Tata Ethical Fund

An open ended equity fund, Tata Ethical Fund invests in a diversified equity portfolio that works on the Shariah principle. The main investment objective of the Tata Ethical Fund Scheme is to offer medium to long-term capital gains. Capital gains can be achieved by investing in Shariah approved equity and equity related instruments of growth oriented companies.

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7.7 Crore

Registered Consumer

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4.2 Crore

Policies Sold

Disclaimer: #The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. In Unit Linked Insurance Plans, the investment risk in the investment portfolio is borne by the policyholder and the returns are not guaranteed. Maturity Value: ₹1,05,02,174 @ CAGR 8%; ₹50,45,591 @ CAGR 4%. *Tax benefits and savings are subject to changes in tax laws. All plans listed here are of insurance companies’ funds.

Equity (Large, Mid Cap)

Balanced

Debt

Fund Details	Fund Size	NAV	5 Year	7 Year	10 Year
High Growth Fund Fund Size: 8,243 Cr	8,243 Cr	120.7 -0.87%	31.47% Highest Returns	22.76%	19.3%	Get Details
Virtue II Fund Size: 3,314 Cr	3,314 Cr	75.97 -0.30%	25.83% Highest Returns	18.88%	16.48%	Get Details
Accelerator Mid-Cap Fund II Fund Size: 6,109 Cr	6,109 Cr	86.97 -0.35%	22.28% Highest Returns	14.15%	15.61%	Get Details
Opportunities Fund Fund Size: 38,633 Cr	38,633 Cr	78.45 -0.37%	22.64% Highest Returns	14.94%	15.48%	Get Details
Pure Equity Fund Size: 2,845 Cr	2,845 Cr	77.4 -0.20%	21.84% Highest Returns	15.69%	15.07%	Get Details
Large Cap Equity Fund Fund Size: 2,694 Cr	2,694 Cr	73.45 -0.76%	21.82% Highest Returns	18.36%	14.88%	Get Details
Frontline Equity Fund Fund Size: 4,097 Cr	4,097 Cr	71.42 -0.74%	20.86% Highest Returns	16.48%	14.8%	Get Details
Grow Money Plus Fund Fund Size: 449 Cr	449 Cr	68.81 -0.16%	18.58% Highest Returns	15.45%	14.12%	Get Details
Pure Stock Fund Fund Size: 7,090 Cr	7,090 Cr	156.55 -1.29%	20.53% Highest Returns	14.93%	14.04%	Get Details
Diversified Equity Fund Fund Size: 3,495 Cr	3,495 Cr	41.57 -0.35%	17.79% Highest Returns	14.69%	13.96%	Get Details
Top 50 Fund Fund Size: 329 Cr	329 Cr	96.04 -0.87%	19.67% Highest Returns	16.2%	13.6%	Get Details
Build India Fund Fund Size: 41 Cr	41 Cr	61.56 -0.16%	17.54% Highest Returns	14.57%	13.57%	Get Details
Accelerator Fund Fund Size: 235 Cr	235 Cr	48.6 -0.22%	19.75% Highest Returns	16.08%	13.1%	Get Details
Future Apex Fund Fund Size: 91 Cr	91 Cr	56.25 -0.39%	19.85% Highest Returns	15.66%	13%	Get Details
Growth Super Fund Fund Size: 14,072 Cr	14,072 Cr	83.76 -0.91%	17.5% Highest Returns	14.79%	12.83%	Get Details
Blue Chip Fund Fund Size: 8,889 Cr	8,889 Cr	51.35 -0.46%	16.44% Highest Returns	13.76%	12.42%	Get Details
Equity Growth Fund II Fund Size: 4,892 Cr	4,892 Cr	73.67 -0.64%	16.69% Highest Returns	13.68%	12.37%	Get Details
Maximiser Fund Size: 3,081 Cr	3,081 Cr	68.5 -0.63%	17.23% Highest Returns	13.92%	12.3%	Get Details
Equity Fund Fund Size: 75,921 Cr	75,921 Cr	208.22 -1.77%	16.53% Highest Returns	13.69%	12.1%	Get Details
Super 20 Fund Size: 2,101 Cr	2,101 Cr	66.03 -0.70%	15.99% Highest Returns	14.23%	12.02%	Get Details
Value & Momentum Fund Size: 731 Cr	731 Cr	52.4 -0.36%	21.28% Highest Returns	11.45%	11.89%	Get Details
Bluechip Equity Fund Fund Size: 1,034 Cr	1,034 Cr	45.14 -0.45%	17.89% Highest Returns	14.69%	11.86%	Get Details
Future Opportunity Fund Fund Size: 69 Cr	69 Cr	43.39 -0.31%	18.55% Highest Returns	14.46%	11.82%	Get Details
Magnifier Fund Size: 1,330 Cr	1,330 Cr	125.86 -0.92%	15.7% Highest Returns	12.7%	11.75%	Get Details
Equity Plus Fund Fund Size: 1,199 Cr	1,199 Cr	33.24 -0.33%	16.51% Highest Returns	14%	11.41%	Get Details
Bluechip Fund Fund Size: 4,574 Cr	4,574 Cr	46.04 -0.39%	15.89% Highest Returns	12.84%	11.33%	Get Details
Equity Large Cap Fund Fund Size: 488 Cr	488 Cr	56.39 -0.49%	15.39% Highest Returns	11.98%	11.21%	Get Details
Maximiser Fund V Fund Size: 56,150 Cr	56,150 Cr	53.72 -0.41%	16.88% Highest Returns	12.65%	10.86%	Get Details
Future Maximize Fund Fund Size: 89 Cr	89 Cr	54.57 -0.35%	16.14% Highest Returns	12.92%	10.84%	Get Details
Growth Plus Fund Fund Size: 555 Cr	555 Cr	36.76 -0.28%	13.89% Highest Returns	10.89%	10.36%	Get Details
Equity II Fund Fund Size: 3,571 Cr	3,571 Cr	41.47 -0.37%	14.12% Highest Returns	11.05%	10.09%	Get Details

