OriginFunds
Quantum Mutual Fund

Quantum Ethical Fund - Direct Plan Growth Option

Open Ended Schemes(Equity Scheme - Sectoral/ Thematic)Moderately High RiskISIN INF082J01473
NAV · 06-Jul-2026
9.8100
1M
+2.52%
6M
-2.50%
1Y (CAGR)
-4.03%
3Y (CAGR)
5Y (CAGR)
Since inception (CAGR)
-1.57%

NAV history

9.019.489.9620-12-202403-07-20269.76
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Risk & SIP analytics

Volatility (3y)
14.01%
Downside dev (3y)
9.46%
Max drawdown (3y)
-16.4%
Calendar-year returns
2025 -1.2%

Fund facts

Fund managerChirag Mehta
AUM₹1,073 Cr
Expense ratio0.76% · 2026-05-31
TER · AMFI officialDirect 0.89% · Regular 2.32% (2026-06-30)
Launch date02-Dec-2024
Plan typeOpen Ended · Equity
Min lumpsum₹500
Min SIP₹500
Lock-inNone
Volatility13.99
AMCQuantum Asset Management Company Private Limited

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.

scheme documents ↗