JM Aggressive Hybrid Fund vs Quant Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
JM Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, JM Aggressive Hybrid Fund (Direct) returned 11.8% a year and Quant Aggressive Hybrid Fund (Direct) returned 13.6% a year. JM Aggressive Hybrid Fund charges 1.16% a year and Quant Aggressive Hybrid Fund 1.43% (Direct plans). Their portfolios overlap 6.1%: they hold 4 of the same securities.
JM Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 11.8%
- Expense ratio
- 1.16%
- NAV
- ₹134.15
Quant Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 13.6%
- Expense ratio
- 1.43%
- NAV
- ₹494.83
Which is better, JM Aggressive Hybrid or Quant Aggressive Hybrid? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Quant Aggressive Hybrid returned more over 5 years: 12.3% a year against 12.1%.
- Quant Aggressive Hybrid returned more over 3 years: 13.6% a year against 11.8%.
- JM Aggressive Hybrid costs less: 1.16% a year against 1.43% (Direct plans).
- JM Aggressive Hybrid swung less over 3 years: a standard deviation of 12.5% a year against 13.0%.
- Quant Aggressive Hybrid fell less in its worst fall since 07-01-2013: −28.7% against −36.6%.
- Quant Aggressive Hybrid is the larger fund: ₹2,108 Cr against ₹654 Cr.
- Their portfolios overlap 6.1%: 4 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | JM Aggressive Hybrid Fund | Quant Aggressive Hybrid Fund |
|---|---|---|
| Fund house | JM Financial Mutual Fund | quant Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹654 Cr (30-09-2026) | ₹2,108 Cr (30-09-2026) |
| NAV | ₹134.15 (Direct) | ₹494.83 (Direct) |
| Expense ratio (Direct) | 1.16% | 1.43% |
| Expense ratio (Regular) | 2.69% | 2.73% |
| Riskometer | Very High | Very High |
| Benchmark | CRISIL Hybrid 35+65 - Aggressive Index | NIFTY 50 Hybrid Composite Debt 65:35 Index |
| Launch date | 01-04-1995 | 04-04-2001 |
| Minimum investment | ₹1,000 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Asit Bhandarkar, Satish Ramanathan, Deepak Gupta, Ruchi Fozdar | Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Varun Pattani, Ayusha Kumbhat, Sameer Kate, Yug Tibrewal |
| Exit load | 1.00% of NAV on all investment (including SIP/ STP/ SWP) transactions, if redeemed / switched-out within 60 days of transfer/ allotment of units in normal transactions/ allotment of units of respective installments in SIP/ STP/ SWP transactions | Exit load of 1%, if redeemed within 15 days. |
JM Aggressive Hybrid vs Quant Aggressive Hybrid: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| JM Aggressive Hybrid Fund (Direct) | −1.58% | −3.18% | +1.49% | −5.13% | +11.76% | +12.14% | +12.55% |
| Quant Aggressive Hybrid Fund (Direct) | −0.52% | −4.79% | +1.86% | +3.26% | +13.55% | +12.30% | +15.88% |
| Aggressive Hybrid average | −0.88% | −3.67% | −0.27% | −3.33% | +10.77% | +9.35% | +11.60% |
Category average: the average of the 29 Aggressive Hybrid funds, same plan type.
JM Aggressive Hybrid vs Quant Aggressive Hybrid: Year-wise Returns
| Year | JMJM Aggressive Hybrid | QuantQuant Aggressive Hybrid |
|---|---|---|
| 2026to date | −2.73% | +3.97% |
| 2025 | −1.55% | +10.77% |
| 2024 | +29.28% | +11.93% |
| 2023 | +35.47% | +17.35% |
| 2022 | +9.13% | +15.26% |
| 2021 | +23.91% | +44.59% |
JM Aggressive Hybrid vs Quant Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,669 of them, one for each trading day from 07-01-2016 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
JM Aggressive Hybrid Fund (Direct)
Quant Aggressive Hybrid Fund (Direct)
to
Nov 2016Sept 2015
to
Sept 2018Jul 2017
to
Jul 2020May 2019
to
May 2022Mar 2021
to
Mar 2024Dec 2022
to
Dec 2025
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JM Aggressive Hybrid | 3.0 | 10.5 | 19.9 | 18.7 | 16.2 | 23.3 | 8.3 | 14.3% | 14.6% | −9.1% | 34.1% |
| Quant Aggressive Hybrid | 0.3 | 3.0 | 20.3 | 22.5 | 14.4 | 12.4 | 27.1 | 17.9% | 16.0% | −2.4% | 41.9% |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. Every fund is measured over the days all of them have, from 07-01-2013. Past returns do not promise future returns.
