Quantum Ethical Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -2.96%
Fund NAV

Fund Overview of Quantum Ethical Fund Regular-Growth

  • ₹125.6 Cr
    AUM
  • ₹9.82
    NAV
  • 2.31%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹

Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Quantum Ethical Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -2.96% NA 4.02%
6 Months 4.25% NA 14.62%
1 Year -0.51% -0.51% -1.34%
As on Thu Nov 05, 2026

Asset Allocation of Quantum Ethical Fund Regular-Growth

equities

93.57%

other assets or cash equivalents

6.43%
Large Cap: 38.83%
Mid Cap: 20.89%
Small Cap: 40.28%
Other: 0.00%
Top Holdings
Net Receivables
9.73%
Net Receivables
9.73%
Net Receivables
9.73%
Net Receivables
9.73%
Net Receivables
9.73%
 
Top Sectors
Unspecified
152.22%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Quantum Ethical Fund Regular-Growth

Quantum Ethical Fund Regular-Growth is one Equity mutual fund offered by Quantum Mutual Fund. Launched on 20 Dec 2024, the fund aims Long Term Capital Appreciation. Investments in Equity & Equity Related Instruments of companies following an Ethical Set of Principles. It manages assets worth ₹125.6 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.31%.
The portfolio allocation consists of 93.57% in equities, 6.43% in other assets or cash equivalents.Managed by Chirag Mehta, it has delivered a return of -0.51% in the last year, a total return since inception of -0.96%.
Selecting an appropriate best sip to invest has a vital role in financial planning.

Read more
  • Chirag Mehta

    Fund Manager

  • He has pursued M.Com from Mumbai University and CAIA.

    Manager Education

Quantum Ethical Fund Regular-Growth Fund Details

Fund Names Quantum Ethical Fund Regular-Growth
Inception Date 20 Dec 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹100
 
Risk Principal at very high risk
More Details

Compare Mutual Funds
Quantum Ethical Fund Regular-Growth Fund Returns Comparison

Compare Quantum Ethical Fund Regular-Growth with other mutual funds in the same category

Quantum Ethical Fund Regular-Growth

Bharat 22 ETF-Growth

ICICI Prudential Bharat 22 FOF Direct-Growth

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bharat 22 ETF-Growth trend ₹9,531 3.60% -3.08% -1.52% 15.00% 19.85%
ICICI Prudential Bharat 22 FOF Direct-Growth trend ₹2,638 3.81% -2.81% -1.44% 14.85% 19.62%
ICICI Prudential Bharat 22 FOF-Growth trend ₹2,638 3.81% -2.81% -1.44% 14.85% 19.61%
ICICI Prudential India Opportunities Fund Direct-Growth trend ₹36,469 6.06% -1.55% -0.79% 14.98% 16.70%
ICICI Prudential India Opportunities Fund Direct-IDCW trend ₹36,469 6.06% -1.55% -0.79% 14.98% 16.70%
Franklin India Opportunities Direct Fund-Growth trend ₹9,577 -1.70% -4.32% -2.12% 19.46% 16.59%
Franklin India Opportunities Direct Fund-IDCW trend ₹9,577 -1.70% -4.32% -2.12% 19.46% 16.59%
ICICI Prudential India Opportunities Fund-Growth trend ₹36,469 5.97% -1.78% -1.68% 13.89% 15.45%
ICICI Prudential India Opportunities Fund-IDCW trend ₹36,469 5.97% -1.78% -1.68% 13.89% 15.45%
Franklin India Opportunities Fund Regular-Growth trend ₹9,577 -1.80% -4.61% -3.29% 17.97% 15.38%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Quantum Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Quantum Ethical Fund Direct-Growth increase ₹126 3.70% -2.70% 5.00% 0.90% -
increase growth is based on 1-month returns of the funds

