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Tata Ethical Regular Growth

Formerly Tata Ethical Gr
Returns (5yrs)
1.94 %
Latest NAV
143.43

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Long Term Wealth
Inflation Beating Returns

Fund Information

as on 27th of May, 06:44 PM

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. Tata Ethical Fund aims to generate medium to long term capital growth by investing in equity and equity related instruments of shariah compliant companies.

Fund Managers

  • profile-pic
    Ennette Fernandes
    profile-pic
    Rupesh Patel
  • expense-ratio
    Expense Ratio
    2.53
    benchmark
    Benchmark
    Nifty 500 Shariah TR INR
  • Aum image
    AUM
    ₹ 526.89 Crores
    ISIN
    ISIN
    INF277K01956
  • Category Risk:

    High Risk

Holding Information

as on 27th of May, 06:44 PM

Top Holding

Tata Consultancy Services Ltd
10%
Infosys Ltd
9%
Hindustan Unilever Ltd
7%
Alkem Laboratories Ltd
4%
Indraprastha Gas Ltd
3%

Top Sectors

Technology
25%
Consumer Cyclical
12%
Basic Materials
12%
Consumer Defensive
12%
Industrials
10%

Allocation

Equity
90%
Others
0%
Debt
0%

Investment Return Calculator

as on 27th of May, 06:44 PM
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Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.

Transaction

as on 27th of May, 06:44 PM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

Tata Ethical Regular Growth is a Sectoral / Thematic - Ethical EQUITY fund and has delivered an annualised return of -9.03% over a period of 1 year. The fund is managed by Tata Asset Management Limited. The fund managers names are Ennette Fernandes, Rupesh Patel. 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. Tata Ethical Fund aims to generate medium to long term capital growth by investing in equity and equity related instruments of shariah compliant companies. The fund charges 2.53000%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.