Kotak Aggressive Hybrid Fund vs Quant Aggressive Hybrid Fund
Direct Plan, Growth option · Data as on 30-10-2026
Kotak Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund are both Aggressive Hybrid funds. In the 3 years to 30-10-2026, Kotak Aggressive Hybrid Fund (Direct) returned 12.2% a year and Quant Aggressive Hybrid Fund (Direct) returned 13.6% a year. Kotak Aggressive Hybrid Fund charges 0.64% a year and Quant Aggressive Hybrid Fund 1.43% (Direct plans). Their portfolios overlap 2.4%: they hold 4 of the same securities.
Kotak Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 12.2%
- Expense ratio
- 0.64%
- NAV
- ₹45.27
Quant Aggressive Hybrid Fund
Aggressive Hybrid
- 3 year return
- 13.6%
- Expense ratio
- 1.43%
- NAV
- ₹494.83
Which is better, Kotak 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 10.8%.
- Quant Aggressive Hybrid returned more over 3 years: 13.6% a year against 12.2%.
- Kotak Aggressive Hybrid costs less: 0.64% a year against 1.43% (Direct plans).
- Kotak Aggressive Hybrid swung less over 3 years: a standard deviation of 11.7% a year against 13.0%.
- Quant Aggressive Hybrid fell less in its worst fall since 07-01-2013: −28.7% against −47.4%.
- Quant Aggressive Hybrid holds more in large companies: 50.3% of the fund in large caps against 39.0%.
- Kotak Aggressive Hybrid is the larger fund: ₹9,040 Cr against ₹2,108 Cr.
- Their portfolios overlap 2.4%: 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 | Kotak Aggressive Hybrid Fund | Quant Aggressive Hybrid Fund |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | quant Mutual Fund |
| Category | Aggressive Hybrid | Aggressive Hybrid |
| AUM | ₹9,040 Cr (30-09-2026) | ₹2,108 Cr (30-09-2026) |
| NAV | ₹45.27 (Direct) | ₹494.83 (Direct) |
| Expense ratio (Direct) | 0.64% | 1.43% |
| Expense ratio (Regular) | 1.89% | 2.73% |
| Riskometer | Very High | Very High |
| Benchmark | NIFTY 50 Hybrid Composite Debt 65:35 Index TRI | NIFTY 50 Hybrid Composite Debt 65:35 Index |
| Launch date | 29-11-1999 | 04-04-2001 |
| Minimum investment | ₹100 | ₹5,000 |
| Lock in | None | None |
| Fund managers | Atul Bhole, Abhishek Bisen | Sandeep Tandon, Ankit Pande, Sanjeev Sharma, Varun Pattani, Ayusha Kumbhat, Sameer Kate, Yug Tibrewal |
| Exit load | For redemptions / switch outs of upto 8% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment : Nil If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment : 1% If units are redeemed or switched out on or after 1 year from the date of allotment : Nil Units issued on reinvestment of IDCW shall not be subject to entry and exit load. | Exit load of 1%, if redeemed within 15 days. |
Kotak 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 |
|---|---|---|---|---|---|---|---|
| Kotak Aggressive Hybrid Fund (Direct) | −1.41% | −4.66% | −1.21% | −2.74% | +12.17% | +10.82% | +10.18% |
| 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.
Kotak Aggressive Hybrid vs Quant Aggressive Hybrid: Year-wise Returns
| Year | KotakKotak Aggressive Hybrid | QuantQuant Aggressive Hybrid |
|---|---|---|
| 2026to date | −1.60% | +3.97% |
| 2025 | +5.48% | +10.77% |
| 2024 | +23.35% | +11.93% |
| 2023 | +21.73% | +17.35% |
| 2022 | +6.50% | +15.26% |
| 2021 | +30.66% | +44.59% |
Kotak Aggressive Hybrid vs Quant Aggressive Hybrid: Rolling Returns
Every holding period of both funds
Rolling returns
Every 3-year holding period, 2,663 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.
