Taurus Ethical Fund Direct Growth

Equity
Thematic
Very High Risk
+15.37%
3Y annualised
-0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 09 Dec 2025
₹144.96
Rating
NA
Min. SIP amount
₹500
Fund size
₹353.99Cr

Returns calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (48)

NameSectorInstrumentAssets
EnergyEquity7.69%
TechnologyEquity6.36%
TechnologyEquity5.09%
EnergyEquity4.61%
Capital GoodsEquity3.40%
EnergyEquity3.13%
AutomobileEquity2.99%
Consumer StaplesEquity2.94%
HealthcareEquity2.83%
AutomobileEquity2.81%
ConstructionEquity2.73%
Consumer StaplesEquity2.71%
TechnologyEquity2.71%
AutomobileEquity2.59%
TechnologyEquity2.51%
HealthcareEquity2.46%
EnergyEquity2.33%
AutomobileEquity2.26%
EnergyEquity1.99%
ConstructionEquity1.93%
AutomobileEquity1.80%
Consumer StaplesEquity1.69%
Consumer StaplesEquity1.63%
ChemicalsEquity1.63%
EnergyEquity1.53%
HealthcareEquity1.50%
Metals & MiningEquity1.46%
TechnologyEquity1.41%
HealthcareEquity1.40%
ConstructionEquity1.38%
ServicesEquity1.37%
ServicesEquity1.34%
AutomobileEquity1.32%
ChemicalsEquity1.32%
AutomobileEquity1.32%
EnergyEquity1.29%
HealthcareEquity1.18%
ConstructionEquity1.05%
HealthcareEquity1.04%
TechnologyEquity1.01%
TechnologyEquity1.01%
Consumer DiscretionaryEquity0.90%
ChemicalsEquity0.73%
TechnologyEquity0.63%
Capital GoodsEquity0.52%
HealthcareEquity0.50%
Consumer StaplesEquity0.48%
HealthcareEquity0.41%
See All

Minimum investment amounts

Min. for 1st investment₹500
Min. for 2nd investment onwards₹500
Min. for SIP₹500

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
3Y5Y10YAll
Fund returns15.4%15.9%14.1%15.0%
Category average14.6%18.3%13.9%NA
Rank with in category13103NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.91%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Anuj Kapil
Nov 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
NA
Launch Date
20 Aug 1993
Taurus Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Equity Thematic

Pros

3Y and 10Y annualised returns higher than category average
Lower expense ratio: 0.91%

Cons

1Y and 5Y annualised returns lower than category average

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