JM Aggressive Hybrid vs Quant Aggressive Hybrid: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 03-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| JM Aggressive HybridJM Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹43,71,173 | ₹27,11,173 | 13.0% |
| Quant Aggressive HybridQuant Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹57,09,132 | ₹40,49,132 | 16.4% |
JM Aggressive HybridJM Aggressive Hybrid Fund (Direct)
Quant Aggressive HybridQuant Aggressive Hybrid Fund (Direct)
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
JM Aggressive Hybrid vs Quant Aggressive Hybrid: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | JM Aggressive Hybrid Fund (Direct) | Quant Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −5.13% | +3.26% |
| Standard deviation | 12.70% | 13.31% |
| Sharpe ratio | -0.82 | -0.15 |
| Sortino ratio | -1.09 | -0.20 |
| Maximum drawdown | −13.7% (30-03-2026) | −10.9% (30-03-2026) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | JM Aggressive Hybrid Fund (Direct) | Quant Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +11.76% | +13.55% |
| Standard deviation | 12.46% | 12.96% |
| Sharpe ratio | 0.46 | 0.58 |
| Sortino ratio | 0.63 | 0.81 |
| Maximum drawdown | −17.0% (30-03-2026) | −18.6% (03-03-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 30-10-2023 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | JM Aggressive Hybrid Fund (Direct) | Quant Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.14% | +12.30% |
| Standard deviation | 12.06% | 13.25% |
| Sharpe ratio | 0.53 | 0.49 |
| Sortino ratio | 0.71 | 0.67 |
| Maximum drawdown | −17.0% (30-03-2026) | −18.6% (03-03-2025) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 29-10-2021 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | JM Aggressive Hybrid Fund (Direct) | Quant Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.88% | +16.03% |
| Standard deviation | 13.91% | 12.92% |
| Sharpe ratio | 0.49 | 0.77 |
| Sortino ratio | 0.70 | 1.07 |
| Maximum drawdown | −36.6% (23-03-2020) | −28.7% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 03-01-2013 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
JM Aggressive Hybrid Fund (Direct)
Quant Aggressive Hybrid Fund (Direct)
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| JM Aggressive Hybrid Fund (Direct) | −36.6% | 03-06-2019 | 23-03-2020 | 23-10-2020 | 7 months | −8.8% |
| Quant Aggressive Hybrid Fund (Direct) | −28.7% | 24-01-2020 | 23-03-2020 | 23-07-2020 | 4 months | −5.9% |
From daily values since 07-01-2013, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
JM Aggressive Hybrid Fund (Direct)
Quant Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 3-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
JM Aggressive Hybrid Fund (Direct)
Quant Aggressive Hybrid Fund (Direct)
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 5-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
JM Aggressive Hybrid Fund (Direct)
Quant Aggressive Hybrid Fund (Direct)
JM Aggressive Hybrid vs Quant Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: JM Aggressive Hybrid Fund, September 2026; Quant Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 6.1%
- Held by both
- 4
- Only in JM Aggressive Hybrid
- 77
- Only in Quant Aggressive Hybrid
- 23
| Security | % of JM Aggressive Hybrid | % of Quant Aggressive Hybrid |
|---|---|---|
| Reliance Industries Limited | 2.21% | 4.54% |
| Adani Enterprises Limited | 1.33% | 9.30% |
| LTM Limited | 1.30% | 1.55% |
| Adani Power Limited | 1.30% | 6.68% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 6.1% means 6.1% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in JM Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| One 97 Communications Limited | 3.80% |
| Eternal Limited | 2.94% |
| Bharti Airtel Limited | 2.71% |
| 6.94% GOI 11-May-2036 | 2.67% |
