Taurus Ethical Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (21-Feb-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹271 Cr
Expense Ratio
2.33%
ISIN
INF044D01864
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
06 Apr 2009
About this fund
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹119.47, Assets Under Management (AUM) of 271.22 Crores, and an expense ratio of 2.33%.
- Taurus Ethical Fund Regular Growth has given a CAGR return of 16.88% since inception.
- The fund's asset allocation comprises around 97.70% in equities, 0.00% in debts, and 2.30% in cash & cash equivalents.
- You can start investing in Taurus Ethical Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+1.00%
— (Cat Avg.)
3 Years
+13.92%
— (Cat Avg.)
5 Years
+16.30%
— (Cat Avg.)
10 Years
+10.93%
— (Cat Avg.)
Since Inception
+16.88%
— (Cat Avg.)
Portfolio Summaryas of 31st January 2025
| Equity | ₹264.99 Cr | 97.70% |
| Others | ₹6.23 Cr | 2.30% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type  | Amount | Holdings |
|---|---|---|---|
| Reliance Industries Ltd | Equity | ₹23.92 Cr | 8.82% |
| Infosys Ltd | Equity | ₹20.67 Cr | 7.62% |
| HCL Technologies Ltd | Equity | ₹10 Cr | 3.69% |
| Tata Consultancy Services Ltd | Equity | ₹9.85 Cr | 3.63% |
| Samvardhana Motherson International Ltd | Equity | ₹9.54 Cr | 3.52% |
| Narayana Hrudayalaya Ltd | Equity | ₹7.65 Cr | 2.82% |
| Oil & Natural Gas Corp Ltd | Equity | ₹7.46 Cr | 2.75% |
| Bharat Petroleum Corp Ltd | Equity | ₹6.52 Cr | 2.40% |
| Tech Mahindra Ltd | Equity | ₹6.27 Cr | 2.31% |
| Net Receivable / Payable | Cash - Collateral | ₹6.23 Cr | 2.30% |
| Hindustan Unilever Ltd | Equity | ₹6.05 Cr | 2.23% |
| Cipla Ltd | Equity | ₹5.71 Cr | 2.10% |
| Tata Consumer Products Ltd | Equity | ₹5.59 Cr | 2.06% |
| Mahindra & Mahindra Ltd | Equity | ₹5.29 Cr | 1.95% |
| Astral Ltd | Equity | ₹5.15 Cr | 1.90% |
| DLF Ltd | Equity | ₹5.11 Cr | 1.88% |
| Asian Paints Ltd | Equity | ₹4.6 Cr | 1.70% |
| Tata Communications Ltd | Equity | ₹4.51 Cr | 1.66% |
| Coal India Ltd | Equity | ₹4.46 Cr | 1.64% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹4.43 Cr | 1.63% |
| Container Corporation of India Ltd | Equity | ₹4.41 Cr | 1.63% |
| LTIMindtree Ltd | Equity | ₹4.3 Cr | 1.58% |
| Mphasis Ltd | Equity | ₹4.22 Cr | 1.55% |
| Mahanagar Gas Ltd | Equity | ₹3.87 Cr | 1.43% |
| Ashok Leyland Ltd | Equity | ₹3.82 Cr | 1.41% |
| Larsen & Toubro Ltd | Equity | ₹3.81 Cr | 1.41% |
| Castrol India Ltd | Equity | ₹3.81 Cr | 1.40% |
| Dr Reddy's Laboratories Ltd | Equity | ₹3.75 Cr | 1.38% |
| Endurance Technologies Ltd | Equity | ₹3.74 Cr | 1.38% |
| Petronet LNG Ltd | Equity | ₹3.72 Cr | 1.37% |
| Gujarat Narmada Valley Fertilizers & Chemicals Ltd | Equity | ₹3.67 Cr | 1.35% |
| Oracle Financial Services Software Ltd | Equity | ₹3.65 Cr | 1.35% |
| BEML Ltd | Equity | ₹3.55 Cr | 1.31% |
| Tata Motors Ltd | Equity | ₹3.5 Cr | 1.29% |
| GlaxoSmithKline Pharmaceuticals Ltd | Equity | ₹3.37 Cr | 1.24% |
| Marico Ltd | Equity | ₹3.24 Cr | 1.19% |
| Hindalco Industries Ltd | Equity | ₹3.22 Cr | 1.19% |
| Divi's Laboratories Ltd | Equity | ₹3.08 Cr | 1.14% |
| PI Industries Ltd | Equity | ₹2.99 Cr | 1.10% |
| Engineers India Ltd | Equity | ₹2.97 Cr | 1.10% |
| Tata Technologies Ltd | Equity | ₹2.95 Cr | 1.09% |
| Aurobindo Pharma Ltd | Equity | ₹2.88 Cr | 1.06% |
| Colgate-Palmolive (India) Ltd | Equity | ₹2.75 Cr | 1.01% |
| KPIT Technologies Ltd | Equity | ₹2.71 Cr | 1.00% |
| Pidilite Industries Ltd | Equity | ₹2.53 Cr | 0.93% |
| Persistent Systems Ltd | Equity | ₹2.52 Cr | 0.93% |
| Zydus Lifesciences Ltd | Equity | ₹2.52 Cr | 0.93% |
| Polycab India Ltd | Equity | ₹2.46 Cr | 0.91% |
| Tejas Networks Ltd | Equity | ₹2.36 Cr | 0.87% |
