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

Quantum Ethical Growth Direct Plan

NAV
₹9.8600
-1.50%
(26 Sep)
AUM
72 Cr
TER
0.75%
Risk
Moderately High Risk
Insights
No insights found for this fund
Compare with other fund
1Y
+1.1%
-2.2%
-3.1%
-7.1%
NA
3Y
+30.9%
+32.5%
+32.6%
+30.9%
NA
5Y
+31.4%
+31.9%
+33.9%
+34.9%
NA
ALL
+18.4%
+17.0%
+11.9%
+25.0%
+0.1%
VOL
16.3%
19.7%
20.2%
22.2%
12.9%
TER
0.5%
0.9%
0.8%
0.6%
0.8%
AUM
₹7,509 Cr
₹1,341 Cr
₹5,179 Cr
₹5,227 Cr
₹72 Cr
INFO
1.13
0.86
0.59
1.12
0.01
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 Aug
Top holdings
Net Receivable/(Payable)
7.2%
Marico Ltd
4.7%
TVS Motor Co Ltd
4.1%
Castrol India Ltd
3.3%
Persistent Systems Ltd
3.2%
Havells India Ltd
3.0%
Computer Age Management Services Ltd Ordinary Shares
2.9%
Eicher Motors Ltd
2.8%
Crompton Greaves Consumer Electricals Ltd
2.5%
LT Foods Ltd
2.5%
Top industry exposure
Consumer Cyclical
36.6%
Technology
19.6%
Industrials
12.8%
Consumer Defensive
8.9%
Basic Materials
4.5%
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