Tata Ethical Fund(IDCW-Payout)

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Returns
Fund's average annual rolling returns over the last three years is compared against the funds from the same category

Fund has been able to generate better returns compared to other funds in the same category

Expense Ratio
Expense Ratio is the fee paid by investors of Mutual Funds. Fund's expense ratio is compared against the expense ratio of other funds in the same category to check if the fund is charging more or less compared to other funds in the same category

Less expense ratio implies better returns over the long term

Return vs FD Rates
If fund's return is lower than the average fixed deposit rates offered by banks, investors are better off investing the amount in a FD

Fund has been able to generate better price return than bank FD

Red Flags
We check for various red flags on fund's portfolio holdings like - ratings for debt securities, pledging of promoter shares in the company, default probabiity of the company, stocks presense in negative lists published by the exchanges etc. Checkout the Holdings section in the Portfolio tab for full list of securties with red flags

Total holdings with red flags is insignificant

Overview Peers Portfolio Fund Manager Opinions

Abhinav Sharma, Fund Manager of Tata Ethical Fund share his views on its outlook & Fund philosophy

1 year ago•Tata Mutual Fund

#MutualFundQ&A | Sip in Zerodha | Free Demat Account | Tata M.F | Small Cap me Loss | Paytm Money

3 years ago•Fund Guruji

Tata Ethical Fund: Shariah Investing is an effective stock selection filter!

3 years ago•freefincal - Prudent DIY Investing