Tata Ethical Fund - Direct (IDCW)

Tata Ethical Fund - Direct (IDCW)

Very HighEquitySectoral
Not Rated
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Scheme Details

-%

Expense Ratio

₹3,202 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
24.67%
15.86%
22.28%
16.61%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Ethical Fund - Direct (IDCW)
24.67%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
SBI PSU Fund - Direct (G)
48.18%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
38.32%

Holdings

Holdings
Sector Wise
Infosys
9.09%
TCS
7.62%
HCL Technologies
5.52%
Hind. Unilever
4.36%
Tata Elxsi
4.32%

Fund Manager

R
Rupesh Patel
R
Rupesh Patel
E
Ennettee Fernandes
E
Ennettee Fernandes