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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Fund Details	Fund Size	NAV	5 Year	7 Year	10 Year
Top 200 Fund Fund Size: 1,259 Cr	1,259 Cr	130.92 -0.08%	24.81% Highest Returns	21.74%	20.25%	Get Details
Virtue II Fund Size: 2,155 Cr	2,155 Cr	55.06 -0.10%	19.25% Highest Returns	18.11%	17.26%	Get Details
Pure Equity Fund Size: 1,804 Cr	1,804 Cr	57.44 0.05%	15.93%	15.32%	16.8% Highest Returns	Get Details
Super Select Equity Fund Fund Size: 1,129 Cr	1,129 Cr	63.4 0.03%	15.56%	15.97%	16.78% Highest Returns	Get Details
Growth Opportunities Plus Fund Fund Size: 808 Cr	808 Cr	55.73 0.00%	16.31%	16.3%	16.73% Highest Returns	Get Details
Growth Fund Fund Size: 5,900 Cr	5,900 Cr	17.47 0.00%	-	-	16.17% Highest Returns	Get Details
Pure Stock Fund Fund Size: 5,250 Cr	5,250 Cr	118.08 0.32%	14.52%	14.7%	16.16% Highest Returns	Get Details
Large Cap Equity Fund Fund Size: 2,121 Cr	2,121 Cr	56.38 0.15%	18.68% Highest Returns	17.61%	15.99%	Get Details
Grow Money Plus Fund Fund Size: 355 Cr	355 Cr	53 0.08%	15.3%	15.82% Highest Returns	15.78%	Get Details
Build India Fund Fund Size: 32 Cr	32 Cr	47.98 0.08%	14.41%	15.08%	15.53% Highest Returns	Get Details
Whole Life Aggressive Growth Fund Fund Size: 667 Cr	667 Cr	71.15 -0.03%	16.35% Highest Returns	15.49%	15.44%	Get Details
Frontline Equity Fund Fund Size: 2,317 Cr	2,317 Cr	51.82 0.11%	16.3% Highest Returns	15.17%	15.41%	Get Details
Equity Top 250 Fund Fund Size: 474 Cr	474 Cr	46.13 0.03%	13.9%	13.3%	14.62% Highest Returns	Get Details
Equity Growth Fund II Fund Size: 4,298 Cr	4,298 Cr	58.61 0.10%	13.3%	13.97%	14.56% Highest Returns	Get Details
Top 50 Fund Fund Size: 213 Cr	213 Cr	73.59 0.05%	15.8%	15.83% Highest Returns	14.39%	Get Details
Blue Chip Fund Fund Size: 7,834 Cr	7,834 Cr	39.95 0.10%	13.28%	13.5%	14.12% Highest Returns	Get Details
Value & Momentum Fund Size: 609 Cr	609 Cr	37.39 -0.04%	12.73%	10.13%	13.98% Highest Returns	Get Details
Future Apex Fund Fund Size: 75 Cr	75 Cr	43.72 0.04%	16.5% Highest Returns	14.95%	13.96%	Get Details
Accelerator Fund Fund Size: 196 Cr	196 Cr	36.71 0.06%	15.62% Highest Returns	14.92%	13.95%	Get Details
Maximiser Fund Size: 2,523 Cr	2,523 Cr	53.13 0.08%	13.91%	13.93% Highest Returns	13.68%	Get Details
Enhancer Fund-II Fund Size: 750 Cr	750 Cr	44.5 0.07%	13.04%	13.49% Highest Returns	13.49% Highest Returns	Get Details
Growth Super Fund Fund Size: 11,900 Cr	11,900 Cr	62.57 0.02%	13.34%	14.05% Highest Returns	13.31%	Get Details
Super 20 Fund Size: 1,712 Cr	1,712 Cr	52.83 0.13%	13.9%	14.3% Highest Returns	13.16%	Get Details
Multi Cap Growth Fund Fund Size: 17,275 Cr	17,275 Cr	41.82 0.00%	11.58%	10.96%	13.13% Highest Returns	Get Details
Equity Large Cap Fund Fund Size: 452 Cr	452 Cr	45.24 0.09%	12.74%	12.38%	12.99% Highest Returns	Get Details
Equity Fund Fund Size: 52,487 Cr	52,487 Cr	157.57 0.35%	12.92%	13.01% Highest Returns	12.97%	Get Details
Bluechip Fund Fund Size: 4,000 Cr	4,000 Cr	37.01 0.06%	13.13% Highest Returns	12.58%	12.79%	Get Details
Magnifier Fund Size: 1,135 Cr	1,135 Cr	99.08 0.14%	12.44%	12.66%	12.74% Highest Returns	Get Details
Future Opportunity Fund Fund Size: 62 Cr	62 Cr	33.98 0.04%	15.1% Highest Returns	13.83%	12.74%	Get Details
Bluechip Equity Fund Fund Size: 921 Cr	921 Cr	35.62 0.07%	14.33%	14.36% Highest Returns	12.66%	Get Details
Maximiser Fund V Fund Size: 50,508 Cr	50,508 Cr	42.47 0.07%	12.99% Highest Returns	12.25%	12.24%	Get Details
Future Maximize Fund Fund Size: 83 Cr	83 Cr	44.1 0.04%	13.62% Highest Returns	12.5%	11.91%	Get Details
Equity II Fund Fund Size: 3,029 Cr	3,029 Cr	32.9 0.07%	11.04%	11.22%	11.37% Highest Returns	Get Details
Growth Plus Fund Fund Size: 516 Cr	516 Cr	29.19 0.05%	11%	10.83%	11.18% Highest Returns	Get Details

