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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6.7 Crore
Registered Consumers
51
Insurance Partners
3.4 Crore
Policies Sold
Large Cap
Mid Cap
Balanced
Debt
Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Top 200 Fund
Fund Size: 1,539 Cr
1,539 Cr
147.97 0.47%
27.49% Highest Returns
22.33%
21.65%
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Virtue II
Fund Size: 2,597 Cr
2,597 Cr
66.3 0.03%
23.35% Highest Returns
19.79%
19.37%
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Pure Equity
Fund Size: 2,120 Cr
2,120 Cr
67.21 0.07%
19.59% Highest Returns
16.32%
18.46%
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Growth Opportunities Plus Fund
Fund Size: 931 Cr
931 Cr
63.02 0.24%
18.75% Highest Returns
16.59%
18.22%
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Pure Stock Fund
Fund Size: 6,032 Cr
6,032 Cr
135.86 0.53%
17.6%
15.53%
17.82% Highest Returns
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Super Select Equity Fund
Fund Size: 1,253 Cr
1,253 Cr
69.41 0.48%
17.55%
15.72%
17.56% Highest Returns
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Large Cap Equity Fund
Fund Size: 2,454 Cr
2,454 Cr
63.67 0.27%
21.15% Highest Returns
18.35%
17.49%
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Grow Money Plus Fund
Fund Size: 411 Cr
411 Cr
59.62 0.29%
17.51% Highest Returns
16.11%
17.22%
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Build India Fund
Fund Size: 38 Cr
38 Cr
53.42 0.28%
16.45%
15.11%
16.9% Highest Returns
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Frontline Equity Fund
Fund Size: 2,742 Cr
2,742 Cr
58.02 0.26%
18.35% Highest Returns
15.51%
16.89%
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Whole Life Aggressive Growth Fund
Fund Size: 748 Cr
748 Cr
78.96 0.21%
18.4% Highest Returns
16.14%
16.64%
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Top 50 Fund
Fund Size: 258 Cr
258 Cr
84.33 0.39%
18.59% Highest Returns
16.68%
16.05%
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Equity Top 250 Fund
Fund Size: 538 Cr
538 Cr
51.85 0.28%
15.9% Highest Returns
13.51%
15.69%
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Equity Growth Fund II
Fund Size: 4,767 Cr
4,767 Cr
63.88 0.56%
14.73%
13.92%
15.55% Highest Returns
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Value & Momentum
Fund Size: 680 Cr
680 Cr
43.61 -0.11%
16.82% Highest Returns
10.46%
15.55%
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Accelerator Fund
Fund Size: 221 Cr
221 Cr
41.94 0.18%
18.52% Highest Returns
15.88%
15.53%
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Blue Chip Fund
Fund Size: 8,730 Cr
8,730 Cr
43.91 0.40%
15.02%
13.77%
15.28% Highest Returns
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Future Apex Fund
Fund Size: 84 Cr
84 Cr
49.09 0.30%
18.95% Highest Returns
15.38%
15.26%
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Maximiser
Fund Size: 2,837 Cr
2,837 Cr
59.14 0.40%
15.84% Highest Returns
14.19%
14.89%
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Growth Super Fund
Fund Size: 13,476 Cr
13,476 Cr
69.93 0.34%
15.16% Highest Returns
14.44%
14.69%
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Enhancer Fund-II
Fund Size: 803 Cr
803 Cr
49.35 0.35%
15.01% Highest Returns
13.76%
14.61%
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Equity Fund
Fund Size: 61,900 Cr
61,900 Cr
177.3 1.01%
15.04% Highest Returns
13.56%
14.38%
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Multi Cap Growth Fund
Fund Size: 18,397 Cr
18,397 Cr
46.2 0.28%
14.08%
11.15%
14.17% Highest Returns
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Bluechip Equity Fund
Fund Size: 1,039 Cr
1,039 Cr
39.59 0.35%
16.33% Highest Returns
14.75%
14.05%
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Future Opportunity Fund
Fund Size: 72 Cr
72 Cr
37.79 0.25%
17.32% Highest Returns
14.11%
13.96%
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Super 20
Fund Size: 1,924 Cr
1,924 Cr
57.22 0.55%
15.19% Highest Returns
14.29%
13.95%
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Equity Large Cap Fund
Fund Size: 499 Cr
499 Cr
49.8 0.46%
