About The Fund

The Quantum Flexi Cap Fund is an open-ended equity scheme that invests across large cap, mid cap and small cap companies, giving the flexibility to identify opportunities across market-caps. The fund follows a unique process aiming to identify businesses that may benefit from shift in profit pool across value chain of industries. The shift in profit pool may be driven by disruption, consolidation, changing consumer preferences and evolving regulations.

Companies that benefit from these shifts can potentially deliver higher growth, higher multiples and, over the long term, generate higher returns. Using a Growth at a Reasonable Price (GARP) investment approach, the fund focuses on companies with sustainable earnings growth, strong governance and attractive valuations, while aiming to participate in long-term wealth creation through disciplined, research-led, bottom-up stock selection investment strategy.

4 Reasons to Invest

Aims to capture shifts in profit pool across value chain of industries.

Flexible to tap opportunities across market caps.

Backed by research experience across major sectors and market cycles since 2006.

Combines a GARP philosophy with disciplined bottom-up stock selection.

Investment Approach

Stock Selection Process

~1514 stocks

ADDRESSABLE
UNIVERSE*

  • No of Companies trading over Rs 2 crore/ day

~350 stocks

INTEGRITY SCREEN

  • Fundamental research with long-term earnings and valuation projections.
  • Research committee review and stock approval process.
  • High-conviction investments in businesses with credible management and sound governance.

~25 to 80 stocks

GARP BASED
SCREENING

  • Diversified portfolio across sectors, driven by domestic, consumption, export and infrastructure themes.

Fund Facts


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    Investment Objective

    The investment objective of the scheme is to achieve long-term capital appreciation by investing in a diversified portfolio of large, mid and small cap companies. There is no assurance that the investment objective of the scheme will be achieved.

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    Benchmark

    BSE 500 TRI

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    Plans/Option Available

    Direct Plan and Regular Plan with Growth Option

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    Minimum Application Amount

    Lumpsum – ₹500 SIP - ₹100 (Daily) & ₹500 (Weekly, Fortnightly, Monthly & Quarterly)

Fund Managed By

Performance details of other funds managed by them.

How To Invest

Invest Online in 3 easy steps. Click here to Get Started and plan your Asset Allocation!

Product Label

*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
The above product labeling assigned during the NFO is based on internal assessment of scheme characteristics or model portfolio and the same may vary post NFO when actual investments are made.

Name of the Scheme and Benchmark

This product is suitable for investors who are seeking*

Risk‑o‑meter of Scheme

Quantum Flexi Cap Fund


(An Open ended dynamic equity scheme investing across large cap, mid cap and small cap stocks)

Long term capital appreciation

Investments predominantly in Equity & Equity Related Instruments.
Risk-o-meter showing risk levels from Low Risk to Very High Risk with the indicator pointing to Very High Risk. The risk of the scheme is Very High Risk.

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