Taurus Ethical Fund Direct Growth

Equity
Sectoral / Thematic
Very High Risk
19.67%
3Y annualised
-0.21% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 24 May 2024₹136.96
Min. SIP amount₹500
RatingNA
Fund size₹172.95Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns49.9%19.7%20.9%16.6%
Category average46.8%21.3%20.4%NA
Rank with in category221611NA
Understand terms

Holdings (46)

NameSectorInstrumentAssets
EnergyEquity6.45%
TechnologyEquity5.88%
AutomobileEquity4.58%
TechnologyEquity4.06%
ServicesEquity3.85%
TechnologyEquity3.34%
EnergyEquity3.09%
Capital GoodsEquity2.46%
HealthcareEquity2.38%
AutomobileEquity2.35%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

Cons

1Y, 5Y and 10Y annualised returns higher than category average
3Y annualised returns lower than category average by 1.62%
Higher alpha: 1.46 The fund has generated returns higher than benchmark - S&P BSE 500 Shariah Total Return Index - in the last 3Y
Lower expense ratio: 1.2%

Expense ratio, exit load and tax

Expense ratio: 1.20%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Fund management

Anuj Kapil
Nov 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
NA
Launch Date
20 Aug 1993
Taurus Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

Taurus Ethical Fund Direct Growth
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2024 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 5.0.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  GROWWMF |  SBI |  AXIS |  HDFC |  UTI |  NIPPON INDIA |  ICICI PRUDENTIAL |  TATA |  KOTAK |  DSP |  CANARA ROBECO |  SUNDARAM |  MIRAE ASSET |  IDFC |  FRANKLIN TEMPLETON |  PPFAS |  MOTILAL OSWAL |  INVESCO |  EDELWEISS |  ADITYA BIRLA SUN LIFE |  LIC |  HSBC |  NAVI |  QUANTUM |  UNION |  ITI |  MAHINDRA MANULIFE |  360 ONE |  BOI |  TAURUS |  JM FINANCIAL |  PGIM |  SHRIRAM |  BARODA BNP PARIBAS |  QUANT |  WHITEOAK CAPITAL |  TRUST |  SAMCO |  NJ