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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹500
AUM (Fund size)
₹97 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 ₹8.74 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹500. The Quantum Ethical Fund Growth AUM is ₹97 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 -5.31% returns, against a category average of -1.83% and a category best of 10.69%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.31 | -1.83 | 10.69 |
| 6M | -10.45 | -0.11 | 54.32 |
| 1Y | -4.59 | 2.67 | 161.66 |
| 3Y | 0.00 | 8.45 | 231.57 |
Portfolio Analysis
- Equity: 93.27%
- Debt: 6.73%
- Others
As on: 2026-02-28
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About Fund
Quantum Ethical Fund Growth managed by Quantum Mutual Fund,is a Equity - Sector Fundscheme with Assets Under Management of ₹97 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundTata India Innovation Fund Growth | 0 | 1439.49 CR | 2.1 |
| This FundBaroda BNP Paribas Health and Wellness Fund Growth | 0 | 564.85 CR | 2.33 |
| This FundQuantum Ethical Fund Growth | 0 | 96.66 CR | 2.18 |
| This FundICICI Prudential PSU Equity Fund Growth | 0 | 2021.84 CR | 2.08 |
| This FundNippon India Taiwan Equity Fund Growth | 3 | 519.5 CR | 2.42 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata India Innovation Fund Growth | -4.621 | 0 |
| This FundBaroda BNP Paribas Health and Wellness Fund Growth | 0 | 0 |
| This FundQuantum Ethical Fund Growth | -4.5852 | 0 |
| This FundICICI Prudential PSU Equity Fund Growth | 6.5641 | 100 |
| This FundNippon India Taiwan Equity Fund Growth | 158.044 | 218.0202 |
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 : -5.31%
- 6 Months : -10.45%
- 1 Year : -4.59%
- 3 Years : 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 ₹97 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