Taurus Ethical Fund - Growth - Regular Plan

  • Previous Nav

  • Net Change on 13-11-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 2.19 5.29 -0.64 13.85 16.29 16.62
BSE 500 Shariah - TRI N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

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 Unrated -0.64 13.85 16.29 2.39 353.99
ICICI Prudential India Opportunities Fund - Cumulative Option Jan 15, 2019 11.77 22.91 31.15 1.57 32,669.01
Franklin India Opportunities Fund - Growth Feb 21, 2000 Unrated 7.66 29.84 26.18 1.75 8,188.58
ICICI Prudential Manufacturing Fund - Cumulative Option Oct 11, 2018 8.28 25.61 28.16 1.82 6,715.37
UTI-Transpotation and Logistics Fund-Growth Option Apr 16, 2004 17.28 24.03 25.71 1.91 4,008.33
Tata Ethical Fund Regular Plan - Growth May 24, 1996 -3.34 11.35 16.47 1.90 3,697.72

Fund Holdings as on 31-October-2025

  • Reliance Industries Ltd.

  • Tata Consultancy Services Ltd.

  • Infosys Ltd.

  • Coal India Ltd.

  • Polycab India Ltd.

  • Bharat Petroleum Corporation Ltd.

  • Bharat Forge Ltd.

  • Colgate Palmolive (India) Ltd.

  • Laurus Labs Ltd.

  • Tube Investments of India Ltd.

  • Larsen & Toubro Ltd.

  • Oracle Financial Services Software Ltd.

  • Hindustan Unilever Ltd.

  • Mahindra & Mahindra Ltd.

  • HCL Technologies Ltd.

  • Cipla Ltd.

  • Petronet LNG Ltd.

  • Hero MotoCorp Ltd.

  • Torrent Power Ltd.

  • ACC Ltd.

  • Balkrishna Industries Ltd.

  • Marico Ltd.

  • Eveready Industries India Ltd.

  • Linde India Ltd.

  • Castrol India Ltd.

  • Glaxosmithkline Pharmaceuticals Ltd.

  • Hindalco Industries Ltd.

  • Persistent Systems Ltd.

  • Aurobindo Pharma Ltd.

  • Grasim Industries Ltd.

  • Computer Age Management Services Ltd.

  • Tata Technologies Ltd.

  • Endurance Technologies Ltd.

  • Astral Ltd.

  • Samvardhana Motherson International Ltd.

  • Mahanagar Gas Ltd.

  • Jupiter Life Line Hospitals Ltd.

  • Cera Sanitaryware Ltd.

  • Net Receivable / Payable

  • Dr. Reddy's Laboratories Ltd.

  • L&T Technology Services Ltd.

  • Coforge Ltd.

  • Voltas Ltd.

  • Navin Fluorine International Ltd.

  • Birlasoft Ltd.

  • Finolex Cables Ltd.

  • Alembic Pharmaceuticals Ltd.

  • Godrej Consumer Products Ltd.

  • Zydus Lifesciences Ltd.

View More
  • IT - Software

  • Refineries

  • Pharmaceuticals & Drugs

  • Household & Personal Products

  • Auto Ancillary

  • Mining & Minerals

  • Industrial Gases & Fuels

  • Cable

  • Forgings

  • Engineering - Construction

  • Automobiles - Passenger Cars

  • Automobile Two & Three Wheelers

  • Power Generation/Distribution

  • Cement & Construction Materials

  • Tyres & Allied

  • Edible Oil

  • Batteries

  • Lubricants

  • Metal - Non Ferrous

  • Diversified

  • Depository Services

  • Plastic Products

  • Gas Transmission/Marketing

  • Hospital & Healthcare Services

  • Ceramics/Marble/Granite/Sanitaryware

  • Miscellaneous

  • Air Conditioners

  • Chemicals

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹353.99 crore. Taurus Ethical Fund is benchmarked against BSE 500 Shariah - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Taurus Ethical Fund ended down ₹-0.37(-0.29%)yesterday to ₹129.2.

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

The Taurus Ethical Fund is managed by Anuj Kapil .

Fund House Contact

3rd Floor, 301-304, AML Centre - 2, 8, Mahal Industrial Estate, Mahakali Caves Rd., Andheri(E) Mumbai - 400093

022-66242700
022-66242751/52