Quantum Ethical Fund Regular-Growth
Equity, Thematic-Other, Principal at very high risk
1 Year Return -4.92% at 30 Oct 2026 01:19 PM
Quantum Ethical Fund Regular-Growth: Mutual Fund Overview
Quantum Ethical Fund Regular-Growth is an Thematic-Other mutual fund with over 1.86 years of performance history. The scheme manages an AUM of ₹125.61 Cr and has a NAV of ₹9.45. 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 -4.92%.
Fund Details
NAV 9.45
Sub-Type Thematic-Other
Rating Not Rated
Min. SIP Amount ₹500.0
Fund Age(Year) 1.86
Fund Size(in Crores) 125.61
Fund Performance
1 Month -1.04%
3 Month -4.35%
6 Month 0.85%
1 Year -4.92%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 30 Oct 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (90.27%) Market Cap Large Cap 38.02 Small Cap 38 Mid Cap 14.25 Top Sectors Automobile 24.92 Capital Goods 20.63 Technology 14.4 Consumer Discretionary 7.4 Consumer Staples 6.69 Chemicals 6.26 Materials 3.55 Healthcare 3.1 Services 2.27 Metals & Mining 1.05 Top Holding Infosys 2.86 Hyundai Motor 2.45 Bosch 2.97 Tata Chemicals 0.78 Tech Mahindra 1.33 Havells India 1.9 Symphony 1.62 Tata Consultancy 2.22 Mahindra & Mahindra 2.51 Bajaj Auto 3.04 ABB India 2.49 TVS Motor Company 3.47 Ion Exchange 2.09 Hero Motocorp 1.38 Mphasis 1.01 Borosil 1.07 Safari Industries (India) 0.98 Orient Electric 0.76 Sundram Fasteners 2.55 CAMS 2.27 Dr. Lal Pathlabs 3.1 Dixon Technologies (India) 0.99 Samvardhana Motherson 2.97 Castrol India 3.65 GMM Pfaudler 1.13 Hitachi Energy India 3.06 Maruti Suzuki India 3.14 Eureka Forbes 1.05 VA Tech Wabag 4.06 LT Foods 2.18 Eicher Motors 2.99 Marico 4.51 Coforge 1.33 Nuvoco Vistas Corporation 2.48 Whirlpool Of India 0.52 Persistent Systems 3.13 HCL Technologies 2.52 Vinati Organics 1.83 Elgi Equipments 2.36 Crompton Greaves Con. Electricals 1.88 Voltas 1.64
Debt & Others (9.73%) Sector Allocation Net Receivables 9.73 Debt Credit Ratings Debt Category Others 9.73
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-Growth Ret 1M -2.61% Ret 1Y -9.21% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-IDCW Ret 1M -2.61% Ret 1Y -9.21% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -2.97% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -2.97% Ret 1Y 9.46% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -1.82% Ret 1Y 4.73% Ret 3Y 17.39% Ret 5Y 11.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -1.82% Ret 1Y 4.73% Ret 3Y 17.39% Ret 5Y 11.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -1.82% Ret 1Y 4.73% Ret 3Y 17.39% Ret 5Y 11.47%
Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular-Growth Ret 1M 0.75% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty India Defence Index Fund Regular-Growth Ret 1M -3.01% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Services Opportunities Fund Regular-Growth Ret 1M -0.21% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Services Opportunities Fund Regular-IDCW Payout Ret 1M -0.21% Ret 1Y -9.73% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.33%
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) 21
Date of Incorporation 2024-12-20
Total AUM 3432.53
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.
Take Your Next Step
Quantum Ethical Fund Regular-Growth FAQs
How to invest in Quantum Ethical Fund Regular-Growth?
Investing in Quantum Ethical Fund Regular-Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for Quantum Ethical Fund Regular-Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of Quantum Ethical Fund Regular-Growth?
The term expense ratio for Quantum Ethical Fund Regular-Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of Quantum Ethical Fund Regular-Growth is 2.33% as of 30 Oct 2026.
What is the NAV of Quantum Ethical Fund Regular-Growth?
The NAV of Quantum Ethical Fund Regular-Growth is ₹9.45 as of 30 Oct 2026.
What is the AUM of Quantum Ethical Fund Regular-Growth?
The AUM (Assets Under Management) of Quantum Ethical Fund Regular-Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of Quantum Ethical Fund Regular-Growth is ₹125.61 Cr as of 30 Oct 2026.
What is the PE and PB ratio of Quantum Ethical Fund Regular-Growth?
The PE ratio of Quantum Ethical Fund Regular-Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in Quantum Ethical Fund Regular-Growth?
Yes, you can invest in Quantum Ethical Fund Regular-Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of Quantum Ethical Fund Regular-Growth in the last 5 years?
The return of Quantum Ethical Fund Regular-Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in Quantum Ethical Fund Regular-Growth?
The minimum SIP investment in Quantum Ethical Fund Regular-Growth depends on the fund's scheme rules and usually starts at a small amount. For Quantum Ethical Fund Regular-Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of Quantum Ethical Fund Regular-Growth?
The NAV of Quantum Ethical Fund Regular-Growth, as of 30 Oct 2026, is ₹9.45.
Who manages the Quantum Ethical Fund Regular-Growth?
The fund managers responsible for Quantum Ethical Fund Regular-Growth are:
- Chirag Mehta