Kotak 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Aggressive Hybrid | 20.2 | 25.9 | 3.4 | 10.4 | 31.4 | 6.7 | 2.0 | 8.9% | 11.7% | −16.8% | 31.0% |
| 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.
Kotak 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 02-01-2013 to 30-10-2026: 166 instalments, ₹16,60,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Kotak Aggressive HybridKotak Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹34,85,745 | ₹18,25,745 | 10.1% |
| Quant Aggressive HybridQuant Aggressive Hybrid Fund (Direct) | ₹16,60,000 | ₹57,09,132 | ₹40,49,132 | 16.4% |
Kotak Aggressive HybridKotak 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.
Kotak 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 | Kotak Aggressive Hybrid Fund (Direct) | Quant Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | −2.74% | +3.26% |
| Standard deviation | 12.81% | 13.31% |
| Sharpe ratio | -0.62 | -0.15 |
| Sortino ratio | -0.84 | -0.20 |
| Maximum drawdown | −10.8% (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 | Kotak Aggressive Hybrid Fund (Direct) | Quant Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +12.17% | +13.55% |
| Standard deviation | 11.73% | 12.96% |
| Sharpe ratio | 0.52 | 0.58 |
| Sortino ratio | 0.71 | 0.81 |
| Maximum drawdown | −14.6% (28-02-2025) | −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 | Kotak Aggressive Hybrid Fund (Direct) | Quant Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +10.82% | +12.30% |
| Standard deviation | 11.02% | 13.25% |
| Sharpe ratio | 0.46 | 0.49 |
| Sortino ratio | 0.61 | 0.67 |
| Maximum drawdown | −14.6% (28-02-2025) | −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 | Kotak Aggressive Hybrid Fund (Direct) | Quant Aggressive Hybrid Fund (Direct) |
|---|---|---|
| Return (CAGR) | +4.85% | +16.03% |
| Standard deviation | 15.33% | 12.92% |
| Sharpe ratio | -0.08 | 0.77 |
| Sortino ratio | -0.09 | 1.07 |
| Maximum drawdown | −47.4% (23-03-2020) | −28.7% (23-03-2020) |
| Beta | -- | -- |
| Alpha | -- | -- |
From daily NAVs, 02-01-2013 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.
Kotak 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 |
|---|---|---|---|---|---|---|
| Kotak Aggressive Hybrid Fund (Direct) | −47.4% | 18-01-2013 | 23-03-2020 | 24-05-2021 | 14 months | −6.6% |
| 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.
Kotak 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.
Kotak 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.
Kotak Aggressive Hybrid Fund (Direct)
Quant Aggressive Hybrid Fund (Direct)
Kotak Aggressive Hybrid vs Quant Aggressive Hybrid: Portfolio Overlap
From each fund's latest monthly portfolio: Kotak Aggressive Hybrid Fund, September 2026; Quant Aggressive Hybrid Fund, September 2026
Holdings in common
- Overlap
- 2.4%
- Held by both
- 4
- Only in Kotak Aggressive Hybrid
- 103
- Only in Quant Aggressive Hybrid
- 23
| Security | % of Kotak Aggressive Hybrid | % of Quant Aggressive Hybrid |
|---|---|---|
| Infosys Ltd. | 1.47% | 2.42% |
| RELIANCE INDUSTRIES LTD. | 0.71% | 4.54% |
| Central Government - 2034 | 0.22% | 1.62% |
| Central Government - 2033 | 0.03% | 0.96% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 2.4% means 2.4% 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 Kotak Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| ETERNAL LIMITED | 3.25% |
| ICICI BANK LTD. | 2.98% |
| BHARTI AIRTEL LTD. | 2.90% |
| STATE BANK OF INDIA. | 2.87% |
| Fortis Healthcare India Ltd | 2.73% |
