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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Top Tata Ethical Fund

Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Tata Ethical Fund Super Select Equity Fund
973 Cr
53.74 -0.32%
12.43%
13.95%
16.54% Highest Returns
16.54% Highest Returns
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Tata Ethical Fund Pure Equity
1,289 Cr
48.89 -0.13%
12.92%
16.3%
16.35% Highest Returns
16.35% Highest Returns
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Tata Ethical Fund Pure Stock Fund
4,112 Cr
98.57 -0.33%
11.87%
15.23%
15.85% Highest Returns
15.85% Highest Returns
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Tata Ethical Fund Large Cap Equity Fund
1,837 Cr
46.54 -0.40%
16.15% Highest Returns
15.54%
15.8%
15.8%
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Tata Ethical Fund Equity Top 250 Fund
437 Cr
39.71 -0.32%
9.93%
13.17%
15.19% Highest Returns
15.19% Highest Returns
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Tata Ethical Fund Equity Growth Fund II
3,853 Cr
52.11 -0.47%
12.3%
13.9%
15.07% Highest Returns
15.07% Highest Returns
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Tata Ethical Fund Whole Life Aggressive Growth Fund
591 Cr
58.86 -0.41%
13.3%
14.31%
14.71% Highest Returns
14.71% Highest Returns
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Tata Ethical Fund Equity Large Cap Fund
455 Cr
40.72 -0.37%
10%
13.42%
14.14% Highest Returns
14.14% Highest Returns
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Tata Ethical Fund Blue Chip Fund
7,618 Cr
36.16 -0.38%
12.25%
13.19%
14.03% Highest Returns
14.03% Highest Returns
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Tata Ethical Fund Top 50 Fund
142 Cr
61.6 -0.59%
13.52%
14.23% Highest Returns
14.02%
14.02%
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Tata Ethical Fund Future Apex Fund
73 Cr
37.41 -0.39%
13.48%
13.61%
13.93% Highest Returns
13.93% Highest Returns
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Tata Ethical Fund Enhancer Fund-II
694 Cr
40.16 -0.38%
12.06%
13.08%
13.9% Highest Returns
13.9% Highest Returns
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Tata Ethical Fund Equity Fund
38,469 Cr
140.75 -1.36%
10.99%
16.14% Highest Returns
13.87%
13.87%
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Tata Ethical Fund Super 20
1,546 Cr
47.24 -0.47%
13.52%
13.37%
13.61% Highest Returns
13.61% Highest Returns
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Tata Ethical Fund Opportunity Fund
1,995 Cr
38.48 -0.31%
11.67%
11.83%
13.61% Highest Returns
13.61% Highest Returns
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Tata Ethical Fund Growth Super Fund
10,642 Cr
56.03 -0.48%
12.46%
13.27%
13.59% Highest Returns
13.59% Highest Returns
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Tata Ethical Fund Maximiser
2,415 Cr
47.25 -0.41%
12.3%
13.12%
13.46% Highest Returns
13.46% Highest Returns
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Tata Ethical Fund Flexi Cap
1,115 Cr
35.48 -0.33%
11.05%
12.04%
13.36% Highest Returns
13.36% Highest Returns
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Tata Ethical Fund Bluechip Equity Fund
806 Cr
31.66 -0.28%
13.47% Highest Returns
13.22%
13.02%
13.02%
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Tata Ethical Fund Maximiser Fund V
47,864 Cr
37.23 -0.30%
10.92%
12.65%
12.93% Highest Returns
12.93% Highest Returns
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Tata Ethical Fund Magnifier
1,164 Cr
88.99 -0.69%
11.08%
12.85% Highest Returns
12.85% Highest Returns
12.85% Highest Returns
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Tata Ethical Fund Bluechip Fund
3,682 Cr
32.79 -0.30%
11.3%
11.9%
12.69% Highest Returns
12.69% Highest Returns
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Tata Ethical Fund Future Opportunity Fund
58 Cr
29.12 -0.31%
12.02%
12.43% Highest Returns
12.42%
12.42%
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Tata Ethical Fund Value & Momentum
636 Cr
31.42 -0.25%
5.55%
11.51%
12.22% Highest Returns
12.22% Highest Returns
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Tata Ethical Fund Future Maximize Fund
86 Cr
38.53 -0.36%
10.93%
11.61%
11.75% Highest Returns
11.75% Highest Returns
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Tata Ethical Fund Whole Life Mid Cap Equity Fund
8,667 Cr
88.51 -0.33%
14.07%
16.28%
20.45% Highest Returns
20.45% Highest Returns
