Quantum Ethical Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Quantum Ethical Growth Direct Plan

NAV
₹10.0700
+0.10%
(20 Nov)
AUM
83 Cr
TER
0.75%
Risk
Moderately High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+12.8%
+12.2%
+10.9%
+10.7%
NA
3Y
+31.4%
+30.8%
+29.8%
+30.8%
NA
5Y
+31.4%
+32.9%
+33.6%
+26.6%
NA
ALL
+17.2%
+12.4%
+25.5%
+18.3%
+0.6%
VOL
19.6%
20.1%
22.0%
16.2%
12.3%
TER
0.9%
0.8%
0.6%
0.5%
0.8%
AUM
₹1,466 Cr
₹5,714 Cr
₹5,658 Cr
₹8,189 Cr
₹83 Cr
INFO
0.88
0.62
1.16
1.13
0.05
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Quantum Ethical (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Oct
Top holdings
Net Receivable/(Payable)
6.5%
Marico Ltd
4.3%
TVS Motor Co Ltd
3.9%
Castrol India Ltd
3.3%
Persistent Systems Ltd
3.3%
Havells India Ltd
3.0%
Computer Age Management Services Ltd Ordinary Shares
2.9%
Eicher Motors Ltd
2.9%
Dr. Lal PathLabs Ltd
2.8%
Mahindra & Mahindra Ltd
2.7%
Top industry exposure
Consumer Cyclical
35.8%
Technology
19.7%
Industrials
13.4%
Consumer Defensive
8.1%
Healthcare
5.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Chirag Mehta

FAQs