Sectoral / Thematic · Equity

Quantum Ethical Fund

Quantum Mutual Fund

Benchmark

Nifty 500 Shariah TRI

Riskometer

Very High

Size

₹128 cr

Allotted

20 Dec 2024

Holdings as of

Not on record

Quantum Ethical Fund is a sectoral / thematic fund of Quantum Mutual Fund with ₹128 cr under management. It is ahead of its benchmark (Nifty 500 Shariah TRI) in 1 of 1 periods. Its direct plan charges 0.90% a year. Chirag Mehta has managed it for 1.8 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Quantum Ethical Fund beaten its benchmark?

Ahead of its benchmark, Nifty 500 Shariah TRI, in 1 of 1 periods in AMFI's figures; −1.01% over the last year against −4.15%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−3.64%	−3.60%	—
3 months	−1.51%	−5.03%	—
6 months	+2.73%	−1.83%	—
1 year	−1.01%	−4.06%	+3.05 pts
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 20 Dec 2024	−1.16%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 14 Oct 2026

Ahead of its benchmark (Nifty 500 Shariah TRI) in 1 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−1.01%	−2.35%	−4.15%	+3.14	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Sectoral / Thematic funds, and how steady the lead is, in the app

Value of 100, month-end

Dec 2024 to 14 Oct 2026

Fund 98Nifty 500 TRI 100

₹100 put in at the start of Dec 2024 would be ₹98 on 14 Oct 2026, against ₹100 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Quantum Ethical Fund cost?

0.90% a year on the direct plan, 2.33% on the regular plan; 19 of 174 funds in its category charge less.

Direct plan

0.90% a year

Category median 1.22%

Regular plan

2.33% a year

Category median 2.38%

Gap

1.43 points

for the same holdings

19 of 174 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Scheme - Sectoral/ Thematic

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Quantum Ethical Fund?

Chirag Mehta, since 20 Dec 2024.

Chirag Mehta

Primary

1.8 years

since 20 Dec 2024

Benchmark as filedNIFTY 500 Shariah Total Return Index (TRI)

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.

From 8 Scheme Summary Documents filed with NSE, first on 5 Mar 2026; as on 30 Sep 2026

What does Quantum Ethical Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.