| Maruti Suzuki India Ltd | Equity | ₹2.28 Cr | 0.84% |
| Bharat Electronics Ltd | Equity | ₹2.22 Cr | 0.82% |
| Nestle India Ltd | Equity | ₹2.11 Cr | 0.78% |
| Trent Ltd | Equity | ₹1.97 Cr | 0.73% |
| Motherson Sumi Wiring India Ltd | Equity | ₹1.97 Cr | 0.73% |
| Archean Chemical Industries Ltd | Equity | ₹1.94 Cr | 0.71% |
| Cera Sanitaryware Ltd | Equity | ₹1.04 Cr | 0.39% |
| Alembic Pharmaceuticals Ltd | Equity | ₹1.02 Cr | 0.38% |
| GAIL (India) Ltd | Equity | ₹0.68 Cr | 0.25% |
| Birla Corp Ltd | Equity | ₹0.39 Cr | 0.14% |
| Garware Technical Fibres Ltd | Equity | ₹0.25 Cr | 0.09% |
Allocation By Market Cap (Equity)
Large Cap Stocks
62.48%
Mid Cap Stocks
20.88%
Small Cap Stocks
14.35%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹73.93 Cr | 27.26% |
| Energy | ₹49.88 Cr | 18.39% |
| Healthcare | ₹29.99 Cr | 11.06% |
| Industrials | ₹29.44 Cr | 10.85% |
| Consumer Cyclical | ₹28.53 Cr | 10.52% |
| Consumer Defensive | ₹19.74 Cr | 7.28% |
| Basic Materials | ₹19.33 Cr | 7.13% |
| Real Estate | ₹5.11 Cr | 1.88% |
| Utilities | ₹4.54 Cr | 1.67% |
| Communication Services | ₹4.51 Cr | 1.66% |
Risk & Performance Ratios
Standard Deviation
This fund
14.01%
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
0.60
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Anuj Kapil
Since November 2022
Additional Scheme Detailsas of 31st January 2025
ISIN INF044D01864 | Expense Ratio 2.33% | Exit Load 1.00% | Fund Size ₹271 Cr | Age 15 years 10 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark BSE 500 Shariah TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y  |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹214.12 Cr | -0.6% |
| SBI Equity Minimum Variance Fund Regular Growth Very High Risk | 0.8% | 0.0% | ₹214.12 Cr | -1.0% |
| Bandhan Transportation and Logistics Fund Direct Growth Very High Risk | 0.9% | 0.0% | ₹524.52 Cr | 3.1% |
| Bandhan Transportation and Logistics Fund Regular Growth Very High Risk | 2.4% | 0.0% | ₹524.52 Cr | 1.5% |
| ICICI Prudential Transportation and Logistics Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹3040.04 Cr | 9.6% |
| ICICI Prudential Transportation and Logistics Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3040.04 Cr | 8.3% |
| HDFC NIFTY200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹11.35 Cr | 63.0% |
| HDFC NIFTY100 Low Volatility 30 ETF Very High Risk | 0.3% | - | ₹5.95 Cr | 34.7% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹411.67 Cr | -5.0% |
| DSP Nifty Midcap 150 Quality 50 ETF Very High Risk | 0.3% | - | ₹93.15 Cr | 4.3% |
About the AMC
Taurus Mutual Fund
Total AUM
₹917 Cr
Address
Ground Floor, AML Centre-1, Mumbai, 400 093
Other Funds by Taurus Mutual Fund
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Taurus Banking & Financial Services Fund Direct Growth Very High Risk | 1.4% | 1.0% | ₹10.65 Cr | 1.8% |
| Taurus Largecap Equity Fund Direct Growth Very High Risk | 2.4% | 1.0% | ₹47.48 Cr | 1.2% |
| Taurus Ethical Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹271.22 Cr | 2.3% |
| Taurus Discovery (Midcap) Fund Direct Growth Very High Risk | 2.0% | 1.0% | ₹119.95 Cr | -5.7% |
| Taurus Infrastructure Fund Direct Growth Very High Risk | 1.5% | 1.0% | ₹8.97 Cr | 0.3% |
| Taurus Nifty 50 Index Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹4.88 Cr | 3.5% |
| Taurus Tax shield Direct Growth Very High Risk | 1.5% | 0.0% | ₹76.73 Cr | 5.8% |
| Taurus Flexi Cap Fund Direct Growth Very High Risk | 2.5% | 1.0% | ₹350.54 Cr | 0.6% |
Risk Level
Your principal amount will be at Very High Risk
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Related Articles
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What is the current NAV of Taurus Ethical Fund Regular Growth?