Largest holdings only in Quant Aggressive Hybrid Fund
| Security | % of fund |
|---|---|
| Zydus Lifesciences Limited | 9.62% |
| Adani Enterprises Limited | 9.30% |
| TREPS 01-Oct-2026 DEPO 10 | 8.55% |
| Adani Green Energy Limited | 8.25% |
| Aurobindo Pharma Limited | 8.03% |
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Kotak Aggressive Hybrid | Quant Aggressive Hybrid |
|---|---|---|
| Equity | 74.4% | 68.0% |
| Debt | 14.0% | 29.8% |
| Cash and others | 11.6% | 2.3% |
Market cap of stocks
| Market cap | Kotak Aggressive Hybrid | Quant Aggressive Hybrid |
|---|---|---|
| Large Cap | 39.0% | 50.3% |
| Mid Cap | 25.6% | 17.6% |
| Small Cap | 7.2% | 0.0% |
| Not on AMFI's list | 2.5% | 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 | Kotak Aggressive Hybrid | Quant Aggressive Hybrid |
|---|---|---|
| N.A. | 0.0% | 68.0% |
| Banks | 11.2% | 0.0% |
| Finance | 10.7% | 0.0% |
| Retailing | 5.3% | 0.0% |
| Healthcare Services | 5.1% | 0.0% |
| IT - Software | 5.0% | 0.0% |
| Capital Markets | 4.9% | 0.0% |
The six largest sectors of each fund's stocks, % of the fund.
Kotak Aggressive Hybrid vs Quant Aggressive Hybrid: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Kotak Aggressive Hybrid Fund | Quant Aggressive Hybrid Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.64% | 1.43% |
| Base expense ratio (Direct) | 0.45% | 0.66% |
| Total expense ratio (Regular) | 1.89% | 2.73% |
| Base expense ratio (Regular) | 1.51% | 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 Kotak Aggressive Hybrid with
Kotak Aggressive Hybrid Fund vs Quant Aggressive Hybrid Fund: Frequently Asked Questions
What is the difference between Kotak Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund?
Both are Aggressive Hybrid funds, run by Kotak Mahindra Mutual Fund and quant Mutual Fund. Their portfolios overlap 2.4%. Kotak Aggressive Hybrid Fund charges 0.64% a year and Quant Aggressive Hybrid Fund 1.43%.
Which has given higher returns, Kotak Aggressive Hybrid Fund or Quant Aggressive Hybrid Fund?
Over 1 year: Kotak Aggressive Hybrid Fund −2.74%, Quant Aggressive Hybrid Fund +3.26%. Over 3 years: Kotak Aggressive Hybrid Fund +12.17% a year, Quant Aggressive Hybrid Fund +13.55% a year. Over 5 years: Kotak Aggressive Hybrid Fund +10.82% 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, Kotak Aggressive Hybrid Fund or Quant Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund charges less: 0.64% a year against 1.43%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Kotak Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund overlap?
2.4%. They hold 4 of the same securities, the largest shared ones being INFY, RELIANCE, Central Government - 2034. From each fund's latest monthly portfolio.
Which is riskier, Kotak Aggressive Hybrid Fund or Quant Aggressive Hybrid Fund?
On SEBI's riskometer, Kotak Aggressive Hybrid Fund is rated Very High and Quant Aggressive Hybrid Fund Very High. Over 3 years, the standard deviation of daily returns was 11.73% and 12.96% a year.
Which is better for SIP, Kotak 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 ₹7,83,589 in Kotak Aggressive Hybrid Fund (XIRR 9.8% 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 Kotak Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund?
Yes. 2.4% of each fund's money sits in the same holdings, so the two hold mostly different investments.
Who manages Kotak Aggressive Hybrid Fund and Quant Aggressive Hybrid Fund?
Kotak Aggressive Hybrid Fund: Atul Bhole, Abhishek Bisen. 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.