Taurus Ethical Fund - Regular Plan - Growth
Fund House: Taurus Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 06-04-2009 |
| Asset Class: Equity |
| Benchmark: BSE 500 Shariah TRI |
| TER: 2.39% As on (30-04-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 285.4 Cr As on 30-04-2025(Source:AMFI) |
| Turn over: 99% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
124.99
-0.66 (-0.528%)
16.9%
Benchmark: 12.59%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 500 Shariah TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
0 Years 8 Months
5 Years 9 Months
8 Years 8 Months
14 Years 5 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 15.17 |
| Sharpe Ratio | 0.48 |
| Alpha | 1.65 |
| Beta | 0.9 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Taurus Ethical Fund - Regular Plan - Growth | 06-04-2009 | 3.27 | 21.59 | 16.05 | 20.43 | 11.67 |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 20.92 | - | - | - | - |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 20.23 | 23.14 | 19.93 | 28.05 | - |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 16.25 | - | - | - | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 16.05 | 27.47 | 21.91 | 27.58 | 13.85 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 15.61 | 29.35 | 26.2 | 33.25 | - |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 15.4 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 14.76 | 22.32 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 12.23 | 25.36 | 21.69 | 27.98 | - |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 12.13 | 24.35 | 18.32 | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
16.33%
Others
13.92%
Large Cap
51.06%
Mid Cap
18.69%
