TATA ETHICAL FUND REGULAR PLAN GROWTH

NORMAL RISK
Equity
Equity: Thematic
6M returns
18.66 %
Current NAV
382.77
1M3M6M1Y3Y5YALL
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Min. SIP
5000
AUM
₹ 2489.8 Cr

Return Calculator

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

Investment distribution

Infosys7.1 %
TCS6.3 %
Hindustan Unilever4.8 %
HCL Technologies4.0 %
Others3.4 %
Ambuja Cements2.6 %

Fund Manager

Fund managers data not available.

Fund Information

Launched
18 Jul 2010(13 years ago)
Expense ratio2.06%
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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