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

Quantum Ethical Growth Direct Plan

NAV
₹9.5900
-1.03%
(24 Feb)
AUM
92 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
+33.4%
+31.7%
+31.1%
+25.8%
+5.0%
3Y
+37.1%
+34.0%
+34.4%
+32.6%
NA
5Y
+29.5%
+29.1%
+27.8%
NA
NA
ALL
+12.8%
+25.9%
+17.1%
+28.8%
-3.5%
VOL
20.0%
21.8%
19.6%
17.1%
12.2%
TER
0.8%
0.6%
0.9%
0.9%
0.8%
AUM
₹5,980 Cr
₹5,714 Cr
₹1,492 Cr
₹1,924 Cr
₹92 Cr
INFO
0.64
1.19
0.87
1.68
-0.29
See fund holdings as of 31st Jan
Top holdings
Net Receivable/(Payable)
8.3%
Marico Ltd
4.0%
TVS Motor Co Ltd
3.7%
Persistent Systems Ltd
3.2%
Infosys Ltd
3.1%
Castrol India Ltd
2.8%
Tata Consultancy Services Ltd
2.8%
HCL Technologies Ltd
2.7%
Eicher Motors Ltd
2.6%
Bosch Ltd
2.6%
Top industry exposure
Consumer Cyclical
34.9%
Technology
20.9%
Industrials
12.9%
Consumer Defensive
7.3%
Healthcare
4.9%
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