Aggressive Hybrid Fund · SIP history from AMFI NAVs

Quant Aggressive Hybrid Fund SIP calculator & returns

A ₹10,000 monthly SIP in the Direct plan for the last 10 years (Nov 2016 onward) would be worth ₹28.64 L on 1 Oct 2026, on ₹12,00,000 invested — an XIRR of 16.8%. After tax on full redemption: ₹26.74 L.

Backtest a SIP · real NAVsLive

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

₹10,000
6%

Invested — over — instalments; valued at NAV of —:

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

YearInvestedValue at year endXIRR to date

₹10,000 a month in Quant Aggressive Hybrid Fund: what it became

Each row is a monthly SIP that ends today (1 Oct 2026). Post-tax assumes you redeem everything today with no other capital gains this year.

SIP periodInvestedDirect valueDirect XIRRDirect post-taxRegular valueRegular XIRR
1 year₹1,20,000₹1.22 L4.1%₹1.22 L₹1.21 L2.7%
3 years₹3,60,000₹3.97 L6.8%₹3.96 L₹3.89 L5.4%
5 years₹6,00,000₹7.82 L10.9%₹7.75 L₹7.54 L9.4%
10 years₹12,00,000₹28.64 L16.8%₹26.74 L₹26.65 L15.5%
Since launch of each planvaries₹56.15 L16.5%₹51.76 L₹1.21 Cr13.7%

Same ₹10,000/month for 10 years, same fund manager, same portfolio: the Regular plan ended ₹1,99,502 lower (7.0% of the Direct value). The XIRR gap is 1.36 percentage points a year — that is the distributor commission inside the Regular plan's expense ratio, compounding against you. Direct vs Regular, explained.

Every SIP this fund has ever allowed: rolling returns

We started a 5-year SIP in every month the Regular plan's history allows — 187 separate SIPs. The worst returned -3.5% a year (started Jan 2007), the median 15.2%, the best 28.5%; 2% of them lost money. That spread is the honest answer to “what return should I expect?” — not a single trailing number.

-5%0%5%10%15%20%25%30%6%Apr 2006Oct 2021

XIRR of every 5-year monthly SIP in the Regular plan, plotted by the month it started. Dashed line: 6% a year.

WindowSIPs testedWorst XIRRMedianBest XIRRLost moneyBeat 6%
3-year SIPs211-16.1%Apr 2006–Apr 200911.8%42.3%Aug 2018–Aug 20219%77%
5-year SIPs187-3.5%Jan 2007–Jan 201215.2%28.5%Aug 2019–Aug 20242%80%
10-year SIPs1275.4%Apr 2010–Apr 202015.7%20.6%Aug 2014–Aug 20240%99%

Rolling figures use the Regular plan (longer history). SIP on the first business day of each month; units valued at the NAV one month after the last instalment.

Questions about Quant Aggressive Hybrid Fund SIPs

What would a ₹5,000 monthly SIP in Quant Aggressive Hybrid Fund for 5 years be worth today?

About ₹3.91 L on ₹3,00,000 invested (Direct plan, Nov 2021 to Oct 2026), an XIRR of 10.9%. Scale linearly for other amounts, or use the calculator above for any start month.

What is the 10-year SIP return of Quant Aggressive Hybrid Fund?

A monthly SIP over the last 10 years in the Direct plan earned an XIRR of 16.8% as of 1 Oct 2026. Rolling 10-year SIPs across the fund's history are shown on this page because a single trailing number depends heavily on today's market level.

Has a 5-year SIP in Quant Aggressive Hybrid Fund ever lost money?

Yes. 2% of 187 rolling 5-year SIPs ended with a negative XIRR; the worst was -3.5% (Jan 2007–Jan 2012).

Direct or Regular plan of Quant Aggressive Hybrid Fund — how much does it matter?

Same ₹10,000/month for 10 years, same fund manager, same portfolio: the Regular plan ended ₹1,99,502 lower (7.0% of the Direct value). The XIRR gap is 1.36 percentage points a year — that is the distributor commission inside the Regular plan's expense ratio, compounding against you. Direct vs Regular, explained.

Where does this data come from?

Daily NAVs published by AMFI (Association of Mutual Funds in India). We take the first NAV of each month as the SIP date and value units at the latest NAV. Updated monthly.

How these numbers are calculated

NAVs are AMFI's official daily NAVs (Growth option). Instalments fall on the first business day of each month; stamp duty (0.005%) and exit loads are ignored. Returns are XIRR on actual dates. Tax: 12.5% LTCG above ₹1.25 lakh on units held over a year, 20% STCG on the rest, and Section 112A grandfathering at the 31-Jan-2018 NAV for older units. Full method: methodology.

AMFI codes: Direct 120819 · Regular 101070 · NAV data as of 1 Oct 2026

Past performance does not indicate future returns. This page is a historical calculation, not a recommendation to buy, hold or sell this fund. sipcalculatorhub.com is not a SEBI-registered investment adviser.

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