Taurus Ethical Fund

500
Min SIP
500
Min Lumpsum
1.26 %
Expense Ratio
Rating
87
Fund Size (in Cr)
10 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 08 June 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 9.2% 20.1% 12.5% 14.1%
Category Average 7.4% 22.3% 13.8% -

Scheme Allocation

By Holding
By Sector
By Asset
Infosys
7.44%
Reliance Industr
7.35%
HCL Technologies
6.31%
TCS
5.62%
Mishra Dhatu Nig
4.92%
Others
68.36%
IT-Software
26.15%
Pharmaceuticals & Biotech
10.26%
Petroleum Products
7.35%
Aerospace & Defense
7.32%
Healthcare Services
5.94%
Others
42.98%
Equity
96.84%
Net Curr Ass/Net Receivables
3.16%

Advance Ratio

0.04
Alpha
3.59
SD
0.81
Beta
0.03
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:
513 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

Frequently Asked Questions

How to invest in Taurus Ethical Fund ?

You can invest in Taurus Ethical Fund 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 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 ?

The NAV of Taurus Ethical Fund is ₹93.5 as of 08 June 2023.

How to redeem Taurus Ethical Fund 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?

The minimum SIP amount of Taurus Ethical Fund is ₹500

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

The top sectors Taurus Ethical Fund has invested in are
  1. Infosys - 7.44%
  2. Reliance Industr - 7.35%
  3. HCL Technologies - 6.31%
  4. TCS - 5.62%
  5. Mishra Dhatu Nig - 4.92%

How much returns have Taurus Ethical Fund generated ?

The Taurus Ethical Fund has delivered 14.1% since inception

What is the expense ratio of Taurus Ethical Fund ?

The expense ratio of Taurus Ethical Fund is 1.26 % as of 08 June 2023.

What is the AUM of Taurus Ethical Fund?

The AUM of Taurus Ethical Fund is ₹513 Cr as of 08 June 2023

What are the top stock holdings of Taurus Ethical Fund?

The top stock holdings of Taurus Ethical Fund are
  1. Infosys - 7.44%
  2. Reliance Industr - 7.35%
  3. HCL Technologies - 6.31%
  4. TCS - 5.62%
  5. Mishra Dhatu Nig - 4.92%
Invest Now