Taurus Ethical Fund - Direct Plan has delivered 50.59% absolute return over the last 5 years.
The average return for Sectoral/Thematic funds is 77.59% .
This fund ranks #77 in its category based on 5-year returns.
The largest portfolio holding is RELIANCE INDUSTRIES LTD with a portfolio weight of 7.48% .
The fund currently owns more than 59 stocks.
The top 10 holdings account for 38.26% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 3.51% | -0.11% |
| 2 Year Return | 29.81% | 12.90% |
| 3 Year Return | 50.63% | 41.33% |
| 4 Year Return | 117.35% | 59.19% |
| 5 Year Return | 160.09% | 77.59% |
| 6 Year Return | 187.02% | 118.07% |
| 7 Year Return | 259.84% | 140.00% |
| Expense Ratio | 0.90% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Energy |
7.48%
|
|
| 2 | Information Technology |
5.20%
|
|
| 3 | Information Technology |
4.49%
|
|
| 4 | Consumer Electronics |
3.25%
|
|
| 5 | Consumer Discretionary |
3.18%
|
|
| 6 | IT Consulting & Software |
3.00%
|
|
| 7 | Consumer Staples |
2.93%
|
|
| 8 | Consumer Discretionary |
2.93%
|
|
| 9 | Consumer Electronics |
2.92%
|
|
| 10 | Information Technology |
2.88%
|
|
| 11 | Materials |
2.74%
|
|
| 12 | Information Technology |
2.58%
|
AMC: TAURUS
Category: Equity • Sectoral/Thematic
Launch Date: 01 Jan 2013
Fund Manager: Mr. Anuj Kapil
Minimum Purchase: ₹500
Exit Load: Upto any amount - 1% if exited on or before 365 days. Nil, if exited after 365 days.
Lock-in: 1
Risk: Moderate Risk
Taurus Ethical Fund - Direct Plan 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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