• Mutual Funds
  • Taurus Mutual Fund
  • Taurus Ethical Fund (Growth)
Taurus Mutual Fund

Taurus Ethical Fund (Growth)

EquitySectoral / Thematic - Ethical

77.96

NAV (Mar 29)

10.1%
5 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in sectoral / thematic - ethical mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

77.96

NAV (Mar 29)

Fund Returns

Last 1Y

-6.7%

Last 3Y

21.8%

Last 5Y

10.1%

Last 10Y

13.6%

Since Inception

15.8%

6 Month CAGR

-7.5%

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.

Expense Ratio

2.41

Launched (14y ago)

Apr 06, 2009

AUM in Crores

84.073

ISIN

INF044D01864

Lock-in

No Lock-in

Benchmark

S&P BSE 500 Shariah TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

17.5

Standard Deviation (5yr)

16

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0.618

Sharpe Ratio (5yr)

0.361

YTM

0

Fund Managers

Prasanna Pathak

Fund Manager

Anuj Kapil

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Ethical Fund (Growth)70%937,888 205,27610.1%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 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.

Asset allocation and Holdings

Last updated on 2023-03-29

Top Stock Holdings

reliance industries ltd

6.8%
6.8%

tech mahindra ltd

6.1%
6.1%

gail (india) ltd

5.5%
5.5%

infosys ltd

5.3%
5.3%

hcl technologies ltd

5.3%
5.3%
See all holdings

Allocation by Sector

technology

24%
24%

healthcare

18%
18%

consumer cyclical

12.9%
12.9%

basic materials

11.6%
11.6%

industrials

8.9%
8.9%
See all sectors

Compare Taurus Ethical Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,129 cr

₹ 4,641 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 512 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.

amc-img

  • 022-66242700
  • customercare@taurusmutualfund.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    26%

    9.7%

    26%

    9.7%

    26%

    9.7%

    21.7%

    12.5%

    27.4%

    7.1%

    Taurus Ethical Fund (G) Review

    Taurus Ethical Fund (G) is a Sectoral / Thematic - Ethical Equity fund and has delivered an annualised return of 15.8% over a period of 13 years. The fund is managed by Taurus Asset Management Company Limited. The fund managers are Anuj Kapil, Prasanna Pathak.

    Nav of Taurus Ethical Fund (G) as of 3/29/2023 is ₹77.96 with the total AUM as of 3/30/2023 is ₹84.073. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Ethical Fund (G) was launched on Apr 06, 2009. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Taurus Ethical Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    Taurus Ethical Fund (G) 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 (G) is rated as a 1 fund in Equity and delivered -6.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Ethical Fund (G).

    Frequently Asked Questions

    What is Taurus Ethical Fund (G)?

    Taurus Ethical Fund (G) is a Sectoral / Thematic - Ethical Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Taurus Ethical Fund (G)?

    You can invest in Taurus Ethical Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Taurus Ethical Fund (G)?

    The minimum sip amount for Taurus Ethical Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Taurus Ethical Fund (G) good to invest in?

    As per Scripbox experts, Taurus Ethical Fund (G) is a Not Recommended fund. You can investTaurus Ethical Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Taurus Ethical Fund (G)?

    The expense ratio of the Taurus Ethical Fund (G) is 2.41% for regular plan.