Quantum Ethical Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Quantum Ethical Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹122 Cr

Lock In Period

N/A

Expense Ratio

2.31

Exit Load

10% of units If redeemed or switched out on or before 365 days from the date of allotment - NilRemaining 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.

Benchmark

Nifty 500 Shariah Total Return

Quantum Ethical Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.170.688.60
6M4.302.6725.95
1Y5.496.0552.81
3Y0.0013.95196.29

Portfolio Analysis

  • Equity: 93.06%
  • Debt: 6.94%
  • Others
As on: 2026-06-30
View allocation % by

1. Persistent Systems Ltd2.72%
2. Infosys Ltd1.93%
3. Tata Consultancy Services Ltd1.87%
4. HCL Technologies Ltd1.74%
5. Tech Mahindra Ltd1.38%
6. Coforge Ltd1.27%
7. Mphasis Ltd1.05%

1. TVS Motor Company Ltd3.11%
2. Eicher Motors Ltd2.92%
3. Bajaj Auto Ltd2.57%
4. Hero MotoCorp Ltd1.43%

1. Crompton Greaves Consumer Electricals Ltd2.81%
2. Amber Enterprises India Ltd2.66%
3. Eureka Forbes Ltd1.05%
4. Borosil Ltd0.86%
5. Orient Electric Ltd0.85%

1. Maruti Suzuki India Ltd3.19%
2. Hyundai Motor India Ltd2.19%
3. Mahindra & Mahindra Ltd2.08%

1. Havells India Ltd2.01%
2. Voltas Ltd1.85%
3. Symphony Ltd1.71%
4. Dixon Technologies (India) Ltd0.81%
5. Whirlpool of India Ltd0.53%

1. Bosch Ltd2.66%
2. Sundram Fasteners Ltd2.20%

1. Marico Ltd4.74%

1. VA Tech Wabag Ltd4.36%

1. Dr. Lal Path Labs Ltd2.91%
2. Krishna Institute Of Medical Sciences Ltd1.30%

1. Hitachi Energy India Ltd3.94%

1. Castrol India Ltd3.14%

1. Computer Age Management Services Ltd2.76%

1. Samvardhana Motherson International Ltd2.65%

1. ABB India Ltd2.37%

1. LT Foods Ltd2.26%

1. ION Exchange (India) Ltd2.23%

1. Nuvoco Vistas Corporation Ltd2.07%

1. Central Depository Services (India) Ltd2.02%

1. Vinati Organics Ltd1.88%

1. Tata Communications Ltd1.22%

1. Elgi Equipments Ltd1.19%

1. Safari Industries (India) Ltd1.09%
No Data Found
No Data Found

About Fund Quantum Ethical Fund Growth

Quantum Ethical Fund Growth managed by Quantum Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹122 Crore. The fund benchmarks its performance against the Nifty 500 Shariah Total Return while maintaining an expense ratio of 2.31. Under the expert guidance of Chirag Mehta ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Chirag Mehta

Mr. Chirag holds MMS (Finance) and M.Com from Mumbai University. He has more than 5 years of experience in the financial services and related industry. Prior to this he has been with EDS (Electronic Data Systems) as a Coordinator for Xerox.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Axis India Manufacturing Fund Growth05,494 CR2.07
ICICI Prudential Rural Opportunities Fund Growth02,087 CR2.21
Quantum Ethical Fund Growth0121 CR2.31
HDFC Defence Fund Growth510,529 CR1.79
Nippon India Taiwan Equity Fund Growth3947 CR2.53
Fund Name1Y3Y
This FundAxis India Manufacturing Fund Growth19.95550
This FundICICI Prudential Rural Opportunities Fund Growth1.90050
This FundQuantum Ethical Fund Growth5.49220
This FundHDFC Defence Fund Growth29.9813172.085
This FundNippon India Taiwan Equity Fund Growth132.0465295.6363

Quantum Ethical Fund Growth FAQs

Quantum Ethical Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Quantum Ethical Fund Growth is 2.31. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Quantum Ethical Fund Growth’s fund performance is as follows:
  • 1 Month : 5.17%
  • 6 Months : 4.30%
  • 1 Year : 5.49%
  • 3 Years : 0.00%
Returns of Quantum Ethical Fund Growth are updated daily based on NAV of ₹ 10.18 as on Aug 11,2026. Since inception, the return has been 0.00%.

You can invest in Quantum Ethical Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Quantum Ethical Fund Growth is ₹122 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Quantum Ethical Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.