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Taurus Ethical Fund - Regular Plan - Growth
Invest Now
Fund Manager: |
Equity: Thematic-Others |
BSE 500 Shariah TRI
NAV as on 14-01-2026
AUM as on 31-12-2025
Rtn ( Since Inception )
16.32%
Inception Date
Apr 06, 2009
Expense Ratio
2.38%
Fund Status
Open Ended Scheme
Min. Investment
500
Min. Topup
500
Min. SIP Amount
500
Risk Status
very high
Investment Objective : The prime objective of the scheme is 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/ethical set of principles.
Fund Performance
3 and 6 Months returns are absolute
NAV Movement
Returns (%)
| 3 Mon | 6 Mon | 1 Yr | 3 Yrs | 5 Yrs | 10 Yrs | |
|---|---|---|---|---|---|---|
| Fund | 1.16 | -1.77 | 1.2 | 14.73 | 12.62 | 12.93 |
| Nifty 500 Shariah TRI | 1.26 | -0.61 | 0.61 | 12.08 | 12.25 | 14.51 |
| Equity: Thematic-Others | 1.1 | 0.42 | 7.77 | 17.58 | 17.47 | 14.71 |
| Rank within Category | 15 | 18 | 17 | 10 | 10 | 4 |
| Number of Funds within Category | 28 | 24 | 21 | 13 | 11 | 5 |
Peer Comparison
| Return (%) | ||||||
|---|---|---|---|---|---|---|
| Scheme Name | AUM (crore) |
Expense Ratio |
1 Yr | 3 Yrs | 5 Yrs | 10 Yrs |
| Taurus Ethical Fund - Regular Plan - Growth | 370.14 | 2.38 | 1.2 | 14.73 | 12.62 | 12.93 |
| ICICI Prudential Commodities Fund - Growth Option | 3,408.52 | 1.96 | 23.95 | 17.48 | 24.06 | 0.0 |
| HDFC Defence Fund - Growth Option | 7,390.95 | 1.82 | 21.05 | 0.0 | 0.0 | 0.0 |
| SBI COMMA Fund - REGULAR PLAN - Growth | 862.98 | 2.39 | 18.29 | 17.46 | 17.52 | 17.36 |
| ICICI Prudential India Opportunities Fund - Cumulative Option | 34,778.96 | 1.57 | 14.88 | 22.79 | 24.84 | 0.0 |
| Sundaram Services Fund Regular Plan - Growth | 4,808.86 | 1.86 | 13.76 | 18.87 | 18.98 | 0.0 |
| ICICI Prudential Equity Minimum Variance Fund - Growth | 3,843.27 | 1.92 | 12.9 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Housing Opportunities Fund - Growth | 2,254.84 | 2.08 | 11.02 | 16.54 | 0.0 | 0.0 |
| ICICI Prudential Exports & Services Fund - Growth | 1,433.6 | 2.26 | 10.42 | 19.08 | 17.76 | 13.83 |
| Franklin India Opportunities Fund - Growth | 8,380.36 | 1.75 | 7.7 | 29.55 | 20.8 | 17.35 |
Yearly Performance (%)
Historical Returns (%)
| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Fund | -2.08 | 31.15 | -1.05 | 4.09 | 28.14 | 28.88 | -2.32 | 28.4 | 19.33 | -1.85 |
| 0 | 0 | 0 | 0 | 0 | ||||||
| Equity: Thematic-Others | - |
Returns Calculator
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.