Best SIP Funds Online
HOW HAS Tata Ethical Fund PERFORMED?
With a 10-year return of 7.62%, the fund has underperformed the category average (8.63%), while faring marginally better than the benchmark (7.11%).
With a 10-year return of 7.62%, the fund has underperformed the category average (8.63%), while faring marginally better than the benchmark (7.11%).
Category: Equity
Type: Multi Cap
Benchmark: Nifty-500 Shariah
FUND MANAGER
Pradeep Gokhale
Tenure: 5 years and 10 months
Education: B.com (H), CA and CFA
Type: Multi Cap
Benchmark: Nifty-500 Shariah
FUND MANAGER
Pradeep Gokhale
Tenure: 5 years and 10 months
Education: B.com (H), CA and CFA
Being a Shariah-law compliant fund, this scheme stays away from the banking and finance sector and avoids some of the 'sin' sectors like alcohol, armaments, and even hospitality, among others. It doesn't have any market-cap bias, but currently its tilted towards large-caps.
It has raised exposure to the midcap segment in recent months, resulting in lower portfolio market cap relative to peers. The fund prefers companies with high capital efficiency, low leverage and high cash generation ability.
The portfolio is reasonably diversified, with the fund manager taking aggressive positions in the top picks. The fund's performance has been inconsistent over the years. This fund is purely for investors looking for the 'ethical' investing approach and not keen on investing in funds skewed towards banking and finance firms.
SIPs are when Stock Market is high volatile. Invest in Best Mutual Fund SIPs and get good returns over a period of time. Know Top SIP Funds to Invest Save Tax Get Rich
For further information on Top SIP Mutual Funds contact Save Tax Get Rich on 94 8300 8300
OR
You can write to us at
Invest [at] SaveTaxGetRich [dot] Com
Hey, thanks for the information. your posts are informative and useful. I am regularly following your posts.
ReplyDeleteManappuram Finance,
Reliance Industries,
Jindal Steel,
Ambuja Cement,
Nice article thanks for sharing such a valuable information with us.you may also check our blog for more information
ReplyDeleteHSBC Focused Equity Fund
HSBC Mutual Fund
S&P BSE 200 TRI
Hey...Great information thanks for sharing such a valuable information
ReplyDeleteCapital Protection Oriented Fund
SBI Mutual Fund
SBI Capital Protection Oriented Fund