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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 303.22 Cr As on 30-05-2025(Source:AMFI)
Turn over: 99% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.

130.43

17.09%

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 -0.99 20.55 18.14 19.91 12.14
Sundaram Services Fund Regular Plan - Growth 21-09-2018 15.04 23.04 23.86 26.81 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 9.99 26.73 28.19 31.84 -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 8.71 25.53 23.54 25.9 13.99
HDFC Defence Fund - Growth Option 02-06-2023 3.33 57.72 - - -
Franklin India Opportunities Fund - Growth 05-02-2000 2.96 34.56 34.02 30.73 15.78
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 2.94 22.76 20.96 23.88 15.25
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 2.47 21.61 21.4 - -
SBI Equity Minimum Variance Fund - Regular Plan - Growth 02-03-2019 0.65 14.43 16.75 19.57 -
Quant Commodities Fund - Growth Option - Regular Plan 27-12-2023 -0.97 - - - -

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

15.54%

Others

7.61%

Large Cap

54.32%

Mid Cap

22.53%

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