| Bajaj Finance Limited | 2.63% |
Largest holdings only in Quant Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Zydus Lifesciences Limited | 9.62% |
| TREPS 01-Oct-2026 DEPO 10 | 8.55% |
| Adani Green Energy Limited | 8.25% |
| Aurobindo Pharma Limited | 8.03% |
| Divi's Laboratories Limited | 7.80% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | JM Aggressive Hybrid | Quant Aggressive Hybrid |
|---|---|---|
| Equity | 77.8% | 68.0% |
| Debt | 19.9% | 29.8% |
| Cash and others | 2.3% | 2.3% |
Market cap of stocks
| Market cap | JM Aggressive Hybrid | Quant Aggressive Hybrid |
|---|---|---|
| Large Cap | 43.2% | 50.3% |
| Mid Cap | 16.7% | 17.6% |
| Small Cap | 16.6% | 0.0% |
| Not on AMFI's list | 1.2% | 0.0% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | JM Aggressive Hybrid | Quant Aggressive Hybrid |
|---|---|---|
| N.A. | 0.0% | 68.0% |
| Banks | 12.4% | 0.0% |
| Finance | 5.6% | 0.0% |
| Retailing | 5.2% | 0.0% |
| Capital Markets | 4.5% | 0.0% |
| Automobiles | 3.9% | 0.0% |
| Financial Technology (Fintech) | 3.8% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
JM Aggressive Hybrid vs Quant Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | JM Aggressive Hybrid Fund | Quant Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 1.16% | 1.43% |
| Base expense ratio (Direct) | 0.75% | 0.66% |
| Total expense ratio (Regular) | 2.69% | 2.73% |
| Base expense ratio (Regular) | 2.06% | 1.76% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
More comparisons
Each fund against the others of its category
Compare JM Aggressive Hybrid with
JM Aggressive Hybrid Fund vs Quant Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between JM Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by JM Financial Mutual Fund and quant Mutual Fund. Their portfolios overlap 6.1%. JM Aggressive Hybrid Fund charges 1.16% a year and Quant Aggressive Hybrid Fund 1.43%.
Which has given higher returns, JM Aggressive Hybrid Fund or Quant Aggressive Hybrid Fund?
Over 1 year: JM Aggressive Hybrid Fund −5.13%, Quant Aggressive Hybrid Fund +3.26%. Over 3 years: JM Aggressive Hybrid Fund +11.76% a year, Quant Aggressive Hybrid Fund +13.55% a year. Over 5 years: JM Aggressive Hybrid Fund +12.14% a year, Quant Aggressive Hybrid Fund +12.30% a year. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, JM Aggressive Hybrid Fund or Quant Aggressive Hybrid Fund?
JM Aggressive Hybrid Fund charges less: 1.16% a year against 1.43%. These are the Direct plans' total expense ratios reported to AMFI.
How much do JM Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund overlap?
6.1%. They hold 4 of the same securities, the largest shared ones being RELIANCE, ADANIENT, LTM. From each fund's latest monthly portfolio.
Which is riskier, JM Aggressive Hybrid Fund or Quant Aggressive Hybrid Fund?
On SEBI's riskometer, JM Aggressive Hybrid Fund is rated Very High and Quant Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 12.46% and 12.96% a year.
Which is better for SIP, JM Aggressive Hybrid Fund or Quant Aggressive Hybrid Fund?
Over the last 5 years, a monthly SIP of ₹10,000 from 01-10-2021 to 30-10-2026 grew to ₹7,99,769 in JM Aggressive Hybrid Fund (XIRR 10.6% a year) and ₹8,02,350 in Quant Aggressive Hybrid Fund (XIRR 10.7% a year). Both received 61 instalments. Past returns do not promise future returns.
Can I invest in both JM Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund?
Yes. 6.1% of each fund's money sits in the same holdings, so the two hold mostly different investments.
Who manages JM Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund?
JM Aggressive Hybrid Fund: Asit Bhandarkar, Satish Ramanathan, Deepak Gupta, Ruchi Fozdar. Quant Aggressive Hybrid Fund: Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Varun Pattani, Ayusha Kumbhat, Sameer Kate, Yug Tibrewal.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.