Quantum Ethical Fund
Direct · Growth ₹9.78
19 Oct 2026
NAV
0.1%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-1.88
Sharpe
-16.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.75%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.08 L | 0.4% | -23.1% | 15.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 0.4% | 14.3% | 10.7% | -13.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 0.1% | -0.5% | -7.1% | 7.4% | -1.88 | -0.88 | 43% | — | — |
-16.4%
Max Drawdown
6 mo
Drawdown Duration
4 mo
Recovery Time
-5.0%
Avg Drawdown
Calmar Ratio by Duration
0.01
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.82 | 0.88 | 87.1% | 78.4% | -1.4% | -9.2% |
| 3 Years | -0.68 | 0.85 | 83.8% | 83.3% | -0.6% | -1.0% |
| 5 Years | -0.80 | 0.85 | 83.8% | 83.3% | -0.4% | -0.6% |
| 7 Years | -0.84 | 0.85 | 83.8% | 83.3% | -0.3% | -0.5% |
| 10 Years | -0.88 | 0.85 | 83.8% | 83.3% | -0.2% | -0.3% |
| 12 Years | -0.89 | 0.85 | 83.8% | 83.3% | -0.1% | -0.3% |
| 15 Years | -0.91 | 0.85 | 83.8% | 83.3% | -0.1% | -0.2% |
40
Total Holdings
34.1%
Top 10 Weight
14
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Marico Ltd | 4.51% |
| 2 | VA Tech Wabag Ltd | 4.06% |
| 3 | Castrol India Ltd | 3.65% |
| 4 | TVS Motor Company Ltd | 3.47% |
| 5 | Maruti Suzuki India Ltd | 3.14% |
| 6 | Persistent Systems Ltd | 3.13% |
| 7 | Dr. Lal Path Labs Ltd | 3.10% |
| 8 | Bajaj Auto Ltd | 3.04% |
| 9 | Eicher Motors Ltd | 2.99% |
| 10 | Bosch Ltd | 2.97% |