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.
Fund Details |
Fund Size |
NAV |
5 Year |
7 Year |
10 Year |
|
|---|---|---|---|---|---|---|
 Top 300 Fund
Fund Size: 1,981 Cr
|
1,981 Cr |
52.93 -0.60% |
8.92% |
10.64% |
11.71% Highest Returns |
Get Details |
 Opportunities Fund
Fund Size: 35,377 Cr
|
35,377 Cr |
70.42 -1.31% |
12.59% |
13.55% |
13.85% Highest Returns |
Get Details |
 High Growth Fund
Fund Size: 12,572 Cr
|
12,572 Cr |
106.43 -2.22% |
18.26% |
19.82% Highest Returns |
17.91% |
Get Details |
 Opportunities Fund
Fund Size: 3,551 Cr
|
3,551 Cr |
54.91 -1.07% |
11.51% |
11.81% |
12.11% Highest Returns |
Get Details |
Best ULIP Funds - Consider the best performing ULIP funds to invest in 2026 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories
Returns as on 01-04-2026. The returns are the returns of best-performing fund in the plan
Disclaimer :
˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
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.
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.
| 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% |
People also read: Tata Midcap Momentum Index Fund
| 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 |
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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The Reliance ULIP Plan Calculator is a reliable financial tool*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.
˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in
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