Quantum Ethical Fund
Holdings
46
Concentrated
Top 10 weight
38%
Concentration
Strategy data
N/A
Not reported
Equity
93%
Asset allocation
Portfolio
15Sectors
1Large positions
18.4%Top: Automobiles
0.0%Cash
Market-cap allocation
Large cap34%
Mid cap20%
Small cap40%
Asset allocation
Equity93%
Top holdings
Net Receivable/(payable)DERIVATIVE
7.0%Marico Ltd*EQUITY
4.6%VA Tech Wabag Ltd*EQUITY
4.0%TVS Motor Company Ltd*EQUITY
3.7%3.3%
Persistent Systems Ltd*EQUITY
3.3%Eicher Motors Ltd*EQUITY
3.2%Dr. Lal Path Labs Ltd*EQUITY
3.1%Maruti Suzuki India Ltd*EQUITY
2.9%Castrol India Ltd*EQUITY
2.9%Bajaj Auto Ltd*EQUITY
2.7%Bosch LtdEQUITY
2.7%2.5%
2.5%
2.5%
LT Foods LtdEQUITY
2.3%Hyundai Motor India LtdEQUITY
2.3%Infosys LtdEQUITY
2.3%Sundram Fasteners LtdEQUITY
2.3%ABB India LtdEQUITY
2.2%Mahindra & Mahindra LtdEQUITY
2.2%HCL Technologies LtdEQUITY
2.2%2.2%
Havells India LtdEQUITY
2.1%ION Exchange (India) LtdEQUITY
2.1%2.0%
1.9%
Voltas LtdEQUITY
1.9%Elgi Equipments LtdEQUITY
1.8%Vinati Organics LtdEQUITY
1.7%Symphony LtdEQUITY
1.6%Tech Mahindra LtdEQUITY
1.5%Hero MotoCorp LtdEQUITY
1.5%Coforge LtdEQUITY
1.4%Mphasis LtdEQUITY
1.1%1.1%
Tata Communications LtdEQUITY
0.99%0.97%
Eureka Forbes LtdEQUITY
0.93%Borosil LtdEQUITY
0.80%Orient Electric LtdEQUITY
0.77%GMM Pfaudler LtdEQUITY
0.69%Tata Chemicals LtdEQUITY
0.68%Whirlpool of India LtdEQUITY
0.48%AI Smart summary
Portfolio read
- 93% equity.
- 46 disclosed positions across 15 classified equity sectors.
- Largest equity sector is Automobiles at 18.4% of the portfolio.
- Top 10 positions account for 38%, indicating relatively distributed position weights.
Watchpoints
- Small-cap exposure is 40%, which may increase volatility and liquidity risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
HDFC Manufacturing fund91 holdings · 34% top 10 · 80% AS
UTI Quant Fund89 holdings · 36% top 10
Icici Prudential Energy Opportunities Fund88 holdings · 43% top 10 · 83% AS
ICICI Prudential Business Cycle Fund86 holdings · 50% top 10 · 70% AS
Edelweiss Technology Fund84 holdings · 54% top 10
Axis Business Cycles Fund81 holdings · 29% top 10 · 67% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
18.4%
15.5%
13.7%
7.4%
6.9%
6.1%
5.6%
4.4%
4.2%
2.9%
2.4%
2.2%
1.8%
1.0%
Other 1 sectors0.7%
0.7%