Tata Ethical Fund

Best SIP Funds Online 

HOW HAS Tata Ethical Fund PERFORMED? 
With a 10-year return of 7.62%, the fund has underperformed the category average (8.63%), while faring marginally better than the benchmark (7.11%). 

Category: Equity 
Type: Multi Cap 
Benchmark: Nifty-500 Shariah 

FUND MANAGER 
Pradeep Gokhale 
Tenure: 5 years and 10 months 
Education: B.com (H), CA and CFA 

Being a Shariah-law compliant fund, this scheme stays away from the banking and finance sector and avoids some of the 'sin' sectors like alcohol, armaments, and even hospitality, among others. It doesn't have any market-cap bias, but currently its tilted towards large-caps. 

It has raised exposure to the midcap segment in recent months, resulting in lower portfolio market cap relative to peers. The fund prefers companies with high capital efficiency, low leverage and high cash generation ability. 

The portfolio is reasonably diversified, with the fund manager taking aggressive positions in the top picks. The fund's performance has been inconsistent over the years. This fund is purely for investors looking for the 'ethical' investing approach and not keen on investing in funds skewed towards banking and finance firms. 

SIPs are when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich

For further information on Top SIP Mutual Funds contact Save Tax Get Rich on 94 8300 8300

OR

You can write to us at

Invest [at] SaveTaxGetRich [dot] Com