Tata Ethical Fund Regular Growth
EquityEquity - Other
383.09
-1.17(-0.31%)
NAV as on 10 Dec, 2025
CAGR
10.48%
- AUM (Crs.)3,771.80
- Expense Ratio1.90 %
- Sharpe Ratio / Category Average0.34
- Standard Deviation / Category Average12.95
- Beta / Category Average-
- Portfolio Turnover / Category Average30.87 / 93.62
- Top 5 Stocks Wt.21.94
- Top 10 Stocks Wt.35.50
- Top 3 Sectors Wt.49.13
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryAbhinav Sharma
- Launch Date24 May, 1996
- BenchmarkS&P BSE 500
Objective
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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