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| Field | Tata Ethical Fund -Direct Plan- Growth Option Tata Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 4.1/10 · Below Average |
| Fund house | Tata Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic · sectoral |
| Type | Open Ended Schemes |
| Plan | Direct |
| Launch date | Jan 2013 |
| AUM | ₹3.7K Cr |
| Morningstar | 3★ |
| Performance returns | |
| 1Y return | -3.25% |
| 3Y return (CAGR) | +10.52% |
| 5Y return (CAGR) | +11.39% |
| 10Y return (CAGR) | +12.12% |
| Category avg 1Y | +6.14% |
| SIP returns | |
| SIP 1Y | -9.12% |
| Risk metrics | |
| Risk level | Very High Risk |
| Volatility (Std Dev 1Y) | 12.53% |
| Sharpe ratio (1Y) | -0.78 |
| Sharpe ratio (3Y) | 0.32 |
| Sortino ratio (1Y) | -0.74 |
| Max drawdown (1Y) | -15.24% |
| Category rank (1Y) | #20 of 25 |
| Quartile (1Y) | Q4 |
| Costs | |
| Expense ratio | 0.71% |
| Exit load | 0 - 90 Days : 0.5 % |
| Portfolio | |
| NAV | ₹394.91 |
| Min SIP | ₹100 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |