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Tata Ethical Fund - (G) Equity Theme - Shariah

Plan: OPEN | Option: Growth | Abhinav Sharma

19 Oct 26 | 12:00 AM

348.05 -3.23 (-0.92%)

  • Underperforms

    -8.05%

    Return (1Y)

    underperformed Nifty 500 Shariah TRI by -1.90%

  • Less Volatile

    0.82%

    Standard Deviation (1Y)

    Lower Equity Theme - Shariah by -0.17%

  • Not so consistent

    5/12

    Months

    Has beaten Equity Theme - Shariah

  • Value research rating

    Not Rated

Stock Composition

NAV

Scheme Trivia

  • Tata Ethical Fund - (G) fund has been the 4th best in 5Y performance in the Equity Theme - Shariah category

  • Tata Ethical Fund - (G) fund has been given the 4th best Risk adjusted performance for the past 5Y in the Equity Theme - Shariah category

  • Tata Ethical Fund - (G) fund has been the 4th 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 -1.90% (CAGR difference)

-8.05%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

21 Oct 2025

Risk

In last 1 year , the volatility of Tata Ethical Fund - (G) is Lower than by -0.17%

0.82%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 5 out of Last 12 Months, i.e 41.67% 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