Tata Ethical Fund Regular Plan Growth

Equity Create Wealth
Thematic Fund - Other
Category Rank
Tata Ethical Fund Regular Plan Growth
Rating
Fund
Time to Invest
Tata Ethical Fund Regular Plan Growth
NAV
144.7418
(28/05/2020)
L 52Wk H
120.02
170.44
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Tata Ethical Fund Regular Plan Growth

Equity
Thematic Fund - Other
Create Wealth
Rank Tata Ethical Fund Regular Plan Growth
Fund
NAV
144.7418
(28/05/2020)
Time to Invest
Tata Ethical Fund Regular Plan Growth
Rating
L 52Wk H
120.02
170.44
Investment Objective

The investment objective of the Scheme is to provide medium to long-term capital gains by investing in Shariah compliant equity and equity related instruments of well-researched value and growth-oriented companies. .

Category
  • Equity - Thematic Fund - Other
Benchmark
  • NIFTY 50 - TRI
  • Nifty 500 Shariah - TRI
Returns
1M
-0.25%
3M
-8.93%
6M
-10.12%
1Y
-9.63%
3Y
1.00%
5Y
2.14%
Historical NAV
NAV for scheme Tata Ethical Fund Regular Plan - Growth is
Growth of 10,000
An investment of 10000 for in this scheme would have grown to Rs.

Risk of the fund

Tata Ethical Fund Regular Plan Growth

AUM

526.89 Cr
Tata Ethical Fund Regular Plan Growth AUM is 20% lower than other schemes in the category

Load

Entry Load - NIL
Exit Load - 1% on or before 365D Nil after 365D
Lock In Period - NIL

Expense Ratio

2.53%
Tata Ethical Fund Regular Plan Growth Expense Ratio is 82% lower than other schemes in the category

Turnover Ratio

45.15%
Tata Ethical Fund Regular Plan Growth Turnover Ratio is 36% lower than other schemes in the category