Tata Ethical Fund -Direct Plan Growth

Tata Ethical Fund -Direct Plan Growth of Tata Mutual Fund has asset class type as Multi-Cap. Oro Wealth rating for the fund is 2.

Basic Details

Riskometer

High

Expense Ratio (%)

1.56

Age

NA Years

Fund Manager

Pradeep Gokhale

AuM (Rs Crores)

508.5325

Asset Class

Multi-Cap

Net Asset Value:

159.4131

Rating

2

Exit Load

0.01

Benchmark

Nifty 500 Shariah TRI

Fund Type

Multi Cap

SEBI Category

Sectoral / Thematic

Turnover Ratio(Monthly)

56.30%

Fund Manager Details:

Rupesh Patel Graduate in engineering from Sardar Patel University, Gujarat and holds a masters in business administration from Sardar Patel University, Gujarat. He has more than 14 years of experience spread across listed equity investments, private equity real estate investments, credit risk assessment and evaluation of infrastructure projects.

Objective:

To provide income distribution and medium to long term capital gains while at all times emphasising the importance of capital appreciation

Top Holdings:

  • FMCG (14.9)
  • Capital Goods-Non Electrical Equipment (7.2)
  • Auto Ancillaries (6.85)
  • Gas Distribution (5.42)
  • Pharmaceuticals (5.22)
  • IT - Software (5.14)
  • Paints/Varnish (4.6)
  • Capital Goods - Electrical Equipment (3.9)
  • Retail (3.26)
  • Leather (3.13)


  • Top 5 Sector Allocations of the Fund
    Top 5 Company Allocations of the Fund
    Debt Composition