Tata Ethical Fund – Direct Growth
₹ 100
Min SIP
₹ 5,000
Min Lumpsum
0.69 %
Expense Ratio
Rating
3,231
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 35.2% | 17.1% | 25.2% | 17.6% | ||||
| Category Average | 40.5% | 16.2% | 24.8% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.15
Alpha
3.67
SD
0.88
Beta
0.85
Sharpe
Exit Load
| Exit Load | 0.50% if redeemed/switched out on or before 90 days from the date of allotment. |
|---|
Fund Objective
To provide income distribution and medium to long term capital gains while at all times emphasising the importance of capital appreciation
Fund Managers
Abhinav Sharma
Mr Sharma is an IIT-Roorkee alumnus who holds a PDGM degree from IIM Lucknow. In the financial industry, he has worked for more than 12 years.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 6,142
-
58.7%Fund Size - 6,142
-
37.2%Fund Size - 6,142
-
34%Fund Size - 6,142
-
- Equity .
- Sectoral / Thematic .
-
- 725
-
73.9%Fund Size - 725
-
35.2%Fund Size - 725
-
32.3%Fund Size - 725
-
- Equity .
- Sectoral / Thematic .
-
- 2,904
-
61.8%Fund Size - 2,904
-
33.4%Fund Size - 2,904
-
32.3%Fund Size - 2,904
-
- Equity .
- Sectoral / Thematic .
-
- 5,381
-
68.7%Fund Size - 5,381
-
30.2%Fund Size - 5,381
-
32.1%Fund Size - 5,381
-
- Equity .
- Sectoral / Thematic .
-
- 1,814
-
22.4%Fund Size - 1,814
-
19.4%Fund Size - 1,814
-
19.3%Fund Size - 1,814
AMC Contact Details
Tata Mutual Fund
AUM:
1,53,784 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
022 62827777
Email ID:
service@tataamc.com
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Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
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- Equity .
- Sectoral / Thematic .
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- 1,183
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55.8%Fund Size - 1,183
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21.9%Fund Size - 1,183
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30.8%Fund Size - 1,183
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- Equity .
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- 985
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39.3%Fund Size - 985
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18.6%Fund Size - 985
-
30%Fund Size - 985
-
- Equity .
- Small Cap .
-
- 8,878
-
52.6%Fund Size - 8,878
-
30.4%Fund Size - 8,878
-
37.2%Fund Size - 8,878
-
- Equity .
- Sectoral / Thematic .
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- 12,040
-
44.5%Fund Size - 12,040
-
14.3%Fund Size - 12,040
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30.6%Fund Size - 12,040
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- Debt .
- Fixed Maturity Plans .
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- 53
-
11.2%Fund Size - 53
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14.5%Fund Size - 53
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14%Fund Size - 53
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equity
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- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
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- 32,884
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35.9%Fund Size - 32,884
-
23%Fund Size - 32,884
-
24.6%Fund Size - 32,884
-
- Equity .
- Large Cap .
-
- 14,869
-
34.7%Fund Size - 14,869
-
16%Fund Size - 14,869
-
23.3%Fund Size - 14,869
-
- Equity .
- Large Cap .
-
- 64,222
-
37.8%Fund Size - 64,222
-
20.3%Fund Size - 64,222
-
23.3%Fund Size - 64,222
-
- Equity .
- Large Cap .
-
- 1,238
-
41%Fund Size - 1,238
-
18.5%Fund Size - 1,238
-
23%Fund Size - 1,238
-
- Equity .
- Large Cap .
-
- 2,342
-
41.7%Fund Size - 2,342
-
19.4%Fund Size - 2,342
-
23%Fund Size - 2,342
Frequently Asked Questions
How to invest in Tata Ethical Fund – Direct Growth ?
You can invest in Tata Ethical Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Tata Ethical Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Tata Ethical Fund – Direct Growth ?
The NAV of Tata Ethical Fund – Direct Growth is ₹486.1 as of 18 September 2024.
How to redeem Tata Ethical Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Tata Ethical Fund – Direct Growth?
The minimum SIP amount of Tata Ethical Fund – Direct Growth is ₹100
What are the top sectors Tata Ethical Fund – Direct Growth has invested in?
The top sectors Tata Ethical Fund – Direct Growth has invested in are
- IT-Software - 16.19%
- Cash & Others - 10.87%
- Pharmaceuticals & Biotech - 10.45%
- Industrial Products - 7.32%
- Consumer Durables - 5.69%
Can I make investments in both the SIP and Lump Sum schemes of Tata Ethical Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of Tata Ethical Fund – Direct Growth based on your investment objective and risk tolerance.
How much returns have Tata Ethical Fund – Direct Growth generated ?
The Tata Ethical Fund – Direct Growth has delivered 17.6% since inception
What is the expense ratio of Tata Ethical Fund – Direct Growth ?
The expense ratio of Tata Ethical Fund – Direct Growth is 0.69 % as of 18 September 2024.
What is the AUM of Tata Ethical Fund – Direct Growth?
The AUM of Tata Ethical Fund – Direct Growth is ₹1,53,784 Cr as of 18 September 2024
What are the top stock holdings of Tata Ethical Fund – Direct Growth?
The top stock holdings of Tata Ethical Fund – Direct Growth are
- TCS - 5.11%
- Hind. Unilever - 4.46%
- HCL Technologies - 3.97%
- Cummins India - 3.04%
- Siemens - 2.69%
How can I redeem my investments in Tata Ethical Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Ethical Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Tata Ethical Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.