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Taurus Ethical Fund Direct Growth-3.54%

52.99%
1 Year Return
Equity
Sectoral/Thematic
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Ethical Fund Direct Growth

RiskVery High
Min SIP Amount₹1000
Expense Ratio2.45%
NAV₹76.02 (13 Apr 2021)
Fund Started01 Jan 2013
Fund Size54 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
53.0%
13.4%
14.5%
15.2%
Category Average
62.8%
7.2%
12.3%
-
Rank Within Category
16
1
2
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 53.0% returns per annum

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. Higher expense ratio - 2.45%

Top Holdings

NameSectorInstrument% Assets
Infosys Ltd.TechnologyEquity6.8%
Tata Consultancy Services Ltd.TechnologyEquity6.5%
Shree Cement Ltd.ConstructionEquity3.6%
Voltas Ltd.Cons DurableEquity3.1%
The Ramco Cements Ltd.ConstructionEquity2.6%
Tata Consumer Products Ltd.FMCGEquity2.5%
Maruti Suzuki India Ltd.AutomobileEquity2.4%
Atul Ltd.ChemicalsEquity2.4%
Bosch Ltd.AutomobileEquity2.2%
Berger Paints India Ltd.ChemicalsEquity2.1%
See All

Fund Managers

Prasanna Pathak
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Taurus Ethical Fund Direct Growth Details

Taurus Ethical Fund Direct Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹54 Cr and the Latest NAV as of 13 Apr 2021 is ₹76.02.

The Taurus Ethical Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to 1000. Minimum Lumpsum Investment is 5000. 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)

₹5000
Min for First Investment
₹1000
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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