Tata Ethical Fund Direct Plan Growth is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Abhinav Sharma. The fund could potentially beat inflation in the long-run.
1) Tata Ethical Fund Direct Plan Growth has a NAV of ₹286.2932 as on 06-07-2022.
2) Tata Ethical Fund Direct Plan Growth has ₹1250 Cr worth of assets under management (AUM) as on 31-05-2022 and is more than category average.
3) The fund has an expense ratio 0.98 %.
Expense ratio | 0.98% | |
Benchmark | Nifty 500 Shariah TR INR | |
AUM | ₹1250 Cr | |
Inception Date | 1 January, 2013 | |
Min Lumpsum/SIP | ₹5000/₹150 | |
Exit Load | 1% | |
Lock In | No Lock-in | |
TurnOver | 34.81% |
Tech | 33.1% |
Industrial | 18.2% |
Basic Materials | 15.2% |
Consumer Defensive | 12.8% |
Consumer Cyclical | 9.5% |
Health | 8.5% |
Utilities | 1.8% |
Energy | 0.9% |
Abhinav Sharma is B.Com; MBA, University Business School
15 Years experience
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