| Risk | High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 1.33% |
| NAV | ₹184.17 (23 Sep 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹599 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Infosys Ltd. | Technology | Equity | 10.3% |
| Tata Consultancy Services Ltd. | Technology | Equity | 10.0% |
| Hindustan Unilever Ltd. | FMCG | Equity | 5.6% |
| HCL Technologies Ltd. | Technology | Equity | 5.4% |
| Alkem Laboratories Ltd. | Healthcare | Equity | 3.8% |
| Tata Consumer Products Ltd. | FMCG | Equity | 3.7% |
| Bharat Petroleum Corpn. Ltd. | Energy | Equity | 3.0% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 3.0% |
| Tech Mahindra Ltd. | Technology | Equity | 2.9% |
| Indraprastha Gas Ltd. | Energy | Equity | 2.5% |
Tata Ethical Direct Plan Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Rupesh Patel is the Current Fund Manager of Tata Ethical Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹599 Cr and the Latest NAV as of 23 Sep 2020 is ₹184.17.
The Tata Ethical Direct Plan Growth is rated 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.