Tata Ethical Direct Plan Growth

Equity
Sectoral / Thematic
Very High Risk
20.56%
3Y annualised
+0.43% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 29 Feb 2024₹402.59
Min. SIP amount₹100
RatingNA
Fund size₹2,273.59Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns32.7%20.6%20.2%16.4%
Category average43.7%21.2%19.5%NA
Rank with in category33118NA
Understand terms

Holdings (58)

NameSectorInstrumentAssets
TechnologyEquity7.63%
TechnologyEquity6.09%
Consumer StaplesEquity4.79%
TechnologyEquity4.17%
ConstructionEquity2.66%
Capital GoodsEquity2.64%
Capital GoodsEquity2.57%
Capital GoodsEquity2.36%
TechnologyEquity2.26%
ConstructionEquity2.06%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

5Y annualised returns higher than category average by 0.68%
Consistently lower annualised returns than category average for the past 1Y and 3Y
Higher alpha: 3.23 The fund has generated returns higher than benchmark - NIFTY 500 Shariah Total Return Index - in the last 3Y
Lower expense ratio: 0.77%

Expense ratio, exit load and tax

Expense ratio: 0.77%

Inclusive of GST

Exit load

Exit load of 0.50% if redeemed within 90 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₹100

Fund management

Abhinav Sharma
Sep 2021 - Present
View details

Education
Mr. Sharma holds B.Tech degree from IIT Kharagpur & PGDCM from IIM Calcutta.
Experience
Prior to joining Tata Mutual Fund he has worked with Taurus mutual fund, ING Vysya Life Insurance as Sr. Manager (Investments), Edelweiss Securities as Manager (Research & Investments) & ICICI Lombard General Insurance as Investment Manager.
Also manages these schemes

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
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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