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
1,018 Cr
53.23 0.13%
10.62%
14.44%
15.75% Highest Returns
15.75% Highest Returns
View Plan
Tata Ethical Fund Pure Equity
1,362 Cr
46.97 0.16%
10.88%
15.21%
15.26% Highest Returns
15.26% Highest Returns
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Tata Ethical Fund Pure Stock Fund
4,419 Cr
97.05 0.31%
10.31%
14.71%
14.93% Highest Returns
14.93% Highest Returns
View Plan
Tata Ethical Fund Large Cap Equity Fund
1,924 Cr
46.56 0.11%
14.89%
15.8% Highest Returns
14.57%
14.57%
View Plan
Tata Ethical Fund Equity Growth Fund II
4,044 Cr
52.17 0.19%
10.78%
13.87%
13.93% Highest Returns
13.93% Highest Returns
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Tata Ethical Fund Equity Top 250 Fund
464 Cr
39.34 0.05%
9.11%
12.57%
13.91% Highest Returns
13.91% Highest Returns
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Tata Ethical Fund Whole Life Aggressive Growth Fund
611 Cr
59.07 0.07%
12.56%
14.49% Highest Returns
13.67%
13.67%
View Plan
Tata Ethical Fund Equity Large Cap Fund
476 Cr
40.38 0.14%
9.16%
12.83%
13% Highest Returns
13% Highest Returns
View Plan
Tata Ethical Fund Future Apex Fund
75 Cr
37.49 0.04%
12.58%
14.09% Highest Returns
12.78%
12.78%
View Plan
Tata Ethical Fund Top 50 Fund
162 Cr
60.82 0.15%
11.89%
13.94% Highest Returns
12.76%
12.76%
View Plan
Tata Ethical Fund Blue Chip Fund
7,803 Cr
36.15 0.09%
11.16%
13.5% Highest Returns
12.66%
12.66%
View Plan
Tata Ethical Fund Enhancer Fund-II
704 Cr
39.97 0.13%
10.86%
13.19% Highest Returns
12.63%
12.63%
View Plan
Tata Ethical Fund Opportunity Fund
2,099 Cr
38.47 0.06%
10.05%
12.2%
12.6% Highest Returns
12.6% Highest Returns
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Tata Ethical Fund Super 20
1,591 Cr
48.32 0.14%
12.69%
14.56% Highest Returns
12.53%
12.53%
View Plan
Tata Ethical Fund Equity Fund
43,874 Cr
139.77 0.64%
9.96%
15.7% Highest Returns
12.45%
12.45%
View Plan
Tata Ethical Fund Growth Super Fund
11,317 Cr
55.51 0.27%
11.19%
13.39% Highest Returns
12.24%
12.24%
View Plan
Tata Ethical Fund Maximiser
2,424 Cr
46.99 0.13%
10.81%
13.85% Highest Returns
12.14%
12.14%
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Tata Ethical Fund Flexi Cap
1,166 Cr
34.83 0.12%
10.02%
12.04% Highest Returns
11.93%
11.93%
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Tata Ethical Fund Bluechip Equity Fund
845 Cr
31.55 0.12%
12.14%
13.56% Highest Returns
11.87%
11.87%
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Tata Ethical Fund Maximiser Fund V
49,270 Cr
37.78 0.11%
9.71%
12.31% Highest Returns
11.79%
11.79%
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Tata Ethical Fund Magnifier
1,135 Cr
88.69 0.27%
9.71%
12.58% Highest Returns
11.69%
11.69%
View Plan
Tata Ethical Fund Bluechip Fund
3,763 Cr
33.11 0.08%
10.33%
12.31% Highest Returns
11.6%
11.6%
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Tata Ethical Fund Future Opportunity Fund
63 Cr
29.21 0.03%
11.15%
12.98% Highest Returns
11.33%
11.33%
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Tata Ethical Fund Future Maximize Fund
87 Cr
38.72 0.03%
10.31%
12.04% Highest Returns
10.72%
10.72%
View Plan
Tata Ethical Fund Value & Momentum
619 Cr
31.64 0.11%
5.09%
11.12% Highest Returns
10.64%
10.64%
View Plan
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Tata Ethical Fund Whole Life Mid Cap Equity Fund
8,830 Cr
85.46 -0.03%
12.6%
16.1%
18.75% Highest Returns
18.75% Highest Returns