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Fund Details	Fund Size	NAV	5 Year	7 Year	10 Year
Whole Life Aggressive Growth Fund Fund Size: 843 Cr	843 Cr	94.39 -0.70%	19.93% Highest Returns	16.7%	14.91%	Get Details
Whole Life Stable Growth Fund Fund Size: 268 Cr	268 Cr	62.47 -0.30%	15.46% Highest Returns	13.43%	12.08%	Get Details
Balanced Fund Fund Size: 365 Cr	365 Cr	48.01 -0.28%	13.61% Highest Returns	11.66%	11.02%	Get Details
Balanced Pension Fund Size: 559 Cr	559 Cr	71.06 -0.30%	12.32% Highest Returns	11.34%	10.7%	Get Details
Asset Allocation Fund II Fund Size: 323 Cr	323 Cr	31.58 -0.24%	12.8% Highest Returns	10.72%	10.63%	Get Details
Balancer II Fund Size: 863 Cr	863 Cr	39.32 -0.17%	13.08% Highest Returns	10.91%	9.96%	Get Details
Save N Grow Money Fund Fund Size: 66 Cr	66 Cr	58.63 -0.11%	10.97% Highest Returns	10.22%	9.95%	Get Details
Creator Fund Size: 523 Cr	523 Cr	100.22 -0.58%	11.45% Highest Returns	10.26%	9.9%	Get Details
Stable Fund Fund Size: 20 Cr	20 Cr	34.88 -0.17%	12.47% Highest Returns	11.23%	9.75%	Get Details
Multi Cap Balanced Fund Fund Size: 2,102 Cr	2,102 Cr	42.27 -0.20%	12.47% Highest Returns	9.55%	9.63%	Get Details
Pension Multi Cap Balanced Fund Fund Size: 54 Cr	54 Cr	39.49 -0.19%	12.17% Highest Returns	9.22%	9.38%	Get Details
Managed Fund Fund Size: 37 Cr	37 Cr	37.44 -0.13%	10.34% Highest Returns	9.03%	9.23%	Get Details
Balanced Plus Fund Fund Size: 2,041 Cr	2,041 Cr	32.16 -0.17%	11.07% Highest Returns	9.19%	8.84%	Get Details
Future Balance Fund Fund Size: 70 Cr	70 Cr	39.53 -0.17%	11.59% Highest Returns	9.7%	8.69%	Get Details
Enhancer Fund Size: 5,852 Cr	5,852 Cr	104.99 -0.33%	9.03% Highest Returns	8.21%	8.31%	Get Details

