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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.
Benchmark · NIFTY 500 Shariah TRITER · 2.18%Inception · 02-12-2024
NAV
₹9.31
+0.21% · as of 14-05-2026
Since inception
-4.99%
CAGR
Benchmark (inception)
11.81%
CAGR
Fund size
₹1 Cr
AUM
Expense ratio
2.18%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +-4.99% CAGR vs benchmark +11.81%.
Portfolio
Where the money is invested
Top holdings
Net Receivable/(payable)8.92%
MARICO LIMITED NEW EQ RE.14.69%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.44%
HITACHI ENERGY INDIA LIMITED EQ3.44%
Persistent Systems Ltd3.29%
INFOSYS LIMITED EQ FV RS 53.03%
CASTROL INDIA LIMITED EQ NEW FV RS. 5/-2.93%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-2.81%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-2.72%
VA TECH WABAG LIMITED EQ NEW RS. 2/-2.60%
Sector allocation
Automobile and Auto Components22.85%
Consumer Durables15.62%
Information Technology15.40%
Capital Goods9.61%
Fast Moving Consumer Goods6.97%
Financial Services4.51%
Utilities4.38%
Healthcare3.67%
Oil, Gas & Consumable Fuels2.93%
Chemicals2.47%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -5.0% p.a.₹10,000
10 years
Projected value
₹9,42,343
Invested: ₹12,00,000
Gained: -₹2,57,657
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
Other Equity: Thematic-Others funds
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