Quantum Ethical Fund (G) Mutual fund

Quantum Ethical Fund (G)

Q: How to Invest in Quantum Ethical Fund through Rupeezy?

Go to the Rupeezy App Click on the Explore tab on the lower navigation bar. Select the category of funds, e.g., Equity - Large Cap or any other. View and compare all funds in the category on a Risk-Return graph. Select the fund you want to invest in. Choose Lumpsum or SIP. Select Investment Amount & make payment using UPI or Net Banking.

Q: Is Quantum Ethical Fund good?

The Quantum Ethical Fund has an AUM of ₹40.83 Cr as on 1/16/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.00%. The risk is Very High against the category average of 60.18.

Q: Is Quantum Ethical Fund tax free?

Mutual fund taxation depends on the scheme type and investment holding period. Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable. LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024). STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.

Q: What is the lock-in period of Quantum Ethical Fund?

There is no lock-in period applicable on Quantum Ethical Fund.

Q: What is the expense ratio of Quantum Ethical Fund?

The expense ratio of Quantum Ethical Fund is 2.09%.

Equity

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Sectoral

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Fund Details

Current NAV

₹9.68

Expense Ratio

2.09%

Min SIP

₹100

Fund Size

₹41Cr

Min Investment

₹500

Lock In

Scheme Information Document

Exit load: 10% of units If redeemed or switched out on or before 365 days from the date of allotment: Nil Remaining 90% of units if redeemed or switched out on or before 365 days from the date of allotment: 1% If redeemed or switched out after 365 days from the date of allotment: Nil

Fund Performance

Alpha

-2.97%

Beta

0.56

Sharpe Ratio

Risk

Above numbers are based upon past 3 years

Returns Calculator

Holding Pattern

Riskometer

Peer Comparison

Fund Management

Fund House Details

Quantum Ethical Fund (G) FAQs

Q1. How to Invest in Quantum Ethical Fund through Rupeezy?

Q2. Is Quantum Ethical Fund good?

Q3. Is Quantum Ethical Fund tax free?

Q4. What is the lock-in period of Quantum Ethical Fund?

Q5. What is the expense ratio of Quantum Ethical Fund?

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