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  • Taurus Ethical Fund (Growth)
Taurus Mutual Fund

Taurus Ethical Fund (Growth)

EquitySectoral / Thematic - Ethical

126.9

NAV (Jun 24)

20.1%
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

Category Leader

The fund has been a Category Leader on the Outperformance Consistency metric

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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

126.9

NAV (Jun 24)

Fund Returns

Last 1Y
45.5%
Last 3Y
17.2%
Last 5Y
20.1%
Last 10Y
14.6%
Since Inception
18.2%
6 Month CAGR
19.8%

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
2.45
Launched (15y ago)
Apr 06, 2009
AUM in Crores
180.692
ISIN
INF044D01864
Lock-in
No Lock-in
Benchmark
BSE 500 Shariah TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
12.6
Standard Deviation (5yr)
15.5
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.873
Sharpe Ratio (5yr)
0.864
YTM
0
Fund Managers

Anuj Kapil

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Ethical Fund (Growth)70%12,20,033 4,87,42120.1%
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.

Asset allocation and Holdings

Last updated on 2024-06-24

Top Stock Holdings

infosys ltd

6.8%
6.8%

reliance industries ltd

6.4%
6.4%

maruti suzuki india ltd

4.2%
4.2%

computer age management services ltd ordinary shares

4%
4%

hcl technologies ltd

3.8%
3.8%
See all holdings

Allocation by Sector

technology

26.4%
26.4%

healthcare

15.2%
15.2%

consumer cyclical

13.2%
13.2%

energy

11.5%
11.5%

consumer defensive

8.8%
8.8%
See all sectors

Comparison with Equity Funds

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

₹ 15,161 cr

₹ 19,454 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 66,383 cr

amc-img

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 813 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
phone-img022-66242700
Fund NameScripbox Opinion
Till Date CAGR

15.8%

14.3%

15.8%

14.3%

15.8%

14.3%

14.1%

11.3%

18.5%

10.8%

Taurus Ethical Fund (G) Review

Taurus Ethical Fund (G) is a Sectoral / Thematic - Ethical Equity fund and has delivered an annualised return of 18.1% over a period of 15 years. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Anuj Kapil.

Nav of Taurus Ethical Fund (G) as of 6/24/2024 is ₹126.90 with the total AUM as of 6/25/2024 is ₹180.692. 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 BSE 500 Shariah TR INR.

Taurus Ethical Fund (G) is rated as a 1 fund in Equity and delivered 45.8% 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 2.45% for regular plan.