Aeterna Wealth

Quantum Mutual Fund: equity and index funds

6 schemes in 5 categories; 0 of 8 rated plans are in the top two tiers of their category. Data as of 5 Nov 2026.

Sectoral/Thematic (4 plans)

FundRating1Y return3Y return3Y vs indexExpense ratioAUM
Quantum ESG Best In Class Strategy FundThematic: ESG · 7.3 yrsC-5.0%7.5%-4.5%2.25%₹94 cr
Quantum ESG Best In Class Strategy FundThematic: ESG · 7.3 yrsC-3.6%8.9%-3.1%0.81%₹94 cr
Quantum Ethical FundThematic: Other Themes · 1.9 yrs–0.9%––0.88%₹123 cr
Quantum Ethical FundThematic: Other Themes · 1.9 yrs–-0.5%––2.31%₹123 cr

ELSS (2 plans)

FundRating1Y return3Y return3Y vs indexExpense ratioAUM
Quantum ELSS Tax Saver FundELSS · 17.8 yrsB-4.2%11.2%-0.8%0.97%₹209 cr
Quantum ELSS Tax Saver FundELSS · 9.6 yrsB-5.4%9.9%-2.1%2.18%₹209 cr

Flexi Cap (2 plans)

FundRating1Y return3Y return3Y vs indexExpense ratioAUM
Quantum Flexi Cap FundFlexi Cap · 0.2 yrs––––1.76%₹14 cr
Quantum Flexi Cap FundFlexi Cap · 0.2 yrs––––3.57%₹14 cr

Small Cap (2 plans)

FundRating1Y return3Y return3Y vs indexExpense ratioAUM
Quantum Small Cap FundSmall Cap · 3.0 yrsB3.3%10.8%-2.5%0.83%₹259 cr
Quantum Small Cap FundSmall Cap · 3.0 yrsC1.7%9.2%-4.2%2.31%₹259 cr

Value / Contra (2 plans)

FundRating1Y return3Y return3Y vs indexExpense ratioAUM
Quantum Value FundValue / Contra · 9.6 yrsC-5.4%10.0%-2.0%2.20%₹1,114 cr
Quantum Value FundValue / Contra · 20.6 yrsC-4.5%11.1%-0.9%1.17%₹1,114 cr

Common questions

How many equity funds does Quantum Mutual Fund have?

6 equity and index schemes (12 plans, Regular and Direct) across 5 categories, as of 5 Nov 2026.

How do Quantum Mutual Fund funds rate?

0 of 8 rated plans are in the A+ or A tier, meaning the top 30% of their category on track record. Ratings compare each plan only with peers in the same category and plan type.

Ratings describe past track records and are not a recommendation. Read the scheme documents before investing.