₹ 47.41
NAV (Mar 02)
Not Recommended
However, Scripbox does not recommend investing in sectoral / thematic - ethical mutual funds.
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Track Record
12 Years. The Fund has Sufficient history for analysis and the track record is good.
Relative Size
51 Cr. Negligible within the category
Category View
Relatively Poor. The category has a relatively poor investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
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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.
Low
Low to Moderate
Moderate
Moderately High
High
Very High
Very High Risk
2.55 %
Expense Ratio
Apr 06, 2009
Launched (12y ago)
₹ 51
AUM in Crores
INF044D01849
ISIN
No Lock-in
Lock-in
S&P BSE 500 Shariah
Benchmark
₹ 1,000
SIP Minimum
₹ 5,000
Lumpsum Min.
Returns Calculator Comparison
of
for
with step up of
Instrument | Returns | Total Corpus | Gains | Annualised % |
---|---|---|---|---|
Mutual Fund | ₹ 965,796 | ₹ 233,184 | 11.25% | |
EPF | ₹ 900,761 | ₹ 168,149 | 8.50% | |
Property | ₹ 867,662 | ₹ 135,050 | 7.00% | |
PPF | ₹ 869,819 | ₹ 137,207 | 7.10% | |
Bank FD | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Gold | ₹ 846,471 | ₹ 113,859 | 6.00% | |
Savings Bank | ₹ 825,950 | ₹ 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.
Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.
Comparison with Equity Funds
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About the AMC
Taurus Asset Management Company Limited
Taurus Asset Management Company Limited manages assets worth 462 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.
Tax Saving
₹ 71 Cr
Fund Size
8.4%
3Y returns
Index Funds
₹ 1 Cr
Fund Size
13.7%
3Y returns
Mid Cap
₹ 58 Cr
Fund Size
10.2%
3Y returns
Tax Saving
₹ 71 Cr
Fund Size
8.4%
3Y returns
Index Funds
₹ 1 Cr
Fund Size
13.7%
3Y returns
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Taurus Ethical Fund (DR-A) is a sectoral / thematic - ethical equity fund and has delivered an annualised return of 17.5% over a period of 12 years ..The fund is managed by Taurus Asset Management Company Limited.The fund manager’s name is Prasanna Pathak.
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. However, there is no assurance that the objective of the scheme will be realized.
The Taurus Ethical Fund (DR-A) fund was launched on Apr 06, 2009. The NAV (Net Asset Value) of this sectoral / thematic - ethical equity as of 2021-03-02 is ₹ 47.41. The total AUM (Asset Under Management) of the fund as of 2021-03-02 is ₹ 50.575. The category risk of the Taurus Ethical Fund (DR-A) fund is Very High Risk. The fund charges 2.55 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 91.3% in this asset class. The top three holdings of the fund are tata consultancy services ltd,infosys ltd and voltas ltd shs dematerialised
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to S&P BSE 500 Shariah
Taurus Ethical Fund (DR-A) has a score of 1 on a scale of 5. The fund scores 4 out of 5 based on historical performance. As compared to the other funds in its category, Taurus Ethical Fund (DR-A) has a score of 1 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.