Taurus Ethical Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Taurus Ethical Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

402 Cr

Lock In Period

N/A

Expense Ratio

2.75

Exit Load

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

Benchmark

BSE 500

Taurus Ethical Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.020.938.60
6M-3.781.9425.95
1Y-5.444.6060.64
3Y11.1914.45196.29

Portfolio Analysis

  • Equity: 97.30%
  • Debt: 2.70%
  • Others
As on: 2026-05-31
View allocation % by

1. Tata Consultancy Services Ltd.4.84%
2. Infosys Ltd.4.52%
3. Oracle Financial Services Software Ltd.3.06%
4. Persistent Systems Ltd.3.03%
5. HCL Technologies Ltd.2.45%
6. Coforge Ltd.0.99%
7. Intellect Design Arena Ltd.0.59%

1. Laurus Labs Ltd.2.72%
2. Cipla Ltd.2.30%
3. Biocon Ltd.1.87%
4. Aurobindo Pharma Ltd.1.49%
5. Glaxosmithkline Pharmaceuticals Ltd.1.14%
6. Dr. Reddy's Laboratories Ltd.1.00%

1. Reliance Industries Ltd.7.33%
2. Bharat Petroleum Corporation Ltd.1.92%

1. Hindustan Uever Ltd.3.24%
2. Colgate Palmolive (India) Ltd.2.04%

1. Dixon Technologies (India) Ltd.3.27%
2. PG Electroplast Ltd.1.23%
3. Symphony Ltd.0.14%

1. Grasim Industries Ltd.1.85%
2. ACC Ltd.1.61%

1. Linde India Ltd.3.16%

1. Vikram Solar Ltd.1.92%
2. Voltamp Transformers Ltd.1.12%

1. Coal India Ltd.2.70%

1. Tube Investments of India Ltd.2.63%

1. TVS Motor Company Ltd.2.58%

1. Torrent Power Ltd.2.14%

1. Mahindra & Mahindra Ltd.1.98%

1. Marico Ltd.1.94%

1. Balkrishna Industries Ltd.1.84%

1. Larsen & Toubro Ltd.1.74%

1. Samvardhana Motherson International Ltd.1.60%

1. Mahanagar Gas Ltd.0.97%
2. Petronet LNG Ltd.0.59%

1. Polycab India Ltd.1.50%

1. National Aluminium Company Ltd.0.73%
2. Hindalco Industries Ltd.0.66%

1. Time Technoplast Ltd.1.35%

1. Eveready Industries India Ltd.1.29%

1. Astral Ltd.1.27%

1. Castrol India Ltd.1.27%

1. Cera Sanitaryware Ltd.1.07%

1. Jupiter Life Line Hospitals Ltd.1.04%

1. L&T Technology Services Ltd.1.03%

About Fund Taurus Ethical Fund Growth

Taurus Ethical Fund Growth managed by Taurus Mutual Fund,is a Sectoral/Thematic Fundsscheme with Assets Under Management of ₹402 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.

Fund Managers

Anuj Kapil

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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
UTI MNC Fund Growth12681.6 CR2.12
SBI ESG Exclusionary Strategy Fund Growth05248.89 CR1.89
Taurus Ethical Fund Growth1402.37 CR2.75
LIC MF Gold ETF Growth01469.77 CR0.45
UTI Gold Exchange Traded Fund Growth04382.23 CR0.52
Fund Name1Y3Y
This FundUTI MNC Fund Growth0.259630.8482
This FundSBI ESG Exclusionary Strategy Fund Growth-3.121731.4415
This FundTaurus Ethical Fund Growth-5.437137.4693
This FundLIC MF Gold ETF Growth46.4223137.9214
This FundUTI Gold Exchange Traded Fund Growth45.9379138.3807

Taurus Ethical Fund Growth 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 2.75. 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 : 1.02%
  • 6 Months : -3.78%
  • 1 Year : -5.44%
  • 3 Years : 11.19%
Returns of Taurus Ethical Fund Growth are updated daily based on NAV of ₹ 124.30 as on Jul 09,2026. Since inception, the return has been 37.47%.

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 ₹402 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.