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Taurus Ethical Fund - Regular Plan - Growth Option

Category: Equity: Thematic-Others
Launch Date: 06-04-2009
Asset Class: Equity
Benchmark: S&P BSE 500 Shariah TRI
Expense Ratio: 2.84% As on (31-08-2018)
Status: Open Ended Schemes(Equity Scheme - Sectoral/ Thematic) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 34.25 Cr As on (31-08-2018)
Turn over: 237%
NAV as on 19-10-2018

48.61

-0.43 (-0.8846%)

CAGR Since Inception

17.99%

S&P BSE 500 Shariah TRI 16.2%

PERFORMANCE of Taurus Ethical Fund - Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 19-10-2018

Yearly Performance (%)

Fund Managers

Mr. Prasanna Pathak

Mr. Pathak is B.Tech and MBA in Finance. Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.

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

RETURNS CALCULATOR for Taurus Ethical Fund - Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Taurus Ethical Fund - Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Ethical Fund - Regular Plan - Growth Option 12.59 0.53 -0.84 0.95 - -
Equity: Thematic-Others - - - - - -

PEER COMPARISION of Taurus Ethical Fund - Regular Plan - Growth Option

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Ethical Fund - Regular Plan - Growth Option 06-04-2009 5.01 7.02 6.33 14.05 0.0
ICICI Prudential FMCG Fund - Growth 31-03-1999 6.78 13.19 11.12 13.47 22.07
Aditya Birla Sun Life Commodity Equities Fund - Global Agri Plan - Growth - Regular Plan 07-11-2008 6.53 10.19 8.04 6.16 0.0
Sundaram Services Fund Regular Plan Growth 12-09-2018 0.0 0.0 0.0 0.0 0.0
ICICI Prudential Exports & Services Fund - Growth 30-11-2005 -0.77 5.98 4.44 17.43 19.34
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth 27-11-2006 -1.63 4.53 6.72 13.15 15.93
Tata Ethical Fund Regular Plan - Growth 24-05-1996 -2.9 4.01 3.58 12.81 17.22
Reliance Quant Fund -Growth Plan - Growth Option 02-02-2005 -5.09 6.92 6.85 10.19 13.39
Franklin India Opportunities Fund - Growth 22-02-2000 -6.12 3.38 5.39 15.74 14.05
Aditya Birla Sun Life Manufacturing Equity Fund - Regular Plan - Growth 31-01-2015 -9.74 2.34 7.33 0.0 0.0

PORTFOLIO ANALYSIS of Taurus Ethical Fund - Regular Plan - Growth Option

Asset Allocation (%)

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