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Fund Details	Fund Size	NAV	5 Year	7 Year	10 Year
Builder Fund Size: 237 Cr	237 Cr	90.36 -0.35%	8.21%	8.06%	8.45% Highest Returns	Get Details
Whole Life Income Fund Fund Size: 811 Cr	811 Cr	38.64 -0.01%	6.99%	7.41%	7.84% Highest Returns	Get Details
Debt Fund Fund Size: 478 Cr	478 Cr	36.64 -0.02%	7.02%	7.28%	7.63% Highest Returns	Get Details
Conservative Fund Fund Size: 231 Cr	231 Cr	56.2 -0.10%	8.1% Highest Returns	7.47%	7.56%	Get Details
Protector Fund Size: 299 Cr	299 Cr	64.86 -0.16%	7.03%	7.15%	7.54% Highest Returns	Get Details
Income Advantage Fund Size: 895 Cr	895 Cr	40.02 -0.03%	6.72%	7.21%	7.52% Highest Returns	Get Details
Bond Pension Fund Size: 461 Cr	461 Cr	42.23 -0.02%	6.32%	6.89%	7.47% Highest Returns	Get Details
Individual Preserver Pension Fund Fund Size: 108 Cr	108 Cr	33.19 -0.01%	6.39%	6.94%	7.45% Highest Returns	Get Details
Secure Plus Fund Fund Size: 242 Cr	242 Cr	32.08 -0.03%	7.17%	7.06%	7.45% Highest Returns	Get Details
Dynamic Gilt Fund Fund Size: 204 Cr	204 Cr	45.53 -0.03%	6.25%	6.89%	7.44% Highest Returns	Get Details
Steady Money Fund Fund Size: 76 Cr	76 Cr	38.88 -0.08%	6.28%	6.7%	7.35% Highest Returns	Get Details
Dynamic Bond Fund Fund Size: 1,410 Cr	1,410 Cr	49.15 -0.03%	6.21%	6.78%	7.29% Highest Returns	Get Details
Bond Fund Fund Size: 113 Cr	113 Cr	27.77 -0.01%	6.81%	6.75%	7.29% Highest Returns	Get Details
Pension Income Fund Fund Size: 276 Cr	276 Cr	30.83 -0.01%	6.29%	6.88%	7.28% Highest Returns	Get Details
Secure Fund Fund Size: 1,076 Cr	1,076 Cr	44.61 -0.02%	7.18% Highest Returns	6.65%	7.16%	Get Details
Income Fund Fund Size: 8,364 Cr	8,364 Cr	30.81 -0.01%	6.02%	6.58%	7.16% Highest Returns	Get Details
Assure Fund Size: 264 Cr	264 Cr	44.32 -0.01%	5.88%	6.47%	6.87% Highest Returns	Get Details
Preserver II Fund Size: 74 Cr	74 Cr	28.18 -0.01%	6.34%	6.56%	6.81% Highest Returns	Get Details
Protector II Fund Size: 719 Cr	719 Cr	28.7 -0.02%	6.46%	6.06%	6.63% Highest Returns	Get Details
Whole Life Short-Term Fixed Income Fund Fund Size: 242 Cr	242 Cr	33.62 -0.01%	5.6%	6.2%	6.61% Highest Returns	Get Details
Future Income Fund Fund Size: 80 Cr	80 Cr	35.94 -0.02%	5.4%	5.77%	6.46% Highest Returns	Get Details
Money Market Pension Fund Size: 99 Cr	99 Cr	31.27 0.00%	5.16%	5.59%	6.25% Highest Returns	Get Details
Money Market Fund Fund Size: 407 Cr	407 Cr	33.79 0.00%	5.17%	5.61%	6.24% Highest Returns	Get Details
Pension Money Market Fund Fund Size: 55 Cr	55 Cr	26.87 0.00%	5.03%	5.5%	6.08% Highest Returns	Get Details
Liquid Plus Fund Size: 223 Cr	223 Cr	22.23 0.00%	4.97%	5.52%	6.02% Highest Returns	Get Details
Dynamic Floating Rate Fund Fund Size: 18 Cr	18 Cr	36.8 0.00%	4.83%	5.19%	5.82% Highest Returns	Get Details
Liquid Fund Fund Size: 80 Cr	80 Cr	76.51 -0.02%	4.47%	4.82%	5.39% Highest Returns	Get Details
Safe Money Fund Fund Size: 54 Cr	54 Cr	23.87 -0.01%	4.1%	4.49%	5.11% Highest Returns	Get Details

