TATA ETHICAL FUND REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Thematic
6M returns
17.56 %
Current NAV
426.84
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Min. SIP
5000
AUM
₹ 3329.7 Cr

Return Calculator

Amount per month5,000
Over the past
1Y
3Y
5Y
Return amount NA
Total Investment
60,000

Investment distribution

Others7.1 %
Tata Consultancy5.5 %
Hindustan Unilever5.1 %
HCL Technologies4.0 %
Cummins India3.0 %
SRF2.7 %

Fund Manager

Fund managers data not available.

Fund Information

Launched
18 Jul 2010(14 years ago)
Expense ratio1.91%
Exit LoadExit load of 0.50% if redeemed within 90 days.
Benchmark index
NIFTY 500 Shariah TRI100%

Fund Objective

The fund aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies.

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