Mumbai: Quantum Mutual Fund has launched the Quantum Flexi Cap Fund, an open-ended dynamic equity scheme that will invest across large-cap, mid-cap and small-cap companies. The New Fund Offer (NFO) opened for subscription on August 21, 2026, and will close on September 4, 2026. Continuous purchase and redemption facilities are scheduled to resume from September 11, 2026.
The fund aims to generate long-term capital appreciation through a research-driven investment strategy. It will follow Quantum’s disciplined investment philosophy and adopt a Growth at a Reasonable Price (GARP) approach, allowing the investment team to dynamically adjust exposure across market-cap segments based on growth opportunities and valuations.
A key focus of the strategy will be identifying profit pool shifts—changes in where value and profitability are generated within an industry’s value chain. Quantum’s research team will examine how businesses and industries are evolving and where future profits could potentially move due to technological developments, changing consumer preferences, market consolidation, regulatory changes and other structural shifts.
The fund will follow a bottom-up stock selection process, evaluating business quality, management capabilities, sustainability of earnings and corporate governance before assessing valuations. The investment team will seek companies with strong and sustainable businesses, attractive growth prospects and reasonable valuations.
The portfolio will be diversified across sectors and market-cap categories. While the fund has the flexibility to invest wherever attractive opportunities emerge, it may reduce exposure to companies when valuations begin to reflect excessively optimistic expectations.
The fund will be managed by Quantum Mutual Fund Chief Investment Officer Chirag Mehta and Equity Fund Manager Ketan Gujarathi.
Commenting on the launch, Chirag Mehta said India was undergoing significant structural changes driven by rising consumer aspirations, economic formalisation, technological advancement, policy reforms and evolving preferences. He said these developments were continuously reshaping profit pools across industries and creating new investment opportunities.
“The fund has been designed to identify such changes through research and invest in quality companies available at reasonable valuations,” Mehta said, adding that the objective was to build a diversified portfolio aimed at supporting long-term wealth creation while maintaining Quantum’s disciplined investment approach.
Quantum AMC CEO Simant Shukla said the fund was launched after extensive preparation and was intended to add meaningful value to investors’ portfolios. He noted that Quantum had not launched an NFO for nearly two years and said the new offering would also support the AMC’s efforts to expand its presence in India and strengthen its distribution network.
Key Features
- Open-ended dynamic equity scheme investing across large-, mid- and small-cap stocks
- GARP-based investment approach
- Bottom-up, research-driven stock selection
- Focus on identifying shifts in industry profit pools
- Diversified portfolio based on fundamental research
- Flexibility to alter market-cap allocation according to opportunities and valuations
NFO Details
NFO opened: August 21, 2026
NFO closes: September 4, 2026
Continuous purchase/redemption resumes: September 11, 2026
Minimum investment: ₹500 and in multiples of ₹1 thereafter
Benchmark: BSE 500 TRI
Mutual fund investments are subject to market risks. Investors are advised to read all scheme-related documents carefully before investing.
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