This Thematic-Ethical Fund SIP Given Up To 57.73% Returns, SIP Starts At Rs 150

In the midst of a stock market massacre triggered by the Russia-Ukraine war, equities mutual fund investors are scrambling to discover investing modifications that will allow them to conserve money in this turbulent market. It is motivating for prospective investors to witness your devotion to investing at such a young age. The earlier you start, the bigger is the corpus you will be able to build for yourself and also help you to survive market bloodbath situations. Thematic mutual funds are one of the mutual funds that offer good returns and suit risk-takers of new and existing investors. This thematic mutual fund from TATA has offered good returns both in lump sum and SIP. Read to know more.

Tata Ethical Fund - Direct Plan-Growth

This is a Thematic mutual fund scheme launched on 01 January 2013 by the Tata Mutual Fund. It is an open-ended medium-sized fund of its category. The fund's Direct Plan-Growth has Rs 1,198 Crores worth of assets under management as of 31 December 2021. The direct plan- growth scheme of the fund has latest declared NAV of Rs 284.8133 as of 07 March 2022. The fund has an expense ratio of 1.18%, which is higher than its category average expense ratio. The fund is managed by fund manager Abhinav Sharma. 

It has given average performance among its peers, however, its ability to deliver the returns consistently is good among its peers. For investments, the fund is highly risky and poses a risk of loss as well. Rating agency CRISSIL has given this fund 3 stars. Investors with comprehensive awareness of macro trends in the mutual funds and who wish to make selected bets for bigger returns than other Equity funds can opt to invest in the fund. As Being, the fund possesses risk and could attract loss as well it doesn't guarantee any return. 

Returns and Performance

The fund has outperformed the category average as well as since its launch annualized returns. In 5 years it has generated 108.82% absolute returns. Also, it has given 285.16% absolute returns since its launch.

Annualised Returns

1 Year	2 Year	3 Year	5 Year	Since Inception
20.16%	29.09%	20.42%	15.86%	15.82%

SIP Returns

Tenure	Absolute Returns	Annualised Returns
1 Year	1.44%	2.69%
2 Year	29.16%	26.80%
3 Year	43.31%	24.85%
5 Year	57.73%	18.29%

Portfolio

The fund has a 97.14% investment in Indian stocks. The majority of these investments are in the large cap stock.. The majority of the fund's assets are invested in the Technology, Chemicals, Consumer Staples, Capital Goods, and Healthcare sectors. In comparison to other funds in the category, it has acquired less exposure in the Technology and Chemicals sectors. Infosys Ltd., Tata Consultancy Services Ltd., HCL Technologies Ltd., Hindustan Unilever Ltd., and Tata Elxsi Ltd. are the fund's top five holdings.

Disclaimer

Mutual fund investments are subject to market risk. Read all scheme-related documents, and Terms and Conditions carefully before investing. The above-mentioned information is purely informational and doesn't guarantee any return. The Greynium Information Technologies and the Author are not liable for any losses caused as a result of a decision based on the article.