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  • Taurus Ethical Fund (G)
Taurus Mutual Fund

Taurus Ethical Fund (G)

EquitySectoral / Thematic - Ethical

137.75

NAV (Oct 04)

22.193%
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 ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

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

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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

137.75

NAV (Oct 4)

Fund Returns

Last 1Y
41.1%
Last 3Y
16.5%
Last 5Y
22.2%
Last 10Y
14%
Since Inception
18.4%
6 Month CAGR
15.4%

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 (0y ago)
2.45
AUM in Crores
240.3
ISIN
INF044D01864
Lock-in
-
Benchmark
BSE 500 Shariah Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
13.2
Beta
0.9
Sharpe Ratio
1
YTM
-
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 (G)70%12,91,993 5,59,38122.2%
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 2023-12-21

Top Stock Holdings

Infosys Ltd.

7.7%
7.66%

Others

5.8%
5.76%

Reliance Industries Ltd.

5.4%
5.41%

HCL Technologies Ltd.

4.3%
4.26%

Tata Consultancy Services Ltd.

4.1%
4.06%
See all holdings

Allocation by Sector

Technology

24.13%
24.13%

Healthcare

14.46%
14.46%

Energy

10.5%
10.5%

Consumer Staples

9.87%
9.87%

Chemicals

8.55%
8.55%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Taurus Mutual Fund

Taurus Mutual Fund was founded on 20th August 1993. The Compnay was formed after a merger between HB Mutual Fund and Taurus Mutual Fund. Taurus Mutual Fund Asset Management Company offers investment schemes for all segments of investors. amc-img
Fund NameScripbox Opinion
Till Date CAGR

12.681%

13.944%

16.421%

10.854%

12.264%

11.504%

16.492%

18.429%

23.719%

11.986%

Taurus Ethical Fund (G) Review

Taurus Ethical Fund (G) is a Equity Equity fund and has delivered an annualised return of 18.429% over a period of 15 years. The fund is managed by Taurus Mutual Fund. The fund manager’s name is Anuj Kapil.

Nav of Taurus Ethical Fund (G) as of 10/4/2024 is ₹137.75 with the total AUM as of 10/6/2024 is ₹240.2621. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Ethical Fund (G) was launched on 2009-04-06. The category risk of the fund is null.

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 Total Return Index.

Taurus Ethical Fund (G) is rated as a 1 fund in Equity and delivered 41.123% 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 Equity 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 1 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.