Quantum Ethical Fund - Regular Plan Growth Option

Fund House: Quantum Mutual Fund
Category: Equity: Thematic-Others
Launch Date: 02-12-2024
Asset Class:
Benchmark: NIFTY 500 Shariah TRI
TER: 2.1% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 51.25 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load: NIL- 10% of units If redeemed or switched out on or before 365 days from the date of allotment. 1%- Remaining 90% of units if redeemed or switched out on or before 365 days from the date of allotment. NIL If redeemed or switched out after 365 days from the date of allotment.

9.95

-0.5%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 Shariah TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The Investment Objective of the scheme is to achieve long-term capital appreciation by investing in Equity and Equity Related Instruments of companies following an Ethical Set of Principles. There is no assurance that the investment objective of the scheme will be achieved.

Current Asset Allocation (%)

Indicators

Standard Deviation -
Sharpe Ratio -
Alpha -
Beta -
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Quantum Ethical Fund - Regular Plan Growth Option 02-12-2024 - - - - -
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 21.9 - - - -
HDFC Defence Fund - Growth Option 02-06-2023 21.89 59.02 - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 19.82 24.43 21.9 27.47 -
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 19.5 - - - -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 15.6 27.38 22.69 26.65 14.32
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 06-09-2023 14.27 - - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 13.52 29.5 26.58 32.09 -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 12.58 22.91 - - -
HSBC Business Cycles Fund - Regular Growth 20-08-2014 12.35 28.91 27.23 29.01 14.16

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

33.32%

Others

12.73%

Large Cap

36.52%

Mid Cap

17.43%

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