Taurus Ethical Fund - Regular Plan - Growth
NAV as on 15-12-2025
₹ 129.29
₹
0.13
(
0.1005%)
AUM as on 28-11-2025
365.1 Cr
Rtn (Since Inception)
16.54%
Taurus Ethical Fund Returns Calculator
Investment Type
SIP Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
Lumpsum Amount
Investment Period
|
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
1 Yr |
5 Yr |
10 Yr |
15 Yr |
20Y
Total Investment
₹
Profit
₹
SCHEME DETAILS
| Category: | Equity: Thematic-Others |
| Launch Date: | 06-04-2009 |
| Assets Class: | Equity |
| Benchmark: | BSE 500 Shariah TRI |
| TER: | 2.38% As on (28-11-2025) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 500.0 |
| Minimum Topup: | 500.0 |
| Total Assets: | 365.1 Cr As on (28-11-2025) |
| Turn over: | 99 |
| Exit Load: | 1% if exited on or before 365 days. Nil, if exited after 365 days. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Taurus Ethical Fund Reg Gr | 06-04-2009 | -4.27 | 10.34 | 14.46 | 14.77 | 12.77 |
| ICICI Prudential Equity Minimum Variance Fund Gr | 09-12-2024 | 10.16 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru India Opportunities Cum | 05-01-2019 | 8.53 | 17.63 | 22.14 | 26.74 | 0.0 |
| Sundaram Services Reg Gr | 21-09-2018 | 6.76 | 15.3 | 17.56 | 21.13 | 0.0 |
| ICICI Pru Exports & Services Gr | 01-11-2005 | 6.27 | 16.58 | 19.01 | 20.57 | 13.82 |
| ICICI Pru Commodities Gr | 05-10-2019 | 5.32 | 13.08 | 15.26 | 26.09 | 0.0 |
| SBI Equity Minimum Variance Fund Reg Gr | 02-03-2019 | 4.0 | 8.9 | 12.93 | 14.58 | 0.0 |
| SBI COMMA Fund Reg PLAN Gr | 05-08-2005 | 2.42 | 12.38 | 15.65 | 17.72 | 17.1 |
| ICICI Prudential Housing Opportunities Fund Gr | 18-04-2022 | 1.4 | 10.91 | 16.14 | 0.0 | 0.0 |
| HDFC Defence Fund Gr | 02-06-2023 | 1.27 | 24.17 | 0.0 | 0.0 | 0.0 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of a particular sector/ particular theme - 80% of total assets.
Installment Amount
Select installment date
How long should this SIP run?
Number of years
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.
Installment Amount
INVEST NOW
By continuing, I agree to the Declaration and T&Cs.