|Min SIP Amount||₹500|
|NAV||₹168.71 (14 Aug 2020)|
|Fund Started||24 May 1996|
|Fund Size||₹587 Cr|
|Tata Consultancy Services Ltd.||Technology||Equity||10.3%|
|Hindustan Unilever Ltd.||FMCG||Equity||6.0%|
|HCL Technologies Ltd.||Technology||Equity||5.6%|
|Alkem Laboratories Ltd.||Healthcare||Equity||3.8%|
|Bharat Petroleum Corpn. Ltd.||Energy||Equity||3.1%|
|Tata Consumer Products Ltd.||FMCG||Equity||3.1%|
|Ipca Laboratories Ltd.||Healthcare||Equity||3.0%|
|Indraprastha Gas Ltd.||Energy||Equity||2.6%|
|Rallis India Ltd.||Chemicals||Equity||2.5%|
Tata Ethical Fund Regular Growth is a Equity Mutual Fund Scheme launched by Tata Mutual Fund. This scheme was made available to investors on 24 May 1996. Pradeep Gokhale is the Current Fund Manager of Tata Ethical Fund Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹587 Cr and the Latest NAV as of 14 Aug 2020 is ₹168.71.
The Tata Ethical Fund Regular 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 investment objective of the Scheme is 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.