Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
sectorDirect
Tata Ethical Fund - Direct Plan - Payout of IDCW Option
3Y ago₹1.15 L
5Y ago₹1.40 L
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Ethical Fund - Direct Plan… |
|---|---|
| Fund house | Tata Mutual Fund |
| Category | Equity Scheme - Sectoral/ Thematic |
| Plan | Direct |
| Latest NAV | ₹227.0652 |
| Assets managed (AUM) | — |
| 1M return | -0.22% |
| 6M return | -2.99% |
| 1Y return | -5.60% |
| 3Y CAGR | 4.91% |
| 5Y CAGR | 6.92% |
| Since inception CAGR | 12.69% |
| Bumpiness · 3Y (annualised σ) | 12.96 |
| Worst drop ever | -32.25% |
| Sharpe · 3Y (rf=6%) | -0.08 |