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Trailing returns of the benchmark index
No NFOs use this benchmark
| Sr No | Scheme | Category | NAV | Fund Size | Expense Ratio | 1Y | 3Y | 5Y | Risk |
|---|---|---|---|---|---|---|---|---|---|
| 1 |  Tata Ethical Fund - Direct (G) | Thematic Fund | ₹420.87 | ₹3,706.08 Cr | 0.84% | -3.63% | 6.21% | 6.21% | Very High |
| 2 |  Quantum Ethical Fund - Direct (G) | Thematic Fund | ₹10.27 | ₹131.40 Cr | 0.90% | 2.94% | — | — | Very High |
| 3 |  UTI-Nifty500 Shariah Index Fund... | Index Fund | ₹10.15 | ₹93.77 Cr | 0.78% | — | — | — | Very High |
| 4 |  The Wealth Company Ethical Fund... | Thematic Fund | ₹9.52 | ₹39.36 Cr | 1.15% | -4.24% | — | — | Very High |
Nifty 500 Shariah TRI is used as the benchmark for 4 direct growth and open-ended mutual fund schemes across 2 categories.
Mutual funds benchmarked against Nifty 500 Shariah TRI manage total assets worth ₹3,970.61 Cr.
The 1-year return of Nifty 500 Shariah TRI is -1.15%.
The 3-year annualised return of Nifty 500 Shariah TRI is 7.99%.
Tata Ethical Fund - Direct (G) is the largest fund benchmarked against Nifty 500 Shariah TRI by fund size, managing ₹3,706.08 Cr.
