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Taurus Ethical Fund

Taurus Ethical Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.49

as on 26 Nov 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,067 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

  • ₹ 83.820

    as on 26 Nov 2021
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 64 Cr.

    as on 26 Nov 2021
  • 2.43%

    since 31 May 2021
  • 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 ₹ 83.820 as on 26 Nov 2021.

This fund has 12 years of track record. Since 31 May 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 3.57% 19.78% 37.22% 105.65% 68.77% 42.87% 33.05% 25.71% 90.46% 88.41% 61.01% 41.98% 27.47%
Category Average -3.42% 4.69% 12.79% 43.48% 26.41% 19.36% 15.49% 15.18% 32.86% 39.84% 28.71% 18.58% 15.42%
Taurus Ethical Fund -2.29%₹ 9,771 2.83%₹ 10,283 11.63%₹ 11,162 34.22%₹ 13,421 26.30%₹ 13,649 27.23%₹ 16,197 33.11%₹ 32,781 19.49%₹ 17,067 26.49%₹ 52,819 16.51%₹ 21,486 19.14%₹ 96,694 14.86%₹ 40,009 15.60%₹ 2,71,883
ICICI Prudential Technology Fund 0.16%₹ 10,016 7.00%₹ 10,699 37.22%₹ 13,721 83.53%₹ 18,353 74.00%₹ 16,407 68.77%₹ 28,523 85.08%₹ 48,534 42.87%₹ 29,189 61.01%₹ 81,648 33.05%₹ 41,757 41.98%₹ 1,65,835 25.71%₹ 98,844 27.47%₹ 5,16,466
Aditya Birla Sun Life Digital India Fund 0.89%₹ 10,088 7.33%₹ 10,733 31.74%₹ 13,173 76.61%₹ 17,661 66.35%₹ 15,980 60.04%₹ 25,646 74.62%₹ 45,172 41.36%₹ 28,274 55.94%₹ 76,884 32.15%₹ 40,364 39.66%₹ 1,57,254 23.22%₹ 80,894 26.33%₹ 4,85,580
Tata Digital India Fund -0.73%₹ 9,926 7.07%₹ 10,707 35.06%₹ 13,505 81.73%₹ 18,172 70.63%₹ 16,220 60.21%₹ 25,701 75.85%₹ 45,565 40.20%₹ 27,582 55.06%₹ 76,080 32.53%₹ 40,941 39.84%₹ 1,57,906 - -
SBI Technology Opportunities Fund 2.02%₹ 10,201 6.14%₹ 10,613 34.31%₹ 13,431 73.66%₹ 17,366 67.55%₹ 16,048 54.44%₹ 23,879 68.27%₹ 43,181 37.78%₹ 26,178 50.91%₹ 72,348 28.72%₹ 35,391 36.54%₹ 1,46,321 - -
Quant Infrastructure Fund 1.14%₹ 10,114 19.78%₹ 11,978 29.22%₹ 12,922 105.65%₹ 20,564 90.46%₹ 17,307 52.53%₹ 23,291 88.41%₹ 49,624 37.17%₹ 25,829 58.38%₹ 79,156 25.76%₹ 31,502 34.85%₹ 1,40,666 15.52%₹ 42,397 21.45%₹ 3,72,721

Portfolio Holdings

Portfolio holdings pattern of Taurus Ethical Fund as on 29 Nov 2021 are listed below:

  • Equity Holdings:

    97.54%
  • Debt Holdings:

    0.00%
  • Others Holdings:

    2.46%

Top Sector Holdings of Taurus Ethical Fund

Name of SectorHolding PercentageHolding Values in Crore
Computers - Software 13.47% ₹ 10.12 Cr.
Cement 9.82% ₹ 7.12 Cr.
Pharmaceuticals 4.58% ₹ 4.14 Cr.
Refineries/Marketing 4.88% ₹ 3.54 Cr.
Chemicals - Speciality 4.45% ₹ 3.22 Cr.
Others 62.80% -

Top Stock Holdings of Taurus Ethical Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 5.38% ₹ 3.90 Cr.
Reliance Industries Ltd. 4.88% ₹ 3.54 Cr.
Tata Consultancy Services Ltd. 4.22% ₹ 3.06 Cr.
Ultratech Cement Ltd. 2.76% ₹ 2.00 Cr.
Bata India Ltd. 2.69% ₹ 1.95 Cr.
Others 80.07% -

Other Holdings

Holding TypeHolding Percentage
Net Receivables 2.46%