Should I invest in quant Flexi Cap Fund?

We don't give personal investment advice. quant Flexi Cap Fund - Growth Option-Direct Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.7%. 5-year CAGR: 17.94%.

Quant

quant Flexi Cap Fund - Growth Option-Direct Plan

Latest NAV

₹118.9418

As of

3 Jun 2026

3,303 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.34%	+0.11%	-0.45	100 / 104	Q4
1W	-2.00%	-0.67%	-1.33	95 / 103	Q4
2W	+2.68%	+0.04%	+2.64	3 / 102	Q1
1M	+3.24%	+0.32%	+2.93	14 / 101	Q1
3M	+13.84%	+3.68%	+10.16	13 / 100	Q1
6M	+8.06%	+6.18%	+1.88	36 / 99	Q2
YTD	+6.71%	+2.47%	+4.24	21 / 99	Q1
1Y	+11.88%	+17.47%	-5.59	36 / 89	Q2
2Y	+2.20%	+10.45%	-8.25	76 / 84	Q4
3Y	+19.97%	+13.44%	+6.53	7 / 74	Q1
4Y	+19.66%	+14.31%	+5.35	4 / 38	Q1
5Y	+17.94%	+14.05%	+3.89	6 / 32	Q1
7Y	+23.53%	+14.35%	+9.18	1 / 23	Q1
10Y	+20.66%	+14.35%	+6.31	1 / 18	Q1
Inception	+18.71%	+11.11%	+7.60	9 / 104	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+6.71%	-4.10%	+10.81	1 / 44
2025	+3.95%	+3.69%	+0.26	21 / 39
2024	+15.54%	+20.93%	-5.39	33 / 40
2023	+31.45%	+29.96%	+1.49	13 / 34
2022	+12.37%	+1.56%	+10.81	2 / 34
2021	+57.25%	+25.89%	+31.36	1 / 52
2020	+49.20%	+15.92%	+33.28	1 / 58
2019	-1.90%	+7.18%	-9.07	62 / 69
2018	-9.51%	-5.07%	-4.44	28 / 34
2017	+45.77%	+36.55%	+9.23	5 / 31
2016	+6.80%	+3.36%	+3.43	7 / 31

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+24.99%

152 windows

min -27.8% · max 117.7%

75% positive

3-Year rolling

+21.63%

127 windows

min -7.6% · max 47.7%

97% positive

5-Year rolling

+21.46%

103 windows

min 2.1% · max 37.4%

100% positive

7-Year rolling

+20.43%

79 windows

min 10.4% · max 24.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.24%

3-year · annualised

Sharpe ratio

0.77

vs risk-free 6.5%

Sortino ratio

1.55

Downside-only deviation

Max drawdown

-24.71%

Sep 2024 → Mar 2025

% positive months

61.1%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Flexi Cap Fund - Growth Option - Direct Plan	HDFC	₹2,115.5350	3 Jun 2026
Nippon India Flexi Cap Fund - Direct Plan - Growth Plan - Growth Option	Nippon India	₹17.0211	3 Jun 2026
SBI Flexicap Fund - DIRECT PLAN - Growth Option	SBI	₹117.4238	2 Jun 2026
ICICI Prudential Flexicap Fund - Direct Plan - Growth	ICICI Prudential	₹19.8000	3 Jun 2026
Invesco India Flexi Cap Fund - Direct Plan - Growth	Invesco	₹19.0200	3 Jun 2026
BANDHAN Flexi Cap Fund-Direct Plan-Growth	Bandhan	₹222.6510	3 Jun 2026
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan	Aditya Birla Sun Life	₹2,064.0200	3 Jun 2026
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option	Motilal Oswal	₹63.2311	3 Jun 2026
Franklin India Flexi Cap Fund - Direct - Growth	Franklin India	₹1,722.7007	3 Jun 2026
Mirae Asset Flexi Cap Fund - Direct Plan - Growth	Mirae Asset	₹16.2220	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹118.9418
2 Jun 2026	₹119.3515
1 Jun 2026	₹118.8046
29 May 2026	₹120.7796
27 May 2026	₹121.3669
26 May 2026	₹120.3565
25 May 2026	₹119.0105
22 May 2026	₹116.6044
21 May 2026	₹116.6610
20 May 2026	₹115.8360

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of quant Flexi Cap Fund - Growth Option-Direct Plan is ₹118.9418. It's a Flexi Cap Fund from Quant, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

quant Flexi Cap Fund - Growth Option-Direct Plan has NAV history starting from 07 Jan 2013, a track record of about 13 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

quant Flexi Cap Fund - Growth Option-Direct Plan is managed by Quant. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, quant Flexi Cap Fund - Growth Option-Direct Plan has delivered a absolute return of 11.88% — -5.59 pp behind the Flexi Cap Fund category average of 17.47%. The fund ranks #36 of 89 in its category — the second (Q2) quartile.

Over the trailing 3-year window, quant Flexi Cap Fund - Growth Option-Direct Plan has delivered a CAGR of 19.97% — +6.53 pp ahead of the Flexi Cap Fund category average of 13.44%. The fund ranks #7 of 74 in its category — the top (Q1) quartile.

Over the trailing 5-year window, quant Flexi Cap Fund - Growth Option-Direct Plan has delivered a CAGR of 17.94% — +3.89 pp ahead of the Flexi Cap Fund category average of 14.05%. The fund ranks #6 of 32 in its category — the top (Q1) quartile.

₹1 lakh invested in quant Flexi Cap Fund - Growth Option-Direct Plan exactly 10 years ago would be worth approximately ₹654,252 today — a multiplier of 6.54×, based on the 10-year CAGR of 20.66%. The category average over the same window would have grown ₹1 lakh to ₹382,239.

A ₹10,000 monthly SIP in quant Flexi Cap Fund - Growth Option-Direct Plan over the last 5 years — total invested ₹600,000 — would be worth ₹891,341 today. That's an XIRR (money-weighted annualised return) of 15.82%.

A ₹10,000 monthly SIP for 10 years in quant Flexi Cap Fund - Growth Option-Direct Plan = ₹1,200,000 invested. It would currently be worth ₹3,627,958 (multiplier 3.02×). XIRR: 20.96%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, quant Flexi Cap Fund - Growth Option-Direct Plan ranks #6 out of 32 funds in the Flexi Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 14.05%; this fund delivered 17.94%.

The worst peak-to-trough decline quant Flexi Cap Fund - Growth Option-Direct Plan has experienced over the last 5-year window is 24.71% — its NAV fell from a high on 27 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, quant Flexi Cap Fund - Growth Option-Direct Plan averaged 21.46% (best 37.41%, worst 2.08%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.66 — reasonable risk-adjusted performance.

In calendar year 2025, quant Flexi Cap Fund - Growth Option-Direct Plan returned 3.95% — beating the Flexi Cap Fund category average of 3.69% by 0.26 pp. It ranked #21 of 39 in its category that year.

quant Flexi Cap Fund - Growth Option-Direct Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. quant Flexi Cap Fund - Growth Option-Direct Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.7%. 5-year CAGR: 17.94%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.