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Taurus Ethical Fund

Taurus Ethical Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

13.83

as on 30 Jan 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 14,753 today.

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NAV Performance

Taurus Ethical Fund performance graph for last 3 years
Performance of Taurus Ethical Fund for last 3 Years

Fund Information

  • ₹ 81.130

    as on 30 Jan 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 73 Cr.

    as on 31 Dec 2021
  • 2.43%

  • 06 Apr 2009

  • Equity - Sectoral/Thematic

  • Nifty 50

  • Taurus Mutual Fund

    Show All Funds
  • Taurus Ethical Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Highlights of this fund

Taurus Ethical Fund is an Open-ended Equity Fund. The fund belongs to Sectoral/Thematic category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 06 Apr 2009. This fund is offered by one of the top AMC (Assets Management Company) Taurus Mutual Fund. You can also view here all other Equity funds offered by Taurus Mutual Fund.

Latest NAV of the fund is ₹ 81.130 as on 30 Jan 2023.

This fund has 13 years of track record. Since 31 Oct 2021 expense ratio of this fund is 2.43%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 1,000. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To provide capital appreciation and income distributionto unitholders through investment in a diversifiedportfolio of equities, which are based on the principles of Shariah.

List of Fund Managers of Taurus Ethical Fund

  • About Prasanna Pathak

    Picture of Prasanna PathakMr. Pathak is B.Tech and MBA in Finance. Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 8.88% 29.37% 19.19% 19.36% 38.37% 37.66% 21.34% 20.57% 23.43% 25.42% 38.38% 29.28% 20.28%
Category Average -2.40% -1.19% 3.68% 3.04% 17.03% 16.27% 9.15% 13.10% 4.53% 6.99% 17.15% 14.70% 13.19%
Taurus Ethical Fund -3.52%₹ 9,647 -6.42%₹ 9,357 -1.35%₹ 9,865 -1.36%₹ 9,863 -4.95%₹ 11,675 10.58%₹ 12,231 0.81%₹ 24,202 13.83%₹ 14,753 10.42%₹ 42,101 9.91%₹ 16,046 11.69%₹ 80,508 13.09%₹ 34,232 11.91%₹ 2,23,074
ICICI Prudential Commodities Fund -3.92%₹ 9,607 6.20%₹ 10,620 12.37%₹ 11,236 11.01%₹ 11,101 14.29%₹ 12,912 38.06%₹ 19,078 16.52%₹ 28,258 37.66%₹ 26,109 37.75%₹ 61,300 - - - -
Quant Infrastructure Fund -6.90%₹ 9,309 -4.26%₹ 9,574 4.38%₹ 10,438 5.44%₹ 10,543 4.22%₹ 12,273 38.37%₹ 19,162 17.48%₹ 28,512 35.71%₹ 25,012 38.38%₹ 61,799 17.93%₹ 22,819 29.28%₹ 1,23,426 16.42%₹ 45,781 20.15%₹ 3,47,438
Quant Consumption Fund -5.94%₹ 9,405 -3.28%₹ 9,671 6.82%₹ 10,681 5.56%₹ 10,556 5.86%₹ 12,378 29.70%₹ 16,834 12.82%₹ 27,281 33.71%₹ 23,926 29.88%₹ 55,275 16.65%₹ 21,612 25.21%₹ 1,12,009 18.28%₹ 53,621 20.28%₹ 3,49,819
ICICI Prudential Technology Fund 2.74%₹ 10,273 2.90%₹ 10,289 2.36%₹ 10,235 -10.91%₹ 8,909 -3.40%₹ 11,778 17.41%₹ 13,790 1.75%₹ 24,438 30.79%₹ 22,391 22.53%₹ 50,024 21.34%₹ 26,315 23.55%₹ 1,07,619 20.57%₹ 64,997 20.18%₹ 3,47,921
SBI Technology Opportunities Fund 4.49%₹ 10,449 6.32%₹ 10,632 7.32%₹ 10,732 0.12%₹ 10,011 8.59%₹ 12,552 20.27%₹ 14,472 8.78%₹ 26,231 27.57%₹ 20,777 23.01%₹ 50,354 20.68%₹ 25,609 22.88%₹ 1,05,878 19.00%₹ 57,021 19.01%₹ 3,26,694

Portfolio Holdings

Portfolio holdings pattern of Taurus Ethical Fund as on 01 Feb 2023 are listed below:

  • Equity Holdings:

    97.14%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.86%

Top Sector Holdings of Taurus Ethical Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 13.59% ₹ 11.28 Cr.
Cement 9.72% ₹ 7.31 Cr.
Refineries/Marketing 5.89% ₹ 4.42 Cr.
Pharmaceuticals 3.40% ₹ 3.56 Cr.
Leather and leather products 4.10% ₹ 3.08 Cr.
Others 63.30% -

Top Stock Holdings of Taurus Ethical Fund

Name of StocksHolding PercentageHolding Values in Crore
Reliance Industries Ltd. 5.89% ₹ 4.42 Cr.
Infosys Ltd. 5.61% ₹ 4.21 Cr.
Tata Consultancy Services Ltd. 3.52% ₹ 2.64 Cr.
Ultratech Cement Ltd. 2.81% ₹ 2.11 Cr.
Thermax Ltd. 2.80% ₹ 2.10 Cr.
Others 79.37% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 2.86%