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. |
130.48
0.76 (0.5825%)
17.1%
Benchmark: 12.69%
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
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 | -0.32 | 20.86 | 19.35 | 20.11 | 12.21 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 15.04 | 23.04 | 23.86 | 26.81 | - |
| WhiteOak Capital Special Opportunities Fund - Regular Growth | 04-06-2024 | 14.51 | - | - | - | - |
| Bandhan Innovation Fund - Regular Plan - Growth | 30-04-2024 | 12.83 | - | - | - | - |
| Sundaram Business Cycle Fund Regular Plan Growth | 25-06-2024 | 10.72 | - | - | - | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 10.51 | 27.2 | 28.79 | 31.98 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 9.17 | 25.72 | 24.11 | 26.18 | 14.12 |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 8.21 | 26.47 | 26.29 | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 8.01 | 21.45 | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 6.68 | 25.27 | 25.66 | 26.09 | - |
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
15.54%
Others
7.61%
Large Cap
54.32%
Mid Cap
22.53%
