The scheme seeks to achieve long-term capital appreciation by investing in Equity & Equity Related Instruments of companies following an Ethical Set of Principles.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Chirag Mehta
He has pursued M.Com from Mumbai University and CAIA.
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.
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of Quantum Ethical Fund is ₹10.14 as of 2026-08-28.
Quantum Ethical Fund is classified as a Thematic-Other fund.
The Assets Under Management (AUM) of Quantum Ethical Fund is ₹121.62 Cr.
The expense ratio of Quantum Ethical Fund is 2.3%.
Quantum Ethical Fund is managed by Chirag Mehta.
The minimum SIP investment for Quantum Ethical Fund is ₹500.
As per the SEBI Riskometer, Quantum Ethical Fund carries a Very High risk level.
Quantum Ethical Fund has delivered 3.05% (1Y), 0% (3Y) and 0% (5Y) annualised returns as of 2026-08-28.
Quantum Ethical Fund was launched on 2005-09-19.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
