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Flexi Capregulargrowth📊 NIFTY 500 TRI

quant Flexi Cap Fund - Growth Option - Regular Plan

quant Mutual Fund

#1 of 38 (1Y)

₹107.6169

0.53 (-0.49%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

₹₹107.6169

0.53 (-0.49%)

29 May 2026

AMFI: 109830

Direct · Growth

₹₹120.7796

0.59 (-0.48%)

29 May 2026

AMFI: 120843

Regular · IDCW

₹₹76.9159

0.38 (-0.49%)

29 May 2026

AMFI: 109831

Direct · IDCW

₹₹82.0993

0.40 (-0.48%)

29 May 2026

AMFI: 120842

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.69%
1 Month+1.01%
3 Months+7.42%
6 Months+4.17%
1 Year+8.31%
3 Years (CAGR)+18.50%
5 Years (CAGR)+17.08%
10 Years (CAGR)+19.70%
Since Inception (Sept 2008)+14.14%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+14.45%
3 Year SIP+10.30%
5 Year SIP+14.19%
Since Inception (Sept 2008)+16.22%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹1,06,000

Invested

₹5,50,296

Value today

16.6%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹10,762

Value today

14.3%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹10,60,000

Withdrawn

₹52,58,730

Corpus left

+₹53,18,730 net gain — withdrew ₹10,60,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹1,30,63,695

Value today

+102.3%

vs lumpsum

STP beat direct lumpsum by 102.3% — reduced timing risk paid off

Model your own STP with real NAV

Beat the benchmark — ₹500/month SIP

Same SIP in this fund vs the benchmark index

This fund

₹5,50,296

Benchmark

₹3,97,320

+₹1,52,976 extra wealth vs the benchmark index

Backtest this SIP yourself

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹6,48,693

Value today

6.5×

Multiple

Staying invested through that crash turned ₹1L into ₹6,48,693 — a 6.5× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 10 years

Expense ratio drag on your actual returns

Direct plan

₹1,87,914

Regular plan

₹1,75,476

Direct earns ₹12,438 more on a ₹60K investment2.07% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund Housequant Mutual Fund
CategoryFlexi Cap
Plan Typeregular
Optiongrowth
AUM₹6,267 Cr
Expense Ratio1.83%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date08 Sept 2008
AMFI Code109830

Risk Metrics

Trailing 1 year, annualised

-0.06

Sharpe Ratio

+0.03

Alpha

0.48

Beta

-0.06

Sortino

16.95%

Std Dev

-16.44%

Max Drawdown

Portfolio Holdings

Top 44 holdings · as of Apr 2026

Equity29 holdings · 84.1%
Security% NAV

Adani Power Limited

INE814H01029

9.66%

Samvardhana Motherson International Ltd

INE775A01035

7.55%

Adani Enterprises Limited

INE423A01024

7.40%

ICICI Prudential AMC Ltd

INE346A01027

6.73%

Aurobindo Pharma Limited

INE406A01037

6.39%

ICICI Bank Limited

INE090A01021

6.18%

Tata Power Company Limited

INE245A01021

3.96%

Adani Green Energy Limited

INE364U01010

3.91%

Larsen & Toubro Limited

INE018A01030

3.78%

Adani Energy Solutions Limited

INE931S01010

3.59%

Life Insurance Corporation Of India

INE0J1Y01017

3.37%

Reliance Industries Limited

INE002A01018

3.26%

HDFC Life Insurance Co Ltd

INE795G01014

2.19%

Swan Corp Limited

INE665A01038

2.14%

K.P.R. Mill Limited

INE930H01031

1.88%

Indus Infra Trust (InvIT)

INE0NHL23019

1.74%

Alivus Life Sciences

INE03Q201024

1.71%

JSW Infrastructure Limited

INE880J01026

1.65%

AU Small Finance Bank Ltd

INE949L01017

1.40%

Piramal Finance Ltd

INE202B01038

1.13%

LG Electronics India Limited

INE324D01010

0.94%

PB Fintech Limited

INE417T01026

0.79%

Aditya Birla Lifestyle Brands Limited

INE14LE01019

0.62%

Capital Infra Trust InvIT

INE0Z8Z23013

0.44%

National Building Construction Corp

INE095N01031

0.42%

Tata Chemicals Ltd

INE092A01019

0.38%

Lloyds Metals And Energy Limited

INE281B01032

0.38%

Tata Communications Limited

INE151A01013

0.28%

Sequent Scientific Limited

INE807F01027

0.27%
Debt8 holdings · 3.5%
Security% NAV

91 Days Treasury Bill 14-May-2026

IN002025X455

0.76%

91 Days Treasury Bill 22-May-2026

IN002025X463

0.60%

91 Days Treasury Bill 04-Jun-2026

IN002025X489

0.53%

91 Days Treasury Bill 19-Jun-2026

IN002025X505

0.38%

91 Days Treasury Bill 30-Jul-2026

IN002026X040

0.37%

91 Days Treasury Bill 07-May-2026

IN002025X448

0.30%

91 Days Treasury Bill 11-Jun-2026

IN002025X497

0.30%

91 Days Treasury Bill 23-Jul-2026

IN002026X032

0.30%
Derivatives6 holdings · 14.3%
Security% NAV

Kotak Mahindra Bank Limited 26/05/2026

KOTAKBANK260526

4.59%

Bharat Electronics Ltd 26/05/2026

BEL260526

2.98%

Dixon Technologies (India) Ltd. 26/05/2026

DIXON260526

2.93%

Aurobindo Pharma Limited 26/05/2026

AUROPHARMA260526

2.84%

HDFC Life Insurance Co Ltd 26/05/2026

HDFCLIFE260526

0.82%

Tech Mahindra Limited 26/05/2026

TECHM260526

0.20%
Other1 holding · -14.2%
Security% NAV

NCA-NET CURRENT ASSETS

-14.21%

Performance Comparison

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Investment Objective

quant Flexi Cap Fund - Growth Option - Regular Plan aims to generate long-term capital appreciation by investing across companies of all market capitalisations — large, mid, and small cap — without any restriction on allocation. The fund manager has the flexibility to dynamically shift between segments based on market conditions.

About This Fund

quant Flexi Cap Fund - Growth Option - Regular Plan is a Flexi Cap mutual fund offered by quant Mutual Fund. The fund has been operational for over 17 years. It manages assets worth ₹6,267 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 1.83%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations