Taurus Ethical Fund Direct Growth

Taurus Ethical Fund Direct Growth

+16.22%
3Y annualised
+1.18% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Mar '26
₹139.67
Min. for SIP
₹500
Fund size
₹364.71 Cr
Expense ratio
0.64%

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹59,292
-1.18%
3 years₹1,80,000₹1,97,827
+9.90%
5 years₹3,00,000₹3,86,725
+28.91%
10 years₹6,00,000₹12,17,755
+102.96%

Holdings (51)

NameSectorInstrumentsAssets
Reliance Industries Ltd.EnergyEquity6.95%
Tata Consultancy Services Ltd.TechnologyEquity6.31%
Infosys Ltd.TechnologyEquity5.34%
Coal India Ltd.EnergyEquity5.07%
Bharat Petroleum Corporation Ltd.EnergyEquity3.10%
Dixon Technologies (India) Ltd.Capital GoodsEquity2.84%
Colgate-Palmolive (India) Ltd.Consumer StaplesEquity2.69%
HCL Technologies Ltd.TechnologyEquity2.68%
Tube Investments Of India Ltd.AutomobileEquity2.55%
Hindustan Unilever Ltd.Consumer StaplesEquity2.54%
Mahindra & Mahindra Ltd.AutomobileEquity2.47%
Oracle Financial Services Software Ltd.TechnologyEquity2.40%
Petronet LNG Ltd.EnergyEquity2.33%
Tata Motors Passenger Vehicles Ltd.AutomobileEquity2.28%
Cipla Ltd.HealthcareEquity2.11%
Balkrishna Industries Ltd.AutomobileEquity2.10%
ACC Ltd.ConstructionEquity2.08%
Larsen & Toubro Ltd.ConstructionEquity2.07%
Marico Ltd.Consumer StaplesEquity1.91%
Laurus Labs Ltd.HealthcareEquity1.87%
Grasim Industries Ltd.ConstructionEquity1.85%
Voltamp Transformers Ltd.Capital GoodsEquity1.73%
Aurobindo Pharma Ltd.HealthcareEquity1.72%
Hindalco Industries Ltd.Metals & MiningEquity1.71%
Linde India Ltd.ChemicalsEquity1.57%
Bharat Forge Ltd.AutomobileEquity1.54%
Torrent Power Ltd.EnergyEquity1.47%
Castrol India Ltd.EnergyEquity1.40%
Eveready Industries India Ltd.Consumer StaplesEquity1.39%
Persistent Systems Ltd.TechnologyEquity1.39%
Samvardhana Motherson International Ltd.AutomobileEquity1.37%
Glaxosmithkline Pharmaceuticals Ltd.HealthcareEquity1.37%
Astral Ltd.ChemicalsEquity1.30%
Time Technoplast Ltd.ChemicalsEquity1.23%
Polycab India Ltd.Capital GoodsEquity1.22%
Jupiter Life Line Hospitals Ltd.HealthcareEquity1.12%
Mahanagar Gas Ltd.EnergyEquity1.03%
Dr. Reddy's Laboratories Ltd.HealthcareEquity1.03%
Inox Wind Ltd.Capital GoodsEquity0.96%
L&T Technology Services Ltd.TechnologyEquity0.89%
Cera Sanitaryware Ltd.ConstructionEquity0.82%
Computer Age Management Services Ltd.ServicesEquity0.68%
Godrej Consumer Products Ltd.Consumer StaplesEquity0.48%
Alembic Pharmaceuticals Ltd.HealthcareEquity0.42%
Rashtriya Chemicals and Fertilizers Ltd.ChemicalsEquity0.38%
Engineers India Ltd.ConstructionEquity0.37%
Tata Technologies LtdServicesEquity0.24%
PI Industries Ltd.ChemicalsEquity0.23%
Symphony Ltd.Consumer DiscretionaryEquity0.21%
Sobha Ltd.ConstructionEquity0.16%
Kwality Wall's (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+16.2%+13.2%+14.3%+14.4%
Category average (Equity Thematic)+16.0%+17.9%+13.6%--
Rank (Equity Thematic)12103--

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 ₹979 Cr and the Latest NAV as of 05 Mar 2026 is ₹139.67. 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₹979.28 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,