MF
MFGenie.ai
Sectoral / Thematic📊 NIFTY 500 TRI(SEBI default)

Quantum Ethical Fund · Regular · Growth

Quantum Mutual Fund

#154 of 227 (1Y)

NAV

₹9.5500

as of 29 Sept 2026

Expense Ratio

2.28%

AUM

₹105 Cr

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
-1.95%
3Y
—
5Y
—
Since Inception
-2.56%

SIP returns (XIRR)

1Y
-0.96%
3Y
—
5Y
—
Since Inception
-0.52%

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Risk Metrics

Trailing 1 year, annualised

0.02

Sharpe Ratio

+0.01

Alpha

0.28

Beta

0.02

Sortino

13.17%

Std Dev

-17.01%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseQuantum Mutual Fund
CategorySectoral / Thematic
BenchmarkNIFTY 500 TRI ✓
Launch Date20 Dec 2024
AMFI Code153095
Transaction facts
Min. Lumpsum₹500
Min. SIP₹100
Exit Load10% of units If redeemed or switched out on or before 365 days from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

Quantum Ethical Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.

About This Fund

Quantum Ethical Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Quantum Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹105 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.28%.

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