Taurus Ethical Fund

AMC: TAURUS Moderate Risk Equity Sectoral/Thematic

📊 Quick Summary Of This Page

Taurus Ethical Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1
Minimum SIP
2.10%
Expense Ratio
Mr. Anuj Kapil
Fund Manager
Growth
Plan Type
19 Feb 2009
Launch Date
1%
Upto any amount - 1% if exited on or before 365 days. Nil, if exited after 365 days.
Exit Load
NAV Momentum
Fund Analysis

Taurus Ethical Fund does not yet have a 5-year performance history.

The average return for Sectoral/Thematic funds is 77.59% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 1.39% -0.11%
2 Year Return 24.77% 12.90%
3 Year Return 42.31% 41.33%
4 Year Return 102.72% 59.19%
5 Year Return 138.73% 77.59%
6 Year Return 159.87% 118.07%
7 Year Return 221.83% 140.00%
Expense Ratio 2.10% -
NAV History
Fund Information

AMC: TAURUS

Category: Equity • Sectoral/Thematic

Launch Date: 19 Feb 2009

Fund Manager: Mr. Anuj Kapil

Minimum Purchase: ₹5,000

Exit Load: Upto any amount - 1% if exited on or before 365 days. Nil, if exited after 365 days.

Lock-in: 0

Risk: Moderate Risk

About This Fund

Taurus Ethical Fund is managed by TAURUS and belongs to the Equity category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

Taurus Ethical Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of Taurus Ethical Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

Taurus Ethical Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in Taurus Ethical Fund, based on the latest portfolio data.

Taurus Ethical Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of Taurus Ethical Fund is , which represents the annual cost charged for managing the fund.

Taurus Ethical Fund manages assets worth approximately , representing the total investor capital under management.

Taurus Ethical Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

Taurus Ethical Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, Taurus Ethical Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

Taurus Ethical Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing Taurus Ethical Fund and making investment decisions.

Yes, Taurus Ethical Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

Taurus Ethical Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of Taurus Ethical Fund to estimate returns and wealth creation over different time periods.