Quantum Mutual Fund Launches New Flexi Cap Fund
Quantum Flexi Cap Fund’s strategy for diversified investment across market caps.
Key Highlights
Quantum Mutual Fund introduces its new Flexi Cap Fund, an open-ended dynamic equity scheme utilizing a Growth at a Reasonable Price (GARP) strategy. Learn more about the NFO details and investment approach.
Quantum Mutual Fund has officially launched its new Quantum Flexi Cap Fund, an open-ended dynamic equity scheme. The New Fund Offer (NFO) commenced on August 21, 2026, and is slated to conclude on September 4, 2026.
NFO Details and Scheme Commencement
- NFO Period: August 21, 2026 to September 4, 2026
- Continuous Transactions Resume: September 11, 2026
- : Rs 500
- : 500 TRI
This fund aims to achieve long-term capital appreciation by strategically investing across large-cap, mid-cap, and small-cap companies. It integrates Quantum’s established investment philosophy with a Growth at a Reasonable Price (GARP) approach, enabling flexible allocation based on growth prospects and relative valuations.
Strategic Investment Framework
A central tenet of the fund’s strategy involves identifying ‘Profit Pool Shifts,’ which are structural changes in how value and profits distribute within an industry’s value chain. This analysis focuses on evolving industry economics and where profits are likely to migrate due to factors like disruption or regulatory shifts.
The investment process is disciplined, prioritizing evaluation of business quality, management capability, earnings sustainability, and corporate governance. Fund managers seek businesses with growth potential and sustainable models at reasonable valuations, maintaining a diversified portfolio.
Leadership and Vision
The Quantum Flexi Cap Fund will be co-managed by Mr. Chirag Mehta, Chief Investment Officer, and Mr. Ketan Gujarathi, – Equity.
Mr. Chirag Mehta emphasized India’s structural transformations, stating the fund is designed to identify these shifts through fundamental research, investing in high-quality businesses at reasonable valuations. Quantum AMC CEO Seemant Shukla highlighted the company’s commitment to developing robust investment capabilities before launching new products.
This approach, Mr. Shukla noted, aims for meaningful value delivery and strengthening their distribution ecosystem. The fund’s open-ended dynamic equity nature, GARP-based investment, research-led stock selection, and focus on profit pool shifts underpin its diversified and dynamically allocated portfolio.