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

Taurus Ethical Fund (Growth)

EquitySectoral / Thematic - Ethical

76.35

NAV (Jun 27)

11.9%
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.

Our analysis of this fundLearn how we rate funds ->

Track Record

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

Relative Size

77 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

Scripbox Recommended Equity Funds

Want the focused 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

76.35

NAV (Jun 27)

Fund Returns

Last 1Y

-4.3%

Last 3Y

14.2%

Last 5Y

11.9%

Last 10Y

13.6%

Since Inception

16.5%

6 Month CAGR

-10%

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 (13y ago)

Apr 06, 2009

AUM in Crores

76.227

ISIN

INF044D01864

Lock-in

No Lock-in

Benchmark

S&P BSE 500 Shariah TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Prasanna Pathak

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-06-27

Top Stock Holdings

reliance industries ltd

7.5%
7.5%

infosys ltd

4.4%
4.4%

sumitomo chemical india ltd ordinary shares

4.4%
4.4%

siemens ltd

4.1%
4.1%

k.p.r. mill ltd

3.8%
3.8%
See all holdings

Allocation by Sector

industrials

32%
32%

basic materials

18.8%
18.8%

consumer cyclical

17%
17%

healthcare

10.6%
10.6%

technology

9.6%
9.6%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,202 cr

5

₹ 13,023 cr

5

₹ 13,023 cr

5

₹ 4,202 cr

5

₹ 4,202 cr

5

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 508 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

    11.3%

    9.6%

    11.3%

    9.6%

    11.3%

    9.6%

    9.3%

    11%

    14.2%

    16.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Taurus Ethical Fund (G) Review

    Taurus Ethical Fund (G) is a Sectoral / Thematic - Ethical Equity fund and has delivered an annualised return of 16.5% over a period of 13 years. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Prasanna Pathak.

    Nav of Taurus Ethical Fund (G) as of 6/27/2022 is ₹76.35 with the total AUM as of 6/28/2022 is ₹76.227. 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 -4.3% 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 stocks 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.