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Tata Ethical Fund Top 200 Fund
690 Cr
101.03 -0.63%
20.19% Highest Returns
18.44%
18.78%
18.78%
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Tata Ethical Fund Multiplier
2,795 Cr
59.11 -0.29%
11.34%
15.54%
17.79% Highest Returns
17.79% Highest Returns
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Tata Ethical Fund High Growth Fund
1,741 Cr
58.77 -0.16%
15.87%
16.67%
16.68% Highest Returns
16.68% Highest Returns
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Tata Ethical Fund Virtue II
1,356 Cr
45.58 -0.25%
15.84%
15.22%
16.49% Highest Returns
16.49% Highest Returns
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Tata Ethical Fund Accelerator Mid-Cap Fund II
4,393 Cr
51.52 -0.19%
9.8%
14.48%
16.47% Highest Returns
16.47% Highest Returns
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Tata Ethical Fund Opportunities Fund
28,516 Cr
47.97 -0.25%
11.16%
13.99%
16.06% Highest Returns
16.06% Highest Returns
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Tata Ethical Fund Multi Cap Growth Fund
18,197 Cr
36.65 -0.33%
8.04%
10.68%
12.67% Highest Returns
12.67% Highest Returns
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Tata Ethical Fund Balanced Fund
781 Cr
14.06 -0.09%
-
-
14.47% Highest Returns
14.47% Highest Returns
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Tata Ethical Fund Whole Life Stable Growth Fund
172 Cr
43.34 -0.22%
11.11%
11.72%
11.99% Highest Returns
11.99% Highest Returns
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Tata Ethical Fund Growth Plus Fund
541 Cr
26.29 -0.22%
8.6%
10.65%
11.32% Highest Returns
11.32% Highest Returns
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Tata Ethical Fund Save N Grow Money Fund
73 Cr
45.67 -0.24%
9.03%
10.78%
11.23% Highest Returns
11.23% Highest Returns
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Tata Ethical Fund Creator
534 Cr
77.5 -0.41%
9.13%
11.64% Highest Returns
10.97%
10.97%
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Tata Ethical Fund Multi Cap Balanced Fund
2,318 Cr
31.16 -0.19%
7.52%
9.29%
10.88% Highest Returns
10.88% Highest Returns
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Tata Ethical Fund Managed Fund
43 Cr
29.35 -0.11%
7.61%
8.65%
10.36% Highest Returns
10.36% Highest Returns
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Tata Ethical Fund Balancer II
588 Cr
28.97 -0.19%
8.8%
9.78%
10.22% Highest Returns
10.22% Highest Returns
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Tata Ethical Fund Stable Fund
22 Cr
24.77 -0.16%
8.56%
9.54%
9.82% Highest Returns
9.82% Highest Returns
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Tata Ethical Fund Balanced Plus Fund
2,310 Cr
24.84 -0.15%
7.69%
9.07%
9.62% Highest Returns
9.62% Highest Returns
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Tata Ethical Fund Balanced Fund-II
153 Cr
28.1 -0.14%
7.72%
8.92%
9.35% Highest Returns
9.35% Highest Returns
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Tata Ethical Fund Future Balance Fund
64 Cr
29.86 -0.20%
7.83%
8.77%
9.18% Highest Returns
9.18% Highest Returns
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Tata Ethical Fund Enhancer
6,342 Cr
84.76 -0.31%
7.19%
10.46% Highest Returns
8.93%
8.93%
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Tata Ethical Fund Cautious Asset Allocator Fund
62 Cr
28.64 -0.09%
6.18%
8.01% Highest Returns
7.9%
7.9%
View Plan
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Tata Ethical Fund Pure Fund
327 Cr
33.56 -0.15%
9.97%
12.51%
14.31% Highest Returns
14.31% Highest Returns
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Tata Ethical Fund Builder
265 Cr
74.1 -0.24%
7.22%
9.77% Highest Returns
9.29%
9.29%
View Plan
Tata Ethical Fund Whole Life Income Fund
768 Cr
32.67 -0.05%
6.83%
7.84%
8.35% Highest Returns
8.35% Highest Returns
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Tata Ethical Fund Protector
328 Cr
54.35 -0.12%
6.34%
8.2% Highest Returns
8.1%
8.1%
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Tata Ethical Fund Steady Money Fund
86 Cr
33.22 -0.06%
5.93%
7.76%
7.96% Highest Returns
7.96% Highest Returns
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Tata Ethical Fund Bond Fund
104 Cr
23.75 -0.01%
6.38%
7.08%
7.96% Highest Returns
7.96% Highest Returns
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Tata Ethical Fund Debt Fund
417 Cr
31.26 -0.05%
6.79%
8.33% Highest Returns
7.93%
7.93%
