Taurus Ethical Fund - Growth - Regular Plan

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  • Net Change on 26-05-2023

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund 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.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Taurus Ethical Fund - Regular Plan - Growth Option 5.67 3.64 8.32 20.37 11.18 16.21
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 Shariah - TRI 6.45 6.30 7.87 24.91 13.68 15.82

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Taurus Ethical Fund - Regular Plan - Growth Option Mar 20, 2009 8.32 20.37 11.18 2.42 87.24
SBI Magnum Equity ESG Fund- REGULAR PLAN - Growth Jan 01, 1991 15.61 26.25 11.90 2.02 4,543.71
Tata Ethical Fund Regular Plan - Growth May 24, 1996 14.90 27.17 13.22 2.12 1,570.10
HDFC Housing Opportunities Fund - Growth Option Dec 06, 2017 20.33 30.12 8.21 2.27 1,108.40
Edelweiss Recently Listed IPO Fund - Regular Plan Growth Feb 22, 2018 7.59 25.21 11.49 2.27 872.15
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 30.06 32.28 12.20 2.45 681.73

Fund Holdings as on 30-April-2023

  • Infosys Ltd.

  • Reliance Industries Ltd.

  • HCL Technologies Ltd.

  • Tata Consultancy Services Ltd.

  • Mishra Dhatu Nigam Ltd.

  • Tech Mahindra Ltd.

  • Patanjali Foods Ltd.

  • Narayana Hrudayalaya Ltd.

  • National Aluminium Company Ltd.

  • Net Receivable / Payable

  • Exide Industries Ltd.

  • Cipla Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • TTK Prestige Ltd.

  • Biocon Ltd.

  • Jubilant Ingrevia Ltd.

  • ACC Ltd.

  • Indian Railway Catering & Tourism Corporation Ltd.

  • Bharat Electronics Ltd.

  • Hindustan Unilever Ltd.

  • LA Opala RG Ltd.

  • Dr. Lal Path labs Ltd.

  • Mphasis Ltd.

  • Petronet LNG Ltd.

  • Info Edge (India) Ltd.

  • Cummins India Ltd.

  • Divi's Laboratories Ltd.

  • Godrej Agrovet Ltd.

  • Bharat Forge Ltd.

  • Container Corporation of India Ltd.

  • Oberoi Realty Ltd.

  • Mahindra Logistics Ltd.

  • K.P.R. Mill Ltd.

  • Quess Corp Ltd.

  • Computer Age Management Services Ltd.

  • HEG Ltd.

  • Hero MotoCorp Ltd.

  • LTIMindtree Ltd.

  • Sanofi India Ltd.

  • Hindustan Copper Ltd.

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Refineries

  • Hospital & Healthcare Services

  • Steel & Iron Products

  • Edible Oil

  • Aluminium & Aluminium Products

  • BPO/ITeS

  • Miscellaneous

  • Batteries

  • Consumer Durables - Domestic Appliances

  • Chemicals

  • Cement & Construction Materials

  • Travel Services

  • Engineering - Industrial Equipments

  • Logistics

  • Household & Personal Products

  • Glass

  • Industrial Gases & Fuels

  • Diesel Engines

  • Consumer Food

  • Forgings

  • Construction - Real Estate

  • Textile

  • Electrodes & Welding Equipment

  • Automobile Two & Three Wheelers

  • Metal - Non Ferrous

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Fund Manager

  • Education:MBA, PGDM
  • Experience:17
  • Basic Details:He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd. as AVP - Risk & operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt. Ltd. as Head of Research.
  • Funds Managed:
  • Taurus Ethical Fund
  • Cash

  • Equity

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About Taurus Ethical Fund

Scheme Analysis

Taurus Ethical Fund is a Equity - Thematic Fund - Other fund and belongs to Taurus Mutual Fund. It was launched on 20-Mar-2009 and currently has an AUM of ₹87.24 crore. Taurus Ethical Fund is benchmarked against NIFTY 50 - TRI as primary index and S&P BSE 500 Shariah - TRI as secondary index.

The NAV of Taurus Ethical Fund ended up ₹0.74(0.89%)yesterday to ₹84.28.

Among its top 3 holdings the fund has exposure to Infosys Ltd., and

The Taurus Ethical Fund is managed by Anuj Kapil .

Fund House Contact

Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd., Andheri(E) Mumbai - 400093

022-66242700
022-66242751/52