Taurus Ethical Fund - Growth Option | Mutual Fund Performance | Mint
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Business News/Market/Market Stats/    Taurus Ethical Fund - Growth Option

Taurus Ethical Fund - Growth Option

+
  • Equity
  • Equity - Other
  • Rating 2
  • Plan
119.81 +1.52 (1.28%) NAV as on 22 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)150.80
  • CAGR 47.75%
  • Exit Load1.00%
  • Expense ratio2.45%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date2009-04-06

Morning Star Rating 2

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 23 February 2024

  • Name
  • Value (Cr)
  • Holding %
  • Net Receivable / Payable
  • 13.56
  • 8.99%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.11
  • Std Deviation 12.82%
  • Tracking Error 0.00%

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 150.80 crores & has delivered CAGR of 19.81% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.45%. 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 Moderate & Exceptional respectively.

 

The top holdings of the fund include Net Receivable / Payable, HCL Technologies, Infosys & Reliance Industries.

 

The major sectors where the fund is invested are Software & Programming, Biotechnology & Drugs, Oil & Gas Operations & Chemical Manufacturing.

 

Some of the similar funds are Taurus Ethical Fund - Growth Option, SBI Equity Minimum Variance Fund Regular Growth, ICICI Prudential Quant Fund Regular Growth, Quant Commodities Fund Regular Growth, 360 ONE Quant Fund Regular Growth. Taurus Ethical Fund - Growth Option has a sharpe ratio of 1.11 & a standard deviation of 12.82%.

FAQs about Taurus Ethical Fund - Growth Option

According to the morning star rating Taurus Ethical Fund - Growth Option has a Moderate risk & Exceptional return.
Taurus Ethical Fund - Growth Option is managed by Anuj Kapil.
The expense ratio of Taurus Ethical Fund - Growth Option is 2.45%.
The 5 year annualized return on Taurus Ethical Fund - Growth Option is 19.81% & it has generated 47.75% 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 150.80 crores.
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