Quant Flexi Cap Fund Direct Growth

Quant Flexi Cap Fund is a flexi-cap mutual fund that invests across large, mid and small-cap stocks. While enjoying the ‘flexibility’ to adjust allocations across different market capitalisations. They invest at least 65% in equity and equity-related instruments and the remaining in debt instruments, REITs, InvITs, Foreign equity and other money-market instruments to build a diversified portfolio.

The fund follows Nifty 500 TRI as its benchmark index. The Nifty 500 index includes the top 500 companies by market capitalization in India. This index helps measure the funds’ performance accurately across a broader market of large-cap, mid-cap and small-cap companies. Quant flexi cap maintains a strong focus on industries like Energy, Financials, FMCG, Healthcare, Automobile, etc.

The fund managers at Quant practice sector rotation for their Flexi Cap fund. In this strategy, they do not stick to fixed weightage for different sectors; instead rotate based on macro trends. Moreover, in times of adverse market conditions, they move to cash or money market instruments to preserve capital. 

While picking stocks, they follow their proprietary VLRT framework. V stands for Valuation Analytics, which monitors a stock’s intrinsic value versus its market price. L stands for Liquidity Analytics, which tracks where capital is flowing across sectors or asset classes. R refers to Risk Appetite, helping them gauge overall market sentiment and investor behavior. T stands for Time, where they focus on market cycles and inflection points to time their investment decisions effectively.

Currently, the fund's portfolio comprises 13.4% small-cap stocks, 64.03% large-cap stocks, and 20.34% mid-cap stocks.

With an AUM of ₹7153.0 crores, Quant Flexi Cap Fund Direct Growth generated a return of -8.5% in 1 year, 26.0% in 3 years, 33.0% in 5 years. while its benchmark index (Nifty 500) generated 3.3% in 1 year, 21.2% in 3 years, and 22.4% in 5 years.