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Fund Details	Fund Size	NAV	5 Year	7 Year	10 Year
Whole Life Mid Cap Equity Fund Fund Size: 10,158 Cr	10,158 Cr	112.98 -0.23%	20.95%	18.38%	21.46% Highest Returns	Get Details
Multiplier Fund Size: 3,446 Cr	3,446 Cr	73.07 -0.09%	17.1%	15.82%	19.88% Highest Returns	Get Details
Midcap Fund Fund Size: 1,038 Cr	1,038 Cr	68.14 -0.01%	18.46%	16.1%	19.85% Highest Returns	Get Details
Opportunities Fund Fund Size: 31,393 Cr	31,393 Cr	57.85 0.06%	16.37%	14.93%	18.59% Highest Returns	Get Details
Accelerator Mid-Cap Fund II Fund Size: 5,017 Cr	5,017 Cr	63.22 0.08%	14.53%	14.42%	18.46% Highest Returns	Get Details
High Growth Fund Fund Size: 3,654 Cr	3,654 Cr	79.86 -0.20%	23.19% Highest Returns	20.33%	18.37%	Get Details
Classic Opportunities Fund Fund Size: 10,627 Cr	10,627 Cr	52.71 0.06%	14.85%	13.96%	15.08% Highest Returns	Get Details
Opportunity Fund Fund Size: 2,455 Cr	2,455 Cr	44.92 0.02%	14.25% Highest Returns	13.46%	13.91%	Get Details
Flexi Cap Fund Size: 1,170 Cr	1,170 Cr	41.04 0.05%	14.09% Highest Returns	13.64%	13.69%	Get Details
Save N Grow Money Fund Fund Size: 70 Cr	70 Cr	49.69 0.07%	10.08%	9.97%	11.1% Highest Returns	Get Details

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Fund Details	Fund Size	NAV	5 Year	7 Year	10 Year
Whole Life Stable Growth Fund Fund Size: 210 Cr	210 Cr	50.47 0.01%	13.39% Highest Returns	12.14%	12.58%	Get Details
Balanced Fund Fund Size: 1,474 Cr	1,474 Cr	15.17 0.00%	-	-	11.85% Highest Returns	Get Details
Creator Fund Size: 500 Cr	500 Cr	84.37 0.12%	10.2%	9.82%	10.92% Highest Returns	Get Details
Multi Cap Balanced Fund Fund Size: 2,037 Cr	2,037 Cr	34.46 0.02%	9.56%	9.01%	10.59% Highest Returns	Get Details
Balancer II Fund Size: 719 Cr	719 Cr	32.1 0.03%	10.6% Highest Returns	9.86%	10.45%	Get Details
Managed Fund Fund Size: 41 Cr	41 Cr	32.41 0.02%	9.43%	8.73%	10.33% Highest Returns	Get Details
Stable Fund Fund Size: 20 Cr	20 Cr	27.74 0.05%	10.1% Highest Returns	9.89%	10.06%	Get Details
Balanced Plus Fund Fund Size: 2,090 Cr	2,090 Cr	26.93 0.04%	9.47%	8.69%	9.59% Highest Returns	Get Details
Future Balance Fund Fund Size: 67 Cr	67 Cr	33.31 0.04%	9.75% Highest Returns	9.03%	9.44%	Get Details
Balanced Fund-II Fund Size: 141 Cr	141 Cr	30.39 0.04%	8.89%	8.3%	9.42% Highest Returns	Get Details
Enhancer Fund Size: 5,917 Cr	5,917 Cr	91.88 0.11%	8.4%	7.78%	8.92% Highest Returns	Get Details
Cautious Asset Allocator Fund Fund Size: 40 Cr	40 Cr	30.31 0.03%	6.85%	6.05%	7.62% Highest Returns	Get Details

