Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

3,216 Cr

Lock In Period

N/A

Expense Ratio

1.94

Benchmark

Nifty500 Shariah

Exit Load

0.50% of NAV if redeemed/switched out on or before 90 days from the date of allotment.

Calculate Returns

You would have got

No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on: 2025-01-31
View allocation % by

About Fund

Tata Ethical Fund - Growth managed by Tata Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹3,216 Crore. The fund benchmarks its performance against the Nifty500 Shariah while maintaining an expense ratio of 1.94. Under the expert guidance of Abhinav Sharma ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Peer Comparison

No Data Found
No Data Found

FAQs

Tata Ethical Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Tata Ethical Fund - Growth is 1.94. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Tata Ethical Fund - Growth’s fund performance is as follows:
  • 1 Month : %
  • 6 Months : %
  • 1 Year : %
  • 3 Years : %
Returns of Tata Ethical Fund - Growth are updated daily based on NAV of ₹ 363.4097 as on May 09,2025. Since inception, the return has been 36.86%.

You can invest in Tata Ethical Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Tata Ethical Fund - Growth is ₹3,216 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Tata Ethical Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500