Taurus Ethical Fund Direct Growth

Taurus Ethical Fund Direct Growth

+15.62%
3Y annualised
-1.00% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Apr '26
₹136.81
Min. for SIP
₹500
Fund size (AUM)
₹350.15 Cr
Expense ratio
1.77%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹58,218
-2.97%
3 years₹1,80,000₹1,90,975
+6.10%
5 years₹3,00,000₹3,74,301
+24.77%
10 years₹6,00,000₹11,76,622
+96.10%

Holdings (60)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity6.97%
Tata Consultancy Services Ltd.TechnologyEquity5.45%
Infosys Ltd.TechnologyEquity5.21%
Coal India Ltd.EnergyEquity3.63%
Linde India Ltd.ChemicalsEquity3.43%
Tube Investments Of India Ltd.AutomobileEquity2.87%
Dixon Technologies (India) Ltd.Capital GoodsEquity2.74%
Laurus Labs Ltd.HealthcareEquity2.56%
Oracle Financial Services Software Ltd.TechnologyEquity2.46%
TVS Motor Company Ltd.AutomobileEquity2.43%
Cipla Ltd.HealthcareEquity2.31%
Hindustan Unilever Ltd.Consumer StaplesEquity2.29%
Mahindra & Mahindra Ltd.AutomobileEquity2.22%
HCL Technologies Ltd.TechnologyEquity2.21%
Bharat Petroleum Corporation Ltd.EnergyEquity2.09%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity2.04%
Marico Ltd.Consumer StaplesEquity2.00%
Balkrishna Industries Ltd.AutomobileEquity1.97%
Persistent Systems Ltd.TechnologyEquity1.96%
Aurobindo Pharma Ltd.HealthcareEquity1.93%
Larsen & Toubro Ltd.ConstructionEquity1.92%
Grasim Industries Ltd.ConstructionEquity1.74%
Torrent Power Ltd.EnergyEquity1.71%
ACC Ltd.ConstructionEquity1.66%
Voltamp Transformers Ltd.Capital GoodsEquity1.59%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity1.56%
Astral Ltd.ChemicalsEquity1.47%
Time Technoplast Ltd.ChemicalsEquity1.40%
Castrol India Ltd.EnergyEquity1.38%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity1.36%
Samvardhana Motherson International Ltd.AutomobileEquity1.33%
Biocon Ltd.HealthcareEquity1.25%
Polycab India Ltd.Capital GoodsEquity1.24%
Jupiter Life Line Hospitals Ltd.HealthcareEquity1.15%
Eveready Industries India Ltd.Consumer StaplesEquity1.14%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.10%
PG Electroplast Ltd.Capital GoodsEquity1.05%
L&T Technology Services Ltd.TechnologyEquity1.01%
Cera Sanitaryware Ltd.ConstructionEquity1.01%
Mahanagar Gas Ltd.EnergyEquity0.95%
PI Industries Ltd.ChemicalsEquity0.94%
Indiamart Intermesh Ltd.ServicesEquity0.85%
Chennai Petroleum Corporation Ltd.EnergyEquity0.66%
Inox Wind Ltd.Capital GoodsEquity0.66%
Computer Age Management Services Ltd.ServicesEquity0.64%
Petronet LNG Ltd.EnergyEquity0.62%
Hindalco Industries Ltd.Metals & MiningEquity0.60%
Coforge Ltd.TechnologyEquity0.53%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.43%
Pidilite Industries Ltd.ChemicalsEquity0.42%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.37%
Rashtriya Chemicals and Fertilizers Ltd.ChemicalsEquity0.30%
Garware Technical Fibres Ltd.TextilesEquity0.29%
Le Travenues Technology Ltd.ServicesEquity0.25%
Elgi Equipments Ltd.Capital GoodsEquity0.25%
Gillette India Ltd.Consumer StaplesEquity0.24%
Tata Technologies LtdServicesEquity0.20%
Deepak Nitrite Ltd.ChemicalsEquity0.20%
Symphony Ltd.Consumer DiscretionaryEquity0.16%
Kwality Wall's (India) Ltd.Consumer StaplesEquity0.03%
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+15.6%+12.5%+13.4%+14.1%
Category average (Equity Thematic)+16.0%+17.9%+13.6%--
Rank (Equity Thematic)874--

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

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
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 ₹900 Cr and the Latest NAV as of 13 Apr 2026 is ₹136.81. 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₹899.76 Cr
Date of Incorporation20 Aug 1993
Phone--
E-mail--
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,