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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 321.7 Cr As on 30-06-2025(Source:AMFI)
Turn over: 99% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.

129.53

17.0%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 500 Shariah TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 14.52
Sharpe Ratio 0.92
Alpha 2.87
Beta 0.89
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 -3.85 18.43 18.16 19.31 11.89
Sundaram Services Fund Regular Plan - Growth 21-09-2018 13.54 21.61 22.87 26.9 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 7.76 25.28 27.23 31.69 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 6.92 24.06 23.8 25.35 13.44
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 2.88 21.59 21.18 - -
Franklin India Opportunities Fund - Growth 05-02-2000 2.84 32.98 33.8 30.69 15.78
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 2.16 16.92 18.62 21.66 -
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 1.25 22.5 20.73 23.38 15.22
HDFC Defence Fund - Growth Option 02-06-2023 0.91 51.88 - - -
Quant Commodities Fund - Growth Option - Regular Plan 27-12-2023 -1.74 - - - -

Scheme Characteristics

Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

14.45%

Others

7.8%

Large Cap

50.1%

Mid Cap

27.65%

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