Quant Flexi Cap Fund

Direct · Growth

AI Summary

Performance

Quant Flexi Cap Fund has delivered strong SIP XIRR across all horizons, with 21.71% over 3Y and 22.54% over 10Y, consistently outpacing the category averages of 14.89% and 16.09% respectively. Against the NIFTY 50, the fund shows substantial alpha of 20.14% over 1Y and 9.90% over 3Y, with lump-sum CAGRs of 17.71% (3Y) versus the benchmark's 7.75%. Long-term lump-sum performance is also robust, with a 15Y CAGR of 16.86% versus the benchmark's 9.73%.

Risk

The fund's maximum drawdown of -0.41% with a 140-day recovery appears unusually mild, though 8 drawdown events exceeding 10% indicate meaningful interim volatility over its history. Beta has ranged from 1.05 (3Y) down to 0.86 (7Y-15Y), and downside capture of 79-99% across periods shows the fund has historically lost less than the benchmark in falling markets. Calmar ratios of roughly 0.50-0.61 across horizons reflect solid risk-adjusted returns relative to peak-to-trough losses.

Portfolio

The portfolio is concentrated with only 25 holdings, and the top 10 account for roughly 63.6% of NAV, led by Samvardhana Motherson (8.53%) and Adani Enterprises (8.40%). Adani group exposure is significant, with Adani Enterprises, Adani Power, Adani Energy Solutions, and Adani Green Energy together representing about 24.75% of NAV, a notable single-group concentration risk. Power is the dominant sector at 19.4%, followed by Auto Components (8.5%) and Metals & Minerals Trading (8.4%).

Category Positioning

The fund clearly leads its Flexi Cap category, beating the category average SIP XIRR by roughly 6-7 percentage points at every horizon from 1Y to 12Y. Calendar year returns show strong consistency in up-markets, including 57.25% in 2021 and 30.24% in 2023, though negative years in 2018 (-9.51%) and 2013 (-10.22%) reveal sensitivity to broader downturns. Its 1Y XIRR of 27.03% versus the category's 15.6% underscores current outperformance.

Investor Suitability

This fund suits investors with high risk tolerance who can accept concentrated bets, including substantial Adani group and power sector exposure, in exchange for category-leading returns. A minimum horizon of 5-7 years is advisable to ride out volatility and drawdown events, as demonstrated by the 804-day maximum drawdown duration. It works well as a satellite aggressive allocation rather than a core conservative holding.

  • SIP XIRR of 21.71% (3Y) and 22.54% (10Y) far exceeds category averages of 14.89% and 16.09%
  • Consistent alpha versus NIFTY 50 across all periods, including 9.90% over 3Y and 9.49% over 10Y
  • Downside capture below 100% in most periods (e.g., 79.82% over 1Y and 81.52% over 7Y) with strong upside capture of 105-111% in recent periods

  • Heavy Adani group concentration of roughly 24.75% of NAV across four holdings creates significant single-group risk
  • Only 25 total holdings with the top 10 at about 63.6% of NAV and Power sector at 19.4% indicate a concentrated, high-volatility portfolio

Generated on 02-09-2026, 2:50 AM. Verify before investing.

₹123.17
18 Aug 2026
NAV
21.8%
3Y CAGR
21.5%
5Y CAGR
21.3%
10Y CAGR
21.4%
Weighted CAGR
?
7.13
Sharpe
-41.3%
Max Drawdown
?
0.59%
TER

If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.

Duration Invested Median Value XIRR Min XIRR Max XIRR
1 Year ₹12.00 L ₹12.89 L 27.0% -56.2% 175.5%
3 Years ₹36.00 L ₹48.55 L 21.7% -25.6% 58.8%
5 Years ₹60.00 L ₹1.04 Cr 21.6% -10.1% 40.8%
7 Years ₹84.00 L ₹1.93 Cr 22.5% -0.8% 33.0%
10 Years ₹1.20 Cr ₹3.77 Cr 22.5% 18.1% 27.1%
12 Years ₹1.44 Cr ₹5.46 Cr 20.9% 17.8% 23.7%

SIP returns vs benchmark & category

Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.

Duration Fund SIP XIRR NIFTY 50 Category avg Fund edge
1 Year 27.0% 14.4% 15.6% +12.6%
3 Years 21.7% 11.1% 14.9% +10.6%
5 Years 21.6% 10.4% 15.6% +11.2%
7 Years 22.5% 10.6% 15.6% +11.9%
10 Years 22.5% 11.5% 16.1% +11.1%
12 Years 20.9% 11.4% 15.4% +9.5%

Duration Mean Median Min Max Sharpe Sortino % Positive Cat. Mean Cat. Median
1 Year 25.0% 14.3% -34.4% 145.5% 0.58 2.58 78%
3 Years 21.8% 19.5% -8.5% 53.2% 1.41 8.76 97%
5 Years 21.5% 21.4% 0.2% 42.0% 1.87 35.99 100%
10 Years 21.3% 20.5% 17.8% 26.7% 7.13 100%

-41.3%
Max Drawdown
27 mo
Drawdown Duration
5 mo
Recovery Time
-7.6%
Avg Drawdown

Calmar Ratio by Duration

0.61
1Y
0.53
3Y
0.52
5Y
0.50
7Y
0.52
10Y
0.52
12Y

Compared against NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Bench CAGR
1 Year +20.14 1.01 105.2% 79.8% 17.2% -2.9%
3 Years +9.90 1.05 110.7% 98.6% 17.7% 7.8%
5 Years +8.60 1.04 106.3% 96.3% 16.5% 7.8%
7 Years +15.16 0.86 96.4% 81.5% 26.2% 11.8%
10 Years +9.48 0.86 94.3% 83.3% 19.7% 10.8%
12 Years +9.26 0.86 92.5% 81.5% 18.6% 9.8%
15 Years +7.55 0.87 93.7% 83.8% 16.9% 9.7%

25
Total Holdings
58.2%
Top 10 Weight
18
Sectors
# Stock % of NAV
1 Samvardhana Motherson International Ltd 8.53%
2 Adani Enterprises Limited 8.40%
3 Adani Power Limited 8.35%
4 Aurobindo Pharma Limited 6.54%
5 ICICI Bank Limited 6.37%
6 ICICI Prudential AMC Ltd 5.78%
7 Adani Energy Solutions Limited 4.00%
8 Adani Green Energy Limited 4.00%
9 Bharti Airtel Limited 3.13%
10 Tata Power Company Limited 3.08%