- Mutual Funds
- Taurus Mutual Fund
- Taurus Ethical Fund Direct Growth
Taurus Ethical Fund Direct Plan Growth
₹ 127.06
NAV (Apr 09)
Sectoral / Thematic - Ethical funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
This category has few funds and relatively small amounts invested in them.
The Shariah benchmark index has performed moderately well over time however, funds in this category are very few and have underperformed the benchmark index.Investors are therefore better off investing in diversified funds rather than this category.
Taurus Ethical Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment5,31,724
Wealth Gained12,64,336
Total Corpus Created (₹)
With CAGR of 21.406 % in 5 yearsHistorical NAV
₹ 127.06
NAV (Apr 9)
Fund Returns
Last 1Y | -4.3% |
Last 3Y | 10.7% |
Last 5Y | 21.4% |
Last 10Y | 11.3% |
Since Inception | 14.7% |
6 Month CAGR | -16.9% |
Scheme Information
To provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities, which are based on the principles of Shariah.
Expense Ratio | 0.56 % |
Launched | - |
AUM in Crores | 251.5 |
ISIN | INF044D01CJ0 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Shariah Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 15.2 |
Beta | 1 |
Sharpe Ratio | 0.5 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Ethical Fund Direct (G) | 12,64,336 | 5,31,724 | 21.4% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Infosys Ltd.
7.66%Others
5.76%Reliance Industries Ltd.
5.41%HCL Technologies Ltd.
4.26%Tata Consultancy Services Ltd.
4.06%
Allocation by Sector
Technology
19.9%Energy
17.27%Healthcare
11.79%Automobile
10.67%Consumer Staples
8.68%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 88,004 cr | ||
₹ 27,730 cr | ||
₹ 21,526 cr | ||
₹ 16,217 cr |
About the AMC
Taurus Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.1% | 10.3% | ||
9.1% | 10.1% | ||
12.9% | 11.8% | ||
13.6% | 13.3% | ||
13.6% | 13.3% |
Taurus Ethical Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment5,31,724
Wealth Gained12,64,336
Total Corpus Created (₹)
With CAGR of 21.406 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Taurus Ethical Fund Direct Plan Growth?
What is the current AUM of Taurus Ethical Fund Direct Growth?
What is the latest NAV of Taurus Ethical Fund Direct Growth?
What is the Riskometer rating for Taurus Ethical Fund Direct Plan Growth?
Which are the top sector holdings in Taurus Ethical Fund Direct Plan?
Which are the top stock holdings in Taurus Ethical Fund Direct Plan?
What is the asset allocation of Taurus Ethical Fund Direct Plan Growth?
What has been the performance of Taurus Ethical Fund Direct Growth returns?
Does Taurus Ethical Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Taurus Ethical Fund Direct Plan Growth?
How to invest in Taurus Ethical Fund Direct Growth?
How can I redeem my investment in Taurus Ethical Fund Direct Plan?