Taurus Ethical Fund - Regular Plan - Payout of Income Distribution cum Capital Withdrawal option
Fund House: Taurus Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 06-04-2009 |
| Asset Class: Equity |
| Benchmark: S&P BSE 500 SHARIAH TRI |
| TER: 2.35% As on (31-03-2024) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 165.61 Cr As on (31-03-2024) |
| Turn over: 105% | Exit Load: Exit load of 1% if redeemed within 365 days. |
79.92
0.28 (0.3504%)
17.5%
Benchmark: 16.87%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 50 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
5 Years 1 Months
11 Years 5 Months
12 Years 1 Months
There is no value for 10x
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 | |
| Sharpe Ratio | 0.53 |
| Alpha | 4.51 |
| Beta | 0.69 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
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
14.43%
Others
9.11%
Large Cap
48.45%
Mid Cap
28.01%
