Quantum Ethical Fund Regular - Growth
Quantum Ethical Fund Regular - Growth: Mutual Fund Overview
Quantum Ethical Fund Regular - Growth is an Thematic mutual fund with over 1.22 years of performance history. The scheme manages an AUM of ₹96.65 Cr and has a NAV of ₹9.04. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 0.33%.
Equity, Thematic, Principal at very high risk
1 Year Return 0.33% at 12 Mar 2026 07:29 PM
Fund Details
NAV 9.04
Sub-Type Thematic
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.22
Fund Size(in Crores) 96.65
Fund Performance
1 Month -7.37%
3 Month -6.99%
6 Month -10.31%
1 Year 0.33%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (93.31%) Market Cap Large Cap 36.11 Small Cap 36.53 Mid Cap 20.67 Top Sectors Automobile 21.86 Capital Goods 16.39 Technology 15.04 Consumer Discretionary 10.07 Consumer Staples 8.03 Chemicals 5.48 Healthcare 5.33 Materials 4.97 Services 2.32 Financial 2.15 Communication 0.93 Metals & Mining 0.74 Top Holding Infosys 2.6 Hyundai Motor 1.89 Wipro 1.37 Tata Chemicals 0.81 Bosch 2.48 Tech Mahindra 1.43 Havells India 2.39 Symphony 1.53 Tata Consultancy 2.49 Bajaj Auto 2.27 Mahindra & Mahindra 2.61 ABB India 1.78 Grindwell Norton 0.74 TVS Motor Company 3.72 Ion Exchange 1.65 Narayana Hrudayalaya 1.71 Hero Motocorp 1.96 Tata Communications 0.93 Mphasis 0.98 Borosil 1.01 Sundram Fasteners 2.14 Orient Electric 0.83 CAMS 2.32 Dr. Lal Pathlabs 2.46 Dixon Technologies (India) 0.72 Samvardhana Motherson 1.97 Castrol India 2.89 GMM Pfaudler 0.93 Hitachi Energy India 3.31 Maruti Suzuki India 2.12 Godrej Consumer 1.52 Thermax 0.97 VA Tech Wabag 2.5 LT Foods 2.11 Eicher Motors 2.8 Coforge 1.17 Marico 4.4 Nuvoco Vistas Corporation 1.93 TVS Motor Company - Pref. Shares 0.04 Persistent Systems 2.73 Whirlpool Of India 0.69 Vinati Organics 1.78 Krishna Institute 1.16 HCL Technologies 2.27 Central Depository Services (India) 2.15 Crompton Greaves Con. Electricals 2.62 Voltas 2.19 Amber Enterprises India 2.21 EPL 2.03
Debt & Others (6.69%) Sector Allocation Net Receivables 6.69 Debt Credit Ratings Debt Category Others 6.69
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -9.18% Ret 1Y 3.05% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -9.18% Ret 1Y 3.05% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 3.32% Ret 1Y 45.95% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 3.32% Ret 1Y 45.95% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.4% Ret 3Y 19.56% Ret 5Y 14.44%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -7.74% Ret 1Y 15.4% Ret 3Y 19.56% Ret 5Y 14.44%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -7.74% Ret 1Y 15.4% Ret 3Y 19.56% Ret 5Y 14.44%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -6.52% Ret 1Y 8.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -6.52% Ret 1Y 8.72% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -6.52% Ret 1Y 8.72% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.18%
Exit Load 1.0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Chirag Mehta
Education He has pursued M.Com from Mumbai University and CAIA.
Experience Prior to joining Quantum Asset Management Company Private Limited. He has worked as Assistant Analyst - Commodities (Quantum Advisors Pvt. Ltd). He has more than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 42
Date of Incorporation 2024-12-20
Total AUM 3410.82
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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