Quantum Ethical Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Quantum Ethical Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

107 Cr

Lock In Period

N/A

Expense Ratio

2.18

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.75-0.0511.89
6M-3.371.01103.47
1Y-5.783.24180.49
3Y0.0010.43337.28

Portfolio Analysis

  • Equity: 91.40%
  • Debt: 8.60%
  • Others
As on: 2026-05-31
View allocation % by

1. Persistent Systems Ltd3.38%
2. Infosys Ltd2.31%
3. Tata Consultancy Services Ltd2.14%
4. HCL Technologies Ltd1.99%
5. Tech Mahindra Ltd1.51%
6. Coforge Ltd1.27%
7. Mphasis Ltd1.14%

1. Eicher Motors Ltd2.97%
2. TVS Motor Company Ltd2.82%
3. Bajaj Auto Ltd2.65%
4. Hero MotoCorp Ltd1.51%

1. Crompton Greaves Consumer Electricals Ltd2.97%
2. Amber Enterprises India Ltd2.48%
3. Eureka Forbes Ltd1.04%
4. Orient Electric Ltd0.94%
5. Borosil Ltd0.84%

1. Havells India Ltd2.11%
2. Voltas Ltd1.87%
3. Symphony Ltd1.81%
4. Dixon Technologies (India) Ltd0.81%
5. Whirlpool of India Ltd0.56%

1. Maruti Suzuki India Ltd2.58%
2. Hyundai Motor India Ltd2.08%
3. Mahindra & Mahindra Ltd2.04%

1. Marico Ltd4.51%

1. Hitachi Energy India Ltd4.49%

1. Bosch Ltd2.25%
2. Sundram Fasteners Ltd2.10%

1. Dr. Lal Path Labs Ltd2.84%
2. Krishna Institute Of Medical Sciences Ltd1.25%

1. VA Tech Wabag Ltd3.43%

1. Castrol India Ltd3.03%

1. Computer Age Management Services Ltd2.84%

1. Samvardhana Motherson International Ltd2.49%

1. LT Foods Ltd2.39%

1. ION Exchange (India) Ltd1.94%
2. Thermax Ltd0.42%

1. Nuvoco Vistas Corporation Ltd2.17%

1. ABB India Ltd1.99%

1. Central Depository Services (India) Ltd1.99%

1. Vinati Organics Ltd1.69%

1. Tata Communications Ltd1.15%

1. Safari Industries (India) Ltd1.06%

About Fund Quantum Ethical Fund Growth

Quantum Ethical Fund Growth managed by Quantum Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹107 Crore. The fund benchmarks its performance against the Nifty 500 Shariah Total Return while maintaining an expense ratio of 2.18. 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
The Wealth Company Ethical Fund Growth038.56 CR2.32
Axis Momentum Fund Growth0974.52 CR2.23
Quantum Ethical Fund Growth0107.31 CR2.18
HDFC Defence Fund Growth59724.27 CR1.75
Nippon India Taiwan Equity Fund Growth31256.27 CR2.15
Fund Name1Y3Y
This FundThe Wealth Company Ethical Fund Growth00
This FundAxis Momentum Fund Growth-6.59570
This FundQuantum Ethical Fund Growth-5.77690
This FundHDFC Defence Fund Growth15.1472190.7313
This FundNippon India Taiwan Equity Fund Growth176.6839319.5069

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 2.18. 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 : 0.75%
  • 6 Months : -3.37%
  • 1 Year : -5.78%
  • 3 Years : 0.00%
Returns of Quantum Ethical Fund Growth are updated daily based on NAV of ₹ 9.59 as on Jul 02,2026. 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 ₹107 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.