Tata Ethical Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.35
• Std Deviation 13.16%
• Tracking Error 0.00%

To provide medium to long- term capital gains by investing in Shariah compliant equity and equity related instruments of well-researched value and growth - oriented companies. Tata Ethical Fund aims to generate medium to long term capital growth by investing in equity and equity related instruments of shariah compliant companies.

The Tata Ethical Fund Regular Growth has an AUM of 3288.81 crores & has delivered CAGR of 19.09% in the last 5 years. The fund has an exit load of 0.50% and an expense ratio of 1.91%. The minimum investment in Tata Ethical Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Cash / Net Current Asset, Tata Consultancy Services, Hindustan Unilever & HCL Technologies.

The major sectors where the fund is invested are Software & Programming, Biotechnology & Drugs, Chemical Manufacturing & Personal & Household Prods..

Some of the similar funds are UTI Transportation & Logistics Fund Regular Plan Growth, Tata Ethical Fund Regular Growth, UTI MNC Fund Regular Plan Growth, Aditya Birla Sun Life MNC Fund Growth, HDFC Business Cycle Fund Regular Growth. Tata Ethical Fund Regular Growth has a sharpe ratio of 0.35 & a standard deviation of 13.16%.