Taurus Ethical Fund - Growth Option
- Equity - Other
- Equity
- Very High Risk
Rating:
2
Key Metrics
Aum
₹406.25 Cr
Expense Ratio
2.10%
Exit Load
1.00%
Min. Investment
₹500.00
Min. SIP
₹500.00
Launch Date
6 Apr 2009
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.5% | -- |
| 3 Months | +1.65% | -- |
| 6 Months | +2.66% | -- |
| 1 Year | -1.13% | -1.13% |
| 2 Years | -- | -2.28% |
| 3 Years | +38.87% | +11.57% |
| 5 Years | +57.88% | +9.56% |
| Since Launch | +1166.2% | +15.82% |
Holdings as on 22 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Reliance Industries | 29.52 | 7.33 |
| Tata Consultancy Services | 19.49 | 4.84 |
| Infosys | 18.18 | 4.52 |
| Dixon Technologies (India) | 13.17 | 3.27 |
| Hindustan Unilever | 13.03 | 3.24 |
| Linde India | 12.72 | 3.16 |
| Oracle Financial Services Software | 12.33 | 3.06 |
| Persistent Systems | 12.20 | 3.03 |
| Laurus Labs | 10.94 | 2.72 |
| Net Receivable / Payable | 10.91 | 2.71 |
Morning Star Rating
Rating:
2
Risk
Return
Risk & Volitility
0.37
Sharpe Ratio
15.53%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Taurus Ethical Fund - Growth Option | -1.13% | +11.57% | +9.56% |
| Quant PSU Fund Regular Growth | +1.76% | -- | -- |
| Bank of India Business Cycle Fund Regular Growth | +1.17% | -- | -- |
| Quant Commodities Fund Regular Growth | +15.66% | -- | -- |
| Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF Reg Growth | +0.14% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Taurus Ethical Fund - Growth Option has an AUM of 406.25 crores & has delivered CAGR of 9.56 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.10%. The minimum investment in Taurus Ethical Fund - Growth Option is Rs 500 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Reliance Industries, Tata Consultancy Services, Infosys, Dixon Technologies (India).
The major sectors where the fund is invested are Software & Programming, Oil & Gas Operations, Biotechnology & Drugs, Personal & Household Prods..
Some of the similar funds are Taurus Ethical Fund - Growth Option, Quant PSU Fund Regular Growth, Bank of India Business Cycle Fund Regular Growth, Quant Commodities Fund Regular Growth, Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF FoF Reg Growth. Taurus Ethical Fund - Growth Option has a sharpe ratio of 0.37 & a standard deviation of 15.53%.
FAQs
According to the morning star rating Taurus Ethical Fund - Growth Option has a Medium risk & Good return.
Taurus Ethical Fund - Growth Option is managed by Anuj Kapil.
The expense ratio of Taurus Ethical Fund - Growth Option is 2.10%.
The 5 year annualized return on Taurus Ethical Fund - Growth Option is 9.56% & it has generated -1.13% in the last 1 year.
The minimum investment in Taurus Ethical Fund - Growth Option is 500 Rs.
Taurus Ethical Fund - Growth Option has an AUM of 406.25 crores.
Wait for it…
Oops! Looks like you have exceeded the limit to bookmark the image. Remove some to bookmark this image.