Quant Flexi Cap Fund Review: Should You Invest In 2025?

Are you looking for an investment that offers flexible equity exposure, high growth potential and dynamic adaptation to market conditions? Presenting to you the Quant Flexi Cap Fund, which stands out as one of the best investment options in 2025 with its active, flexible and dynamic investment strategy.

Sanjeev Sharma and his team have taken this Mutual Fund to new heights, making it well-known for its strong track record, risk mitigation techniques and portfolio management. With impressive 3-year (20.66%) and 5-year (21.49%) returns and a VLRT framework, the fund currently manages assets worth Rs 6,687 crore.

But is it a good choice for you in 2025? Check out this concise Quant Flexi Cap Fund Review, covering its investment strategy, portfolio composition, performance track record and risk factors to answer your questions. Let us dive in

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Quant Flexi Cap Fund Overview

Quant Flexi Cap Fund is an equity mutual fund that dynamically invests in various companies of all sizes, including large, mid and small caps. This flexible approach increases growth opportunities based on market conditions and capitalises on growth potentials across all segments. It is managed by Quant Mutual Fund, which employs a unique, quality-driven investment style based on the VLRT framework.

The fund house established the Quant Flexi Cap Fund in 2008. As of August 2025, the fund has assets (AUM) worth Rs 6,687 crore and an NAV of Rs 107 for direct growth. This mutual fund's recent performance has displayed strong growth with remarkable returns, consistently outperforming its category average with a 27.7% 5-year CAGR and a 20.1% 10-year CAGR.

Now, let us analyse the performance and growth of this fund based on its rolling returns.

Performance Analysis of Quant Flexi Cap Fund

The Quant Flexi Cap Fund has delivered strong performance across multiple time horizons, specifically over 5 years and more. It consistently outperforms its benchmark (Nifty 500 TRI) and will position itself as a top flexi-cap fund in 2025.

Look at the graph below, which shows the rolling returns of the Quant Flexi Cap Fund over 3 and 5 years

The graph shows that this mutual fund has generated impressive returns for 3 and 5 years and has consistently outperformed its benchmark.

Let us understand this fund's investment style and philosophy to generate strong returns.

Pro Tip: Use a Quant SIP Calculator to estimate returns and plan SIP investments.

Investment Strategy Employed By Quant Flexi Cap Fund

The Quant Flexi Cap Fund uses a flexible investment strategy with dynamic asset allocation, aiming for long-term capital appreciation across various sectors and market caps, including large, mid and small caps. It manages volatility through dynamic portfolio management and utilises effective risk management techniques, including stop-loss methods and frequent rebalancing.

The mutual fund follows the VLRT framework to grab arising growth opportunities. The VLRT framework stands for:

Factor	Description
Valuation	Identifying undervalued stocks for quality investments.
Liquidity	Monitoring money flows across markets.
Risk	Evaluating macro and sector risks for risk management.
Timing	Uses market signals to enter or exit positions for optimal returns.

The Quant Flexi Cap Fund optimises returns using top-down (identifying high-potential sectors according to market cycles) and bottom-up (seeking undervalued stocks or companies with strong fundamentals) approaches.

Must Read: Is Quant Mutual Fund Safe to Invest in 2025 in India?

In the next heading, you will explore the sectors in which the fund's portfolio is distributed. Keep reading to know them.

Portfolio Composition of Quant Flexi Cap Fund

The Quant Flexi Cap Fund regularly rebalances its portfolio based on the VLRT method & evaluation of the market trends. As of August 2025, the portfolio composition of this fund is as follows:

1.Asset Allocation

The Quant Flexi Cap Fund has an aggressive asset allocation, with 98.58% in equities, indicating strong growth potential and only 1.52% in debt for minimal downside exposure. This mutual fund suits investors who are okay with some market instabilities to achieve long-term capital growth. Let us make it clear with a graph:

2.Market Cap Allocation

The Quant Flexi Cap Fund allocates 76.33% to large cap stocks for stability, while mid caps make up 21.08% for growth potential and 2.59% in small caps for high-growth opportunities. This market cap allocation provides a good balance of stability & growth, making it a suitable choice for investors looking to diversify their portfolios. The graph given below shows a clearer picture:

3.Sector Allocation

The Quant Flexi Cap Fund invests mainly in the Energy & Utilities (27.49%) sector because of the growth potential of this sector. Apart from that, this mutual fund invests in Consumer Discretionary (14.91%), Healthcare (10.32%), Financials (13.52%) and Technology (8.31%). In 2025, this fund focuses on impressive growth while managing risks effectively with this allocation. Here is a graph representing the sector allocation of the fund

Let us explore the benefits you can get from investments in this Quant mutual fund.