What are the returns of Taurus Ethical Fund Regular Growth?
What is the portfolio composition of Taurus Ethical Fund Regular Growth?
Who manages the Taurus Ethical Fund Regular Growth?
- Anuj Kapil
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Taurus Ethical Fund Regular Growth
EquityEquity - OtherVery High Risk
Regular
NAV (21-Feb-25)
Returns (Since Inception)
Fund Overview
Fund Size
₹271 Cr
Expense Ratio
2.33%
ISIN
INF044D01864
Minimum SIP
₹500
Exit Load
1.00%
Inception Date
06 Apr 2009
Risk Level
Your principal amount will be at Very High Risk
About this fund
As of 21-Feb-25, it has a Net Asset Value (NAV) of ₹119.47, Assets Under Management (AUM) of 271.22 Crores, and an expense ratio of 2.33%.
- Taurus Ethical Fund Regular Growth has given a CAGR return of 16.88% since inception.
- The fund's asset allocation comprises around 97.70% in equities, 0.00% in debts, and 2.30% in cash & cash equivalents.
- You can start investing in Taurus Ethical Fund Regular Growth with a SIP of ₹500 or a Lumpsum investment of ₹500.
Performance against Category Average
In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.
1 Year
+1.00%
— (Cat Avg.)
3 Years
+13.92%
— (Cat Avg.)
5 Years
+16.30%
— (Cat Avg.)
10 Years
+10.93%
— (Cat Avg.)
Since Inception
+16.88%
— (Cat Avg.)
Portfolio Summaryas of 31st January 2025
| Equity | ₹264.99 Cr | 97.70% |
| Others | ₹6.23 Cr | 2.30% |
Top Holdings
All Holdings
Equity
Debt & Others
| Name | Type | Amount | Holdings |
|---|---|---|---|
| Reliance Industries Ltd | Equity | ₹23.92 Cr | 8.82% |
| Infosys Ltd | Equity | ₹20.67 Cr | 7.62% |
| HCL Technologies Ltd | Equity | ₹10 Cr | 3.69% |
| Tata Consultancy Services Ltd | Equity | ₹9.85 Cr | 3.63% |
| Samvardhana Motherson International Ltd | Equity | ₹9.54 Cr | 3.52% |
| Narayana Hrudayalaya Ltd | Equity | ₹7.65 Cr | 2.82% |
| Oil & Natural Gas Corp Ltd | Equity | ₹7.46 Cr | 2.75% |
| Bharat Petroleum Corp Ltd | Equity | ₹6.52 Cr | 2.40% |
| Tech Mahindra Ltd | Equity | ₹6.27 Cr | 2.31% |
| Net Receivable / Payable | Cash - Collateral | ₹6.23 Cr | 2.30% |
| Hindustan Unilever Ltd | Equity | ₹6.05 Cr | 2.23% |
| Cipla Ltd | Equity | ₹5.71 Cr | 2.10% |
| Tata Consumer Products Ltd | Equity | ₹5.59 Cr | 2.06% |
| Mahindra & Mahindra Ltd | Equity | ₹5.29 Cr | 1.95% |
| Astral Ltd | Equity | ₹5.15 Cr | 1.90% |
| DLF Ltd | Equity | ₹5.11 Cr | 1.88% |
| Asian Paints Ltd | Equity | ₹4.6 Cr | 1.70% |
| Tata Communications Ltd | Equity | ₹4.51 Cr | 1.66% |
| Coal India Ltd | Equity | ₹4.46 Cr | 1.64% |
| Computer Age Management Services Ltd Ordinary Shares | Equity | ₹4.43 Cr | 1.63% |
| Container Corporation of India Ltd | Equity | ₹4.41 Cr | 1.63% |
| LTIMindtree Ltd | Equity | ₹4.3 Cr | 1.58% |
