Tata Ethical Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹5,000

Tata Ethical Growth Direct Plan

NAV
₹411.3424
-0.04%
(3 Apr)
AUM
2,981 Cr
TER
0.7%
Risk
Very High Risk
Rating
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+3.6%
+2.9%
+2.3%
+1.6%
-3.5%
3Y
+30.0%
+31.4%
+30.0%
+9.7%
+29.2%
5Y
+38.7%
+33.5%
+32.7%
+24.1%
+36.2%
ALL
+12.6%
+11.8%
+16.6%
+15.1%
+26.0%
VOL
21.3%
20.4%
19.8%
13.4%
22.7%
TER
1.0%
1.0%
0.9%
0.7%
0.5%
AUM
₹2,105 Cr
₹4,149 Cr
₹1,047 Cr
₹2,981 Cr
₹4,651 Cr
INFO
0.59
0.58
0.84
1.13
1.14
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Tata Ethical (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
Cash / Net Current Asset
9.4%
Tata Consultancy Services Ltd
5.6%
Hindustan Unilever Ltd
4.2%
HCL Technologies Ltd
3.9%
SRF Ltd
3.4%
UltraTech Cement Ltd
2.8%
Bharat Petroleum Corp Ltd
2.8%
Shree Cement Ltd
2.7%
Tech Mahindra Ltd
2.4%
Cummins India Ltd
2.4%
Top industry exposure
Technology
16.2%
Healthcare
15.2%
Industrials
12.7%
Basic Materials
12.4%
Consumer Cyclical
12.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
31%
Lock-in period
-
Exit load
• 0.5% for redemption within 90 days
Fund objective
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 manager(s)
Abhinav Sharma

FAQs