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Taurus Ethical Fund

Taurus Ethical Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

16.08

as on 10 Jun 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 15,661 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

  • ₹ 77.900

    as on 10 Jun 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 51 Cr.

    as on 10 Jun 2021
  • 2.43%

    since 31 Dec 2020
  • 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 ₹ 77.900 as on 10 Jun 2021.

This fund has 12 years of track record. Since 31 Dec 2020 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 12.43% 33.76% 63.48% 149.38% 47.96% 31.04% 24.24% 20.90% 162.03% 73.86% 47.55% 34.49% 24.14%
Category Average 6.15% 9.47% 25.31% 64.61% 20.72% 13.19% 14.31% 12.47% 63.93% 38.98% 25.71% 16.92% 14.62%
Taurus Ethical Fund 6.58%₹ 10,658 10.95%₹ 11,095 20.57%₹ 12,056 53.02%₹ 15,301 49.52%₹ 15,006 22.93%₹ 15,120 35.84%₹ 33,521 16.08%₹ 15,661 25.49%₹ 52,072 14.97%₹ 20,092 18.32%₹ 94,746 12.88%₹ 33,606 15.13%₹ 2,65,003
ICICI Prudential Technology Fund 9.68%₹ 10,968 14.68%₹ 11,467 34.31%₹ 13,430 125.30%₹ 22,529 97.09%₹ 17,633 43.95%₹ 20,741 70.93%₹ 43,951 31.04%₹ 22,550 47.55%₹ 69,345 24.24%₹ 29,621 34.49%₹ 1,39,387 20.90%₹ 66,817 24.14%₹ 4,31,058
Aditya Birla Sun Life Digital India Fund 9.15%₹ 10,915 14.25%₹ 11,424 36.00%₹ 13,599 108.02%₹ 20,802 91.03%₹ 17,309 43.39%₹ 20,579 65.95%₹ 42,406 29.89%₹ 21,963 45.76%₹ 67,824 24.13%₹ 29,484 33.89%₹ 1,37,454 18.95%₹ 56,785 23.44%₹ 4,14,967
Nippon India Pharma Fund 2.11%₹ 10,211 20.18%₹ 12,018 21.18%₹ 12,117 54.00%₹ 15,399 53.90%₹ 15,257 44.72%₹ 20,964 54.45%₹ 38,919 29.20%₹ 21,612 39.58%₹ 62,729 17.97%₹ 22,860 26.49%₹ 1,15,397 17.88%₹ 51,870 19.54%₹ 3,36,088
Tata Digital India Fund 8.40%₹ 10,839 13.62%₹ 11,361 35.71%₹ 13,570 104.84%₹ 20,483 86.63%₹ 17,072 36.95%₹ 18,772 61.40%₹ 41,010 27.72%₹ 20,878 42.06%₹ 64,736 22.96%₹ 28,125 32.70%₹ 1,33,692 - -
SBI Healthcare Opportunities Fund 1.98%₹ 10,197 18.20%₹ 11,820 18.96%₹ 11,896 55.48%₹ 15,548 50.90%₹ 15,086 43.97%₹ 20,747 52.55%₹ 38,354 26.89%₹ 20,470 37.82%₹ 61,319 11.17%₹ 16,986 21.89%₹ 1,03,323 17.47%₹ 50,120 17.01%₹ 2,93,154

Portfolio Holdings

Portfolio holdings pattern of Taurus Ethical Fund as on 12 Jun 2021 are listed below:

  • Equity Holdings:

    96.41%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.59%

Top Sector Holdings of Taurus Ethical Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - software 18.24% ₹ 9.86 Cr.
Cement 10.19% ₹ 5.49 Cr.
Pharmaceuticals 5.69% ₹ 3.26 Cr.
Chemicals - speciality 5.14% ₹ 2.78 Cr.
Abrasives 3.40% ₹ 1.83 Cr.
Others 57.34% -

Top Stock Holdings of Taurus Ethical Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 6.80% ₹ 3.67 Cr.
Tata Consultancy Services Ltd. 6.46% ₹ 3.49 Cr.
Shree Cement Ltd. 3.63% ₹ 1.96 Cr.
Voltas Limited 3.08% ₹ 1.67 Cr.
The Ramco Cements Ltd. 2.61% ₹ 1.41 Cr.
Others 77.42% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 3.59%