Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

365 Cr

Lock In Period

N/A

Expense Ratio

2.37

Benchmark

BSE 500

Exit Load

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

Summary

Latest details for Taurus Ethical Fund Growth include a 120.09 NAV as of Mar 09,2026 and returns since inception of 48.50%. Minimum investments start at SIP ₹500. The Taurus Ethical Fund Growth AUM is ₹365 Cr, with a lock-in of N/A years, expense ratio of 2.37%, and benchmark BSE 500. Exit load is - Upto any amount - 1% if exited on or before 365 days. Nil, if exited after 365 days.. In the growth review for 1M Month/Year, the fund recorded -3.42% returns, against a category average of -1.16% and a category best of 8.60%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-3.42-1.168.60
6M-3.301.3148.41
1Y4.154.8882.94
3Y14.0913.27196.29

Portfolio Analysis

  • Equity: 93.01%
  • Debt: 6.99%
  • Others
As on: 2026-01-31
View allocation % by

1. Tata Consultancy Services Ltd.6.31%
2. Infosys Ltd.5.34%
3. HCL Technologies Ltd.2.68%
4. Oracle Financial Services Software Ltd.2.40%
5. Persistent Systems Ltd.1.39%
6. Tata Technologies Ltd.0.24%

1. Reliance Industries Ltd.6.95%
2. Bharat Petroleum Corporation Ltd.3.10%

1. Cipla Ltd.2.11%
2. Laurus Labs Ltd.1.87%
3. Aurobindo Pharma Ltd.1.72%
4. Glaxosmithkline Pharmaceuticals Ltd.1.37%
5. Dr. Reddy's Laboratories Ltd.1.03%
6. Alembic Pharmaceuticals Ltd.0.42%

1. Colgate Palmolive (India) Ltd.2.69%
2. Hindustan Uever Ltd.2.54%
3. Godrej Consumer Products Ltd.0.48%

1. Coal India Ltd.5.07%

1. ACC Ltd.2.08%
2. Grasim Industries Ltd.1.85%

1. Petronet LNG Ltd.2.33%
2. Mahanagar Gas Ltd.1.03%

1. Dixon Technologies (India) Ltd.2.84%
2. Symphony Ltd.0.21%

1. Tube Investments of India Ltd.2.55%

1. Mahindra & Mahindra Ltd.2.47%

1. Tata Motors Passenger Vehicles Ltd.2.28%

1. Balkrishna Industries Ltd.2.10%

1. Larsen & Toubro Ltd.2.07%

1. Marico Ltd.1.91%

1. Voltamp Transformers Ltd.1.73%

1. Hindalco Industries Ltd.1.71%

1. Linde India Ltd.1.57%

1. Bharat Forge Ltd.1.54%

1. Torrent Power Ltd.1.47%

1. Castrol India Ltd.1.40%

1. Eveready Industries India Ltd.1.39%

1. Samvardhana Motherson International Ltd.1.37%

1. Astral Ltd.1.30%

1. Time Technoplast Ltd.1.23%

1. Polycab India Ltd.1.22%

1. Jupiter Life Line Hospitals Ltd.1.12%

About Fund

Taurus Ethical Fund Growth managed by Taurus Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹365 Crore. The fund benchmarks its performance against the BSE 500 while maintaining an expense ratio of 2.37. 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.

Peer Comparison

Fund Name1Y3Y
This FundFranklin Asian Equity Fund Growth31.657848.0972
This FundTaurus Ethical Fund Growth4.153248.5044
This FundInvesco India Gold Exchange Traded Fund Growth82.7071175.2035
This FundUTI Gold Exchange Traded Fund Growth82.9403177.6177

FAQs

Taurus Ethical Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Taurus Ethical Fund Growth is 2.37. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Taurus Ethical Fund Growth’s fund performance is as follows:
  • 1 Month : -3.42%
  • 6 Months : -3.30%
  • 1 Year : 4.15%
  • 3 Years : 14.09%
Returns of Taurus Ethical Fund Growth are updated daily based on NAV of ₹ 120.09 as on Mar 09,2026. Since inception, the return has been 48.50%.

You can invest in Taurus Ethical Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Taurus Ethical Fund Growth is ₹365 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Taurus Ethical Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500