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.
The performance of the fund on a Fund Size metric has been Poor
The performance of the fund on a Outperformance Consistency metric has been Poor
Investment Duration5 years
Total Corpus Created (₹)With CAGR of 11.25 % in 5 years
NAV (Mar 29)
6 Month CAGR
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.
Launched (14y ago)
Apr 06, 2009
AUM in Crores
S&P BSE 500 Shariah TR INR
Standard Deviation (3yr)
Standard Deviation (5yr)
Sharpe Ratio (3yr)
Sharpe Ratio (5yr)
with step up of
|Taurus Ethical Fund (Growth)||937,888||205,276||10.1%|
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.
reliance industries ltd6.8%
tech mahindra ltd6.1%
gail (india) ltd5.5%
hcl technologies ltd5.3%
|Fund Name||Fund Size||Outperformance Consistency|
₹ 10,129 cr
₹ 4,641 cr
₹ 15,261 cr
₹ 10,129 cr
₹ 15,261 cr
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.
|Fund Name||Scripbox Opinion||Till Date CAGR|
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).
What is Taurus Ethical Fund (G)?
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.