Tata Mutual Fund
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Tata Ethical Fund

Tata Ethical Fund
Overview

Tata Ethical Fund is an open ended equity fund which invests in a diversified equity portfolio based on principles of Shariah. The investment objective of the scheme is to provide medium to long-term capital gains by investing in Shariah compliant equity and equity-related instruments of well-researched value and growth-oriented companies.


Asset Allocation

Up to 100% investment in equity & equity Shariah Compliant listed, to be listed and unlisted securities of companies and other instruments if allowed under Shariah principles


Who should invest / Key Attributes
  • Ideal for Investors:
    • Keen to invest in companies which are from Shariah compliant universe of stocks
  • Key Attributes:
    • Investments in well-researched value and growth oriented companies from Shariah compliant sectors
    • Avoids investments in companies involved in activities like alcoholic beverages, gaming/casinos, non halal food products and conventional financial institutional based on Riba (interest)
    • Avoids companies with higher debt to equity ratios and thereby invests in low leverage companies
    • Purification of any prohibited income on yearly basis as advised by Shariah advisor

Fund Manager

Pradeep Gokhale

Pradip GokhaleMr. Gokhale, B.Com, CA and CFA with over 21 years of experience. In the past, he has worked with Lubrizol India, Tata International Ltd. and Bombay Dyeing in the finance and taxation departments. He was Deputy General Manager with Credit Analysis and Research Ltd. He joined Tata Asset Management Ltd. as Deputy General Manager, Investment in 2004.


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Scheme Information
Objective

The investment objective of the Scheme is to provide medium to long-term capital gains by investing in Shariah compliant equity and equity related instruments of well-researched value and growth-oriented companies.

Nature of scheme
An Open Ended Equity Scheme.
Date of Allotment
24 May 1996
Options / Plan
Tata Ethical Fund
Regular Plan (Routed through Distributor)
  • - Growth
  • - Dividend
Direct Plan (w.e.f. 1st Jan 2013)
  • - Growth
  • - Dividend
Entry Load
NIL
Exit Load

1.00% if redeemed on or before 365 days from the date of allotment

Min. Purchase Amount
5,000/-
Min. Additional Purchase Amt.
1,000/- & in multiple of 1/- thereafter
Min. Redemption Amt. / Units*
500/- or 50 units
SIP
Frequency No. of Installments Min. Installment Amt.
Monthly 12 500/-
6 1,000/-
Quarterly 6 1,000/-
4 1,500/-
Systematic Withdrawal Plan

Available

Yes

Frequency

Monthly/Quarterly

Min. Withdrawal Amt.

500/-
STP
Available

*There is no minimum amount requirement in case unitholder is opting for an all units switch.


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