Tata Ethical Fund - (G)

Tata Ethical Fund - (G)

Very HighEquitySectoral
Not Rated
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Scheme Details

-%

Expense Ratio

₹1,199 cr

Fund Size

₹5,000

Minimum Lumpsum

₹150

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
7.39%
23.45%
13.66%
15.64%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
Tata Ethical Fund - (G)
7.39%
Q
Quant Small Cap Fund - Direct (G)
2.89%
C
Canara Robeco Small Cap Fund - Direct (G)
20.06%
B
BOI AXA Small Cap Fund - Direct (G)
8.98%
P
PGIM India Midcap Opportunities Fund - Dir (G)
12.06%

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
E
Ennettee Fernandes