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Quanto Series

Quanto Flexi Cap

Flexible allocation with quant-driven conviction

UniverseNSE 500+
RebalanceQuarterly
RiskMedium–High
Min. InvestmentVaries by platform
Overview

How it works

A flexi-cap model portfolio with no fixed cap-segment mandate. Uses quantitative signals to go where the opportunity is — concentrating in large, mid, or small caps based on market regime and factor momentum.

Methodology

1

Unconstrained allocation — no fixed large/mid/small cap ratio

2

Regime-aware factor model adjusts exposure to prevailing market conditions

3

Concentrated high-conviction picks across the NSE 500+ universe

4

Quarterly rebalancing with discretionary overlays for extreme conditions

Performance

Track record

Portfolio CAGR8.0%
NIFTY 100-2.8%
SinceJul 2024
1.9%
-7.6%
6M+9.5%
18.3%
-1.0%
1Y+19.3%
14.3%
-4.8%
Since inception+19.1%

Bars show annual portfolio vs benchmark returns; axis scales to the range on this page.

Quanto Flexi CapNIFTY 100

Past performance is not indicative of future results. Returns shown are backtested / model portfolio returns and may not reflect actual investor returns. All figures are pre-tax and pre-transaction cost unless stated otherwise.

Who is this for

Suitable for

🎯

Investors comfortable with flexible, opportunity-driven allocation

📊

Those who want quant discipline without rigid cap-segment constraints

🛡️

Wealth builders with a 3–5 year horizon and moderate risk appetite

Disclaimer: Investments in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BSE and certification from NISM in no way guarantee performance of the intermediary or provide any assurance of returns to investors.