Tata Ethical Fund - Growth

Equity Create Wealth
Thematic Fund - Other
Category Rank
Tata Ethical Fund - Growth
Rating
Fund
Time to Invest
Tata Ethical Fund - Growth
NAV
157.5011
(15/10/2019)
L 52Wk H
143.47
160.44
Login using to know what your Friends are Investing !

Tata Ethical Fund - Growth

Equity
Thematic Fund - Other
Create Wealth
Rank Tata Ethical Fund - Growth
Fund
NAV
157.5011
(15/10/2019)
Time to Invest
Tata Ethical Fund - Growth
Rating
L 52Wk H
143.47
160.44
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
4.01%
3M
3.94%
6M
0.00%
1Y
6.20%
3Y
4.84%
5Y
7.05%
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 - Growth

AUM

563.96 Cr
Tata Ethical Fund - Growth AUM is 24% 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

2.56%
Tata Ethical Fund - Growth Expense Ratio is 83% lower than other schemes in the category

Turnover Ratio

41.60%
Tata Ethical Fund - Growth Turnover Ratio is 44% lower than other schemes in the category