Taurus Ethical Fund Regular Growth

Equity
Thematic
Very High Risk
16.42%
3Y annualised
+0.13% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 13 Dec 2024₹135.06
Min. SIP amountNot Supported
RatingNA
Fund size₹255.12Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns31.1%16.4%21.1%18.0%
Category average28.7%18.5%22.8%NA
Rank with in category241611NA
Understand terms

Holdings (57)

NameSectorInstrumentAssets
TechnologyEquity7.76%
EnergyEquity7.61%
TechnologyEquity4.07%
TechnologyEquity3.89%
AutomobileEquity2.98%
TechnologyEquity2.79%
EnergyEquity2.77%
ServicesEquity2.67%
TechnologyEquity2.29%
AutomobileEquity2.29%
HealthcareEquity2.25%
HealthcareEquity2.00%
EnergyEquity1.99%
Consumer StaplesEquity1.99%
TechnologyEquity1.96%
Consumer StaplesEquity1.94%
ConstructionEquity1.81%
EnergyEquity1.78%
Capital GoodsEquity1.67%
CommunicationEquity1.67%
Capital GoodsEquity1.66%
TechnologyEquity1.66%
Metals & MiningEquity1.56%
ConstructionEquity1.51%
EnergyEquity1.49%
HealthcareEquity1.43%
Metals & MiningEquity1.35%
ConstructionEquity1.33%
ChemicalsEquity1.32%
ChemicalsEquity1.30%
HealthcareEquity1.30%
ServicesEquity1.29%
HealthcareEquity1.27%
EnergyEquity1.27%
EnergyEquity1.23%
ServicesEquity1.20%
Consumer StaplesEquity1.18%
ChemicalsEquity1.18%
ChemicalsEquity1.15%
AutomobileEquity1.14%
Capital GoodsEquity1.12%
Capital GoodsEquity1.08%
ServicesEquity1.07%
ChemicalsEquity1.03%
TechnologyEquity0.94%
TechnologyEquity0.93%
Capital GoodsEquity0.89%
ConstructionEquity0.87%
AutomobileEquity0.85%
TextilesEquity0.73%
ServicesEquity0.72%
EnergyEquity0.59%
CommunicationEquity0.47%
HealthcareEquity0.45%
Capital GoodsEquity0.40%
HealthcareEquity0.27%
Metals & MiningEquity0.24%
See All

Expense ratio, exit load and tax

Expense ratio: 2.36%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Anuj Kapil
Nov 2022 - Present
View details

Fund house & investment objective

Fund house contact details

Address
3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate,Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093
Phone
NA
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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