Taurus Ethical Fund - Regular Plan - Growth
Fund House: Taurus Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 06-04-2009 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 SHARIAH TRI |
| TER: 2.35% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 165.61 Cr As on (31-03-2024) |
| Turn over: 105% | Exit Load: Exit load of 1% if redeemed within 365 days. |
119.34
0.3 (0.2514%)
17.84%
Benchmark: 16.93%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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 | 12.92 |
| Sharpe Ratio | 0.97 |
| Alpha | 0.88 |
| Beta | 0.87 |
| 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 | 46.57 | 19.52 | 18.64 | 18.46 | 15.4 |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 76.61 | 41.56 | 29.69 | 23.82 | 19.36 |
| Tata Business Cycle Fund-Regular Plan-Growth | 04-08-2021 | 52.11 | 30.22 | - | - | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 51.96 | 28.76 | 25.91 | - | - |
| HSBC Business Cycles Fund - Regular Growth | 20-08-2014 | 49.57 | 29.42 | 25.69 | 20.24 | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 49.56 | 29.8 | 31.11 | 22.9 | - |
| SBI Magnum Comma Fund - Regular Plan - Growth | 05-08-2005 | 49.45 | 17.09 | 18.13 | 22.08 | 17.34 |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 45.98 | 23.86 | 26.09 | - | - |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | 16-02-2018 | 45.57 | 15.01 | 16.56 | 22.16 | - |
| Aditya Birla Sun Life Special Opportunities Fund-Regular Plan-Growth | 23-10-2020 | 44.95 | 19.87 | 19.12 | - | - |
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
14.43%
Others
9.11%
Large Cap
48.45%
Mid Cap
28.01%
