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Taurus Ethical Fund Direct Bonus+0.65%

22.20%
1 Year Return
Equity
Sectoral/Thematic
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Ethical Fund Direct Bonus

RiskHigh
Min SIP AmountNot Supported
Expense Ratio1.68%
NAV22.17 (01 Dec 2020)
Fund Started01 Jan 2013
Fund Size44 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
22.2%
10.8%
10.9%
14.2%
Category Average
12.0%
3.5%
8.6%
-
Rank Within Category
3
1
3
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 22.2% annual returns

    Comparison

    Data not available
    Pros
    1. 1Y Returns are higher than the category average returns
    2. 3Y Returns are higher than the category average returns
    3. 5Y Returns are higher than the category average returns
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio - 1.72%

    Top Holdings

    NameSectorInstrument% Assets
    Tata Consultancy Services Ltd.TechnologyEquity7.5%
    Infosys Ltd.TechnologyEquity6.8%
    Alkem Laboratories Ltd.HealthcareEquity3.2%
    Voltas Ltd.Cons DurableEquity2.9%
    Shree Cement Ltd.ConstructionEquity2.9%
    Tata Consumer Products Ltd.FMCGEquity2.8%
    Dabur India Ltd.FMCGEquity2.6%
    Bayer CropScience Ltd.HealthcareEquity2.5%
    Atul Ltd.ChemicalsEquity2.4%
    PI Industries Ltd.ChemicalsEquity2.4%
    See All

    Fund Managers

    Prasanna Pathak
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    Taurus Ethical Fund Direct Bonus Details

    Taurus Ethical Fund Direct Bonus is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Prasanna Pathak is the Current Fund Manager of Taurus Ethical Fund Direct Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹44 Cr and the Latest NAV as of 01 Dec 2020 is ₹22.17.

    The Taurus Ethical Fund Direct Bonus is rated High risk. Minimum SIP Investment is set to 1000. Exit load of 1% if redeemed within 365 days.

    Investment Objective

    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.

    Tax Implications

    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.

    Scheme Information Document(SID)

    Not Supported
    Min for First Investment
    Not Supported
    Min for Second Investment
    Exit load of 1% if redeemed within 365 days.
    Exit Load

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    About Taurus Mutual Fund

    Address
    Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd., Andheri(E) Mumbai - 400093
    Phone
    022-66242700
    Launch Date
    20 Aug 1993
    Taurus Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    KFin Tech
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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