Investment Objective
The Quant Flexi Cap Fund seeks to generate consistent returns by investing across market caps, i.e., large cap, mid cap and small cap companies. The fund retains the flexibility to invest either completely or partially in any of the types of securities to maximize returns or follow defensive considerations, depending on market conditions.
Investment Strategies
- Quant Flexi Cap Fund invests at least 65%-100% in equity and related instruments and up to 35% in debt and related instruments.
- Being a flexi cap fund, the scheme has total flexibility to invest in companies across large, small and mid caps to optimize risk-return payoffs.
- The fund managers of the scheme construct an unconstrained portfolio and actively rebalances market cap and sectoral allocation to maintain an optimum mix of investment returns and risk control.
- The scheme follows the signature VLRT (Valuation, Liquidity, Risk Appetite & Time) Framework and uses Predictive Analytics tools of their fund house to identify opportunities for generating higher returns and manage known risks.
Who Should Invest
- Investors seeking to invest in this fund should have a minimum investment horizon of 3 years and above.
- Those seeking long-term growth opportunities from equities across market caps (i.e., large, mid, and small caps) and sectors.
- Investors seeking higher returns from equities with lower volatility and aim to mitigate risk over the long term.
- Investors seeking to benefit from the growth potential of mid cap and small cap stocks while ensuring the relative stability of large cap stocks through dynamic portfolio rebalancing.