Taurus Ethical Fund Regular Growth+0.20%

15.18%
1 Year Return
Equity
Sectoral/Thematic
2.0star
6M
1Y
3Y
5Y
All

Fund Details

Taurus Ethical Fund Regular Growth

RiskHigh
Min SIP Amount₹1000
Expense Ratio2.47%
NAV60.10 (23 Oct 2020)
Fund Started06 Apr 2009
Fund Size44 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Taurus Ethical Fund Regular Growth
15.2%
8.9%
8.1%
16.8%
Category Average
3.6%
1.7%
6.3%
-
Rank within category
1
1
2
-
*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
    0
    with 15.2% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk is lower compared to the benchmark
    3. 1Y Returns are higher than the benchmark
    4. Age is more than 10 years
    5. 1Y Returns are higher than the category average returns
    6. 3Y Returns are higher than the category average returns
    7. 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. 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
    7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    8. Risk-adjusted returns are lower compared to the category
    9. Higher expense ratio - 2.47%

    Top Holdings

    NameSectorInstrument% Assets
    Tata Consultancy Services Ltd.TechnologyEquity7.5%
    Infosys Ltd.TechnologyEquity6.8%
    Alkem Laboratories Ltd.HealthcareEquity4.3%
    Bayer CropScience Ltd.HealthcareEquity2.9%
    Voltas Ltd.Cons DurableEquity2.9%
    Tata Consumer Products Ltd.FMCGEquity2.8%
    Shree Cement Ltd.ConstructionEquity2.8%
    Coromandel International Ltd.ChemicalsEquity2.6%
    Atul Ltd.ChemicalsEquity2.5%
    Dabur India Ltd.FMCGEquity2.5%
    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

    Taurus Ethical Fund Regular Growth Details

    Taurus Ethical Fund Regular Growth 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 Growth fund.The fund currently has an Asset Under Management(AUM) of ₹44 Cr and the Latest NAV as of 23 Oct 2020 is ₹60.10.

    The Taurus Ethical Fund Regular Growth is rated 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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