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Tata Ethical Fund - (G) Equity Theme - Shariah

INVEST

Plan: OPEN | Option: Growth | Abhinav Sharma

29 May 26 | 12:00 AM

360.31 -3.77 (-1.04%)

  • Underperforms

    -5.46%

    Return (1Y)

    underperformed Nifty 500 Shariah TRI by -4.24%

  • Less Volatile

    0.77%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -0.19%

  • Not so consistent

    6/12

    Months

    Has beaten Equity Theme - Shariah

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Tata Ethical Fund - (G) fund has been the 3rd best in 5Y performance in the Equity Theme - Shariah category

  • Tata Ethical Fund - (G) fund has been given the 3rd best Risk adjusted performance for the past 5Y in the Equity Theme - Shariah category

  • Tata Ethical Fund - (G) fund has been the 3rd best in the 5Y SIP performance in the Equity Theme - Shariah category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Tata Ethical Fund - (G), has beaten by -4.24% (CAGR difference)

-5.46%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

30 May 2025

Risk

In last 1 year , the volatility of Tata Ethical Fund - (G) is Lower than by -0.19%

0.77%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 6 out of Last 12 Months, i.e 50% of the times It beaten its benchmark, Equity Theme - Shariah

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition