Tata Asset Management Limited

TATA Ethical Fund Regular Plan - Growth

EquityThematic - Shariah
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return15.5%
  • 3 yr return25.3%
  • 5 yr return13.6%
  • Expense Ratio2.12%
  • Lock-in Period--
  • Exit Load0.5%
  • Fund Size (Cr)Rupees1570
  • NAVRupees299.4

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment Objective

The Investment Objective Of The Scheme Is To Provide Medium To Long-Term Capital Gains By Investing In Shariah Compliant Equity And Equity Related Instruments Of Well-Researched Value And Growth-Oriented Companies.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

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Top Holdings

  • Companies %
  • TATA CONSULTANCY SERVICES LTD 7.4
  • INFOSYS LTD 6.2
  • HINDUSTAN UNILEVER LTD 4.9
  • HCL TECHNOLOGIES LTD 4
  • CASH / NET CURRENT ASSET 3.1
  • SIEMENS LTD 3.1
  • AMBUJA CEMENTS LTD 2.7
  • CARBORUNDUM UNIVERSAL LTD 2.6
  • CUMMINS INDIA LTD 2.6
  • TECH MAHINDRA LTD 2.5
  • PI INDUSTRIES LTD 2.2
  • Sectors %
  • Internet and Technology27.7
  • Industrial Products10.8
  • Consumer Durables8.3
  • Pharmaceuticals8.3
  • Automobiles7.5

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