Quant Aggressive Hybrid Fund delivered a 12.2% return over the past year, outperforming major competitors in the hybrid mutual fund category. While the fund shows strong short-term gains, investors should note that performance leaders often vary across different timeframes. Analyzing returns over multiple periods is essential for understanding the fund's consistency.
Detailed Coverage
The Quant Aggressive Hybrid Fund has emerged as the leader in its category based on one-year performance data as of July 22, 2026. The fund recorded a Compound Annual Growth Rate (CAGR) of 12.2 percent, positioning it ahead of other schemes such as the Bank of India Mid & Small Cap Equity & Debt Fund, which posted 7.8 percent, and the Bandhan Aggressive Hybrid Fund at 5.4 percent.
Comparing Performance Against Benchmarks
A critical factor in this performance is the fund's ability to beat its benchmark index. Over the last year, the Quant Aggressive Hybrid Fund outperformed its benchmark by 15.4 percentage points, a notable gap given that the benchmark itself returned -3.2 percent during the same period. This trend of outperformance is not limited to the short term; over a three-year window, the fund registered a return of 13.7 percent, which was 5.7 percentage points higher than its benchmark's 8.0 percent return.
Varying Results Across Timeframes
While the fund leads in one-year and three-month metrics, performance rankings can change significantly depending on the period analyzed. For instance, the SBI Equity Hybrid Fund, which is the largest scheme in this category with assets worth Rs 85,633.5 crore, recorded the highest one-month return of 0.4 percent. Additionally, when looking at a three-year horizon, the Bank of India Mid & Small Cap Equity & Debt Fund leads the group with an 18.0 percent return.
These variations highlight that a fund's ranking is rarely static. Investors should avoid relying solely on short-term gains when making financial decisions. The data, which included only funds with at least Rs 1,500 crore in assets under management, suggests that different strategies perform better depending on market conditions. Long-term investors often monitor how a fund performs over three to five years rather than focusing exclusively on annual or quarterly snapshots, as this provides a clearer view of how the fund manager handles different market cycles.