Tata Ethical Fund - (IDCW)

  • 5 years return (%) 13.57%
  • AUM (₹) ₹936.88 Cr
  • NAV (₹) 103.2432
  • Rating 3

Performance

1Y 3Y 5Y Max
Fund Return 56.39% 16.05% 13.57% 174.05%
Category Average 58.55% 18.74% 17.73% 12.85%
*All funds are annualized

Investment Return Calculators

I want to monthly invest
for a period of
56.39%
₹30,750

Second Panel

Comparison with other schemes

Expense Ratio AUM(₹ Cr) 3 Year
Tata Ethical Fund - (IDCW) 2.36 936.8844 +16%
HDFC Nifty 50 ETF 0.04 977.5366 +13%
BNP Paribas Mid Cap Fund (G) 2.27 973.6317 +20%
Aditya Birla SL ESG Fund (G) 2.22 973.0411 +0%
Tata Large Cap Fund - Regular (G) 2.4 968.2407 +12%

Fund Risk

HIGH
Low
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Sector

Asset Classes

Constituents

  • Infosys

    Automobile Sector
    Equity Instrument
    11.3% % Assets
  • TCS

    Automobile Sector
    Equity Instrument
    9.5% % Assets
  • Net CA & Others

    Automobile Sector
    Net CA & Others Instrument
    5.1% % Assets
  • HCL Technologies

    Automobile Sector
    Equity Instrument
    4.9% % Assets
  • Ambuja Cements

    Automobile Sector
    Equity Instrument
    4.0% % Assets

AMC Details

Tata Mutual Fund

  • 66999.3375 Cr

    AUM

Contact Details

1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051

6657 8282. | 2261 3782.
service@tataamc.com