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Tata Ethical Fund Dynamic Gilt Fund
203 Cr
38.73 -0.09%
6.07%
7.36%
7.92% Highest Returns
7.92% Highest Returns
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Tata Ethical Fund Income Advantage
838 Cr
33.89 -0.07%
6.61%
9.07% Highest Returns
7.9%
7.9%
View Plan
Tata Ethical Fund Income Fund
10,135 Cr
26.54 -0.05%
6.08%
7.93% Highest Returns
7.9%
7.9%
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Tata Ethical Fund Secure Fund
942 Cr
37.75 -0.09%
5.68%
7.67%
7.89% Highest Returns
7.89% Highest Returns
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Tata Ethical Fund Dynamic Bond Fund
1,614 Cr
42.17 -0.07%
6.17%
7.88% Highest Returns
7.87%
7.87%
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Tata Ethical Fund Assure
299 Cr
38.35 -0.02%
6.3%
8.23% Highest Returns
7.45%
7.45%
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Tata Ethical Fund Whole Life Short-Term Fixed Income Fund
239 Cr
29.08 -0.02%
5.89%
7.05%
7.14% Highest Returns
7.14% Highest Returns
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Tata Ethical Fund Future Income Fund
99 Cr
30.55 -0.06%
4.62%
8.21% Highest Returns
7.1%
7.1%
View Plan
Tata Ethical Fund Protector II
799 Cr
24.37 -0.03%
5.03%
7.25% Highest Returns
6.95%
6.95%
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Tata Ethical Fund Dynamic Floating Rate Fund
21 Cr
32.21 -0.01%
4.7%
6.44%
6.83% Highest Returns
6.83% Highest Returns
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Tata Ethical Fund Preserver II
79 Cr
23.7 -0.05%
5.44%
7.02% Highest Returns
6.83%
6.83%
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Tata Ethical Fund Money Market Fund
3,345 Cr
23.54 0.00%
5.2%
6.92% Highest Returns
6.67%
6.67%
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Tata Ethical Fund Liquid Plus
250 Cr
19.38 -0.01%
5.18%
6.5% Highest Returns
6.49%
6.49%
View Plan
Tata Ethical Fund Bond Fund-II
81 Cr
23.14 -0.04%
3.59%
6.84% Highest Returns
6.46%
6.46%
View Plan
Tata Ethical Fund Liquid Fund
68 Cr
67.31 -0.01%
4.38%
6.69% Highest Returns
5.97%
5.97%
View Plan
Tata Ethical Fund Safe Money Fund
66 Cr
21.11 0.00%
3.94%
5.83% Highest Returns
5.71%
5.71%
View Plan
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Tata Ethical Fund Growth Fund
2,352 Cr
16.13 -0.11%
-
-
20.9% Highest Returns
- Highest Returns
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Tata Ethical Fund Midcap Fund
849 Cr
51.37 -0.20%
10.98%
13.76%
17.32% Highest Returns
17.32% Highest Returns
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Tata Ethical Fund Growth Opportunities Plus Fund
658 Cr
49.05 -0.40%
13.6%
15.51%
16.9% Highest Returns
16.9% Highest Returns
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Tata Ethical Fund Grow Money Plus Fund
306 Cr
47.46 -0.42%
13.56%
15.59%
16.27% Highest Returns
16.27% Highest Returns
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Tata Ethical Fund Build India Fund
31 Cr
43.04 -0.39%
12.76%
15%
15.99% Highest Returns
15.99% Highest Returns
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Tata Ethical Fund Frontline Equity Fund
1,461 Cr
43.61 -0.45%
12.69%
13.82%
15.15% Highest Returns
15.15% Highest Returns
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Tata Ethical Fund Classic Opportunities Fund
9,326 Cr
45.97 -0.45%
11.38%
13.23%
14.98% Highest Returns
14.98% Highest Returns
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Tata Ethical Fund Accelerator Fund
196 Cr
31.78 -0.39%
13.48% Highest Returns
13.2%
13.47%
13.47%
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Tata Ethical Fund Equity Growth Fund
1,145 Cr
42.85 -0.42%
10.91%
11.54%
12.37% Highest Returns
12.37% Highest Returns
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Tata Ethical Fund Equity II Fund
2,984 Cr
29.85 -0.29%
9.02%
10.71%
11.75% Highest Returns
11.75% Highest Returns
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Tata Ethical Fund Aggressive Asset Allocator Fund
164 Cr
43.18 -0.36%
11.14%
11.43% Highest Returns
11.09%
11.09%
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Tata Ethical Fund Moderate Asset Allocator Fund
52 Cr
32.74 -0.18%
7.64%
9.08% Highest Returns
8.84%
8.84%
View Plan
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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
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
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

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