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Tata Ethical Direct Plan Growth

Equity
Sectoral / Thematic
Very High Risk
25.59%
3Y annualised
-0.44% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 Jan 2022₹321.41
Min. SIP amount₹150
RatingNA
Fund size₹1,217.86Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns38.7%25.6%19.9%17.6%
Category average59.0%12.8%13.1%NA
Rank with in category731NA
Understand terms

Holdings (51)

NameSectorInstrumentAssets
TechnologyEquity9.4%
TechnologyEquity8.1%
TechnologyEquity6.5%
TechnologyEquity4.5%
FMCGEquity3.8%
TechnologyEquity3.7%
MetalsEquity3.1%
TextilesEquity2.6%
ConstructionEquity2.6%
FMCGEquity2.6%
See All

Expense ratio, exit load and tax

Expense ratio: 1.17%

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

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