Quantum Ethical Fund Direct Growth

Scheme code: INF082J01473 NAV value: ₹ 8.8700 NAV date: 19 March, 2026 TER: 0.75%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-3.78	6.86	-0.11	1.19	13.63

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	1.19
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	1.19
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	1.19
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	1.19
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,08,405 - Absolute Returns: ₹8,405 - CAGR: %

Max Drawdown

-13.94 %

Drawdown Duration

6 months

Avg Drawdown

-4.58 %

1 Y

0.0854

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	-4.95	0.84	83.4	88.7	-0.56 %	4.00 %
3 years	-4.35	0.86	80.6	93.0	-3.81 %	-0.45 %
5 years	-2.99	0.86	80.6	93.0	-2.30 %	-0.27 %
7 years	-2.41	0.86	80.6	93.0	-1.65 %	-0.19 %
10 years	-1.96	0.86	80.6	93.0	-1.16 %	-0.14 %
12 years	-1.80	0.86	80.6	93.0	-0.97 %	-0.11 %
15 years	-1.62	0.86	80.6	93.0	-0.77 %	-0.09 %