Tata Ethical Fund
150
Min SIP
5,000
Min Lumpsum
0.92 %
Expense Ratio
Rating
1,570
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.4% | 28.7% | 14.6% | 15.3% | ||||
| Category Average | 11.6% | 26.7% | 13.1% | - |
Scheme Allocation
By Holding
By Sector
By Asset
TCS
Infosys
Hind. Unilever
HCL Technologies
Siemens
Others
Advance Ratio
0.36
Alpha
3.89
SD
0.88
Beta
0.52
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
- 1Y
- 3Y
- 5Y
-
- Equity .
- Sectoral / Thematic .
-
- 293
-
4.7%Fund Size - 293
-
5.6%Fund Size - 293
-
2.5%Fund Size - 293
-
- Equity .
- Sectoral / Thematic .
-
- 2,373
-
30.8%Fund Size - 2,373
-
46.2%Fund Size - 2,373
-
16.4%Fund Size - 2,373
-
- Equity .
- Sectoral / Thematic .
-
- 9,940
-
5.9%Fund Size - 9,940
-
40.8%Fund Size - 9,940
-
21.3%Fund Size - 9,940
-
- Equity .
- Sectoral / Thematic .
-
- 1,241
-
27.1%Fund Size - 1,241
-
39.1%Fund Size - 1,241
-
15.1%Fund Size - 1,241
-
- Equity .
- Sectoral / Thematic .
-
- 6,312
-
22.4%Fund Size - 6,312
-
35.5%Fund Size - 6,312
-
10.4%Fund Size - 6,312
AMC Contact Details
Tata Mutual Fund
AUM:
88,392 Cr
Address:
1903, B-Wing, Parinee Crescenzo,
G-Block, Bandra Kurla Complex,
Bandra East Mumbai - 400051
Contact:
6657 8282.
Email ID:
service@tataamc.com
Frequently Asked Questions
How to invest in Tata Ethical Fund ?
You can invest in Tata Ethical Fund 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 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 ?
The NAV of Tata Ethical Fund is ₹326 as of 26 May 2023.
How to redeem Tata Ethical Fund 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?
The minimum SIP amount of Tata Ethical Fund is ₹150
What are the top sectors Tata Ethical Fund has invested in??
The top sectors Tata Ethical Fund has invested in are
- TCS - 7.46%
- Infosys - 6.26%
- Hind. Unilever - 4.96%
- HCL Technologies - 4.08%
- Siemens - 3.1%
How much returns have Tata Ethical Fund generated ?
The Tata Ethical Fund has delivered 15.3% since inception
What is the expense ratio of Tata Ethical Fund ?
The expense ratio of Tata Ethical Fund is 0.92 % as of 26 May 2023.
What is the AUM of Tata Ethical Fund?
The AUM of Tata Ethical Fund is ₹88,392 Cr as of 26 May 2023
What are the top stock holdings of Tata Ethical Fund?
The top stock holdings of Tata Ethical Fund are
- TCS - 7.46%
- Infosys - 6.26%
- Hind. Unilever - 4.96%
- HCL Technologies - 4.08%
- Siemens - 3.1%