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Tata Ethical Fund Top 200 Fund
836 Cr
100.08 0.26%
18.18%
18.51% Highest Returns
17.4%
17.4%
View Plan
Tata Ethical Fund Multiplier
2,920 Cr
57.29 0.11%
8.96%
14.87%
16.29% Highest Returns
16.29% Highest Returns
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Tata Ethical Fund Virtue II
1,557 Cr
43.64 0.10%
13.88%
14.96%
15.28% Highest Returns
15.28% Highest Returns
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Tata Ethical Fund Accelerator Mid-Cap Fund II
4,548 Cr
49.45 0.09%
7.34%
13.47%
14.99% Highest Returns
14.99% Highest Returns
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Tata Ethical Fund High Growth Fund
2,106 Cr
56.07 -0.11%
13.8%
15.86% Highest Returns
14.84%
14.84%
View Plan
Tata Ethical Fund Opportunities Fund
28,835 Cr
45.69 -0.02%
9.49%
13.6%
14.44% Highest Returns
14.44% Highest Returns
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Tata Ethical Fund Multi Cap Growth Fund
17,951 Cr
35.65 0.05%
6.49%
10.13%
11.33% Highest Returns
11.33% Highest Returns
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Tata Ethical Fund Balanced Fund
893 Cr
13.98 0.00%
-
-
12.07% Highest Returns
12.07% Highest Returns
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Tata Ethical Fund Whole Life Stable Growth Fund
184 Cr
43.67 0.00%
10.75%
11.78% Highest Returns
11.23%
11.23%
View Plan
Tata Ethical Fund Save N Grow Money Fund
75 Cr
45.96 0.07%
9.11%
10.69% Highest Returns
10.39%
10.39%
View Plan
Tata Ethical Fund Growth Plus Fund
524 Cr
26.2 0.08%
7.57%
11% Highest Returns
10.31%
10.31%
View Plan
Tata Ethical Fund Creator
515 Cr
77.86 0.14%
8.89%
11.39% Highest Returns
10.16%
10.16%
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Tata Ethical Fund Managed Fund
44 Cr
29.81 0.01%
7.75%
9.94%
10.12% Highest Returns
10.12% Highest Returns
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Tata Ethical Fund Multi Cap Balanced Fund
2,205 Cr
30.84 0.03%
6.67%
8.93%
9.84% Highest Returns
9.84% Highest Returns
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Tata Ethical Fund Balancer II
646 Cr
28.95 0.04%
8.54%
9.75% Highest Returns
9.36%
9.36%
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Tata Ethical Fund Stable Fund
22 Cr
24.94 0.05%
8.18%
9.89% Highest Returns
9.01%
9.01%
View Plan
Tata Ethical Fund Balanced Plus Fund
2,204 Cr
24.95 0.04%
7.43%
9.27% Highest Returns
8.88%
8.88%
View Plan
Tata Ethical Fund Balanced Fund-II
150 Cr
28.29 0.03%
7.7%
8.97% Highest Returns
8.71%
8.71%
View Plan
Tata Ethical Fund Future Balance Fund
65 Cr
30.12 0.01%
7.63%
9.05% Highest Returns
8.43%
8.43%
View Plan
Tata Ethical Fund Enhancer
6,183 Cr
85.6 0.07%
7.21%
10.3% Highest Returns
8.35%
8.35%
View Plan
Tata Ethical Fund Cautious Asset Allocator Fund
54 Cr
28.94 0.00%
6.68%
7.85% Highest Returns
7.55%
7.55%
View Plan
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Tata Ethical Fund Pure Fund
354 Cr
32.06 0.08%
8.29%
11.75%
13.46% Highest Returns
13.46% Highest Returns
View Plan
Tata Ethical Fund Builder
260 Cr
75.16 0.03%
7.49%
9.65% Highest Returns
8.77%
8.77%
View Plan
Tata Ethical Fund Whole Life Income Fund
796 Cr
33.36 -0.02%
7.43%
7.83%
8.04% Highest Returns
8.04% Highest Returns
View Plan
Tata Ethical Fund Bond Fund
118 Cr
24.21 -0.01%
6.58%
7.96% Highest Returns
7.79%
7.79%
View Plan
Tata Ethical Fund Protector
320 Cr
55.13 0.01%
6.75%
8.11% Highest Returns
7.7%
7.7%
View Plan
