Tata Mutual Fund
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Tata Ethical Fund

Tata Ethical Fund

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
Instruments Indicative Allocation (% of Total Assets) Risk Profile
Minimum Maximum
Equity & Equity Related instruments of Shariah compliant companies. 80% 100% High
Other Shariah compliant instruments including Cash 0% 20% Low to Medium

For detailed information kindly refer the Scheme Information Document.
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

Pradeep joined Tata Asset Management in September 2004 in investment department and was head of research prior to becoming a fund manager.

Prior to joining Tata Asset Management, he worked for 9 years with Credit Analysis and Research Ltd (CARE), where he was the head of financial sector ratings.

Pradeep started his career as a finance executive with reputed companies like Lubrizol India, Tata International and Bombay Dyeing.

Pradeep is a Chartered Accountant and a Chartered Financial Analyst. He also holds a Bachelor’s degree in Commerce.

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Scheme Information

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 following Shariah principles.
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
Exit Load

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

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





Min. Withdrawal Amt.


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

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