Tata Ethical Fund Regular Growth

Equity
Sectoral / Thematic
Very High Risk
18.21%
3Y annualised
+0.47% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 17 May 2024₹378.53
Min. SIP amountNot Supported
RatingNA
Fund size₹2,489.80Cr

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 returns31.8%18.2%19.9%16.5%
Category average44.5%21.4%20.8%NA
Rank with in category461812NA
Understand terms

Holdings (60)

NameSectorInstrumentAssets
TechnologyEquity6.25%
TechnologyEquity5.56%
Consumer StaplesEquity3.93%
Capital GoodsEquity3.45%
Capital GoodsEquity3.31%
TechnologyEquity3.30%
ConstructionEquity2.69%
Capital GoodsEquity2.66%
Metals & MiningEquity2.22%
Capital GoodsEquity2.22%
See All

Expense ratio, exit load and tax

Expense ratio: 1.98%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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