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: 2.38% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 365.1 Cr As on 28-11-2025(Source:AMFI) |
| Turn over: 99% | Exit Load: 1% if exited on or before 365 days. Nil, if exited after 365 days. |
129.16
0.73 (0.5652%)
16.54%
Benchmark: 12.33%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 500 Shariah TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 14.31 |
| Sharpe Ratio | 0.58 |
| Alpha | 2.37 |
| Beta | 0.93 |
| 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 | -4.25 | 12.07 | 14.35 | 14.87 | 12.95 |
| ICICI Prudential Equity Minimum Variance Fund - Growth | 09-12-2024 | 10.71 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 8.82 | 18.8 | 22.51 | 27.03 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 6.77 | 17.92 | 19.09 | 20.8 | 13.91 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 6.76 | 15.3 | 17.56 | 21.13 | - |
| ICICI Prudential Commodities Fund - Growth Option | 05-10-2019 | 5.32 | 13.08 | 15.26 | 26.09 | - |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | 02-03-2019 | 4.63 | 9.72 | 12.78 | 14.63 | - |
| ICICI Prudential Housing Opportunities Fund - Growth | 18-04-2022 | 1.7 | 12.2 | 16.13 | - | - |
| SBI COMMA Fund - REGULAR PLAN - Growth | 05-08-2005 | 1.6 | 13.75 | 15.35 | 17.84 | 17.19 |
| HDFC Defence Fund - Growth Option | 02-06-2023 | 1.42 | 25.82 | - | - | - |
Scheme Characteristics
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
13.02%
Others
1.43%
Large Cap
47.29%
Mid Cap
38.26%
