Quantum Ethical Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

Quantum Ethical Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹127 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(%)
1M-2.55-1.327.57
6M8.895.6961.74
1Y-1.785.92119.76
3Y0.0027.61311.47

Portfolio Analysis

  • Equity: 93.03%
  • Debt: 6.97%
  • Others
As on: 2026-07-31
View allocation % by

1. Persistent Systems Ltd3.29%
2. Infosys Ltd2.28%
3. HCL Technologies Ltd2.20%
4. Tata Consultancy Services Ltd1.98%
5. Tech Mahindra Ltd1.48%
6. Coforge Ltd1.36%
7. Mphasis Ltd1.13%

1. TVS Motor Company Ltd3.65%
2. Eicher Motors Ltd3.16%
3. Bajaj Auto Ltd2.69%
4. Hero MotoCorp Ltd1.47%

1. Maruti Suzuki India Ltd2.94%
2. Hyundai Motor India Ltd2.28%
3. Mahindra & Mahindra Ltd2.21%

1. Amber Enterprises India Ltd2.50%
2. Crompton Greaves Consumer Electricals Ltd2.43%
3. Eureka Forbes Ltd0.93%
4. Borosil Ltd0.80%
5. Orient Electric Ltd0.77%

1. Havells India Ltd2.09%
2. Voltas Ltd1.85%
3. Symphony Ltd1.58%
4. Dixon Technologies (India) Ltd0.97%
5. Whirlpool of India Ltd0.48%

1. Bosch Ltd2.68%
2. Sundram Fasteners Ltd2.26%

1. Marico Ltd4.60%

1. Dr. Lal Path Labs Ltd3.07%
2. Krishna Institute Of Medical Sciences Ltd1.17%

1. VA Tech Wabag Ltd4.02%

1. Hitachi Energy India Ltd3.31%

1. Castrol India Ltd2.88%

1. Computer Age Management Services Ltd2.52%

1. Samvardhana Motherson International Ltd2.46%

1. LT Foods Ltd2.30%

1. ABB India Ltd2.24%

1. Nuvoco Vistas Corporation Ltd2.15%

1. ION Exchange (India) Ltd2.09%

1. Central Depository Services (India) Ltd1.88%

1. Elgi Equipments Ltd1.78%

1. Vinati Organics Ltd1.67%

1. Safari Industries (India) Ltd1.07%
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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 ₹127 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
Bandhan Business Cycle Fund Growth01,165 CR2.41
SBI Innovative Opportunities Fund Growth05,200 CR1.97
Quantum Ethical Fund Growth0127 CR2.18
UTI Gold Exchange Traded Fund Growth04,090 CR0.59
Nippon India Taiwan Equity Fund Growth31,128 CR2.53
Fund Name1Y3Y
This FundBandhan Business Cycle Fund Growth-2.58390
This FundSBI Innovative Opportunities Fund Growth7.68130
This FundQuantum Ethical Fund Growth-1.78220
This FundUTI Gold Exchange Traded Fund Growth39.0309152.567
This FundNippon India Taiwan Equity Fund Growth116.8216294.8098

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 : -2.55%
  • 6 Months : 8.89%
  • 1 Year : -1.78%
  • 3 Years : 0.00%
Returns of Quantum Ethical Fund Growth are updated daily based on NAV of ₹ 9.91 as on Sep 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 ₹127 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.