| Mphasis Ltd | Equity | ₹4.22 Cr | 1.55% |
| Mahanagar Gas Ltd | Equity | ₹3.87 Cr | 1.43% |
| Ashok Leyland Ltd | Equity | ₹3.82 Cr | 1.41% |
| Larsen & Toubro Ltd | Equity | ₹3.81 Cr | 1.41% |
| Castrol India Ltd | Equity | ₹3.81 Cr | 1.40% |
| Dr Reddy's Laboratories Ltd | Equity | ₹3.75 Cr | 1.38% |
| Endurance Technologies Ltd | Equity | ₹3.74 Cr | 1.38% |
| Petronet LNG Ltd | Equity | ₹3.72 Cr | 1.37% |
| Gujarat Narmada Valley Fertilizers & Chemicals Ltd | Equity | ₹3.67 Cr | 1.35% |
| Oracle Financial Services Software Ltd | Equity | ₹3.65 Cr | 1.35% |
| BEML Ltd | Equity | ₹3.55 Cr | 1.31% |
| Tata Motors Ltd | Equity | ₹3.5 Cr | 1.29% |
| GlaxoSmithKline Pharmaceuticals Ltd | Equity | ₹3.37 Cr | 1.24% |
| Marico Ltd | Equity | ₹3.24 Cr | 1.19% |
| Hindalco Industries Ltd | Equity | ₹3.22 Cr | 1.19% |
| Divi's Laboratories Ltd | Equity | ₹3.08 Cr | 1.14% |
| PI Industries Ltd | Equity | ₹2.99 Cr | 1.10% |
| Engineers India Ltd | Equity | ₹2.97 Cr | 1.10% |
| Tata Technologies Ltd | Equity | ₹2.95 Cr | 1.09% |
| Aurobindo Pharma Ltd | Equity | ₹2.88 Cr | 1.06% |
| Colgate-Palmolive (India) Ltd | Equity | ₹2.75 Cr | 1.01% |
| KPIT Technologies Ltd | Equity | ₹2.71 Cr | 1.00% |
| Pidilite Industries Ltd | Equity | ₹2.53 Cr | 0.93% |
| Persistent Systems Ltd | Equity | ₹2.52 Cr | 0.93% |
| Zydus Lifesciences Ltd | Equity | ₹2.52 Cr | 0.93% |
| Polycab India Ltd | Equity | ₹2.46 Cr | 0.91% |
| Tejas Networks Ltd | Equity | ₹2.36 Cr | 0.87% |
| Maruti Suzuki India Ltd | Equity | ₹2.28 Cr | 0.84% |
| Bharat Electronics Ltd | Equity | ₹2.22 Cr | 0.82% |
| Nestle India Ltd | Equity | ₹2.11 Cr | 0.78% |
| Trent Ltd | Equity | ₹1.97 Cr | 0.73% |
| Motherson Sumi Wiring India Ltd | Equity | ₹1.97 Cr | 0.73% |
| Archean Chemical Industries Ltd | Equity | ₹1.94 Cr | 0.71% |
| Cera Sanitaryware Ltd | Equity | ₹1.04 Cr | 0.39% |
| Alembic Pharmaceuticals Ltd | Equity | ₹1.02 Cr | 0.38% |
| GAIL (India) Ltd | Equity | ₹0.68 Cr | 0.25% |
| Birla Corp Ltd | Equity | ₹0.39 Cr | 0.14% |
| Garware Technical Fibres Ltd | Equity | ₹0.25 Cr | 0.09% |
Allocation By Market Cap (Equity)
Large Cap Stocks
62.48%
Mid Cap Stocks
20.88%
Small Cap Stocks
14.35%
Other Allocation
Equity Sector
Debt & Others
| Sector | Amount | Holdings |
|---|---|---|
| Technology | ₹73.93 Cr | 27.26% |
| Energy | ₹49.88 Cr | 18.39% |
| Healthcare | ₹29.99 Cr | 11.06% |
| Industrials | ₹29.44 Cr | 10.85% |
| Consumer Cyclical | ₹28.53 Cr | 10.52% |
| Consumer Defensive | ₹19.74 Cr | 7.28% |
| Basic Materials | ₹19.33 Cr | 7.13% |
| Real Estate | ₹5.11 Cr | 1.88% |
| Utilities | ₹4.54 Cr | 1.67% |
| Communication Services | ₹4.51 Cr | 1.66% |
Risk & Performance Ratios
Standard Deviation
This fund
14.01%
Cat. avg.
