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
Super Select Equity Fund
936 Cr
46.74 -0.58%
10.73%
12.91%
15.64% Highest Returns
15.64% Highest Returns
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Pure Equity
1,120 Cr
41.91 -0.63%
10.61%
14.96%
15.56% Highest Returns
15.56% Highest Returns
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Pure Stock Fund
3,970 Cr
87.3 -0.76%
10.38%
14.47%
15.08% Highest Returns
15.08% Highest Returns
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Large Cap Equity Fund
1,774 Cr
40.28 -0.54%
13.66%
11.82%
14.61% Highest Returns
14.61% Highest Returns
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Equity Top 250 Fund
419 Cr
34.44 -0.31%
8.03%
11.97%
14.12% Highest Returns
14.12% Highest Returns
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Equity Growth Fund II
3,713 Cr
45.37 -0.34%
10.29%
12.82%
13.91% Highest Returns
13.91% Highest Returns
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Whole Life Aggressive Growth Fund
575 Cr
52.68 -0.45%
11.77%
11.95%
13.79% Highest Returns
13.79% Highest Returns
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Equity Large Cap Fund
438 Cr
35.46 -0.36%
8.31%
12.29%
13.12% Highest Returns
13.12% Highest Returns
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Blue Chip Fund
7,368 Cr
31.34 -0.33%
9.97%
9.96%
12.83% Highest Returns
12.83% Highest Returns
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Equity Fund
36,101 Cr
121.41 -1.36%
8.93%
15.38% Highest Returns
12.78%
12.78%
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Top 50 Fund
132 Cr
52.88 -0.64%
10.85%
13.19% Highest Returns
12.76%
12.76%
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Enhancer Fund-II
638 Cr
34.61 -0.39%
9.45%
9.56%
12.51% Highest Returns
12.51% Highest Returns
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Super 20
1,424 Cr
41.58 -0.44%
11.2%
11.6%
12.5% Highest Returns
12.5% Highest Returns
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Future Apex Fund
75 Cr
31.55 -0.28%
10.29%
9.73%
12.44% Highest Returns
12.44% Highest Returns
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Opportunity Fund
1,890 Cr
33.21 -0.32%
8.78%
8.61%
12.39% Highest Returns
12.39% Highest Returns
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Maximiser
2,258 Cr
40.94 -0.45%
9.89%
9.94%
12.27% Highest Returns
12.27% Highest Returns
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Growth Super Fund
10,052 Cr
48.5 -0.48%
10.21%
9.91%
12.26% Highest Returns
12.26% Highest Returns
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Flexi Cap
1,084 Cr
30.58 -0.30%
8.96%
9.35%
12.11% Highest Returns
12.11% Highest Returns
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Bluechip Equity Fund
775 Cr
27.73 -0.29%
11.16%
9.85%
12.03% Highest Returns
12.03% Highest Returns
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Magnifier
1,101 Cr
78.09 -0.79%
8.97%
12.2% Highest Returns
11.8%
11.8%
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Maximiser Fund V
46,044 Cr
31.89 -0.29%
7.92%
7.22%
11.66% Highest Returns
11.66% Highest Returns
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Bluechip Fund
3,502 Cr
28.61 -0.27%
8.91%
8.51%
11.39% Highest Returns
11.39% Highest Returns
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Future Opportunity Fund
58 Cr
24.56 -0.22%
8.85%
8.52%
10.98% Highest Returns
10.98% Highest Returns
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Future Maximize Fund
89 Cr
33.26 -0.25%
8.23%
8.22%
10.5% Highest Returns
10.5% Highest Returns
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Value & Momentum
610 Cr
27.11 -0.29%
3.67%
10.19%
10.45% Highest Returns
10.45% Highest Returns
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Growth Fund
8,322 Cr
74.07 -0.31%
7.36%
11.94% Highest Returns
9.58%
9.58%
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Whole Life Mid Cap Equity Fund
8,405 Cr
73.9 -1.15%
11.23%
13.83%
18.92% Highest Returns
18.92% Highest Returns
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Top 200 Fund
623 Cr
84.85 -1.31%
16.46%
17.24% Highest Returns
17.15%
17.15%
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Multiplier
2,442 Cr
48.45 -0.72%
9.07%
11.65%
15.91% Highest Returns
15.91% Highest Returns
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Virtue II
1,309 Cr
39.53 -0.50%
14.44%
12.51%
15.47% Highest Returns
15.47% Highest Returns
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High Growth Fund
1,565 Cr
49.15 -0.76%
13.16%
12.81%
15.14% Highest Returns
15.14% Highest Returns
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Accelerator Mid-Cap Fund II
4,255 Cr
43.61 -0.49%
7.59%
12.47%
15.07% Highest Returns
15.07% Highest Returns
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Opportunities Fund
27,193 Cr
40.04 -0.56%
8.47%
11.81%
14.4% Highest Returns
14.4% Highest Returns
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Multi Cap Growth Fund
17,624 Cr
31.71 -0.31%
5.8%
7.38%
11.59% Highest Returns
11.59% Highest Returns
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Whole Life Stable Growth Fund
