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

Quantum Ethical Growth Direct Plan

NAV
₹9.8300
-1.11%
(9 Jan)
AUM
91 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
+19.4%
+13.7%
+12.6%
+5.8%
-1.2%
3Y
+31.2%
+30.6%
+29.7%
+32.0%
NA
5Y
NA
+28.1%
+29.4%
+23.2%
NA
ALL
+28.0%
+16.9%
+12.2%
+18.1%
-1.6%
VOL
14.3%
19.6%
20.0%
16.1%
11.9%
TER
1.0%
0.9%
0.8%
0.5%
0.8%
AUM
₹3,073 Cr
₹1,445 Cr
₹5,817 Cr
₹8,304 Cr
₹91 Cr
INFO
1.95
0.86
0.61
1.12
-0.14
See fund holdings as of 30th Nov
Top holdings
Net Receivable/(Payable)
8.5%
Marico Ltd
4.1%
TVS Motor Co Ltd
3.8%
Persistent Systems Ltd
3.5%
Castrol India Ltd
3.1%
Mahindra & Mahindra Ltd
2.9%
Tata Consultancy Services Ltd
2.8%
Hitachi Energy India Ltd Ordinary Shares
2.8%
Havells India Ltd
2.7%
Eicher Motors Ltd
2.7%
Top industry exposure
Consumer Cyclical
35.0%
Technology
20.4%
Industrials
12.9%
Consumer Defensive
7.7%
Healthcare
5.3%
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