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.

128.74

16.64%

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 -2.07 16.31 14.04 16.71 12.26
HDFC Defence Fund - Growth Option 02-06-2023 18.66 44.93 - - -
ICICI Prudential Commodities Fund - Growth Option 05-10-2019 12.26 23.32 21.09 32.54 -
Sundaram Services Fund Regular Plan - Growth 21-09-2018 11.23 21.93 18.98 25.15 -
ICICI Prudential India Opportunities Fund - Cumulative Option 05-01-2019 8.97 23.48 23.01 33.05 -
Franklin India Opportunities Fund - Growth 05-02-2000 8.0 31.89 30.76 28.13 16.78
SBI COMMA Fund - REGULAR PLAN - Growth 05-08-2005 7.73 20.85 17.26 21.52 16.96
ICICI Prudential Housing Opportunities Fund - Growth 18-04-2022 6.16 20.49 18.64 - -
ICICI Prudential Exports & Services Fund - Growth 01-11-2005 5.79 22.9 20.6 24.56 13.4
Edelweiss Recently Listed IPO Fund Regular Plan Growth 16-02-2018 4.84 15.85 16.32 19.68 -

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

12.28%

Large Cap

51.19%

Mid Cap

36.53%

Feedback
Notification