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: 2.09% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 0.0 |
| Minimum Topup: 0.0 |
| Total Assets: 45 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - |
9.16
0.04 (0.4367%)
-8.4%
Benchmark: 12.39%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 Shariah TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 scheme seeks to achieve long-term capital appreciation by investing in Equity & Equity Related Instruments of companies following an Ethical Set of Principles.
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 | - | - | - | - | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 13.68 | - | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 12.65 | 36.99 | 26.33 | 34.85 | 14.51 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 05-07-2023 | 11.94 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 10.75 | 30.07 | 22.36 | 36.63 | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 10.62 | 27.7 | 19.4 | 30.09 | 11.95 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 10.35 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 10.12 | 25.76 | 17.73 | 30.12 | 12.86 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 10.04 | 22.63 | 13.93 | 28.35 | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 9.69 | 21.38 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
27.42%
Others
18.1%
Large Cap
36.71%
Mid Cap
17.77%
