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.

129.72

17.06%

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 14.83
Sharpe Ratio 0.69
Alpha 2.31
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 -0.55 20.52 19.44 19.98 12.15
Sundaram Services Fund Regular Plan - Growth 21-09-2018 15.28 23.12 24.1 26.9 -
WhiteOak Capital Special Opportunities Fund - Regular Growth 04-06-2024 14.1 - - - -
Bandhan Innovation Fund - Regular Plan - Growth 30-04-2024 13.42 - - - -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 10.44 27.08 28.69 31.92 -
Sundaram Business Cycle Fund Regular Plan Growth 25-06-2024 10.37 - - - -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 9.31 25.51 24.13 26.1 14.08
ICICI Prudential Business Cycle Fund Growth 05-01-2021 9.01 26.7 26.39 - -
Kotak Business Cycle Fund-Regular Plan-Growth 05-09-2022 8.15 21.52 - - -
Kotak Pioneer Fund- Regular Plan- Growth Option 31-10-2019 7.16 25.35 25.62 26.23 -

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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