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Quantum Mutual Fund · Equity: Thematic-Others
Quantum Ethical Fund - Regular Plan Growth Option
The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in Equity & Equity Related Instruments of companies following an Ethical Set of Principles. There is no assurance that the investment objective of the scheme will be achieved.
EquityBenchmark · Nifty 500 Shariah TRITER · 2.28%Inception · 02-12-2024
NAV
₹9.55
+0.21% · as of 14-10-2026
Since inception
-2.50%
CAGR
Benchmark (inception)
11.44%
CAGR
Fund size
₹126 Cr
AUM
Expense ratio
2.28%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-2.50% CAGR vs benchmark +11.44%.
Portfolio
Where the money is invested
Top holdings
MARICO LIMITED NEW EQ RE.14.74%
VA TECH WABAG LIMITED EQ NEW RS. 2/-4.36%
HITACHI ENERGY INDIA LIMITED EQ3.94%
MARUTI SUZUKI INDIA LIMITED EQ3.19%
CASTROL INDIA LIMITED EQ NEW FV RS. 5/-3.14%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.11%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-2.92%
DR. LAL PATHLABS LIMITED EQ NEW FV RS. 10/-2.91%
CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED EQ2.81%
Computer Age Management Services Limited2.76%
Sector allocation
Automobile and Auto Components25.00%
Consumer Durables16.23%
Information Technology11.96%
Capital Goods8.19%
Fast Moving Consumer Goods7.00%
Utilities6.59%
Financial Services4.78%
Healthcare4.21%
Oil, Gas & Consumable Fuels3.14%
Chemicals2.67%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -2.5% p.a.₹10,000
10 years
Projected value
₹10,60,517
Invested: ₹12,00,000
Gained: -₹1,39,483
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Chirag Mehta
Manager since fund inception data not available
ISIN & identifiers
AMFI code
153095
ISIN (Growth)
INF082J01481
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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