Tata Ethical Fund Steady Money Fund
94 Cr
33.74 -0.01%
6.56%
7.66% Highest Returns
7.65%
7.65%
View Plan
Tata Ethical Fund Income Advantage
815 Cr
34.59 -0.02%
7.26%
8.95% Highest Returns
7.61%
7.61%
View Plan
Tata Ethical Fund Debt Fund
428 Cr
31.83 -0.01%
7.54%
8.22% Highest Returns
7.6%
7.6%
View Plan
Tata Ethical Fund Income Fund
10,469 Cr
26.89 -0.01%
6.52%
7.77% Highest Returns
7.5%
7.5%
View Plan
Tata Ethical Fund Secure Fund
965 Cr
38.34 -0.02%
6.47%
7.58% Highest Returns
7.49%
7.49%
View Plan
Tata Ethical Fund Dynamic Gilt Fund
204 Cr
39.4 -0.02%
7.02%
7.43%
7.45% Highest Returns
7.45% Highest Returns
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Tata Ethical Fund Dynamic Bond Fund
1,623 Cr
42.78 -0.02%
6.96%
7.79% Highest Returns
7.45%
7.45%
View Plan
Tata Ethical Fund Assure
301 Cr
39.14 -0.01%
6.37%
8.15% Highest Returns
7.24%
7.24%
View Plan
Tata Ethical Fund Whole Life Short-Term Fixed Income Fund
241 Cr
29.69 0.00%
5.92%
7% Highest Returns
6.96%
6.96%
View Plan
Tata Ethical Fund Dynamic Floating Rate Fund
22 Cr
32.86 -0.01%
5%
6.41%
6.65% Highest Returns
6.65% Highest Returns
View Plan
Tata Ethical Fund Future Income Fund
97 Cr
31 0.00%
5.22%
8.08% Highest Returns
6.61%
6.61%
View Plan
Tata Ethical Fund Protector II
790 Cr
24.86 -0.01%
5.73%
7.18% Highest Returns
6.61%
6.61%
View Plan
Tata Ethical Fund Money Market Fund
373 Cr
29.89 0.00%
5.11%
6.61% Highest Returns
6.53%
6.53%
View Plan
Tata Ethical Fund Preserver II
78 Cr
24.19 0.00%
6.27%
6.95% Highest Returns
6.45%
6.45%
View Plan
Tata Ethical Fund Liquid Plus
255 Cr
19.81 0.00%
5.14%
6.46% Highest Returns
6.38%
6.38%
View Plan
Tata Ethical Fund Bond Fund-II
85 Cr
23.47 0.00%
4.22%
6.74% Highest Returns
6.07%
6.07%
View Plan
Tata Ethical Fund Liquid Fund
72 Cr
68.62 -0.01%
4.34%
6.65% Highest Returns
5.8%
5.8%
View Plan
Tata Ethical Fund Safe Money Fund
70 Cr
21.54 0.00%
4%
5.81% Highest Returns
5.57%
5.57%
View Plan
See more funds
Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Tata Ethical Fund Growth Fund
2,791 Cr
15.92 0.01%
-
-
17.15% Highest Returns
- Highest Returns
View Plan
Tata Ethical Fund Midcap Fund
879 Cr
49.55 -0.05%
9.76%
12.98%
15.69% Highest Returns
15.69% Highest Returns
View Plan
Tata Ethical Fund Growth Opportunities Plus Fund
691 Cr
48.82 0.11%
12.69%
15.86% Highest Returns
15.39%
15.39%
View Plan
Tata Ethical Fund Grow Money Plus Fund
316 Cr
47.2 0.16%
12.85%
15.86% Highest Returns
14.76%
14.76%
View Plan
Tata Ethical Fund Build India Fund
31 Cr
42.65 0.14%
11.94%
15.1% Highest Returns
14.45%
14.45%
View Plan
Tata Ethical Fund Frontline Equity Fund
1,660 Cr
43.62 0.19%
12.01%
14.12% Highest Returns
13.87%
13.87%
View Plan
Tata Ethical Fund Classic Opportunities Fund
9,795 Cr
45.33 0.19%
10.51%
13.45%
13.55% Highest Returns
13.55% Highest Returns
View Plan
Tata Ethical Fund Accelerator Fund
195 Cr
31.97 0.10%
12.76%
14.15% Highest Returns
12.57%
12.57%
View Plan
Tata Ethical Fund Equity Growth Fund
1,193 Cr
42.32 0.13%
9.35%
11.83% Highest Returns
11%
11%
View Plan
Tata Ethical Fund Equity II Fund
2,951 Cr
29.76 0.09%
7.96%
11.19% Highest Returns
10.58%
10.58%
View Plan
Tata Ethical Fund Aggressive Asset Allocator Fund
168 Cr
43.17 0.10%
10.15%
11.84% Highest Returns
10.18%
10.18%
View Plan
Tata Ethical Fund Moderate Asset Allocator Fund
50 Cr
33.06 0.02%
7.6%
8.88% Highest Returns
8.34%
8.34%
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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