CALCULATE YOUR SIP RETURNS
Angel One - Share Market Trading and Stock Broking
START SIP NOWLogin
Tata Mutual Fund logo
EQUITY•SECTORAL / THEMATIC

TATA Ethical Fund Direct Plan Reinvestment of IDCW Reinvestment

3 Year return

12.03%
NAV on December 12, 2025
242.6566
1D Returns
+1.34%
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 Sep 2021

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 Reinvestment of IDCW Reinvestment

Tata Ethical Fund Direct Plan Reinvestment of IDCW Reinvestment is an actively managed equity fund that invests in a diversified portfolio of stocks that meet certain ethical criteria. The fund is managed by Tata Mutual Fund. It is a direct plan, i.e., there are no intermediaries. It is a Reinvestment of the IDCW Reinvestment scheme, which means that dividends are reinvested in the fund, and if the fund has any excess cash after meeting its expenses, it will also be reinvested in the fund.

Investment Objective of the Scheme

The investment objective of Tata Ethical Fund Direct Plan Reinvestment of IDCW Reinvestment is to provide long-term capital appreciation by investing in a diversified portfolio of stocks that meet certain ethical criteria under Shariah principles.

Key Features of The Fund

5-year return
15.907%
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 Reinvestment of IDCW Reinvestment is a good option for investors who are looking for long-term growth and want to invest in a fund that meets certain ethical criteria. This is because the fund invests in a diversified portfolio of stocks that meet certain ethical criteria, which helps to reduce risk. However, the fund is still subject to market volatility, so investors should be prepared for the possibility of short-term risk.

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.

Secure Your Retirement With SIPs

For many investors, a Systematic Investment Plan (SIP) is an excellent option when it comes to retirement planning. SIPs make disciplined investing possible by automating regular contributions, which add up to an impressive retirement fund over time. This strategy guarantees a stable retirement and mitigates market volatility. Take advantage of the mutual fund SIP calculator offered by Angel One to visualise how your investments can grow and assist in making informed decisions to achieve your retirement goals.

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 null on December 12, 2025, is ₹242.6566
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 null, 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 null is 0.65%
The null 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 null 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 12.0274% returns
SIP Date1st of every month

Your next SIP Payment will be on 13 January 2026

By proceeding, you accept AngelOne's T&C

Grow your wealth with SIP
4,000+ Mutual Funds to choose from