Taurus Ethical Fund - Direct Plan - Growth
Fund House: Taurus Mutual Fund| Category: Equity: Thematic-Others |
| Launch Date: 01-01-2013 |
| Asset Class: Equity |
| Benchmark: BSE 500 Shariah TRI |
| TER: 1.64% As on (31-03-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 500.0 |
| Minimum Topup: 500.0 |
| Total Assets: 274.31 Cr As on 31-03-2025(Source:AMFI) |
| Turn over: 99% | Exit Load: Exit load of 1% if redeemed within 365 days. |
134.16
-1.63 (-1.215%)
15.12%
Benchmark: 12.53%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
Nifty 500 Shariah 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
0 Years 0 Months
2 Years 0 Months
4 Years 11 Months
10 Years 6 Months
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 | 15.2 |
| Sharpe Ratio | 0.45 |
| Alpha | 3.85 |
| Beta | 0.89 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Taurus Ethical Fund - Direct Plan - Growth | 01-01-2013 | 1.72 | 24.09 | 14.06 | 21.3 | 12.81 |
| Sundaram Services Fund Regular Plan - Growth | 21-09-2018 | 14.16 | 24.52 | 17.26 | 28.02 | - |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 05-01-2019 | 12.45 | 30.75 | 23.17 | 34.56 | - |
| ICICI Prudential Exports & Services Fund - Growth | 01-11-2005 | 11.51 | 27.23 | 20.04 | 27.8 | 13.81 |
| ICICI Prudential Innovation Fund - Growth | 05-04-2023 | 11.22 | - | - | - | - |
| Kotak Business Cycle Fund-Regular Plan-Growth | 05-09-2022 | 11.07 | 22.99 | - | - | - |
| Franklin India Opportunities Fund - Growth | 05-02-2000 | 9.89 | 38.97 | 29.28 | 32.61 | 15.46 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 06-09-2023 | 9.71 | - | - | - | - |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 31-10-2019 | 9.55 | 26.3 | 17.75 | 27.62 | - |
| ICICI Prudential Business Cycle Fund Growth | 05-01-2021 | 8.01 | 28.32 | 21.01 | - | - |
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
16.51%
Others
2.01%
Large Cap
61.16%
Mid Cap
20.32%
