November 16, 2024
mayank
Quantum Ethical Fund details, Fund Portfolio, Fund Returns, Peer Comparison, Mutual Fund Guidance @sahifund.com
Table of Contents:
- NFO Open date, Close date
- NFO Investment Strategy
- NFO Basic Details
- NFO Benchmark Index
- Performance Review of Fund Manager
- Past Performance & Review of NFO Benchmark Index
- Should You Invest in this NFO?
- Invest Online
What is the Quantum Ethical Fund Open Date, Close Date?
NFO opens on December 02, 2024
NFO will close on December 16, 2024
Invest Stratege for this NFO?
The scheme seeks to achieve long-term capital appreciation by investing in Equity & Equity Related Instruments of companies following an Ethical Set of Principles.
Basic Details
| Fund House | Quantum Mutual Fund |
| Issue Open | 02 December 2024 |
| Issue Close | 16 December 2024 |
| Type | Open-ended |
| Category | Equity: Thematic |
| Min. Investment(Rs) | 500 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | For units in excess of 10% of the investment, 1% will be charged for redemption within 365 days |
| Riskometer | Very High |
| Benchmark | NIFTY 500 Shariah TRI |
About Benchmark Index for this NFO?
The Nifty Shariah Indices are designed to offer investors Shariah-compliant investment solutions. NSE Indices Limited calculates three shariah indices Nifty50 Shariah, Nifty500 Shariah & Nifty Shariah 25.
The Nifty 500 Index is parent index to Nifty500 Shariah Index. This index does not have fixed number of companies. Constituents of parent index which are Shariah compliant are part of Nifty500 Shariah Index.
Nifty500 Shariah Index can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variant: Nifty500 Shariah Total Returns Index.
Portfolio Characteristics
| Methodology | Periodic Capped Free Float |
| No. of Constituents | 210 |
| Launch Date | February 19, 2008 |
| Base Date | December 29, 2006 |
| Base Value | 1000 |
| Calculation Frequency | End of day |
| Index Rebalancing | Monthly |
Fund Managers of Quantum Ethical Fund
1) Chirag Mehta
Education: He has pursued M.Com from Mumbai University and CAIA.
Experience: Prior to joining Quantum Asset Management Company Private Limited.
He has worked as Assistant Analyst – Commodities (Quantum Advisors Pvt. Ltd). More than 19 years of experience in the research and investments functions in the field of commodities and alternative investment strategies. He has interned at Kotak & Co. Ltd and has also attended the Federation of Indian Commodities Exchanges as part of his internship.
AMC
Quantum Asset Management Company Private Limited
Address: 1st floor, Apeejay House, 3 Dinshaw Vachha Road, Backbay Reclamation, Churchgate Mumbai – 400020
Website: http://www.quantumamc.com
Registrar & Transfer Agent
KFin Technologies Ltd.
Address: 303, Vamsee Estates, Opp. Big Bazaar, Ameerpet, Hyderabad – 500016
Website: https://mfs.kfintech.com/mfs/
Is it good to invest in Quantum Ethical Fund NFO?
>> Post your MF questions @ sahifund.com/ask-me/
>> NFO Guidance:
https://sahifund.com/category/nfos/
>> Chanakya’s Mutual Fund Guidance on YouTube
https://www.youtube.com/c/ChanakyaNiPothi
>> Join Chanakya MF’s Telegram Channel @
https://t.me/chanakyaMFGuidance
Quicklinks