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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – Tata Ethical

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Name of the Fund: Tata Ethical (G)

Ranked #1 by CRISIL

Category: Equity – Diversified

Expense Ratio: 2.97%

Risk Level: Average

Benchmark: CNX 500 Shariah

Objective:

The investment objective of the Scheme is 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.

Returns (Annualized)

1-Year3-Year5-Year
18.38%12.7%27.13%

Our Review

Tata Ethical fund (g) has made its inception in the year 1996. It has managed to beat the benchmark index i.e. Sensex in the 1, 3 and 5 year returns. Top holdings of the fund include Infosys, Reliance, TCS, Divi lab and HCL.

This is a thematic fund which invests in Shariah based securities. The fund has provided excellent returns for its investors in the short as well as long term. If you want to invest in the said theme, this fund should definitely top your list.

Invest now

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