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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 333.79 Cr As on 30-09-2025(Source:AMFI)
Turn over: 99% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days.

126.35

16.57%

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

The prime objective of the scheme is 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/ethical set of principles.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.25
Sharpe Ratio 0.53
Alpha 1.13
Beta 0.92
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 -8.44 13.69 13.54 15.91 12.04
HDFC Defence Fund - Growth Option 02-06-2023 15.31 43.97 - - -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 5.51 18.28 18.23 24.2 -
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 4.07 18.09 19.86 31.82 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 3.08 21.38 22.85 31.97 -
Franklin India Opportunities Fund - Growth 05-02-2000 2.4 27.99 29.09 28.13 16.5
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 1.12 17.06 17.69 - -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 1.09 20.65 20.3 23.23 13.01
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 0.05 19.41 16.06 21.03 16.61
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 -0.93 14.05 14.57 19.64 -

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

17.43%

Others

6.39%

Large Cap

45.65%

Mid Cap

30.53%

Feedback
Notification