14.51% Highest Returns
12.54%
13.95%
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Magnifier
Fund Size: 1,250 Cr
1,250 Cr
109.34 0.62%
14.42% Highest Returns
12.92%
13.79%
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Bluechip Fund
Fund Size: 4,205 Cr
4,205 Cr
40.27 0.35%
14.63% Highest Returns
12.67%
13.7%
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Maximiser Fund V
Fund Size: 53,401 Cr
53,401 Cr
46.59 0.35%
14.94% Highest Returns
12.31%
13.28%
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Future Maximize Fund
Fund Size: 90 Cr
90 Cr
48.41 0.25%
15.44% Highest Returns
12.73%
12.95%
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Equity II Fund
Fund Size: 3,029 Cr
3,029 Cr
36.07 0.30%
12.78% Highest Returns
10.98%
12.45%
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Blue-Chip Equity Fund
Fund Size: 989 Cr
989 Cr
31.49 0.31%
12.98% Highest Returns
11.91%
12.26%
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Growth Plus Fund
Fund Size: 516 Cr
516 Cr
31.93 0.22%
12.61% Highest Returns
10.83%
12.16%
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Growth Fund
Fund Size: 8,755 Cr
8,755 Cr
94.99 0.40%
10.96% Highest Returns
10.12%
10.95%
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Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Whole Life Mid Cap Equity Fund
Fund Size: 11,524 Cr
11,524 Cr
124.89 0.38%
23.47% Highest Returns
18.23%
22.51%
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Midcap Fund
Fund Size: 1,278 Cr
1,278 Cr
81.53 -0.05%
23.72% Highest Returns
17.25%
21.48%
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Multiplier
Fund Size: 3,999 Cr
3,999 Cr
85.92 0.03%
21.37% Highest Returns
16.78%
21.09%
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Accelerator Mid-Cap Fund II
Fund Size: 5,754 Cr
5,754 Cr
75.64 -0.03%
19.51%
15.53%
20.39% Highest Returns
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High Growth Fund
Fund Size: 4,690 Cr
4,690 Cr
92.32 -0.22%
26.79% Highest Returns
20.91%
20.21%
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Opportunities Fund
Fund Size: 35,480 Cr
35,480 Cr
65.24 -0.02%
19.38%
15.19%
19.81% Highest Returns
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Classic Opportunities Fund
Fund Size: 12,180 Cr
12,180 Cr
59.42 0.31%
17.02% Highest Returns
14.23%
16.53%
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Flexi Cap
Fund Size: 1,308 Cr
1,308 Cr
47.97 0.11%
17.31% Highest Returns
14.8%
15.52%
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Opportunity Fund
Fund Size: 2,636 Cr
2,636 Cr
49.71 0.31%
16.13% Highest Returns
13.78%
15.02%
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Save N Grow Money Fund
Fund Size: 69 Cr
69 Cr
53.34 0.15%
10.95%
10.5%
11.77% Highest Returns
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Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Whole Life Stable Growth Fund
Fund Size: 226 Cr
226 Cr
54.84 0.05%
14.84% Highest Returns
12.95%
13.4%
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Balanced Fund
Fund Size: 328 Cr
328 Cr
41.63 0.11%
12.59% Highest Returns
11.02%
12.55%
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Creator
Fund Size: 528 Cr
528 Cr
90.17 0.32%
11.13%
10.14%
11.54% Highest Returns
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Balancer II
Fund Size: 796 Cr
796 Cr
35.56 0.08%
12.37% Highest Returns
10.91%
11.54%
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Stable Fund
Fund Size: 22 Cr
22 Cr
31.19 0.07%
12.17% Highest Returns
11.04%
11.37%
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Multi Cap Balanced Fund
Fund Size: 2,116 Cr
2,116 Cr
36.93 0.13%
10.98%
9.22%
11.21% Highest Returns
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Managed Fund
Fund Size: 42 Cr
42 Cr
34.08 0.06%
9.86%
8.96%
10.57% Highest Returns
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Balanced Plus Fund
Fund Size: 2,090 Cr
2,090 Cr
28.81 0.13%
10.51% Highest Returns
8.93%
10.23%
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Future Balance Fund
Fund Size: 71 Cr
71 Cr
35.65 0.12%
10.84% Highest Returns
9.39%
10.15%
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Balanced Fund-II
