|Min SIP Amount||₹500|
|NAV||₹136.28 (07 May 2021)|
|Fund Started||01 Jan 2013|
|Fund Size||₹802 Cr|
|Tata Consultancy Services Ltd.||Technology||Equity||10.5%|
|HCL Technologies Ltd.||Technology||Equity||5.7%|
|Ambuja Cements Ltd.||Construction||Equity||4.2%|
|Tata Consumer Products Ltd.||FMCG||Equity||3.4%|
|Tech Mahindra Ltd.||Technology||Equity||2.9%|
|Carborundum Universal Ltd.||Metals||Equity||2.8%|
|Sundram Fasteners Ltd.||Engineering||Equity||2.7%|
|Hindustan Unilever Ltd.||FMCG||Equity||2.6%|
|Tata Elxsi Ltd.||Technology||Equity||2.6%|
Tata Ethical Direct Plan IDCW is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Pradeep Gokhale is the Current Fund Manager of Tata Ethical Direct Plan IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹802 Cr and the Latest NAV as of 07 May 2021 is ₹136.28.
The Tata Ethical Direct Plan IDCW is rated Very High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000. For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.
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.
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.