Taurus Ethical Fund - Growth - Regular Plan

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  • Net Change on 27-01-2023

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  • Assets (Cr.)

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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 1.15 -3.55 0.17 14.50 10.20 16.49
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
S&P BSE 500 Shariah - TRI -3.50 -4.68 -2.58 17.50 12.10 15.93

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 0.17 14.50 10.20 2.41 85.40
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 0.41 13.53 7.15 0.95 55.69

Fund Holdings as on 31-December-2022

  • Net Receivable / Payable

  • Ambuja Cements Ltd.

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • Mishra Dhatu Nigam Ltd.

  • Patanjali Foods Ltd.

  • Tata Consultancy Services Ltd.

  • K.P.R. Mill Ltd.

  • Narayana Hrudayalaya Ltd.

  • GAIL (India) Ltd.

  • HCL Technologies Ltd.

  • Tech Mahindra Ltd.

  • Sun Pharmaceutical Industries Ltd.

  • Century Textiles & Industries Ltd.

  • TTK Prestige Ltd.

  • Bharat Electronics Ltd.

  • Exide Industries Ltd.

  • Biocon Ltd.

  • Cummins India Ltd.

  • Hindustan Unilever Ltd.

  • Indian Railway Catering & Tourism Corporation Ltd.

  • Jubilant Ingrevia Ltd.

  • Balkrishna Industries Ltd.

  • Symphony Ltd.

  • Cipla Ltd.

  • Alkem Laboratories Ltd.

  • LTIMindtree Ltd.

  • PRINCE PIPES AND FITTINGS Ltd.

  • Sanofi India Ltd.

  • Info Edge (India) Ltd.

  • Dr. Lal Path labs Ltd.

  • Maruti Suzuki India Ltd.

  • Tata Elxsi Ltd.

  • Godrej Agrovet Ltd.

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  • IT - Software

  • Miscellaneous

  • Pharmaceuticals & Drugs

  • Cement & Construction Materials

  • Refineries

  • Steel & Iron Products

  • Hospital & Healthcare Services

  • Edible Oil

  • Textile

  • Consumer Durables - Domestic Appliances

  • Industrial Gases & Fuels

  • Diversified

  • Engineering - Industrial Equipments

  • Batteries

  • Diesel Engines

  • Household & Personal Products

  • Travel Services

  • Chemicals

  • Tyres & Allied

  • Plastic Products

  • BPO/ITeS

  • Automobiles - Passenger Cars

  • Consumer Food

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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 Index Funds - Other fund and belongs to Taurus Mutual Fund. It was launched on 20-Mar-2009 and currently has an AUM of ₹85.40 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 down ₹-1.43(-1.72%)yesterday to ₹81.48.

Among its top 3 holdings the fund has exposure to Net Receivable / Payable, 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