Quant Hybrid Mutual Fund

Investment Objective - Quant Hybrid Fund

The investment objective of Quant Hybrid Mutual Fund is to generate long-term capital appreciation and income by investing in a mix of equity and debt instruments. The fund aims to achieve a balance between growth and stability by allocating 65-80% of its assets to equity and equity-related instruments and 20-35% to debt and money market instruments. The fund follows an active and unconstrained approach to select securities across market capitalisation, sectors, and themes. The fund is suitable for investors looking for moderate to high-risk exposure and a long-term investment horizon.

Risks Involved in Quant Hybrid Mutual Fund

Like any investment, investing in mutual funds involves risks. The value of your investment can go up or down depending on various factors, such as market conditions, interest rates, and the performance of the underlying assets. Aggressive Hybrid mutual funds invest in a mix of equity and debt instruments, carrying both equity and debt-related risks. Equity investments are subject to market risks, while debt investments are subject to credit and interest rate risks. It’s important to consider your risk tolerance and investment goals carefully before investing in any mutual fund. A financial advisor can help you assess your risk tolerance and determine if an Aggressive Hybrid mutual fund like Quant Hybrid Mutual Fund is suitable for you.

Return Potential of Quant Hybrid Mutual Fund

Quant Hybrid Mutual Fund is one of the mutual funds offered by Quant Mutual Fund. It is an Aggressive Hybrid mutual fund scheme that has been in existence for over 10 years. The fund has 74.2% investment in domestic equities, of which 52.61% is in Large Cap stocks and 8.53% in Mid Cap stocks. The fund has 11.42% investment in Debt, of which 9.17% is in government securities and 2.25% in low-risk securities.

Who Should Invest in Quant Hybrid Mutual Fund?

Quant Hybrid Mutual Fund schemes may be suitable for investors who are looking for a balance between growth and stability in their portfolio. Aggressive Hybrid funds typically have a higher allocation to equities, which can provide the potential for higher returns but also carry higher risks. It’s important to note that every investor’s financial situation and risk tolerance is different.

Things To Consider Before Investing in Quant Hybrid Mutual Fund

Before investing in a Quant Hybrid Mutual Fund, you should consider the following factors:

• Check if the investment objective of the fund is in line with your goal.
• Know the extent of risk involved.
• Ensure that the cost of the mutual fund units is within your budget.
• Check for the past performance of funds.
• Ensure that your objectives can be achieved within the investment tenure of the funds.

Tax on Quant Hybrid Mutual Fund

The tax treatment of investing in Quant hybrid mutual fund schemes depends on the asset allocation of the fund. If the fund is equity-oriented, it is treated as an equity mutual fund and taxed accordingly. If, on the other hand, the fund invests 65% or more of its assets in debt, the fund is treated as a debt mutual fund and taxed accordingly.

For equity-oriented hybrid funds, the long-term capital gains (LTCG) exceeding INR 1 lakh are taxed at 10% without indexation if the units are held for more than 12 months. The Short-term capital gains (STCG) are taxed at 15% if the units are held for less than 12 months.

The LTCG is taxed at 20% for debt-oriented hybrid funds with indexation if the units are held for more than 36 months. The STCG is taxed as per the income tax slab rate of the investor if the units are held for less than 36 months.