What is the NAV of Quantum Ethical Fund?
The Current NAV of Quantum Ethical Fund is ₹9.91, as of 20th June 2025What are the top 5 sectors holdings of Quantum Ethical Fund?
The top sectors Quantum Ethical Fund has invested in are as for 1st 01 1970 are as follows -- Others | 18.90%
- IT Services & Consulting | 18.52%
- Home Electronics & Appliances | 9.26%
- Two Wheelers | 9.10%
- Packaged Foods & Meats | 6.79%
What are the top 5 holdings Quantum Ethical Fund?
The top 5 holdings for Quantum Ethical Fund are- Net Receivable/(payable) | 13.84%
- Marico Ltd | 4.85%
- Crompton Greaves Consumer Electricals Ltd | 3.54%
- TVS Motor Company Ltd | 3.29%
- Persistent Systems Ltd | 3.28%
What is the asset allocation of Quantum Ethical Fund?
The Quantum Ethical Fund is a plan that invests- Equity | 86.16%
- Cash & Equivalents | 13.84%
How to invest in Quantum Ethical Fund?
If you wish to invest in Quantum Ethical Fund Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the Quantum Ethical Fund
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in Quantum Ethical Fund is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of Quantum Ethical Fund?
The AUM of Quantum Ethical Fund is 51.25 Cr as of 20th June 2025What is the expense ratio of Quantum Ethical Fund Plan?
The expense ratio of Quantum Ethical Fund Plan is 0.75How to exit Quantum Ethical Fund?
If you have invested in Quantum Ethical Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.What is the alpha of Quantum Ethical Fund?
The alpha ratio for the Quantum Ethical Fund is 9.49
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of Quantum Ethical Fund?
The volatility or standard deviation for the Quantum Ethical Fund is 14.34
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of Quantum Ethical Fund?
The sharpe ratio for the Quantum Ethical Fund is -0.35
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of Quantum Ethical Fund?
The Sortino ratio for the Quantum Ethical Fund is -0.04
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of Quantum Ethical Fund?
The PE ratio (price-to-earnings) of the Quantum Ethical Fund is 48.25 while category PE ratio is 44.321. Test MF FAQ for Mutual Fund Quantum Ethical Fund Shares?
The Current NAV of Quantum Ethical Fund is ₹9.91, as of 20th June 20255. Test MF FAQ Is there any lock-in period for Quantum Ethical Fund Plan?
There is a lock in period of N/A for Quantum Ethical Fund
Add to Watchlist
Share
How to use scorecard? Learn more
Quantum Ethical Fund Direct Growth
Growth
9.910.81% (+0.08)
High
—
—
Low
—
—
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
1M
6M
1Y
3Y
5Y
Max
SIP
How to use scorecard? Learn more
Quantum Ethical Fund Performance & Key Metrics
Quantum Ethical Fund Performance & Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.75 | 48.25 | -0.35 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.45 | 44.32 | 0.02 |
Quantum Ethical Fund Scheme InfoQuantum Ethical Fund Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | — |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| BenchmarkBenchmark |
|---|
| Nifty500 Shariah - TRI |
About Thematic Fund
About Thematic Fund
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Quantum Ethical Fund Peers
What are peers and why compare against them?
What are peers and why compare against them?
A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.
Quantum Ethical Fund Peers & Comparison
Comparing 3 mutual funds from
EquityThematic Fund
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Quantum Ethical Fund | — | — | — |
| ICICI Pru India Opp Fund | 12.43% | 31.39% | 23.41% |
| HDFC Manufacturing Fund | -1.00% | — | 4.15% |
| Franklin India Opportunities Fund | 3.99% | 37.92% | 18.30% |
Quantum Ethical Fund Returns Comparison
Compare Quantum Ethical Fund with any MF, ETF, stock or indexCompare Quantum Ethical Fund with any MF, ETF, stock or index
Quantum Ethical Fund
Hmm, looks like data is unavailable here. Please come back after some timeQuantum Ethical Fund Portfolio
What are constituents?
What are constituents?
Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.
Quantum Ethical Fund Asset Allocation
Quantum Ethical Fund Asset Allocation
Actual
Target
Mar 2025
Mar 2025
Quantum Ethical Fund Sector Distribution
Quantum Ethical Fund Sector Distribution
Mar 2025
Quantum Ethical Fund Sector Weightage
Quantum Ethical Fund Sector Weightage
Others
Others as a % of total holdings for last six quarters
Quantum Ethical Fund Current Holdings
Quantum Ethical Fund Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
Holdings
4.85 %
4.85 %Holdings
3.54 %
3.54 %Holdings
3.29 %
3.29 %
AMC Profile of Quantum Ethical Fund
AMC Profile of Quantum Ethical Fund
Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.
Quantum Asset Management Company Pvt Ltd. is the asset manager of Quantum Mutual Fund. The company is incorporated as a trust under the Indian Trusts Act, 1882. The mutual fund is registered with SEBI under the registration code MF/051/05/02.
No.of Schemes
12
Total AUM
₹ 2,839.30 Cr.
Quantum Ethical Fund Manager Details
Quantum Ethical Fund Manager Details
Quantum Ethical Fund Manager Profile
Quantum Ethical Fund Manager Profile
Chirag Mehta
AUM: ₹720.41 Cr.
|
Exp: 5yrs
Qualification
M.com & M.B.A(Finance)
Past Experience
Mr. Mehta is dedicated Fund manager for Foreign Securities. He is a Commodities Fund Manager from May 2009
Funds Managed (14)
Equity (6)
4.82%
4.82%
18.42%
18.42%
2.10%
2.10%
6.15%
6.15%
19.70%
19.70%
0.75%
0.75%
Growth
7.56%
7.56%
—
—
0.70%
0.70%
Growth
6.00%
6.00%
—
—
2.10%
2.10%
Growth
—
—
—
—
2.10%
2.10%
Growth
—
—
—
—
0.75%
0.75%
Quantum Ethical Fund Manager Performance (0)
Quantum Ethical Fund Manager Performance (0)
Equity: Thematic Fund
Quantum Ethical Fund Tax Implications
Quantum Ethical Fund Tax Implications
Let’s calculate your returns after tax
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.
Simulated
+
-
You make
Quantum Ethical Fund Review & Opinions
Quantum Ethical Fund Review & Opinions
The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%