Taurus Ethical Fund Regular Growth+0.84%

2Groww
-8.53%
1 Year Return
Equity
Sectoral/Thematic
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Ethical Fund Regular Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.53%
NAV49.51 (13 Sep 2019)
Fund Started06 Apr 2009
Fund Size39 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Taurus Ethical Fund Regular Growth
-8.5%
5.7%
6.0%
16.6%
Category Average
-6.4%
NA
NA
-
Rank within category
6
6
5
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    30
    with -8.5% annual returns

    Comparison

    Data not available
    Pros
    1. Risk is lower compared to the benchmark
    2. 1Y Returns are higher than the benchmark
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Higher expense ratio
    4. 3Y Returns are lower than the benchmark
    5. 5Y Returns are lower than the benchmark
    6. 10Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    Infosys Ltd.TechnologyEquity7.0%
    Colgate-Palmolive (India) Ltd.FMCGEquity2.8%
    Hindustan Unilever Ltd.FMCGEquity2.6%
    Heidelberg Cement India Ltd.ConstructionEquity2.3%
    Container Corpn. Of India Ltd.ServicesEquity2.2%
    Info Edge (India) Ltd.ServicesEquity2.1%
    Berger Paints India Ltd.ChemicalsEquity2.0%
    Grindwell Norton Ltd.MetalsEquity1.7%
    Dabur India Ltd.FMCGEquity1.6%
    Asian Paints Ltd.ChemicalsEquity1.6%
    See All

    Fund Managers

    addPrasanna Pathak
    Education
    Mr. Pathak is B.Tech and MBA in Finance.
    Experience
    Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.
    Funds Managed

    Other Details

    Taurus Ethical Fund Regular Growth is a Equity Mutual Fund Scheme launched by Taurus Mutual Fund. This scheme was introduced to investors on 06 Apr 2009. Prasanna Pathak is the Current Fund Manager of Taurus Ethical Fund Regular Growth.The fund currently has an Asset Under Management(AUM) of ₹39 Cr and the Latest NAV as of 13 Sep 2019 is ₹49.51.

    The Taurus Ethical Fund Regular Growth is rated High risk. Minimum SIP Investment is 1000. Minimum Lumpsum Investment is 5000. Exit load of 1% if redeemed within 365 days..

    Investment Objective

    The investment objective of the scheme is to provide capital appreciation and income distribution to unit holders through investment in a diversified portfolio of equities, which are based on the principles of Shariah. The scheme may also invest a certain portion of the corpus in money market instruments in order to meet liquidity requirements from time to time.

    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
    19 Aug 1993
    Taurus Mutual Fund
    Asset Management Company
    Custodian
    SBI SG Global Securities Services Pvt.Ltd.
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
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    + ₹1,000
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    + ₹10,000
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    MONTHLY SIP
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