Fund Size: 150 Cr
150 Cr
32.34 0.08%
9.84%
8.85%
9.97% Highest Returns
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Enhancer
Fund Size: 6,091 Cr
6,091 Cr
96.29 0.20%
8.95%
8.13%
9.28% Highest Returns
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Cautious Asset Allocator Fund
Fund Size: 39 Cr
39 Cr
31.18 0.03%
6.89%
6.37%
7.79% Highest Returns
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Fund Details
Fund Size
NAV
5 Year
7 Year
10 Year
Pure Fund
Fund Size: 478 Cr
478 Cr
45.73 0.19%
17.53% Highest Returns
14.19%
16.83%
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Builder
Fund Size: 247 Cr
247 Cr
83.25 0.11%
8.41%
7.86%
9.45% Highest Returns
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Whole Life Income Fund
Fund Size: 776 Cr
776 Cr
35.99 -0.01%
7.37%
7.03%
8.4% Highest Returns
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Protector
Fund Size: 294 Cr
294 Cr
60.21 0.04%
7.27%
6.9%
8.28% Highest Returns
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Debt Fund
Fund Size: 446 Cr
446 Cr
34.25 0.00%
7.77%
6.93%
8.21% Highest Returns
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Dynamic Gilt Fund
Fund Size: 205 Cr
205 Cr
42.54 0.00%
6.8%
6.55%
8.19% Highest Returns
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Income Advantage
Fund Size: 814 Cr
814 Cr
37.44 0.00%
7.36%
6.87%
8.04% Highest Returns
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Steady Money Fund
Fund Size: 66 Cr
66 Cr
36.29 -0.01%
6.72%
6.19%
7.95% Highest Returns
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Dynamic Bond Fund
Fund Size: 1,479 Cr
1,479 Cr
45.9 -0.01%
6.88%
6.45%
7.92% Highest Returns
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Bond Fund
Fund Size: 23,375 Cr
23,375 Cr
44.34 -0.01%
6.72%
6.24%
7.73% Highest Returns
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Income Fund
Fund Size: 9,165 Cr
9,165 Cr
28.88 -0.02%
6.55%
6.36%
7.72% Highest Returns
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Secure Fund
Fund Size: 1,006 Cr
1,006 Cr
41.42 0.00%
6.66%
6.14%
7.64% Highest Returns
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Preserver II
Fund Size: 78 Cr
78 Cr
26.26 0.01%
6.52%
6.02%
7.3% Highest Returns
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Future Income Fund
Fund Size: 84 Cr
84 Cr
33.48 0.00%
5.8%
5.4%
7.15% Highest Returns
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Protector II
Fund Size: 761 Cr
761 Cr
26.75 -0.01%
6.11%
5.64%
7.1% Highest Returns
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Assure
Fund Size: 278 Cr
278 Cr
41.83 -0.01%
6.26%
6.43%
7.08% Highest Returns
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Whole Life Short-Term Fixed Income Fund
Fund Size: 229 Cr
229 Cr
31.7 0.01%
5.84%
6.01%
6.82% Highest Returns
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Money Market Fund
Fund Size: 395 Cr
395 Cr
31.92 0.00%
5.12%
5.51%
6.38% Highest Returns
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Bond Fund-II
Fund Size: 72 Cr
72 Cr
25.04 -0.01%
4.81%
4.43%
6.32% Highest Returns
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Liquid Plus
Fund Size: 245 Cr
245 Cr
21.08 -0.01%
5.01%
5.47%
6.18% Highest Returns
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Dynamic Floating Rate Fund
Fund Size: 21 Cr
21 Cr
34.82 0.00%
4.95%
5.12%
6.16% Highest Returns
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Liquid Fund
Fund Size: 72 Cr
72 Cr
72.74 -0.01%
4.39%
4.71%
5.59% Highest Returns
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Safe Money Fund
Fund Size: 63 Cr
63 Cr
22.79 -0.01%
4.06%
4.44%
5.29% Highest Returns
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Best ULIP Funds - Consider the best performing ULIP funds to invest in 2024 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories

Data source : value research

Returns as on 15-04-2024. The returns are the returns of best-performing fund in the plan

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

*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
^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.

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