Quantum Ethical Fund (An open-ended equity scheme following an Ethical Theme.)
Quantum Mutual Fund
Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
45
Concentrated
Top 10 weight
33%
Concentration
Active share
82%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
14Sectors
23High-conviction bets
17%Top sector wt.
-Cash
Market-cap allocation
Large cap31%
Mid cap21%
Small cap39%
Asset allocation
Asset mix not available.
Top holdings
Net Receivable/(payable)CASH_EQUIVALENT
8.6%Marico Ltd*EQUITY
4.5%4.5%
VA Tech Wabag Ltd*EQUITY
3.4%Persistent Systems Ltd*EQUITY
3.4%Castrol India Ltd*EQUITY
3.0%Eicher Motors Ltd*EQUITY
3.0%Dr. Lal Path Labs Ltd*Healthcare Services
2.8%2.8%
TVS Motor Company Ltd*EQUITY
2.8%Bajaj Auto LtdEQUITY
2.7%Maruti Suzuki India LtdEQUITY
2.6%2.5%
2.5%
LT Foods LtdEQUITY
2.4%Infosys LtdEQUITY
2.3%Bosch LtdEQUITY
2.3%2.2%
2.1%
Havells India LtdEQUITY
2.1%Sundram Fasteners LtdEQUITY
2.1%Hyundai Motor India LtdEQUITY
2.1%Mahindra & Mahindra LtdEQUITY
2.0%ABB India LtdEQUITY
2.0%2.0%
HCL Technologies LtdEQUITY
2.0%ION Exchange (India) LtdEQUITY
1.9%Voltas LtdEQUITY
1.9%Symphony LtdEQUITY
1.8%Vinati Organics LtdEQUITY
1.7%Hero MotoCorp LtdEQUITY
1.5%Tech Mahindra LtdEQUITY
1.5%Coforge LtdEQUITY
1.3%Tata Communications LtdEQUITY
1.2%Mphasis LtdEQUITY
1.1%1.1%
Eureka Forbes LtdEQUITY
1.0%Orient Electric LtdEQUITY
0.9%Tata Chemicals LtdEQUITY
0.9%Borosil LtdEQUITY
0.8%0.8%
GMM Pfaudler LtdEQUITY
0.7%Whirlpool of India LtdEQUITY
0.6%Thermax LtdEQUITY
0.4%AI Smart summary
Pros
- Low top-10 concentration (33%).
Cons
- Small-cap heavy (39%) - higher volatility.
- Concentrated in Automobiles - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Sectoral / Thematic.
JioBlackRock Sector Rotation Fund290 holdings · 36% AS
Franklin India Multi-Factor Fund93 holdings · 84% AS
Bandhan Business Cycle Fund93 holdings · 65% AS
WhiteOak Capital Special Opportunities Fund90 holdings · 73% AS
UTI Quant Fund89 holdings · 66% AS
Axis India Manufacturing Fund86 holdings · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
16.7%
16.5%
13.7%
8.6%
6.9%
6.9%
6.8%
5.4%
4.8%
4.1%
3.0%
2.6%
2.2%
1.2%