Taurus Ethical Fund – Direct Growth

500
Min SIP
500
Min Lumpsum
1.39 %
Expense Ratio
Rating
150
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 23 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 50% 22.1% 21.2% 16.7%
Category Average 41.6% 18.8% 20.2% -

Scheme Allocation

By Holding
By Sector
By Asset
6.11%
TCS
3.82%
Others
74.51%
View all Holdings
Holdings Sector Instrument Asset
HCL Technologies IT - Software Equity 6.4%
Infosys IT - Software Equity 6.11%
Reliance Industr Refineries Equity 5.17%
Cams Services Miscellaneous Equity 3.99%
TCS IT - Software Equity 3.82%
Petronet LNG Gas Distribution Equity 3.06%
Tech Mahindra IT - Software Equity 3.01%
Tata Consumer Plantation & Plantation Products Equity 2.68%
Cipla Pharmaceuticals Equity 2.63%
Narayana Hrudaya Healthcare Equity 2.6%
Maruti Suzuki Automobile Equity 2.5%
Balkrishna Inds Tyres Equity 2.48%
Sun Pharma.Inds. Pharmaceuticals Equity 2.35%
Bharat Electron Aerospace & Defence Equity 2.25%
GAIL (India) Gas Distribution Equity 2.04%
Indraprastha Gas Gas Distribution Equity 2.03%
Pidilite Inds. Chemicals Equity 1.98%
NMDC Mining & Mineral products Equity 1.94%
Oracle Fin.Serv. IT - Software Equity 1.94%
Mphasis IT - Software Equity 1.92%
Zydus Lifesci. Pharmaceuticals Equity 1.91%
Hind. Unilever FMCG Equity 1.88%
Glaxosmi. Pharma Pharmaceuticals Equity 1.79%
Tata Comm Telecomm-Service Equity 1.7%
Coromandel Inter Fertilizers Equity 1.66%
Hindustan Copper Non Ferrous Metals Equity 1.58%
Mishra Dhatu Nig Aerospace & Defence Equity 1.41%
Divi's Lab. Pharmaceuticals Equity 1.35%
Container Corpn. Logistics Equity 1.35%
Tata Chemicals Chemicals Equity 1.35%
Firstsour.Solu. IT - Software Equity 1.31%
ACC Cement Equity 1.29%
NBCC Miscellaneous Equity 1.26%
AIA Engineering Castings, Forgings & Fastners Equity 1.25%
Dr Reddy's Labs Pharmaceuticals Equity 1.24%
Honeywell Auto Electronics Equity 1.11%
Bharat Forge Castings, Forgings & Fastners Equity 1.06%
L&T Technology IT - Software Equity 1.01%
Varun Beverages FMCG Equity 0.97%
Guj Pipavav Port Marine Port & Services Equity 0.84%
LTIMindtree IT - Software Equity 0.78%
Thermax Capital Goods-Non Electrical Equipment Equity 0.75%
Happiest Minds IT - Software Equity 0.49%
Blue Dart Expres Logistics Equity 0.43%
Sanofi India Pharmaceuticals Equity 0.34%
IT-Software
24.47%
Pharmaceuticals & Biotech
11.61%
Cash & Others
8.99%
Gas
7.13%
Petroleum Products
5.17%
Others
42.63%
View all Sectors
Sectors Asset
IT-Software 24.47%
Pharmaceuticals & Biotech 11.61%
Cash & Others 8.99%
Gas 7.13%
Petroleum Products 5.17%
Capital Markets 3.99%
Aerospace & Defense 3.66%
Chemicals & Petrochemical 3.33%
Agricultural Food & other 2.68%
Healthcare Services 2.6%
Automobiles 2.5%
Auto Components 2.48%
Industrial Products 2.31%
Minerals & Mining 1.94%
Diversified FMCG 1.88%
Transport Services 1.78%
Telecom-Services 1.7%
Fertilisers & Agrochemica 1.66%
Non-Ferrous Metals 1.58%
Commercial Services & Sup 1.31%
Cement & Cement Products 1.29%
Construction 1.26%
Industrial Manufacturing 1.11%
IT-Services 1.01%
Beverages 0.97%
Transport Infrastructure 0.84%
Electrical Equipments 0.75%
Equity
91.01%
Net Curr Ass/Net Receivables
8.99%

Advance Ratio

3.55
Alpha
3.7
SD
0.88
Beta
1.05
Sharpe

Exit Load

Exit Load 1.00% - If exited on or before 365 days. Nil - If exited after 365 days.

Fund Objective

The Fund seeks growth of capital in accordance with Islamic principles. The investment objective of the scheme is to provide investors long term capital appreciation and growth through investments in Equity and Equity related instruments which are Shariah compliant. The investment strategy will aim to diversify the portfolio by investing in various companies across sectors and themes to maximize returns and control risk.

Fund Managers

Anuj Kapil

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Taurus Mutual Fund
AUM:
644 Cr
Address:
Ground Floor, AML Centre-1, 8 Mahal Industrial Estate, Mahakali Caves Road, Andheri-East, Mumbai-93.
Contact:
022-66242700
Email ID:
customercare@taurusmutualfund.com

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Frequently Asked Questions

How to invest in Taurus Ethical Fund – Direct Growth ?

You can invest in Taurus Ethical Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Taurus Ethical Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Taurus Ethical Fund – Direct Growth ?

The NAV of Taurus Ethical Fund – Direct Growth is ₹133 as of 23 February 2024.

How to redeem Taurus Ethical Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Taurus Ethical Fund – Direct Growth?

The minimum SIP amount of Taurus Ethical Fund – Direct Growth is ₹500

What are the top sectors Taurus Ethical Fund – Direct Growth has invested in?

The top sectors Taurus Ethical Fund – Direct Growth has invested in are
  1. IT-Software - 24.47%
  2. Pharmaceuticals & Biotech - 11.61%
  3. Cash & Others - 8.99%
  4. Gas - 7.13%
  5. Petroleum Products - 5.17%

Can I make investments in both the SIP and Lump Sum schemes of Taurus Ethical Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Taurus Ethical Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Taurus Ethical Fund – Direct Growth generated ?

The Taurus Ethical Fund – Direct Growth has delivered 16.7% since inception

What is the expense ratio of Taurus Ethical Fund – Direct Growth ?

The expense ratio of Taurus Ethical Fund – Direct Growth is 1.39 % as of 23 February 2024.

What is the AUM of Taurus Ethical Fund – Direct Growth?

The AUM of Taurus Ethical Fund – Direct Growth is ₹644 Cr as of 23 February 2024

What are the top stock holdings of Taurus Ethical Fund – Direct Growth?

The top stock holdings of Taurus Ethical Fund – Direct Growth are
  1. HCL Technologies - 6.4%
  2. Infosys - 6.11%
  3. Reliance Industr - 5.17%
  4. Cams Services - 3.99%
  5. TCS - 3.82%

How can I redeem my investments in Taurus Ethical Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Taurus Ethical Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now