|Min SIP Amount||₹500|
|NAV||₹208.55 (27 Jan 2021)|
|Fund Started||24 May 1996|
|Fund Size||₹721 Cr|
|Tata Consultancy Services Ltd.||Technology||Equity||10.5%|
|HCL Technologies Ltd.||Technology||Equity||6.1%|
|Hindustan Unilever Ltd.||FMCG||Equity||5.3%|
|Tata Consumer Products Ltd.||FMCG||Equity||3.4%|
|Alkem Laboratories Ltd.||Healthcare||Equity||3.4%|
|Tech Mahindra Ltd.||Technology||Equity||3.2%|
|Ipca Laboratories Ltd.||Healthcare||Equity||2.9%|
|Titan Company Ltd.||Cons Durable||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 ₹721 Cr and the Latest NAV as of 27 Jan 2021 is ₹208.55.
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 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.