Quantum Ethical Fund Regular-Growth Calculator

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Top 25% of investors consistently generate more than 12% return
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Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
ICICI Prudential India Opportunities Fund-Growth trend ₹36,469 ₹36.38 13.89% 15.45% -
ICICI Prudential India Opportunities Fund Direct-Growth trend ₹36,469 ₹40.09 14.98% 16.70% -
ICICI Prudential India Opportunities Fund-IDCW trend ₹36,469 ₹21.24 13.89% 15.45% -
ICICI Prudential India Opportunities Fund Direct-IDCW trend ₹36,469 ₹24.46 14.98% 16.70% -
HDFC Defence Fund Regular-Growth trend ₹11,493 ₹28.91 34.08% - -
HDFC Defence Fund Direct-Growth trend ₹11,493 ₹30.01 35.52% - -
HDFC Defence Fund Regular-IDCW trend ₹11,493 ₹28.91 34.08% - -
HDFC Defence Fund Direct-IDCW trend ₹11,493 ₹30.01 35.52% - -
Franklin India Opportunities Fund Regular-Growth trend ₹9,577 ₹253.70 17.97% 15.38% 15.44%
Franklin India Opportunities Direct Fund-Growth trend ₹9,577 ₹284.31 19.46% 16.59% 16.50%
View More
Top funds are based on Fund AUM

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Quantum Ethical Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Net ReceivablesUnspecified9.73%₹12.25 Cr
Net ReceivablesUnspecified9.73%₹12.25 Cr
Net ReceivablesUnspecified9.73%₹12.25 Cr
Net ReceivablesUnspecified9.73%₹12.25 Cr
Net ReceivablesUnspecified9.73%₹12.25 Cr
Net ReceivablesUnspecified8.60%₹9.20 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified6.43%₹8.14 Cr
Net ReceivablesUnspecified7.87%₹8.08 Cr
Net ReceivablesUnspecified8.92%₹7.89 Cr
Net ReceivablesUnspecified6.94%₹7.68 Cr
Net ReceivablesUnspecified6.94%₹7.68 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Bharat 22 ETF-Growth increase ₹113.85 15.00% 19.85% -
ICICI Prudential Bharat 22 FOF Direct-Growth increase ₹33.32 14.85% 19.62% -
ICICI Prudential Bharat 22 FOF-Growth increase ₹33.31 14.85% 19.61% -
ICICI Prudential India Opportunities Fund Direct-Growth increase ₹40.09 14.98% 16.70% -
ICICI Prudential India Opportunities Fund Direct-IDCW increase ₹24.46 14.98% 16.70% -
Franklin India Opportunities Direct Fund-Growth increase ₹284.31 19.46% 16.59% -
Franklin India Opportunities Direct Fund-IDCW increase ₹38.41 19.46% 16.59% -
ICICI Prudential India Opportunities Fund-Growth increase ₹36.38 13.89% 15.45% -
ICICI Prudential India Opportunities Fund-IDCW increase ₹21.24 13.89% 15.45% -
Franklin India Opportunities Fund Regular-Growth increase ₹253.70 17.97% 15.38% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Quantum Ethical Fund Regular-Growth

What is the current AUM of Quantum Ethical Fund Regular-Growth?

As of Wed Sep 30, 2026, Quantum Ethical Fund Regular-Growth manages assets worth ₹125.6 crore

How has Quantum Ethical Fund Regular-Growth performed recently?

  • 3 Months: -2.96%
  • 6 Months: 4.25%

What is the portfolio composition of Quantum Ethical Fund Regular-Growth?

Equity: 93.57%, Others: 6.43%.

Who manages Quantum Ethical Fund Regular-Growth?

Quantum Ethical Fund Regular-Growth is managed by Chirag Mehta from Quantum Mutual Fund.

What is the market-cap allocation of Quantum Ethical Fund Regular-Growth?

Large Cap: 38.83%, Mid Cap: 20.89%, Small Cap: 40.28%.

Which are the top companies Quantum Ethical Fund Regular-Growth has invested in?

  • Net Receivables – 9.73% of the fund's portfolio
  • Net Receivables – 9.73% of the fund's portfolio
  • Net Receivables – 9.73% of the fund's portfolio
  • Net Receivables – 9.73% of the fund's portfolio
  • Net Receivables – 9.73% of the fund's portfolio

Which are the major sectors Quantum Ethical Fund Regular-Growth focuses on?

  • Unspecified – 152.22% of the fund's portfolio
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