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  • Taurus Mutual Fund
  • Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A)
Taurus Mutual Fund

Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A)

EquitySectoral / Thematic - Ethical

56.13

NAV (Dec 06)

16.2%
5 Year CAGR
Scripbox Opinion

Not Recommended

Click here for top ranked funds in sectoral / thematic - ethical mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Track Record

12 Years. The Fund has Sufficient history for analysis and the track record is good.

Relative Size

73 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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Historical NAV

56.13

NAV (Dec 6)

Fund Returns

Last 1Y

29.3%

Last 3Y

19.3%

Last 5Y

16.2%

Last 10Y

14.4%

Since Inception

18.1%

6 Month CAGR

8%

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Scheme Information

Investment Objective

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

Expense Ratio

2.43

Launched (12y ago)

Apr 06, 2009

AUM in Crores

72.526

ISIN

INF044D01831

Lock-in

No Lock-in

Benchmark

S&P BSE 500 Shariah TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
user-avatar

Prasanna Pathak

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 93,3385.00%

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.

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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comparison

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
SBI Focused Equity Fund (G)

SBI Focused Equity Fund (G)

₹ 21,676 cr

5

₹ 5,381 cr

5

₹ 5,380 cr

5

₹ 4,084 cr

5

₹ 3,456 cr

5

amc-icon

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 552 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.

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  • tel-amc-about
    022-66242700
  • mail-amc-about
    customercare@taurusmutualfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    13.6%

    11.5%

    17.3%

    10.7%

    10.9%

    10%

    20.6%

    7.5%

    13.6%

    10.5%

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

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    Diversified

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    Invesco India Growth Opportunities Fund (Growth)

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    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

    What Scripbox recommendations mean?
    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

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    About Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    About Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A)

    Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A) is a Sectoral / Thematic - Ethical Equity fund and has delivered an annualised return of 18.1% over a period of 12 years. . The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Prasanna Pathak

    Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A) Investment Objective

    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.

    Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A) NAV,AUM,Risk

    The Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund was launched on Apr 06, 2009. The NAV (Net Asset Value) of this Sectoral / Thematic - Ethical Equity fund as of 2021-12-06 is ₹56.13. The total AUM (Asset Under Management) of the fund as of 07/12/2021 is ₹72.526. The category risk of the Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A) fund is Very High Risk. The fund charges 2.43 % as expense ratio.

    Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A) Holdings

    The fund’s highest allocation is towards Equity and has invested 97.5% in this asset class. The top three holdings of the fund are , infosys ltd , reliance industries ltd , tata consultancy services ltd , ultratech cement ltd , bata india ltd , cera sanitaryware ltd , voltas ltd , shree cement ltd , net receivable / payable , blue star ltd , cummins india ltd , sun pharmaceuticals industries ltd , thermax ltd , ramco cements ltd , solar industries india ltd , sumitomo chemical india ltd ordinary shares , bosch ltd , atul ltd , maruti suzuki india ltd , mindtree ltd , supreme industries ltd , ratnamani metals & tubes ltd , dhanuka agritech ltd , relaxo footwears ltd , berger paints india ltd , tata elxsi ltd , dabur india ltd , coromandel international ltd , tata consumer products ltd , pidilite industries ltd , mrf ltd , heidelbergcement india ltd , alkem laboratories ltd , godrej consumer products ltd , crisil ltd , astral ltd , oracle financial services software ltd , divi's laboratories ltd , acc ltd , aurobindo pharma ltd , petronet lng ltd , rhi magnesita india ltd , galaxy surfactants ltd , bajaj auto ltd , whirlpool of india ltd , grindwell norton ltd , hindustan unilever ltd , indian railway catering and tourism corp ltd , cyient ltd , indian energy exchange ltd , gujarat gas ltd , aia engineering ltd , colgate-palmolive (india) ltd , eicher motors ltd , info edge (india) ltd , gail (india) ltd , skf india ltd , vrl logistics ltd , tech mahindra ltd , pi industries ltd , engineers india ltd , hcl technologies ltd , heg ltd

    Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A) Sip

    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.

    Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A) Investment volatility and Horizon

    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 TR INR

    Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-A) Review

    Taurus Ethical Fund of Income Distribution cum capital withdrawal (PIDCW-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 of Income Distribution cum capital withdrawal (PIDCW-A) has a score of 1 out of 5 Scipbox has rated this fund 1 out of 5 based on consistency of performance over various years / tenures.

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