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EquityFlexi Cap FundDirect · Growth

quant Flexi Cap Fund - Growth Option-Direct Plan

quant · Scheme 120843

123.17 0.25%NAV · 2026-09-18
69
Decent FundScore
Start SIP
AUM
₹7,262 cr
Expense ratio
1.05%
3Y CAGR
17.7%
Risk level
High
Min SIP
₹250
Benchmark
Nifty 500 TRI
Fund manager: Sanjeev Sharma, Shamil MehraExit load: Exit load of 1%, if redeemed within 15 days.
Decent · 69/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • Strong long-term record — 16.5% CAGR over 5 years.
  • Compounding well recently — 17.7% CAGR over 3 years.
  • Very consistent — delivers dependably across market cycles, ideal for SIPs.
  • 3Y CAGR: +17.7%
  • Positive 3Y windows: 97% of rolling 3Y windows positive

📉 What could drag it down

  • Can fall sharply — dropped 41% in its worst stretch. Stomach needed.
  • Sortino ratio: 0.90
  • Max drawdown: -41%

FundScore breakdown

69/100 · Decent
How it works →
94
Returns
Excellent
73
Consistency
Strong
53
Risk-adjusted
Average
35
Downside protection
Weak
72
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.