Turn your Values into Wealth with our latest NFO

Posted On Thursday, Nov 21, 2024

When the Greek king Midas was granted a wish, he got greedy and asked for everything he touched to turn to gold. This golden touch seemed like a blessing till the king got hungry and his food turned to gold. Distressed, when he hugged his daughter, she too turned to gold. The thoughtless and amoral pursuit of wealth thus resulted in Midas’s undoing.

When we are young, we grow up on such stories, and values of honesty, empathy, temperance and integrity. But as adults, in a world that values financial success above everything else, staying true to these values is not always easy - growing our business, climbing the corporate ladder or maximizing our investment returns can often come in the way.

But our values are a central part of who we are and who we want to be. They determine our priorities in life and point us in the right direction in our personal, professional and financial lives. So, if you’re one for whom how they invest their money is as important as how much they invest, you can be more intentional with your investments. Ethical investing is an investment strategy in which investors invest in businesses that align with their religious or social values, and generate financial returns.

..Some businesses are involved in activities which are not in good in terms of Social values and may be harmful for the society. As an individual investor it can be difficult to identify businesses that conduct their operations in a moral, honest and responsible manner and at the same time remain profitable. That's where Ethical mutual fund come in.

We are excited to announce the launch of our New Fund Offering - Quantum Ethical Fund - an open-ended Equity Fund that invests in companies meeting a set of principles including Shariah, Jainism and other ethical principles with the objective of achieving long-term capital appreciation.


Businesses with good governance practices and high integrity are less likely to face regulatory challenges, stakeholder issues and are more likely to be sustainable. Finally, the shortlisted businesses will undergo checks to determine financial soundness to ensure investors get a portfolio that aligns to their values.

Mahatma Gandhi famously said, "Our progress towards the goal will be in exact proportion to the purity of our means.”

The Quantum Ethical Fund can enable investors to align their investments to their personal and religious beliefs and value systems. By encouraging ethical business practices, investments in this fund can also promote positive social and ethical values. With the Quantum Ethical Fund, investors can have a clear conscience as they reap the long-term benefits of equity investing.

So, if means are as important to you as ends, invest in the Quantum Ethical Fund and turn your values into investment. The NFO opens for subscription on 2nd December, 2024.


If you prefer a DIY (Do-It-Yourself) approach:


Product Labeling
Name of the SchemeThis product is suitable for investors who are seeking*Riskometer of scheme

Quantum Ethical Fund

An open-ended equity scheme following an Ethical Theme

• Long term capital appreciation

• Investments in Equity & Equity Related Instruments of companies following an Ethical Set of Principles


*Investors should consult their financial advisers if in doubt about whether the product is suitable for them.

#The product labeling assigned during the NFO is based on internal assessment of the scheme characteristics or model portfolio and the same may vary post NFO when the actual investments are made. The same shall be updated on an ongoing basis in accordance with clause 17.4 of the SEBI Master Circular on Mutual Funds dated June 27, 2024.


Disclaimer, Statutory Details & Risk Factors:

The views expressed here in this article / video are for general information and reading purpose only and do not constitute any guidelines and recommendations on any course of action to be followed by the reader. Quantum AMC / Quantum Mutual Fund is not guaranteeing / offering / communicating any indicative yield on investments made in the scheme(s). The views are not meant to serve as a professional guide / investment advice / intended to be an offer or solicitation for the purchase or sale of any financial product or instrument or mutual fund units for the reader. The article has been prepared on the basis of publicly available information, internally developed data and other sources believed to be reliable. Whilst no action has been solicited based upon the information provided herein, due care has been taken to ensure that the facts are accurate and views given are fair and reasonable as on date. Readers of this article should rely on information/data arising out of their own investigations and advised to seek independent professional advice and arrive at an informed decision before making any investments.


Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Above article is authored by Quantum.

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