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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

₹88 Cr

Lock In Period

N/A

Expense Ratio

2.18

Benchmark

Nifty 500 Shariah Total Return

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.

Summary

Latest details for Quantum Ethical Fund Growth include a ₹9.23 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Quantum Ethical Fund Growth AUM is ₹88 Cr, with a lock-in of N/A years, expense ratio of 2.18%, and benchmark Nifty 500 Shariah Total Return. Exit load is - 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.. In the growth review for 1M Month/Year, the fund recorded 9.61% returns, against a category average of 1.70% and a category best of 26.98%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.611.7026.98
6M-5.941.2596.54
1Y-0.854.55251.54
3Y0.0013.61332.92

Portfolio Analysis

  • Equity: 91.08%
  • Debt: 8.92%
  • Others
As on: 2026-03-31
View allocation % by

1. Persistent Systems Ltd3.29%
2. Infosys Ltd3.03%
3. Tata Consultancy Services Ltd2.72%
4. HCL Technologies Ltd2.60%
5. Tech Mahindra Ltd1.60%
6. Coforge Ltd1.21%
7. Mphasis Ltd0.95%

1. TVS Motor Company Ltd3.44%
2. Eicher Motors Ltd2.81%
3. Bajaj Auto Ltd2.29%
4. Hero MotoCorp Ltd1.90%

1. Crompton Greaves Consumer Electricals Ltd2.58%
2. Amber Enterprises India Ltd2.39%
3. Borosil Ltd1.01%
4. Orient Electric Ltd0.85%
5. Eureka Forbes Ltd0.78%

1. Havells India Ltd2.23%
2. Voltas Ltd1.95%
3. Symphony Ltd1.78%
4. Dixon Technologies (India) Ltd0.72%
5. Whirlpool of India Ltd0.65%

1. Maruti Suzuki India Ltd2.40%
2. Mahindra & Mahindra Ltd2.29%
3. Hyundai Motor India Ltd1.78%

1. Marico Ltd4.69%

1. Bosch Ltd2.14%
2. Sundram Fasteners Ltd2.01%

1. Dr. Lal Path Labs Ltd2.52%
2. Krishna Institute Of Medical Sciences Ltd1.15%

1. Hitachi Energy India Ltd3.44%

1. Castrol India Ltd2.93%

1. EPL Ltd2.21%
2. Safari Industries (India) Ltd0.68%

1. ION Exchange (India) Ltd1.78%
2. Thermax Ltd1.11%

1. VA Tech Wabag Ltd2.60%

1. Computer Age Management Services Ltd2.44%

1. LT Foods Ltd2.28%

1. Central Depository Services (India) Ltd2.07%

1. ABB India Ltd1.98%

1. Nuvoco Vistas Corporation Ltd1.81%

1. Samvardhana Motherson International Ltd1.79%

1. Vinati Organics Ltd1.75%

About Fund

Quantum Ethical Fund Growth managed by Quantum Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹88 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
This FundQuantum Ethical Fund Growth088.35 CR2.18
This FundICICI Prudential PSU Equity Fund Growth01798.21 CR2.1
This FundNippon India Taiwan Equity Fund Growth3599.16 CR2.36
Fund Name1Y3Y
This FundQuantum Ethical Fund Growth-0.84840
This FundICICI Prudential PSU Equity Fund Growth10.9367112.3944
This FundNippon India Taiwan Equity Fund Growth246.7021315.2486

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 : 9.61%
  • 6 Months : -5.94%
  • 1 Year : -0.85%
  • 3 Years : 0.00%
Returns of Quantum Ethical Fund Growth are updated daily based on NAV of ₹ 9.23 as on Apr 24,2026. 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 ₹88 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.
Min Inv Amount: ₹500