--
Lower the better
Sharpe Ratio
This fund
0.60
Cat. avg.
--
Higher the better
Sortino Ratio
This fund
--
Cat. avg.
--
Higher the better
Fund Managers
Anuj Kapil
Since November 2022
Additional Scheme Detailsas of 31st January 2025
ISIN INF044D01864 | Expense Ratio 2.33% | Exit Load 1.00% | Fund Size ₹271 Cr | Age 15 years 10 months | Lumpsum Minimum ₹500 | Fund Status Open Ended Investment Company | Benchmark BSE 500 Shariah TR INR |
Investment Objective
To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.
Tax Treatment
Capital Gains Taxation:
Dividend Taxation:
Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.
Similar Equity - Other Funds
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| SBI Equity Minimum Variance Fund Direct Growth Very High Risk | 0.4% | 0.0% | ₹214.12 Cr | -0.6% |
| SBI Equity Minimum Variance Fund Regular Growth Very High Risk | 0.8% | 0.0% | ₹214.12 Cr | -1.0% |
| Bandhan Transportation and Logistics Fund Direct Growth Very High Risk | 0.9% | 0.0% | ₹524.52 Cr | 3.1% |
| Bandhan Transportation and Logistics Fund Regular Growth Very High Risk | 2.4% | 0.0% | ₹524.52 Cr | 1.5% |
| ICICI Prudential Transportation and Logistics Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹3040.04 Cr | 9.6% |
| ICICI Prudential Transportation and Logistics Fund Regular Growth Very High Risk | 1.9% | 1.0% | ₹3040.04 Cr | 8.3% |
| HDFC NIFTY200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹11.35 Cr | 63.0% |
| HDFC NIFTY100 Low Volatility 30 ETF Very High Risk | 0.3% | - | ₹5.95 Cr | 34.7% |
| ICICI Prudential Nifty 200 Momentum 30 ETF Very High Risk | 0.3% | - | ₹411.67 Cr | -5.0% |
| DSP Nifty Midcap 150 Quality 50 ETF Very High Risk | 0.3% | - | ₹93.15 Cr | 4.3% |
About the AMC
Taurus Mutual Fund
Total AUM
₹917 Cr
Address
Ground Floor, AML Centre-1, Mumbai, 400 093
Other Funds by Taurus Mutual Fund
| Fund name | Expense Ratio | Exit Load | Fund size | 1Y |
|---|---|---|---|---|
| Taurus Banking & Financial Services Fund Direct Growth Very High Risk | 1.4% | 1.0% | ₹10.65 Cr | 1.8% |
| Taurus Largecap Equity Fund Direct Growth Very High Risk | 2.4% | 1.0% | ₹47.48 Cr | 1.2% |
| Taurus Ethical Fund Direct Growth Very High Risk | 0.6% | 1.0% | ₹271.22 Cr | 2.3% |
| Taurus Discovery (Midcap) Fund Direct Growth Very High Risk | 2.0% | 1.0% | ₹119.95 Cr | -5.7% |
| Taurus Infrastructure Fund Direct Growth Very High Risk | 1.5% | 1.0% | ₹8.97 Cr | 0.3% |
| Taurus Nifty 50 Index Fund Direct Growth Very High Risk | 0.7% | 1.0% | ₹4.88 Cr | 3.5% |
| Taurus Tax shield Direct Growth Very High Risk | 1.5% | 0.0% | ₹76.73 Cr | 5.8% |
| Taurus Flexi Cap Fund Direct Growth Very High Risk | 2.5% | 1.0% | ₹350.54 Cr | 0.6% |
Related Articles
Still got questions?
We're here to help.
What is the current NAV of Taurus Ethical Fund Regular Growth?
What are the returns of Taurus Ethical Fund Regular Growth?
What is the portfolio composition of Taurus Ethical Fund Regular Growth?
Who manages the Taurus Ethical Fund Regular Growth?
- Anuj Kapil
Track & Analyse all your investments in one place
Compare your portfolio's performance with benchmarks
Identify potential risks in your portfolio and learn to fix them
Track all your family's investments in one place
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