Tata Ethical Fund

An open ended equity fund, Tata Ethical Fund invests in a diversified equity portfolio that works on the Shariah principle. The main investment objective of the Tata Ethical Fund Scheme is to offer medium to long-term capital gains. Capital gains can be achieved by investing in Shariah approved equity and equity related instruments of growth oriented companies.

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51 Partners Insurance Partners
5.3 Crore Policies Sold

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10.5 Crore

Registered Consumer

Insurance Partners

5.3 Crore

Policies Sold

Fund Details	Fund Size	NAV	5 Year	7 Year	10 Year
High Growth Fund Fund Size: 10,632 Cr	10,632 Cr	114.77 0.97%	32.5% Highest Returns	21.1%	18.6%	Get Details
Top 200 Fund Fund Size: 2,469 Cr	2,469 Cr	180.38 0.69%	30.5% Highest Returns	21%	18.2%	Get Details
Accelerator Mid-Cap Fund II Fund Size: 5,888 Cr	5,888 Cr	81.6 0.49%	22.06% Highest Returns	12.91%	14.21%	Get Details
Opportunities Fund Fund Size: 38,561 Cr	38,561 Cr	76.86 0.51%	23.81% Highest Returns	14.86%	14.24%	Get Details
Equity II Fund Fund Size: 3,631 Cr	3,631 Cr	41.34 0.28%	16.83% Highest Returns	9.98%	10%	Get Details
Accelerator Fund Fund Size: 242 Cr	242 Cr	49.03 0.44%	20.6% Highest Returns	14.87%	13.03%	Get Details
Growth Opportunities Plus Fund Fund Size: 1,025 Cr	1,025 Cr	73.32 0.61%	20.53% Highest Returns	14.58%	14.09%	Get Details
Multiplier Fund Size: 4,709 Cr	4,709 Cr	93.24 0.87%	24.11% Highest Returns	14.42%	14.82%	Get Details
Equity Top 250 Fund Fund Size: 557 Cr	557 Cr	56.97 0.43%	17.28% Highest Returns	11.64%	11%	Get Details
Future Apex Fund Fund Size: 105 Cr	105 Cr	55.82 0.54%	21.13% Highest Returns	14.69%	13.01%	Get Details
Opportunities Fund Fund Size: 3,493 Cr	3,493 Cr	58.75 0.48%	20.29% Highest Returns	13.16%	12.05%	Get Details
Frontline Equity Fund Fund Size: 4,489 Cr	4,489 Cr	68.35 0.49%	21.15% Highest Returns	14.74%	13.71%	Get Details
Balanced Fund Fund Size: 2,549 Cr	2,549 Cr	18.27 0.00%	10.54% Highest Returns	-	-	Get Details
Virtue II Fund Size: 3,375 Cr	3,375 Cr	69.26 0.44%	21.8% Highest Returns	16.38%	14.68%	Get Details
Pension Dynamic Equity Fund Fund Size: 6 Cr	6 Cr	72.29 0.39%	16.47% Highest Returns	11.13%	10.72%	Get Details
Equity Fund Fund Size: 81,114 Cr	81,114 Cr	201.39 1.49%	17.1% Highest Returns	12.02%	11.34%	Get Details
Blue-Chip Equity Fund Fund Size: 1,370 Cr	1,370 Cr	34.54 0.22%	14.47% Highest Returns	10.07%	9.89%	Get Details

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Best ULIP Funds - Consider the best performing ULIP funds to invest in 2025 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories

Data source :

Returns as on 16-08-2025. The returns are the returns of best-performing fund in the plan

Disclaimer :
˜Top 5 plans based on annualized premium, for bookings made through https://www.policybazaar.com in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in

About Tata Ethical Funds

Launched on 24th of May, 1996, Tata Ethical Fund, if the Regular Plan is to be considered, is an open-ended Thematic Equity Scheme belonging to the Tata Mutual Fund House family. Since September 2021, the fund manager of the Tata Ethical Fund is Mr. Abhinav Sharma, who also manages a handful of other Tata Fund Schemes.

Highlights of Tata Ethical Funds

Tata Ethical Fund is benchmarked against the NIFTY 500 Shariah Total Return Index. The primary objective of these funds is to offer capital gains from medium to long term investment. Here are the main highlights related to the Tata Ethical Funds:

The current Net Asset Value as of 4th April 2022 is Rs. 287.08 crores.
The minimum investment amount required is Rs. 5,000.
The minimum additional investment amount required is Rs. 1,000.
The minimum SIP (Systematic Investment Plan) amount is Rs. 150.
The minimum withdrawal amount is Rs. 500.
Current AuM (Assets under Management) is Rs. 1,177.49 crores.

Basic Details Related to Tata Ethical Funds

Fund House	Tata Mutual Fund
Launch Date	24th May 1996
Return Since Launch	16.70%
Benchmark	NIFTY 500 Shariah Total Return Index
Risk involvement	Very High
Type	Open-ended
Assets under Management	1,177.49 Cr
Exense	2.29%
Turnover	36.73%

People also read: Tata Midcap Momentum Index Fund

Returns Category

Category: Equity Sectoral	Annualized Returns
Category: Equity Sectoral	1 year	3 year	5 year	All
Fund returns	27.40%	22.40%	15.70%	16.70%
Category average	59.00%	12.80%	13.10%	NA

Category: Equity Sectoral	Absolute returns
Category: Equity Sectoral	1 year	3 year	5 year	All
Fund returns	27.40%	83.40%	107.70%	5345.90%
Category average	59.00%	43.70%	85.20%	NA

Tax Implication

If Fund units are redeemed before one year of investment, 15% STCG (Short-Term Capital Gain) is levied.
If Funds are redeemed after one year, Rs. 1 lakh accruing from those units shall be exempted from tax in the particular financial year.
Capital gains exceeding Rs. 1 lakh shall be taxed at 10% LTCG (Long-Term Capital Gains).
The dividend income is added to the total income of the investor and taxed accordingly as per their respective tax slabs.
TDS of 10% is deducted if the dividends exceed Rs. 5,000

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
Tax benefit is subject to changes in tax laws
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
Disclaimer: #The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. In Unit Linked Insurance Plans, the investment risk in the investment portfolio is borne by the policyholder and the returns are not guaranteed. Maturity Value: ₹1,05,02,174 @ CAGR 8%; ₹50,45,591 @ CAGR 4%. *Tax benefits and savings are subject to changes in tax laws. All plans listed here are of insurance companies’ funds.
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
˜Top 5 plans based on annualized premium, for bookings made through https://www.policybazaar.com in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in