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EQUITY•SECTORAL / THEMATIC

TATA Ethical Fund

3 Year return

12.03%
NAV on December 12, 2025
442.0234
1D Returns
+2.44%
Launched on January 2013(12 years)

Investment Details

₹100
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
20.92%₹753
Total Value ₹4,353

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹3,771.8 Cr.
Expense Ratio
0.65% (inclusive of GST)
Exit Load
0.50% if redeemed/switched out on or before 90 days from the date of allotment.

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

Tax Implications

Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year

Tata Mutual Fund Manager

AS

Abhinav Sharma

Fund Manager since Jun 2018

Fund House Details

Tata Mutual Fund

Tata Mutual Fund

Asset management company

AUM
₹2,17,939.09 Cr.
No. of Schemes
189
Setup Date
March 1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Infrastructure Fund24.5621%
0
Aditya Birla Sun Life PSU Equity Fund25.6746%
0
SBI PSU Fund27.2566%
0

Schemes by Tata Mutual Fund

List of mutual fund schemes by AMC

About TATA Ethical Fund Direct Plan-Growth

TATA Ethical Fund Direct Plan-Growth is an open-ended equity mutual fund plan that is provided by Tata Mutual Fund. The fund follows an ethically sound investment approach, and the fund invests in stocks of companies adhering to Islamic (Shariah) principles. Consequently, the fund avoids companies involved in activities that are non-compliant with Shariah law. These are companies that allow investors to enjoy medium to long-term gains and comprise primarily stocks of companies that fall under growth stocks. A combination of large-cap, mid-cap, and small-cap stocks can be invested in.

Investment Objective of the Scheme

The investment objective of TATA Ethical Fund Direct Plan-Growth is long-term capital appreciation. The fund seeks to achieve this objective through a diversified fund portfolio of growth stocks. The equities in the fund are mandated and compliant according to Shariah law and principles. Consequently, the fund avoids stocks of companies dealing with alcohol, tobacco, and others.

Key Features of The Fund

5-year return
15.9125%
Expense Ratio
0.65%
Fund Manager
Abhinav Sharma
Fund Size
₹3771.8 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

TATA Ethical Fund Direct Plan-Growth may be suitable for you if you are a long-term investor who wishes to invest in a diversified portfolio of companies compliant with Shariah principles. If you are seeking medium to long-term gains in the long run, this fund may be considered. The fund may also be considered for investors interested in macro trends, and those with some expertise in long-term investing. Nonetheless, before making any investment decisions, it is better you evaluate your individual financial goals and then go ahead.

AMC Contact Details

NameTata Mutual Fund
Launch DateMarch 1994
AddressMulla House, Ground Floor, 51, M.G. Road, Near Flora Fountain, Mumbai – 400 001 Maharashtra
Contact(022) 6282 7777
Emailservice@tataamc.com
Websitehttps://www.tatamutualfund.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of TATA Ethical Fund on December 12, 2025, is ₹442.0234
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of TATA Ethical Fund, is ₹3771.8 crore.
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of TATA Ethical Fund is 0.65%
The TATA Ethical Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for TATA Ethical Fund is ₹undefined.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,353 in 3Y at 12.0265% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

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