Tata Ethical Fund

Plan : Regular | Direct Add to Portfolio Compare
Assets
₹1,218 Cr
Expense
2.28 %
Turnover
33.89%
Category
Equity - Themat...
Benchmark
NIFTY 50 - TRI
Underlying Asset Quality
Investment StyleLarge, Green
Different Than Benchmark
82%
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Fund Overview

Tata Ethical Fund - Regular Plan - Growth

Launch Date 24 May 1996
Benchmark NIFTY 50 - TRI
Riskometer Very High
Turnover 33.89%
Type Open ended scheme
Return Since Launch 16.31%
Min. Investment ₹5000.00
Min. Additional investment ₹1000.00
Min. SIP ₹150.00
Min. Cheques 12
Min. Withdrawal ₹500.00
Min. Balance ₹150.00
Exit Load 0.00%
Remark Nil upto 12% of original cost of invesment and 1% for more than 12% original cost of investment on or before 365D, Nil after 365D

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.

Managers

Fund Manager Abhinav Sharma
Sub Managers -
Puchho Befikar