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Fund Details	Fund Size	NAV	5 Year	7 Year	10 Year
Pure Fund Fund Size: 411 Cr	411 Cr	39.2 0.04%	13.87%	13.62%	15.31% Highest Returns	Get Details
Builder Fund Size: 242 Cr	242 Cr	79.8 0.09%	8.11%	7.45%	9.18% Highest Returns	Get Details
Secured Fund Fund Size: 532 Cr	532 Cr	13.81 0.00%	9.05% Highest Returns	9.05% Highest Returns	9.05% Highest Returns	Get Details
Whole Life Income Fund Fund Size: 776 Cr	776 Cr	34.92 0.05%	7.31%	6.39%	8.3% Highest Returns	Get Details
Protector Fund Size: 289 Cr	289 Cr	58.15 0.07%	7.16%	6.43%	8.1% Highest Returns	Get Details
Debt Fund Fund Size: 446 Cr	446 Cr	33.25 0.04%	7.77%	6.27%	8.1% Highest Returns	Get Details
Dynamic Gilt Fund Fund Size: 205 Cr	205 Cr	41.17 0.06%	6.84%	5.82%	8.03% Highest Returns	Get Details
Steady Money Fund Fund Size: 70 Cr	70 Cr	35.29 0.05%	6.76%	5.89%	7.87% Highest Returns	Get Details
Dynamic Bond Fund Fund Size: 1,481 Cr	1,481 Cr	44.64 0.06%	7.01%	5.87%	7.87% Highest Returns	Get Details
Income Advantage Fund Size: 794 Cr	794 Cr	36.12 0.06%	7.22%	6.12%	7.85% Highest Returns	Get Details
Bond Fund Fund Size: 109 Cr	109 Cr	25.63 0.00%	6.76%	6.44%	7.7% Highest Returns	Get Details
Income Fund Fund Size: 9,315 Cr	9,315 Cr	28.13 0.03%	6.59%	5.87%	7.63% Highest Returns	Get Details
Secure Fund Fund Size: 1,002 Cr	1,002 Cr	40.39 0.05%	6.75%	5.62%	7.57% Highest Returns	Get Details
Preserver II Fund Size: 78 Cr	78 Cr	25.49 0.02%	6.47%	5.28%	7.14% Highest Returns	Get Details
Future Income Fund Fund Size: 86 Cr	86 Cr	32.56 0.05%	5.72%	4.81%	7.13% Highest Returns	Get Details
Assure Fund Size: 265 Cr	265 Cr	41.06 0.02%	6.37%	6.27%	7.09% Highest Returns	Get Details
Protector II Fund Size: 755 Cr	755 Cr	26.03 0.03%	6.08%	5.09%	7.02% Highest Returns	Get Details
Whole Life Short-Term Fixed Income Fund Fund Size: 234 Cr	234 Cr	31.19 0.00%	5.98%	5.9%	6.84% Highest Returns	Get Details
Money Market Fund Fund Size: 387 Cr	387 Cr	31.43 -0.02%	5.13%	5.51%	6.4% Highest Returns	Get Details
Bond Fund-II Fund Size: 101 Cr	101 Cr	24.44 0.02%	4.77%	3.9%	6.32% Highest Returns	Get Details
Dynamic Floating Rate Fund Fund Size: 21 Cr	21 Cr	34.41 -0.01%	5.16%	5.04%	6.24% Highest Returns	Get Details
Liquid Plus Fund Size: 243 Cr	243 Cr	20.79 -0.01%	5.06%	5.49%	6.24% Highest Returns	Get Details
Liquid Fund Fund Size: 71 Cr	71 Cr	71.82 -0.03%	4.4%	4.73%	5.64% Highest Returns	Get Details
Safe Money Fund Fund Size: 60 Cr	60 Cr	22.5 -0.01%	4.04%	4.45%	5.36% Highest Returns	Get Details

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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%

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
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