Taurus Ethical Fund Direct Growth

Equity
Thematic
Very High Risk
19.01%
3Y annualised
-0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 18 Jul 2025₹145.25
Min. SIP amount₹500
RatingNA
Fund size₹321.70Cr

Return calculator

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

Holdings (51)

NameSectorInstrumentAssets
EnergyEquity8.88%
HealthcareEquity4.37%
TechnologyEquity4.08%
TechnologyEquity3.90%
EnergyEquity3.83%
Capital GoodsEquity3.43%
AutomobileEquity3.00%
Consumer StaplesEquity2.78%
ChemicalsEquity2.48%
EnergyEquity2.39%
TechnologyEquity2.36%
Consumer StaplesEquity2.27%
ConstructionEquity2.21%
ChemicalsEquity2.14%
EnergyEquity1.96%
Consumer StaplesEquity1.87%
Consumer StaplesEquity1.80%
HealthcareEquity1.80%
ConstructionEquity1.78%
AutomobileEquity1.74%
ChemicalsEquity1.72%
HealthcareEquity1.72%
ServicesEquity1.64%
ServicesEquity1.52%
HealthcareEquity1.48%
TechnologyEquity1.47%
ServicesEquity1.42%
EnergyEquity1.36%
Consumer DiscretionaryEquity1.35%
Capital GoodsEquity1.33%
Metals & MiningEquity1.32%
Consumer StaplesEquity1.31%
HealthcareEquity1.30%
EnergyEquity1.29%
HealthcareEquity1.23%
ConstructionEquity1.19%
TechnologyEquity1.16%
ServicesEquity1.06%
CommunicationEquity1.06%
EnergyEquity1.03%
ConstructionEquity0.95%
AutomobileEquity0.78%
Metals & MiningEquity0.66%
HealthcareEquity0.64%
Capital GoodsEquity0.58%
Consumer StaplesEquity0.56%
TechnologyEquity0.55%
ConstructionEquity0.45%
TechnologyEquity0.40%
HealthcareEquity0.36%
Capital GoodsEquity0.24%
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
1Y3Y5YAll
Fund returns-2.9%19.0%20.5%15.6%
Category average-1.5%21.4%24.3%NA
Rank with in category472111NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.97%

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
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Pros and cons

Category: Equity Thematic

Pros

10Y annualised returns higher than category average by 0.01%
Lower expense ratio: 0.97%

Cons

Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y

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