Tata Quant Fund to merge with Tata Flexi Cap Fund: Should you stay invested if fund houses merge schemes?
Last Update Date: 06-10-2026
Published by Business Today
Abhishek Kumar's role: Quoted
Abhishek Kumar pointed out that the quant scheme had small assets and had lagged the wider flexi-cap category, and said the fund house was probably trying to consolidate resources and cut operating costs.
More of Abhishek's views on mutual funds
The article covers a fund house's plan to merge a small quant-strategy equity scheme into its flexi-cap scheme from 21 March 2025. It explains how units, IDCW and growth options and running SIPs, STPs and SWPs would move across, the exit window without exit load, and what investors should weigh before staying invested.
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Tata Quant Fund to merge with Tata Flexi Cap Fund: Should you stay invested if fund houses merge schemes?