Formerly Tata Ethical Gr
NAV (Mar 29)
This category has few funds and relatively small amounts invested in them.
The Shariah benchmark index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.Investors are therefore better off investing in diversified funds rather than this category.
The fund has been a Category Leader on the Fund Size metric
The fund has been a Category Leader on the Outperformance Consistency metric
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 29)
6 Month CAGR
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.
Launched (27y ago)
May 24, 1996
AUM in Crores
Nifty 500 Shariah TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Tata Ethical Fund (Growth)||972,003||239,391||11.5%|
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 before investing. Past performance is not an indicator of future returns.
tata consultancy services ltd8%
hindustan unilever ltd4.8%
hcl technologies ltd4.3%
cash / net current asset4%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 10,129 cr
₹ 4,641 cr
₹ 15,261 cr
₹ 10,129 cr
₹ 15,261 cr
Tata Asset Management Limited
Tata Asset Management Limited manages assets worth 102,883 crores and was set up on 15 March 1994. It's current offering of mutual fund schemes includes 59 equity,92 debt and 17 hybrid funds.
|Fund Name||Scripbox Opinion||Till Date CAGR|
Tata Ethical Fund (G) is a Sectoral / Thematic - Ethical Equity fund and has delivered an annualised return of 15.9% over a period of 26 years. The fund was previously known as Tata Ethical Gr. The fund is managed by Tata Asset Management Limited. The fund manager’s name is null.
Nav of Tata Ethical Fund (G) as of 3/29/2023 is ₹270.05 with the total AUM as of 3/30/2023 is ₹1501.211. With Scripbox you can compare and check the latest nav for all mutual funds in India. Tata Ethical Fund (G) was launched on May 24, 1996. The category risk of the fund is Very High Risk.
The minimum SIP amount for Tata Ethical Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Tata Ethical Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 500 Shariah TR INR.
Tata Ethical Fund (G) is rated as a 4 fund in Equity and delivered -3.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Tata Ethical Fund (G).
What is Tata Ethical Fund (G)?
How to invest in Tata Ethical Fund (G)?
You can invest in Tata Ethical Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of Tata Ethical Fund (G)?
The minimum sip amount for Tata Ethical Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is Tata Ethical Fund (G) good to invest in?
As per Scripbox experts, Tata Ethical Fund (G) is a Top Ranked fund. You can investTata Ethical Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the Tata Ethical Fund (G)?
The expense ratio of the Tata Ethical Fund (G) is 2.07% for regular plan.