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Taurus Ethical Fund Regular Bonus-1.43%

27.62%
1 Year Return
Equity
Sectoral/Thematic
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Ethical Fund Regular Bonus

RiskVery High
Min SIP AmountNot Supported
Expense Ratio2.55%
NAV₹68.09 (26 Feb 2021)
Fund Started06 Apr 2009
Fund Size51 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
27.6%
11.0%
14.7%
11.7%
Category Average
30.3%
7.7%
14.7%
-
Rank Within Category
16
1
5
-
*All returns are annualized.
SIP
Minimum SIP amount1,000
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 27.6% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. 1Y Returns are higher than the category average returns
3. 3Y Returns are higher than the category average returns
4. 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 - 2.43%
3. 10Y Returns are lower than the category average returns

Top Holdings

NameSectorInstrument% Assets
Tata Consultancy Services Ltd.TechnologyEquity6.8%
Infosys Ltd.TechnologyEquity6.6%
Voltas Ltd.Cons DurableEquity3.1%
Shree Cement Ltd.ConstructionEquity3.0%
Maruti Suzuki India Ltd.AutomobileEquity2.9%
Alkem Laboratories Ltd.HealthcareEquity2.7%
Tata Consumer Products Ltd.FMCGEquity2.7%
Coromandel International Ltd.ChemicalsEquity2.6%
Atul Ltd.ChemicalsEquity2.3%
Berger Paints India Ltd.ChemicalsEquity2.1%
See All

Fund Managers

Prasanna Pathak
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Taurus Ethical Fund Regular Bonus Details

Taurus Ethical Fund Regular Bonus is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was made available to investors on 06 Apr 2009. Prasanna Pathak is the Current Fund Manager of Taurus Ethical Fund Regular Bonus fund.The fund currently has an Asset Under Management(AUM) of ₹51 Cr and the Latest NAV as of 26 Feb 2021 is ₹68.09.

The Taurus Ethical Fund Regular Bonus is rated Very High risk. Minimum SIP Investment is set to 1000. 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)

Not Supported
Min for First Investment
Not Supported
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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