Taurus Ethical Fund Direct Growth

Taurus Ethical Fund Direct Growth

Equity
Thematic
Very High Risk
+16.42%
3Y annualised
+0.42% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 16 Jan '26
₹144.47
Min. SIP amount
₹500
Fund size
₹370.14 Cr
Expense ratio
0.91%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹61,821
+3.03%
3 years₹1,80,000₹2,09,876
+16.60%
5 years₹3,00,000₹4,07,732
+35.91%
10 years₹6,00,000₹12,81,768
+113.63%

Holdings (51)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity8.29%
Tata Consultancy Services Ltd.TechnologyEquity6.38%
Infosys Ltd.TechnologyEquity5.18%
Coal India Ltd.EnergyEquity4.52%
Bharat Petroleum Corporation Ltd.EnergyEquity3.22%
Tube Investments Of India Ltd.AutomobileEquity2.82%
Laurus Labs Ltd.HealthcareEquity2.69%
Mahindra & Mahindra Ltd.AutomobileEquity2.64%
Dixon Technologies (India) Ltd.Capital GoodsEquity2.64%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity2.60%
HCL Technologies Ltd.TechnologyEquity2.53%
Hindustan Unilever Ltd.Consumer StaplesEquity2.44%
Cipla Ltd.HealthcareEquity2.37%
Oracle Financial Services Software Ltd.TechnologyEquity2.34%
Petronet LNG Ltd.EnergyEquity2.25%
ACC Ltd.ConstructionEquity2.17%
Larsen & Toubro Ltd.ConstructionEquity2.11%
Bharat Forge Ltd.AutomobileEquity2.10%
Hindalco Industries Ltd.Metals & MiningEquity2.06%
Marico Ltd.Consumer StaplesEquity1.93%
Polycab India Ltd.Capital GoodsEquity1.91%
Torrent Power Ltd.EnergyEquity1.89%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity1.86%
Grasim Industries Ltd.ConstructionEquity1.83%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity1.83%
Voltamp Transformers Ltd.Capital GoodsEquity1.81%
Balkrishna Industries Ltd.AutomobileEquity1.75%
Linde India Ltd.ChemicalsEquity1.54%
Castrol India Ltd.EnergyEquity1.45%
Persistent Systems Ltd.TechnologyEquity1.43%
Samvardhana Motherson International Ltd.AutomobileEquity1.43%
Aurobindo Pharma Ltd.HealthcareEquity1.39%
Jindal Steel Ltd.Metals & MiningEquity1.37%
Eveready Industries India Ltd.Consumer StaplesEquity1.35%
Astral Ltd.ChemicalsEquity1.21%
Tata Technologies LtdServicesEquity1.19%
Jupiter Life Line Hospitals Ltd.HealthcareEquity1.14%
Mahanagar Gas Ltd.EnergyEquity1.10%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.06%
L&T Technology Services Ltd.TechnologyEquity1.05%
Time Technoplast Ltd.ChemicalsEquity0.96%
Finolex Cables Ltd.Capital GoodsEquity0.95%
Cera Sanitaryware Ltd.ConstructionEquity0.85%
PI Industries Ltd.ChemicalsEquity0.76%
Computer Age Management Services Ltd.ServicesEquity0.72%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.50%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.45%
Rashtriya Chemicals and Fertilizers Ltd.ChemicalsEquity0.39%
Zydus Lifesciences Ltd.HealthcareEquity0.37%
Sobha Ltd.ConstructionEquity0.15%
Kwality Walls India Ltd.Consumer StaplesEquity0.04%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+16.4%+14.3%+14.4%+14.9%
Category average (Equity Thematic)+16.0%+17.9%+13.6%--
Rank (Equity Thematic)12114--

Exit load, stamp duty and tax

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Fund management

AK
Anuj Kapil
Nov 2022 - Present
View details

About Taurus Ethical Fund Direct Growth

Taurus Ethical Fund Direct Growth is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 20 Aug 1993. Anuj Kapil is the Current Fund Manager of Taurus Ethical Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,013 Cr and the Latest NAV as of 16 Jan 2026 is ₹144.47. The Taurus Ethical Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹500. 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.
Fund benchmarkBSE 500 Shariah Total Return Index

Fund house

Rank (total assets)#37 in India
Total AUM₹1,012.62 Cr
Date of Incorporation20 Aug 1993
PhoneNA
E-mailNA
Launch Date20 Aug 1993
Address3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,