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Tata Ethical Direct Plan IDCW

Equity
Sectoral / Thematic
Very High Risk
Payout
20.26%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 23 May 2022₹157.03
Min. SIP amount₹150
RatingNA
Fund size₹1,251.91Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.9%20.3%14.9%15.5%
Category average59.0%12.8%13.1%NA
Rank with in category841NA
Understand terms

Holdings (52)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity9.1%
Tata Consultancy Services Ltd.TechnologyEquity7.6%
HCL Technologies Ltd.TechnologyEquity5.5%
Hindustan Unilever Ltd.Consumer StaplesEquity4.4%
Tata Elxsi Ltd.TechnologyEquity4.3%
Tech Mahindra Ltd.TechnologyEquity4.1%
Tata Consumer Products Ltd.Consumer StaplesEquity2.6%
Ambuja Cements Ltd.ConstructionEquity2.5%
Carborundum Universal Ltd.Metals & MiningEquity2.4%
Siemens Ltd.Capital GoodsEquity2.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.98%

Inclusive of GST

Exit load

For units in excess of 12% of the investment,1% will be charged for redemption within 365 Days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹150

Fund management

Abhinav Sharma
Sep 2021 - Present
View details

Fund house & investment objective

Fund house contact details

Address
9th Floor, Mafatlal Centre,Nariman Point, Mumbai 400021
Phone
1800-209-0101
Launch Date
30 Jun 1995
Website
NA
Amc Image
Tata Mutual Fund
Asset Management Company
Custodian
Standard Chartered Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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FAQs

How to Invest in Tata Ethical Direct Plan IDCW?

You can easily invest in Tata Ethical Direct Plan IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for Tata Ethical Direct Plan IDCW from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in Tata Ethical Direct Plan IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does Tata Ethical Direct Plan IDCW provide?

The Tata Ethical Direct Plan IDCW has been there from 01 Jan 2013 and the average annual returns provided by this fund is 13.93% since its inception.

How much expense ratio is charged by Tata Ethical Direct Plan IDCW?

The term Expense Ratio used for Tata Ethical Direct Plan IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of Tata Ethical Direct Plan IDCW is 0.98% as of 24 May 2022...

What is the AUM of Tata Ethical Direct Plan IDCW?

The AUM, short for Assets Under Management of Tata Ethical Direct Plan IDCW is ₹1,251.91Cr as of 24 May 2022.

How to Redeem Tata Ethical Direct Plan IDCW?

If you want to sell your Tata Ethical Direct Plan IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of Tata Ethical Direct Plan IDCW?

You can select either SIP or Lumpsum investment of Tata Ethical Direct Plan IDCW based on your investment objective and risk tolerance.

What is the NAV of Tata Ethical Direct Plan IDCW?

The NAV of Tata Ethical Direct Plan IDCW is ₹157.03 as of 23 May 2022.

What is the PE and PB ratio of Tata Ethical Direct Plan IDCW?

The PE ratio ratio of Tata Ethical Direct Plan IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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