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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.
Reasons to Invest in Quantum Flexi Cap Fund
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
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Funds Managed:
Qualification:
CAIA (Chartered Alternative Investment Analyst), and Masters in Management Studies in Finance
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Funds Managed:
Qualification:
MBA in Finance, B.E. & is a CFA Charter Holder. (Chartered Financial Analyst) (CFA Institute USA)
How To Invest
Invest Online in 3 easy steps. Click here to Get Started and plan your Asset Allocation!
Product Label
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Name of the Scheme and Benchmark |
This product is suitable for investors who are seeking* |
Risk‑o‑meter of Scheme |
|---|---|---|
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Quantum Flexi Cap Fund
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Long term capital appreciation |
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Frequently Asked Questions
A profit pool refers to the distribution of profits across different segments within an industry or value chain.
Profit pools shift when the growth potential or value creation within an industry moves from one segment to another. Such shifts may be driven by technological advancements, changing consumer preferences, regulatory changes, industry consolidation. Understanding these shifts can help identify businesses that may be better positioned to participate in evolving growth opportunities.
Examples of profit pool shifts include the transition of retail towards e-commerce, consolidation within the telecom sector, increasing consumer preference for premium SUVs, and the shift in the energy sector from conventional thermal power towards renewable energy. These changes are often influenced by technology, consumer preferences, regulation, or industry consolidation.
The Scheme combines the flexibility to invest across market capitalisations with a disciplined, bottom-up stock selection process based on GARP (Growth at a Reasonable Price) investment approach. It seeks to invest in quality businesses with sustainable growth prospects, strong management, and reasonable valuations while maintaining a diversified portfolio.
GARP (Growth at a Reasonable Price) is an investment strategy that seeks to invest in quality businesses with sustainable growth prospects at reasonable valuations. The approach aims to balance growth potential with valuation discipline while selecting investments.
A Multi Cap Fund is required to invest a minimum of 25% each in large, mid and small cap stocks. A Flexi Cap Fund has no such minimum allocation requirements based on such market capitalisation, providing the flexibility to allocate across market capitalisations as per the investment team's assessment of opportunities.
There is no fixed allocation to any market capitalisation. The Scheme may invest across large, mid and small cap stocks.
Allocation decisions will be guided by factors such as improving profitability, recovery in earnings growth, balance sheet strength, industry consolidation, attractive valuations, and other relevant investment considerations.
- Short-Term Capital Gains (STCG): Gains on units held for less than 12 months are taxed at 20%.
- Long-Term Capital Gains (LTCG): Gains on units held for more than 12 months are taxed at 12.5% on gains exceeding ₹1.25 lakh in a financial year.
Applicable surcharge and cess will be levied over and above the above tax rates, as per prevailing tax laws. Kindly consult a tax advisor before investing.
A Flexi Cap Fund is generally suited for investors with a long-term investment, allowing sufficient time to participate in opportunities across different market cycles.