Benefits of Investing in Quant Flexi Cap Fun

Here are the advantages of investing in the Quant Flexi Cap Fund for 2025:

- High Return Potential

The fund has shown a strong performance over 5 and 10 years, outperforming its benchmark and category average returns.

- Flexibility

The fund is not restricted to a single market and can shift its investment dynamically to capitalise on opportunities in the rising markets.

- Dynamic Asset Allocation

The Quant Flexi Cap Fund dynamically adjusts its portfolio between sectors and market caps based on market changes to optimise returns.

- Active Management

This fund offers the potential for higher alpha (returns above the benchmark) through active stock selection and tactical allocation.

- Long-Term Growth Potential

The fund aims to provide long-term growth to the investors by focusing on the undervalued stock options and adapting to market shifts.

- Short Exit Load Period

The fund has an exit load of 1.0% for redemption within 15 days of investment (a very short period). After 15 days, there is no exit load.

Also Read: Quant Multi Cap Fund Review: Formerly Quant Active Fund

In the next section, let us reveal the faces of the experts behind this mutual fund's success.

Who Manages the Quant Flexi Cap Fund

The Quant Flexi Cap Fund is managed by a team of financial professionals with expertise in research and portfolio management and CFA and MBA credentials.

This team includes the following names: Sanjeev Sharma (since Oct 3, 2019), Ankit A. Pande (since May 11, 2020), Sandeep Tandon (since Jan 7, 2022), Varun Pattani (since Feb 19, 2025), and Ayusha Kumbhat (since Feb 19, 2025).

The prominent personalities are Sanjeev Sharma, with over 20 years of experience, including 13 years in financial markets and a specialist in identifying inflexion points in securities, and Ankit A. Pande, with over 15 years of experience in equity research. Ankit A. Pande has also worked with Infosys Finacle and Kotak Institutional Equities previously.

Now, let us uncover the risk factors associated with the Quant Flexi Cap Fund investment.

Risk Analysis and Factors of Quant Flexi Cap Fund

The Quant Flexi Cap Fund has a high risk level due to its active investment strategy, equity exposure and dynamic allocation. This aggressive approach has led this fund to many higher growths, but it also discloses the volatility of small cap investments.

The following are the risks that are involved in the Quant Flexi Cap Fund investments:

Market Risk: As an equity mutual fund, it faces the impact of market fluctuations.
Volatility Risk: The returns fluctuate during market downturns due to the higher standard deviation.
Active Management Risk: The fund is highly dependent on its managers and if their strategies fail, returns may decrease.
High Portfolio Turnover Risk: With high turnover rates of 100% - 400%, transaction prices can increase, reducing values over time.
Concentration Risk: The fund maintains a portfolio with 25 to 40 stocks, increasing its risk exposure.
Liquidity Risk: Its dynamic allocation to mid & small cap stocks can lead to liquidity challenges during market changes.

The Quant Flexi Cap Fund's risk management strategies involve portfolio rebalancing according to the VLRT approach. The fund dynamically allocates and adjusts sector and market-cap investments based on market conditions. This mutual fund uses diversification, consistent reviewing and stress testing to mitigate risk and protect capital while pursuing high growth for investors.

This disciplined approach balances risk and reward, making it suitable for investors with high risk tolerance and long-term horizons.

Beyond this fund's potential, the main question is: "Is this fund a good choice for you in 2025?" Keep reading to find out.

Is Quant Flexi Cap Right For You?

Due to its high risk level, the Quant Flexi Cap Fund is not suitable for all types of investors. Here is the description of the investors who can consider this mutual fund to invest in 2025:

Investors who are comfortable with high volatility and short-term losses.
Best for long-term (over 5 to 7 years) investment horizon to benefit from market cycles and compounding.
Ideal for SIP investments and investors looking to lower average cost by investing through market irregularities.
Fits investors seeking diversified exposure across large, mid and small-cap stocks.
Great for those who trust active, data-driven fund management with frequent portfolio adjustments.

Your suitability with this fund depends on your goals, horizon and the level of risk you can handle .

Pro Tip: Use a SIP Calculator to estimate the future value of your SIP investments.

Conclusion

To wrap up the review of the Quant Flexi Cap Fund, it has an established track record for long-term growth with impressive returns, but with a higher risk level and market volatility. It is suitable for investors who are planning long-term investments and have some experience in the mutual fund industry. If you are an investor, just starting or do not like taking higher risks, a more stable fund might be a better option.