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

Quantum Ethical Growth Direct Plan

NAV
₹8.9500
+0.56%
(17 Mar)
AUM
97 Cr
TER
0.75%
Risk
Moderately High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
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Compare with other fund
1Y
+24.5%
+23.2%
+23.0%
+18.4%
NA
3Y
+33.1%
+30.9%
+29.6%
+28.5%
NA
5Y
+27.0%
+25.3%
+26.3%
NA
NA
ALL
+12.1%
+16.4%
+24.0%
+25.8%
-8.6%
VOL
20.0%
19.6%
21.8%
17.2%
12.7%
TER
0.8%
0.9%
0.6%
0.9%
0.8%
AUM
₹6,545 Cr
₹1,511 Cr
₹6,086 Cr
₹2,022 Cr
₹97 Cr
INFO
0.60
0.84
1.10
1.50
-0.67
See fund holdings as of 28th Feb
Top holdings
Net Receivable/(Payable)
6.7%
Marico Ltd
4.4%
TVS Motor Co Ltd
3.7%
Hitachi Energy India Ltd Ordinary Shares
3.3%
Castrol India Ltd
2.9%
Eicher Motors Ltd
2.8%
Persistent Systems Ltd
2.7%
Crompton Greaves Consumer Electricals Ltd
2.6%
Mahindra & Mahindra Ltd
2.6%
Infosys Ltd
2.6%
Top industry exposure
Consumer Cyclical
37.1%
Technology
18.1%
Industrials
14.3%
Consumer Defensive
8.0%
Healthcare
5.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
4%
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