Upcoming NFO: Quantum Mutual Fund Files Draft Papers with SEBI for Flexi Cap Fund

Quantum Mutual Fund has filed the draft Scheme Information Document (SID) for its proposed Quantum Flexi Cap Fund, an open-ended equity scheme that will invest across large-cap, mid-cap and small-cap stocks.  

The scheme seeks to generate long-term capital appreciation through a diversified portfolio, although the draft document states that there is no assurance that the objective will be achieved.  

The benchmark for the scheme will be the BSE 500 Total Return Index (TRI). 

Proposed Investment Structure 

Under normal market conditions, the scheme proposes to invest 65-100% of its assets in equity and equity-related instruments. It can also allocate up to 35% to debt and money market instruments, while investments in REITs and InvITs may go up to 10% each.  

The fund plans to move across large-, mid- and small-cap stocks depending on valuations and market opportunities while maintaining diversification. 

Subscription and Exit Rules 

The draft states that the minimum investment amount during the New Fund Offer (NFO) and on an ongoing basis will be ₹500, with additional purchases also starting from ₹500. Units will be offered at ₹10 each during the NFO. The scheme will have Direct and Regular plans with only a Growth option.  

A 1% exit load will apply on 90% of units redeemed within 180 days, while redemptions after that period will not attract an exit load. 

Investment Options in Fund 

The proposed fund will provide facilities such as Systematic Investment Plans (SIPs), Systematic Transfer Plans (STPs), and Systematic Withdrawal Plans (SWPs).  

Daily SIPs can begin from ₹100, while weekly, fortnightly, monthly and quarterly SIPs require a minimum contribution of ₹500. The draft also provides for SIP Top-Up and SIP Pause features after the NFO period. 

Read More: SBI Mutual Fund Portfolio Update: RIL, Infosys and HDFC Bank Among Top 10 Stock Holdings in May 2026! 

Conclusion 

The draft filing outlines the structure and operating framework of the proposed flexi-cap scheme. The NFO dates are yet to be announced and will be disclosed separately by the fund house. 

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.   
 
Mutual Funds Investments are subject to market risks, read all the related documents carefully before investing.