168 Cr
40.29 -0.18%
9.95%
10.22%
11.48% Highest Returns
11.48% Highest Returns
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Balanced Fund
271 Cr
31.17 -0.22%
7.98%
9.54%
10.86% Highest Returns
10.86% Highest Returns
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Save N Grow Money Fund
71 Cr
42.15 -0.22%
8.53%
9.47%
10.65% Highest Returns
10.65% Highest Returns
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Creator
521 Cr
71.29 -0.36%
8.02%
11.27% Highest Returns
10.37%
10.37%
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Growth Plus Fund
525 Cr
23.26 -0.18%
6.99%
7.7%
10.35% Highest Returns
10.35% Highest Returns
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Multi Cap Balanced Fund
2,282 Cr
28.37 -0.16%
6.02%
7.1%
10.19% Highest Returns
10.19% Highest Returns
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Managed Fund
43 Cr
27.66 -0.08%
6.95%
9.81%
10.17% Highest Returns
10.17% Highest Returns
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Balancer II
577 Cr
26.39 -0.17%
7.52%
8.07%
9.52% Highest Returns
9.52% Highest Returns
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Stable Fund
22 Cr
22.79 -0.12%
7.4%
7.52%
9.21% Highest Returns
9.21% Highest Returns
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Balanced Plus Fund
2,298 Cr
22.79 -0.11%
6.57%
7.23%
9.02% Highest Returns
9.02% Highest Returns
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Balanced Fund-II
147 Cr
26.05 -0.11%
6.48%
7.42%
8.78% Highest Returns
8.78% Highest Returns
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Enhancer
6,260 Cr
80.02 -0.23%
6.4%
10.28% Highest Returns
8.56%
8.56%
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Future Balance Fund
65 Cr
26.82 -0.12%
5.97%
6.61%
8.33% Highest Returns
8.33% Highest Returns
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Cautious Asset Allocator Fund
63 Cr
27.6 0.00%
5.58%
7.84% Highest Returns
7.7%
7.7%
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Fund Name
Fund Size
NAV
5 Year
7 Year
10 Year
Pure Fund
308 Cr
29.19 -0.43%
7.79%
9.87%
13.46% Highest Returns
13.46% Highest Returns
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Builder
266 Cr
70.66 -0.15%
6.68%
9.64% Highest Returns
9.04%
9.04%
View Plan
Whole Life Income Fund
775 Cr
31.97 0.02%
6.63%
7.81%
8.35% Highest Returns
8.35% Highest Returns
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Bond Fund
105 Cr
23.35 0.01%
6.32%
8.1% Highest Returns
8.02%
8.02%
View Plan
Protector
332 Cr
52.56 -0.06%
6%
8.12% Highest Returns
7.96%
7.96%
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Steady Money Fund
83 Cr
32.4 0.00%
5.84%
7.71%
7.92% Highest Returns
7.92% Highest Returns
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Debt Fund
402 Cr
30.52 0.00%
6.55%
8.29% Highest Returns
7.9%
7.9%
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Income Advantage
839 Cr
33.11 0.00%
6.36%
9.05% Highest Returns
7.89%
7.89%
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Income Fund
10,373 Cr
25.95 -0.01%
5.91%
7.15%
7.87% Highest Returns
7.87% Highest Returns
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Dynamic Bond Fund
1,626 Cr
41.18 0.00%
5.95%
7.84% Highest Returns
7.84% Highest Returns
7.84% Highest Returns
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Dynamic Gilt Fund
202 Cr
37.76 0.01%
5.82%
7.26%
7.82% Highest Returns
7.82% Highest Returns
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Secure Fund
920 Cr
36.74 0.00%
5.34%
7.6%
7.82% Highest Returns
7.82% Highest Returns
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Assure
302 Cr
37.82 0.00%
6.36%
8.25% Highest Returns
7.54%
7.54%
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Whole Life Short-Term Fixed Income Fund
232 Cr
28.74 0.00%
5.94%
7.07%
7.26% Highest Returns
7.26% Highest Returns
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Future Income Fund
104 Cr
29.62 0.01%
4.23%
5.85%
7.03% Highest Returns
7.03% Highest Returns
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Dynamic Floating Rate Fund
23 Cr
31.83 0.01%
4.8%
6.45%
6.9% Highest Returns
6.9% Highest Returns
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Protector II
814 Cr
23.79 -0.01%
4.74%
7.18% Highest Returns
6.9%
6.9%
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Money Market Fund
3,344 Cr
23.33 0.00%
5.29%
5.9%
6.78% Highest Returns
6.78% Highest Returns
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Preserver II
80 Cr
23.23 0.01%
5.15%
6.98% Highest Returns
6.73%
6.73%
View Plan
Liquid Plus
266 Cr
19.19 0.00%
5.25%
6.55%
6.56% Highest Returns
6.56% Highest Returns
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Bond Fund-II
84 Cr
22.62 -0.01%
3.34%
5.28%
6.45% Highest Returns
6.45% Highest Returns
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Liquid Fund
67 Cr
66.87 0.00%
4.47%
6.73% Highest Returns
6.09%
6.09%
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Safe Money Fund
60 Cr
20.94 -0.01%
4.08%
5.87% Highest Returns
5.8%
5.8%
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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