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Taurus Ethical Fund

Taurus Ethical Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

20.37

as on 26 May 2023

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,438 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

  • ₹ 84.280

    as on 26 May 2023
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 85 Cr.

    as on 31 Mar 2023
  • 2.29%

  • 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 ₹ 84.280 as on 26 May 2023.

This fund has 14 years of track record. Since 31 Mar 2023 expense ratio of this fund is 2.29%. 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 Anuj Kapil

    Picture of Anuj KapilMr. Kapil has done PGDBM and MBA Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd..
  • About Anuj Kapil

    Picture of Anuj KapilMr. Kapil has done PGDBM and MBA Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd..
  • About Anuj Kapil

    Picture of Anuj KapilMr. Kapil has done PGDBM and MBA Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd..

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very 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 9.39% 11.16% 19.02% 32.14% 38.01% 53.53% 21.07% 21.50% 32.58% 25.05% 33.87% 28.96% 20.17%
Category Average 4.37% 6.66% 2.41% 17.53% 11.15% 28.83% 11.69% 14.25% 16.57% 9.88% 16.64% 16.31% 13.60%
Taurus Ethical Fund 5.67%₹ 10,566 3.64%₹ 10,363 -3.90%₹ 9,610 8.31%₹ 10,831 6.26%₹ 12,400 5.94%₹ 11,223 2.90%₹ 24,726 20.37%₹ 17,438 9.45%₹ 41,490 11.18%₹ 16,998 12.25%₹ 81,574 14.14%₹ 37,591 11.88%₹ 2,22,571
Quant Infrastructure Fund 2.50%₹ 10,250 6.13%₹ 10,613 -4.61%₹ 9,539 15.36%₹ 11,535 9.36%₹ 12,595 18.98%₹ 14,156 11.14%₹ 26,827 53.53%₹ 36,186 30.27%₹ 55,487 21.07%₹ 26,034 28.96%₹ 1,22,307 18.21%₹ 53,355 20.00%₹ 3,44,211
ICICI Prudential Commodities Fund 1.49%₹ 10,148 3.85%₹ 10,384 1.15%₹ 10,114 17.34%₹ 11,734 16.46%₹ 13,036 12.91%₹ 12,748 10.92%₹ 26,773 50.37%₹ 34,002 28.33%₹ 54,068 - - - -
ICICI Prudential Infrastructure Fund 3.02%₹ 10,302 7.79%₹ 10,778 7.17%₹ 10,717 30.10%₹ 13,010 29.31%₹ 13,815 26.07%₹ 15,893 25.05%₹ 30,517 45.43%₹ 30,758 33.87%₹ 58,191 15.67%₹ 20,726 25.44%₹ 1,12,486 15.53%₹ 42,413 16.56%₹ 2,86,065
Nippon India Banking Fund 5.61%₹ 10,561 10.57%₹ 11,056 4.58%₹ 10,457 26.97%₹ 12,696 25.40%₹ 13,581 14.92%₹ 13,207 16.49%₹ 28,225 41.55%₹ 28,360 24.02%₹ 51,002 9.72%₹ 15,910 16.40%₹ 90,371 13.83%₹ 36,563 13.89%₹ 2,47,848
Quant Consumption Fund 3.07%₹ 10,306 7.72%₹ 10,772 -2.28%₹ 9,771 18.25%₹ 11,825 13.72%₹ 12,867 14.66%₹ 13,147 10.09%₹ 26,556 41.30%₹ 28,210 23.64%₹ 50,737 19.00%₹ 23,888 25.40%₹ 1,12,374 20.20%₹ 63,074 20.17%₹ 3,47,480

Portfolio Holdings

Portfolio holdings pattern of Taurus Ethical Fund as on 28 May 2023 are listed below:

  • Equity Holdings:

    96.39%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    3.61%

Top Sector Holdings of Taurus Ethical Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 20.94% ₹ 17.76 Cr.
Pharmaceuticals 9.37% ₹ 7.94 Cr.
Refineries/Marketing 7.28% ₹ 6.17 Cr.
Gas transmission/marketing 0.00% ₹ 4.60 Cr.
Software -Telecom 5.13% ₹ 4.35 Cr.
Others 57.28% -

Top Stock Holdings of Taurus Ethical Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 7.75% ₹ 6.57 Cr.
Reliance Industries Ltd. 7.28% ₹ 6.17 Cr.
HCL Technologies Limited 6.11% ₹ 5.18 Cr.
Tata Consultancy Services Ltd. 5.76% ₹ 4.89 Cr.
GAIL (India) Ltd. 0.00% ₹ 4.60 Cr.
Others 73.10% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 3.61%