Aggressive Hybrid Fund · head to head · AMFI NAVs

Quant Aggressive Hybrid Fund vs Tata Aggressive Hybrid Fund: SIP returns compared

Same ₹10,000 monthly SIP, same dates, Direct plans: over the last 5 years Quant Aggressive Hybrid Fund is worth ₹7.82 L (XIRR 10.9%) and Tata Aggressive Hybrid Fund ₹6.95 L (XIRR 6.0%) — Quant Aggressive Hybrid Fund ahead by ₹87,429. Across every 5-year SIP since Feb 2013, Quant Aggressive Hybrid Fund finished ahead in 105 of 105 and Tata Aggressive Hybrid Fund in 0.

Same SIP in both funds · real NAVsLive

Historical simulation on actual NAVs — not a forecast and not investment advice. Disclaimer

₹10,000
6%

Quant Aggressive Hybrid Fund: invested — over — instalments; valued at NAV of —:

Value today
—
XIRR —
Post-tax
—
If fully redeemed today
Real XIRR
—
After assumed inflation

YearInvestedQuant Aggressive Hybrid Fund valueXIRR to date

₹10,000 a month in each: what it became

Each row is a monthly SIP ending today (1 Oct 2026), Direct plans. Post-tax assumes everything is redeemed today with no other capital gains this year.

SIP periodInvestedQuant Aggressive Hybrid FundXIRRTata Aggressive Hybrid FundXIRRPost-tax (both)
1 year₹1,20,000₹1.22 L4.1%₹1.16 L-7.4%₹1.22 L / ₹1.16 L
3 years₹3,60,000₹3.97 L6.8%₹3.64 L0.8%₹3.96 L / ₹3.64 L
5 years₹6,00,000₹7.82 L10.9%₹6.95 L6.0%₹7.75 L / ₹6.95 L
10 years₹12,00,000₹28.64 L16.8%₹19.76 L9.8%₹26.74 L / ₹18.97 L

Every 5-year SIP, head to head

We started the same SIP in both funds in every month both have NAVs for — 105 SIPs, the first starting Feb 2013. Quant Aggressive Hybrid Fund finished ahead in 100% of them; the median gap was 6.0 percentage points a year in Quant Aggressive Hybrid Fund's favour.

Downside on the same dates: Quant Aggressive Hybrid Fund's worst 5-year SIP returned -2.5% a year (started Apr 2015) and 1 of 105 lost money; Tata Aggressive Hybrid Fund's worst returned -4.0% (started Apr 2015) and 2 lost money.

-5%0%5%10%15%20%25%30%Feb 2013Oct 2021
Quant Aggressive Hybrid FundTata Aggressive Hybrid Fund

XIRR of every 5-year monthly SIP by the month it started. Gap = Quant Aggressive Hybrid Fund minus Tata Aggressive Hybrid Fund, percentage points a year.

WindowSIPs comparedAhead (Quant / Tata)Median gapWorst gapBest gap
3-year SIPs12986% / 14%+2.3 pp-3.4 ppstarted May 2014+23.0 ppstarted Aug 2018
5-year SIPs105100% / 0%+6.0 pp+0.0 ppstarted Jun 2013+14.2 ppstarted Aug 2016

Against an index fund, and the cost of the Regular plan

  • Quant Aggressive Hybrid Fund: the Regular plan of the same 10-year SIP ended ₹1,99,502 below Direct.
  • Tata Aggressive Hybrid Fund: the Regular plan of the same 10-year SIP ended ₹1,12,004 below Direct.

Questions

Which has given better SIP returns, Quant Aggressive Hybrid Fund or Tata Aggressive Hybrid Fund?

Over the last 5 years a ₹10,000 monthly SIP (Direct plans) is worth ₹7.82 L in Quant Aggressive Hybrid Fund (XIRR 10.9%) and ₹6.95 L in Tata Aggressive Hybrid Fund (XIRR 6.0%). Past returns don't tell you which will do better next.

Has Quant Aggressive Hybrid Fund beaten Tata Aggressive Hybrid Fund consistently?

In 100% of 105 rolling 5-year SIPs started on the same dates (from Feb 2013), Quant Aggressive Hybrid Fund ended ahead of Tata Aggressive Hybrid Fund (Direct plans). The median difference was +6.0 percentage points a year.

Where does this data come from?

Official daily NAVs published by AMFI. SIP instalments fall on the first business day of each month; both funds are compared on identical dates. Updated monthly.

Comparison on official AMFI NAVs, SIP on the first business day of each month, identical dates for both funds. It shows what happened, not which fund to buy — past performance does not indicate future returns. sipcalculatorhub.com is not a SEBI-registered investment adviser. Methodology.

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