Rating : ★ ★ ★ ☆ ☆

Tata Ethical Fund Direct Plan Reinvestment of Income Distribution cum Capital Withdrawal



Sectoral Fund


169.6161 +0.132

(as on 12 Aug, 2022)


24.93 %

Fund Type

Open Ended

Investment Plan

Dividend Reinvestment

Expense Ratio


Asset Size

1321.07 Cr.

(As of 31 Jul, 2022)


Nifty 500 Shariah IR INR


Investors understand that their principal will be at Very High Risk.


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.

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Fund manager

Rupesh Patel

Exit load

1 %

(If redeemed within 365 days)

Minimum sip


Minimum investment


Top Holdings

This fund is been allocated in various sectors including some of the prominent ones that are widely accepted and are creating a value of trust.



Tata Consultancy Services Ltd


Infosys Ltd


Hindustan Unilever Ltd


HCL Technologies Ltd


Sector Allocation

About the Scheme Type

As the name suggests, Sectoral Funds invest in specific sectors of the economy. These funds are less diversified as they invest entirely in a particular sector; hence, their risk factor also depends on the respective sector’s performance, this carrying high risk. For example, a FMCG fund will only invest in FMCG companies while a tech fund will invest in only tech companies.The aim of these funds is to give investors a chance to benefit from the growth prospects of a particular fund.


This fund is rated 3 stars by Morning Star Ratings.

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Overview of Tata Asset Management Limited