Tata Ethical Fund - Direct - Growth+0.2%

-0.7%
1 Year Return
Equity
Sectoral/Thematic
2.0 star
1Y
3Y
5Y

Fund Details

Tata Ethical Fund - Direct - Growth

RiskModerately High
Min SIP Amount₹500
Expense Ratio1.56%
NAV160.7 (16-Nov-2018)
Fund Started01-Jan-2013
Fund Size504 Cr

Returns

Fund
1Y
3Y
5Y
Tata Ethical Fund - Direct - Growth
-0.7%
7.4% p.a
14.7% p.a

SIP Calculator

I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -0.7% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Risk-adjusted returns are lower compared to the category
    2. Higher expense ratio
    3. 3Y Returns are lower than the benchmark

    Top 10 Holdings

    Name% AssetsSectorInstrumentRating/SizeValue(Cr)
    Cash11.2%Current AssetsCash--56.3
    Hindustan Unilever Ltd.7.8%Consumer GoodsEquityLarge Cap39.3
    Tech Mahindra Ltd.4.4%ITEquityLarge Cap22.3
    Britannia Industries Ltd.4.3%Consumer GoodsEquityLarge Cap21.7
    Asian Paints Ltd.4.0%Consumer GoodsEquityLarge Cap19.9
    Gail (India) Ltd.3.2%EnergyEquityLarge Cap16.3
    Future Retail Ltd.3.1%Consumer GoodsEquityMid Cap15.7
    Bata India Ltd.3.0%Consumer GoodsEquityMid Cap15.4
    Cipla Ltd.3.0%PharmaEquityLarge Cap14.8
    Oil & Natural Gas Corporation Ltd.2.8%EnergyEquityLarge Cap14.2
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    About Tata Mutual Fund

    Tata Mutual Fund started their mutual fund on 30/06/1995 and its managing total assets of ₹44,897 Cr. Its ranked at 13 as per total assets at end of 30th Sep 2017.

    Tata is one of the most trusted brands in India and has been successful in every field it has ventured to. Tata Mutual fund is known for its world-class service across the country and it has made a mark in the minds of investors.

    It offers funds across various categories like, equity, debt, hybrid and sectoral. The motto of this AMC is to propel investing among the retail investors irrespective of their risk appetite, ideal investment duration, profession, salary or gender.

    They believe in following a value-based investment methodology which enables them to attain consistent results over the years. They also believe in flexibility, by offering a large variety of funds across various market capitalization. Stability and integrity is one of the main pillar of business for Tata Mutual Fund and they believe in keeping an investor's money in the best possible hands.

    Launch Date29 Jun 1995
    AddressMafatlal Centre, 9th Floor, Nariman Point Mumbai 400021
    Assets44,897 Cr
    SponsorNA
    Phone022 6657 8282
    Emailservice@tataamc.com
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    Mutual fund investments are subject to market risks. Please read the scheme information and other related documents carefully before investing.
    Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, investment goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs.
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