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Best ULIP Funds - Consider the best performing ULIP funds to invest in 2024 with Policybazaar. Find the list of best ULIP funds in India on the basis of Returns, Latest Nav, Fund Size and Categories

Data source :

Returns as on 25-12-2024. The returns are the returns of best-performing fund in the plan

Disclaimer :
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in

About Tata Ethical Funds

Launched on 24th of May, 1996, Tata Ethical Fund, if the Regular Plan is to be considered, is an open-ended Thematic Equity Scheme belonging to the Tata Mutual Fund House family. Since September 2021, the fund manager of the Tata Ethical Fund is Mr. Abhinav Sharma, who also manages a handful of other Tata Fund Schemes.

Highlights of Tata Ethical Funds

Tata Ethical Fund is benchmarked against the NIFTY 500 Shariah Total Return Index. The primary objective of these funds is to offer capital gains from medium to long term investment. Here are the main highlights related to the Tata Ethical Funds:

The current Net Asset Value as of 4th April 2022 is Rs. 287.08 crores.
The minimum investment amount required is Rs. 5,000.
The minimum additional investment amount required is Rs. 1,000.
The minimum SIP (Systematic Investment Plan) amount is Rs. 150.
The minimum withdrawal amount is Rs. 500.
Current AuM (Assets under Management) is Rs. 1,177.49 crores.

Basic Details Related to Tata Ethical Funds

Fund House	Tata Mutual Fund
Launch Date	24th May 1996
Return Since Launch	16.70%
Benchmark	NIFTY 500 Shariah Total Return Index
Risk involvement	Very High
Type	Open-ended
Assets under Management	1,177.49 Cr
Exense	2.29%
Turnover	36.73%

People also read: Tata Midcap Momentum Index Fund

Returns Category

Category: Equity Sectoral	Annualized Returns
Category: Equity Sectoral	1 year	3 year	5 year	All
Fund returns	27.40%	22.40%	15.70%	16.70%
Category average	59.00%	12.80%	13.10%	NA

Category: Equity Sectoral	Absolute returns
Category: Equity Sectoral	1 year	3 year	5 year	All
Fund returns	27.40%	83.40%	107.70%	5345.90%
Category average	59.00%	43.70%	85.20%	NA

Tax Implication

If Fund units are redeemed before one year of investment, 15% STCG (Short-Term Capital Gain) is levied.
If Funds are redeemed after one year, Rs. 1 lakh accruing from those units shall be exempted from tax in the particular financial year.
Capital gains exceeding Rs. 1 lakh shall be taxed at 10% LTCG (Long-Term Capital Gains).
The dividend income is added to the total income of the investor and taxed accordingly as per their respective tax slabs.
TDS of 10% is deducted if the dividends exceed Rs. 5,000

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply
Tax benefit is subject to changes in tax laws
~Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
^The tax benefits under Section 80C allow a deduction of up to ₹1.5 lakhs from the taxable income per year and 10(10D) tax benefits are for investments made up to ₹2.5 Lakhs/ year for policies bought after 1 Feb 2021. Tax benefits and savings are subject to changes in tax laws.
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.
†Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. The sorting is based on past 10 years’ fund performance (Fund Data Source: Value Research). For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in