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Taurus Ethical Fund Direct Bonus

Equity
Sectoral / Thematic
Very High Risk
21.46%
3Y annualised
-0.65% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 19 Jan 2022₹30.71
Min. SIP amountNA
RatingNA
Fund size₹75.05Cr

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns27.3%21.5%18.0%16.4%
Category average59.0%12.8%13.1%NA
Rank with in category1673NA
Understand terms

Holdings (57)

NameSectorInstrumentAssets
EnergyEquity5.9%
TechnologyEquity5.6%
TechnologyEquity3.5%
ConstructionEquity2.8%
EngineeringEquity2.8%
ServicesEquity2.8%
FMCGEquity2.7%
Consumer DurableEquity2.6%
Consumer DurableEquity2.5%
EngineeringEquity2.5%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

3Y and 5Y annualised returns higher than category average
Higher alpha: 5.74 The fund has generated returns higher than benchmark - S&P BSE 500 Shariah TRI - in the last 3Y
Lower expense ratio: 1.37%

Cons

Lower AUM: 72Cr. Funds with lower AUM tend to have higher expense ratio
1Y annualised returns lower than category average by 31.96%
Low rating: 0

Expense ratio, exit load and tax

Expense ratio: 1.37%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Prasanna Pathak
Jul 2017 - Present
View details

Fund house & investment objective

Fund house contact details

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