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Taurus Ethical Fund Regular-Growth

Equity
Thematic-Other
₹-0.74% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
  • Rating
    Not Rated
  • Minimum Investment
    ₹500
  • NAV (Net Asset Value)
    ₹N/A
  • AUM (Fund size)
    ₹442 Cr
  • Created on
    1 April 2009
Fund Ranking
#12
/ 19 in Thematic-Other
Risk Level

Very High

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Returns
Trailing Return
Rolling Return
  • 6 Month
    1.7%
  • 1 Year
    -5.2%
  • 3 Year (CAGR)
    6.6%
  • All Time (CAGR)
    15.2%
Category Return
  • 6 Month
    9.8%
  • 1 Year
    1.5%
  • 3 Year (CAGR)
    13.3%
  • All Time (CAGR)
    14.6%
Asset Allocation
  • Equity
    99.5%
  • Other
    0.5%
Top 5 Holdings
Top 5 Sectors
  • Amara Raja Energy & Mobility
    1.15%
  • Asian Paints
    0.37%
  • ACC
    1.34%
  • Aurobindo Pharma
    1.08%
  • Linde India
    2.55%
Fund Information
  • Expense Ratio
    2.73%
  • Exit Load
    Exit load of 1% if redeemed within 365 days.
  • Lock-In Period
    No Lock-In

Managed By

Anuj Kapil
Nov 2022 - Present
Risk & Return Ratio
  • Sharpe Ratio
    0.14
  • Standard Deviation
    16.12
  • Alpha
    -1.92
  • Beta
    0.96