AS
Abhinav SharmaFund Manager Since 6 Sept 2021
EquityEquity - Other
Tata Ethical Fund Regular Growth
3Y Annualised
12.47%
-0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.81%
-0.06% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 11 months
NIFTY 50
5 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹3771.80 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹5000
Exit load
0.01%
0.50% of NAV if redeemed/switched out on or before 90 days from the date of allotment.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Nifty Metal ETF
11.42%
2nd
Mirae Asset Nifty Metal ETF
11.11%
3rd
Motilal Oswal S&P BSE Low Volatility ETF
9.26%
4th
ICICI Prudential Business Cycle Fund Regular Reinvestment of Income Distribution cum Cap wdrl
8.81%
5th
ICICI Prudential Business Cycle Fund Regular Payout of Income Distribution cum Cap wdrl
8.81%
590th
Tata Ethical Fund Regular Growth
0.81%
Fund Managers
About Tata Ethical Fund Regular Growth
Tata Ethical Fund Regular Growth is a Equity mutual fund scheme from Tata Asset Management Pvt Ltd. This fund has been in existence for 29 years, having been launched on 1996-05-24. Tata Ethical Fund Regular Growth has ₹3771.80 Cr worth of assets under management (AUM) as of Tue Jan 06 2026. The latest Net Asset Value (NAV) of Tata Ethical Fund Regular Growth as of Tue Jan 06 2026 is ₹393.6324. The fund has an expense ratio of 1.9%, which is medium comparable to most other Equity funds.
Tata Ethical Fund Regular Growth returns for the last 1 year are -1.43%. Since launch, it has delivered 15.72% average annual returns.
The Tata Ethical Fund Regular Growth has the majority of its money invested in Technology, Consumer Defensive, Industrials, Consumer Cyclical, Basic Materials sectors.
Top 5 Holdings of Tata Ethical Fund Regular Growth.
- Infosys Ltd: 6.62%
- Tata Consultancy Services Ltd: 5.64%
- Hindustan Unilever Ltd: 3.72%
- Tech Mahindra Ltd: 3.56%
- HCL Technologies Ltd: 3.15%
AMC Information
| Name | Tata Asset Management Pvt Ltd |
|---|---|
| Founding Date | 1996-05-24 |
| kiran@tataamc.com | |
| Phone | +91 22 6657 8282 |
| Website | www.tatamutualfund.com |
| Address | Tata Asset Management Private Limited,Mafatlal Centre, 9th Floor,,Nariman Point,,India |
Tax Implications of Tata Ethical Fund Regular Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
