Investment Objective and Approach

The Investment Objective of the Quantum Ethical Fund is to achieve long-term capital appreciation by investing in Equity & Equity Related Instruments of companies following an Ethical Set of Principles including Shariah, Jainism and other ethical principles encompassing a broad ethical framework.

The Scheme follows an active investment strategy where the corpus invests in shares of companies meeting an Ethical set of Principles including Shariah, Jainism and other ethical principles encompassing a broad Ethical Framework. Such companies meeting the ethical criteria are further screened through Quantum's proprietary integrity framework, and these companies also undergo a financial evaluation based on a set of metrics to ensure they are financially sound before being included in the portfolio.

Key exclusions under the ethical framework include:

- Alcohol, gambling, tobacco, vulgar entertainment, animation content provider, exhibition of films, media-broadcasting, media-content, production and distribution of films, mainstream or conventional financial services, non-halal food and beverages, narcotics substance or anything largely harmful to society

- Meat & Animal Products, Poultry industries or any form of animal cruelty such as dairy, Pharmaceuticals involving animal testing, Weapons & Defence, Gambling and betting, Leather industries

The fund benchmarks its performance to the NIFTY 500 Shariah Total Return Index (TRI). The evaluation process consists of a blend of quantitative and qualitative factors, assigning scores from -70 to +30, with companies having an INTEGRITY score of 0 or above qualifying for inclusion in the portfolio.

Fund Managers

The Fund is managed by Chirag Mehta, who serves as the Chief Investment Officer at Quantum AMC. He joined the Quantum group in 2006 and has two decades of experience specializing in alternative investment strategies.

Chirag's academic qualifications include a Master's in Management Studies with a specialization in Finance, and he holds the prestigious Chartered Alternative Investment Analyst (CAIA) designation, highlighting his expertise in alternative investment strategies. He currently manages the Quantum India ESG Equity Fund, which was India's first ESG fund built on a proprietary ESG framework.

In addition to his responsibilities as a fund manager, Chirag oversees various funds in equities, multi asset fund and equity fund of funds (manager selection) strategies, and also serves as a mentor to the research team at Quantum, sharing his insights and guiding the firm's investment decisions.

About the Fund House (AMC)

Quantum Mutual Fund was established in 2006 with the launch of its first fund and now offers 14 simple and easy-to-understand products for achieving different financial goals. Their tried and tested research-oriented process gives a channel to receive risk-adjusted returns that outperform the market in the long term, with Quantum's continued relevance being a product of its reputation as trailblazer in the realm of mutual fund investing, maintaining a solid track record and a commitment of providing progressive investment strategies.

The fund house has built expertise in ESG and ethical investing, with Chirag spearheading Quantum's efforts in the world of responsible investment and extensively engaging with the Government, policymakers and companies to further sustainable finance in Indian markets, being instrumental in creation of a proprietary ESG framework aligned to global best practices.

Should I Invest in Quantum Ethical Fund?

Quantum Ethical Fund is suitable for investors who:

Ideal For:

- Seek long-term capital appreciation through equity investments

- Want to align their investments with ethical and religious principles (Shariah, Jainism)

- Believe in sustainable and responsible investing

- Are comfortable with equity market volatility

- Have investment horizon of 5+ years

Key Benefits:

- Invest responsibly, where moral principles and prosperity work together for a brighter future

- Focus on companies with strong fundamentals while emphasising highest standards of integrity and accountability, with emphasis on diversification in varied sectors and investing in sustainable business that are financially sound to drive long term performance

- Professional fund management with experienced CIO

- Transparent ethical screening process

Risk Considerations:

- The Quantum Ethical Fund Direct Growth is rated Very High risk

- Equity market volatility can impact returns

- Limited investment universe due to ethical exclusions

- There is no assurance that the investment objective of the scheme will be achieved

FAQs

What is today's NAV of Quantum Ethical Fund?

The Latest NAV as of 11 Aug 2025 is ₹9.74 for the Direct Growth plan. NAV is updated daily and can be checked on Allvest platform.

What is the AUM of Quantum Ethical Fund?

The fund currently has an Asset Under Management(AUM) of ₹2,985 Cr as of August 2025.

What is the expense ratio of Quantum Ethical Fund?

The expense ratio details are updated regularly on the fund factsheet. Direct plans typically have lower expense ratios compared to regular plans.

What are the returns of Quantum Ethical Fund since inception?

This scheme was made available to investors on 19 Sep 2005. Historical returns can be viewed on Allvest platform for detailed performance analysis.

What is the minimum SIP amount to invest in Quantum Ethical Fund?

Minimum SIP Investment is set to ₹500 with various SIP frequency options available including daily, weekly, fortnightly, monthly and quarterly.

How do I invest in Quantum Ethical Fund?

You can easily invest in Quantum Ethical Fund through Allvest platform online. Simply complete your KYC, select the fund, choose investment amount and mode (SIP/lumpsum), and complete the transaction.

How to start a SIP in Quantum Ethical Fund?

Log into your Allvest account, search for Quantum Ethical Fund, select SIP option, choose frequency (monthly/quarterly), set amount (minimum ₹500), and authorize the auto-debit mandate.

How do I automate an SIP in Quantum Ethical Fund?

After setting up SIP on Allvest, enable auto-debit mandate for your bank account. This ensures automatic monthly/quarterly deductions without manual intervention for seamless investing.

How can I withdraw/redeem my investment in Quantum Ethical Fund?

You can redeem your investment through Allvest platform by placing a redemption request. For units in excess of 10% of the investment 1% will be charged for redemption within 365 Days. Proceeds are credited to your registered bank account.