Moneycontrol
you are here:

Tata Ethical Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Sectoral/Thematic
Fund House : Tata Mutual Fund

Scheme Objective

To provide medium to long- termcapital gains by investing in Shariacompliant equity and equity relatedinstruments of well-researched valueand growth - oriented companies.

Scheme Details

  • Fund manager(s)Ennettee Fernandes , Rupesh Patel
  • Launch date – 02-Jan-2013
  • Expense ratio – 1.37% as declared on 31-May-2020 (category average is 1.4%)
  • Benchmark - Nifty 50
  • Min SIP amount - ₹
  • Min investment amount (one time- first time) - ₹
  • Min investment amount (addtional purchase) - ₹
  • Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Tata Ethical Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Net Buy Price
Buy Date
Sell Date
  • Gross Profit
  • Exit Charges
  • Net Profit

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.|If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Contact Details

Tata Asset Management Ltd.
1903, B-Wing, Parinee Crescenzo, G-Block, Bandra Kurla Complex, Bandra East Mumbai 400051
Tel no.: 6657 8282
Fax no.: 2261 3782
Website.: www.tatamutualfund.com

Forum

+ See More