Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 2.13 | -0.17 | 8.60 |
| 6M | 1.46 | 2.00 | 25.95 |
| 1Y | 1.51 | 4.86 | 46.66 |
| 3Y | 11.20 | 13.84 | 196.29 |
Taurus Ethical Fund Growth managed by Taurus Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹406 Crore. The fund benchmarks its performance against the BSE 500 while maintaining an expense ratio of 2.75. Under the expert guidance of Anuj Kapil ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Mr. Anuj Kapil has done PGDBM and MBA. Mr. Kapil has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates, He worked with Religare Securities Ltd as AVP- Risk & Opreations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt Ltd. as Head of Research.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI ESG Exclusionary Strategy Fund Growth | 0 | 5,346 CR | 1.89 |
| HDFC Housing Opportunities Fund Growth | 4 | 1,192 CR | 2.27 |
| Taurus Ethical Fund Growth | 1 | 406 CR | 2.75 |
| LIC MF Gold ETF Growth | 0 | 1,344 CR | 0.45 |
| UTI Gold Exchange Traded Fund Growth | 0 | 4,010 CR | 0.52 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI ESG Exclusionary Strategy Fund Growth | 1.1797 | 31.5094 |
| This FundHDFC Housing Opportunities Fund Growth | -5.1662 | 34.1728 |
| This FundTaurus Ethical Fund Growth | 1.5071 | 37.5176 |
| This FundLIC MF Gold ETF Growth | 43.7766 | 133.8242 |
| This FundUTI Gold Exchange Traded Fund Growth | 43.2834 | 134.269 |