORPORATION OF INDIA EQ | 6.26 |
| BRITANNIA INDUSTRIES LIMITED EQ NEW FV RS 1 | 6.05 |
| THE TATA POWER COMPANY LIMITED EQ NEW FV Re.1/- | 5.44 |
| HDFC LIFE INSURANCE COMPANY LIMITED EQ | 5.32 |
| BAJAJ AUTO LIMITED EQ | 5.03 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 5.01 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 24.24 |
| Power | 17.24 |
| Oil, Gas & Consumable Fuels | 7.94 |
| Construction | 7.51 |
| Fast Moving Consumer Goods | 6.05 |
| Automobile and Auto Components | 5.03 |
| Metals & Mining | 3.72 |
| Healthcare | 2.95 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| quant Aggressive Hybrid Fund IDCW Reg Plan | 21.09 |
| SBI Equity Hybrid Reg Gr | 15.63 |
| ICICI Pru Equity & Debt Gr | 24.7 |
| Bandhan Aggr Hyb Fund Reg Gr | 17.03 |
| Mirae Asset Aggressive Hybrid Reg Gr | 14.71 |
| PGIM India Aggr Hybrid Equity Fund Gr | 12.48 |
| Edelweiss Aggr Hybrid Plan B Gr | 18.47 |
| Edelweiss Aggr Hybrid Reg Gr | 18.41 |
| Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 18.7 |
| Union Aggressive Hybrid Reg Gr | 0.0 |