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Taurus Ethical Fund Regular Growth

Equity
Sectoral / Thematic
Very High Risk
48.45%
1Y return
+0.96% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 03 Aug 2021₹82.77
Min. SIP Amount₹1,000
Rating2star
Fund Size₹63.62 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Equity Sectoral / Thematic
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns48.5%16.1%14.7%18.6%
Category average59.0%12.8%13.1%NA
Rank with in category1432NA
Understand termsinfo

Holdings (64)

NameSectorInstrumentAssets
Infosys Ltd.TechnologyEquity6.1%
Tata Consultancy Services Ltd.TechnologyEquity5.4%
Shree Cement Ltd.ConstructionEquity2.9%
Voltas Ltd.Consumer DurableEquity2.6%
The Ramco Cements Ltd.ConstructionEquity2.4%
Maruti Suzuki India Ltd.AutomobileEquity2.3%
Tata Consumer Products Ltd.FMCGEquity2.2%
Atul Ltd.ChemicalsEquity2.0%
Coromandel International Ltd.ChemicalsEquity2.0%
Bosch Ltd.AutomobileEquity1.9%
See All

Pros and cons

Category: Equity Sectoral / Thematic

Pros

  • Age is more than 10 years
  • 3Y Returns are higher than the category average returns
  • 5Y Returns are higher than the category average returns
  • 10Y Returns are higher than the category average returns

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • Higher expense ratio - 2.43%
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 2.43%

Inclusive of GST

Exit load

Exit load of 1% if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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.

Understand termsinfo

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹1,000

Fund management

Prasanna Pathak
Jul 2017 - Present
View Details
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Fund house & investment objective

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Fund house contact details

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