Quantum Flexi Cap Fund - Regular Plan Growth Option
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Solid MFIQ Score of 6.1/10 reflects sound fundamentals and risk management.
- Expense ratio (3.57%) is higher than category median (2.17%), which creates fee drag over time.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +5.63% | +6.72% | -1.09% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +1.40% | +3.55% | -2.15% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity & Equity related instruments -65 to 100%, Equity & Equity related instruments other than above including REITs – 0 to 10 %, Debt & Money Market Instruments -0 to 35%, Units of InvITs – 0 to 10% | Per Scheme Mandate |
Investment Objective & Strategy
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.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 72.2 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as too small relative to Flexi Cap schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Flexi Cap Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund | 6.5 | +15.93% | 1.66% | 83.5% | Rs 30,510 cr | Compare → |
| ITI Flexi Cap Fund | 6.5 | +18.16% | 2.31% | 101.6% | Rs 1,773 cr | Compare → |
| Bajaj Finserv Flexi Cap Fund | 7.1 | +16.15% | 2.24% | 96.8% | Rs 9,567 cr | Compare → |
| Invesco India Flexi Cap Fund | 6.6 | +16.81% | 2.08% | 108.7% | Rs 5,980 cr | Compare → |
| 360 ONE FLEXICAP FUND | 6.4 | +16.57% | 2.33% | 92.0% | Rs 2,383 cr | Compare → |
Frequently Asked Questions about Quantum Flexi Cap Fund
What is the expense ratio of Quantum Flexi Cap Fund?
Quantum Flexi Cap Fund has a total expense ratio (TER) of 3.57% with a base expense ratio of 2.0%, compared to the Flexi Cap category median of 2.17%.
Who manages Quantum Flexi Cap Fund?
Quantum Flexi Cap Fund is managed by Chirag Mehta (tenure: 0.2 years since 2026-09-10).
What are the historical returns of Quantum Flexi Cap Fund?
Quantum Flexi Cap Fund has a 1-year return of -.
How large is Quantum Flexi Cap Fund?
Quantum Flexi Cap Fund manages assets of Rs 72.2 cr, placing it in the 'too small' size band relative to Flexi Cap peers.
How is Quantum Flexi Cap Fund scored on MFIQ?
Quantum Flexi Cap Fund holds an MFIQ Score of 6.1/10 (Average), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is Quantum Flexi Cap Fund?
Quantum Flexi Cap Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -5.90%.