Tata Ethical Plan A mutual fund query

POSTED BY Sonal R Patel ON October 15, 2014 11:38 am COMMENTS (4)

Dear All,

I have been investing in following funds since 4 months only for long term goals.

a) UTI Equity (Large Cap) – 1000

b) ICICI Pru Dynamic (Large & Mid Cap) – 1000

c) Mirae Asset India Opportunities Regular (Large & Mid Cap) – 1000

d) Franklin India Smaller Companies (Mid & Small Cap) – 1000

e) TATA Ethical – Plan A (Multi Cap) – 1000

40-50 % of shares of all funds (expect TATA ethical) are concentrated towards – Financial, Automobile & Technology stocks.

Where as, TATA Ethical does not have financial stocks and it is well diversified within Technology, Healthcare, FMCG, Energy, Engg, Auto stocks. Thus, I have added this to portfolio to have diversity.

I buy all these SIP through my HDFC account. Where, in every SIP of 1000/- of TATA ethical, it is actually investing 975/-. 25/- is deducted as charges.

So, I want to stop this fund.

Kindly help me in choosing a fund better diversify the portfolio.



4 replies on this article “Tata Ethical Plan A mutual fund query”

  1. Sonal R Patel says:

    It is not trading or demat account. It is mutual fund account through my HDFC by submitting required KYC. I am doing these online transaction since 6 months.

  2. Hemanth says:

    what do u mean by HDFC account…. ? Demat or trading account ?

  3. Dr.Sachin says:

    ask the question at ‘ASAN IDEAS FOR WELATH’ group in Fb pls

  4. Sonal R Patel says:

    Dear Jago Investor Team,

    Please help me in this regards.


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