Tata Ethical Fund-Regular Plan - Growth Option

Tata Ethical Fund-Regular Plan - Growth Option is a scheme launched by Tata Mutual Fund on August 21, 1996, and falls under the Other Themes fund category. It currently manages an AUM of Rs 3,601.33 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 5000. It charges an expense ratio of 1.93% for managing the portfolio.

• Investing Strategy:

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

• Performance:

  Tata Ethical Fund-Regular Plan - Growth Option trailing returns over different times are -10.3% (1 year), 12.16% (3 year) and 17.26% (5 year). The average annual return of this fund stands at -1.39%.