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Tata Ethical Fund-Regular Plan - Growth Option Tata Ethical Fund-Regular Plan - Growth Option

Tata Ethical Fund - Investment Information

  • ₹392.42 (0.42%)

    Current NAV 19-11-2024

  • 21.95%

    Returns

  • Min. SIP ₹100

    Min. Investment ₹5000

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Investment Objective

The fund aims to provide medium to long term capital gains by investing in Sharia compliant equity and equity related instruments of well researched value and growth oriented companies

Basic Details

Key Information About Investing Details.

  • CategoryOther Themes
  • KRACAMS
  • Inv. PlanGrowth
  • Launched In24-May-96
  • BenchmarkNifty 500 Shariah TRI
  • Fund TypeOpen Ended
  • Fund HouseTata Mutual Fund

Investment Details

Check the Fund’s General Information

  • Fund size2817.37 Cr.
  • Min. Investment₹ 5000
  • Min. Sip Inv.₹ 100
  • Min. Addl Inv.₹ 1000
  • Expense Ratio1.95%
  • Turn over11.72%
  • Exit LoadExit load of 0.50% if redeemed within 90 days.

Fund Managers

Details of Managers and their Experience

Abhinav Sharma-manager-image
Abhinav Sharma

Fund Manage : 3

Total AUM. : ₹5,613 Cr.

AMC Office Information

Registered Office of Mutual Fund Company

  • AMCTata Mutual Fund
  • Emailservice@tataamc.com
  • Office No022-6657 8282
  • Websitehttps://www.tatamutualfund.com
  • Address1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East, Mumbai - 400051
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  • Aggressive investment styleAggressive

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  • Conservative investment styleConservative

Frequently Asked Questions

What is a mutual fund?

In simple words, a fund is an investor’s safety deposit much like in earlier times when people used to store their savings into a bag of rice, in today’s times that bag has come with a new name that is the Mutual Fund.

What are the benefits of investing in funds?

Investing allows us with an opportunity to earn higher returns on our investment with minimal risks. It grows the capital invested in the long-term and provides a systematic way to secure one’s future.

Do mutual funds generate income?

Investing in funds is a great way to build capital. Long-term investments have proven to be a successful tool to create generational wealth. Deep analysis of the market and risk tolerance can help investors to earn good returns and generate income as well.

How many types of mutual funds are there?

There are several types of funds such as: • Equity funds, primary investment in stocks and equity shares. Subcategories include large-cap, mid-cap, small-cap funds. • Debt funds • Money market funds • Hybrid funds • Specialized funds

Who gets your money in mutual funds?

The income generated on the funds is the interest gained on the invested amount which is fairly distributed among the investors.

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