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Fund Overview of Taurus Ethical Fund Direct-growth
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₹402.4 CrAUM
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₹143.85NAV
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1.33%Expense Ratio
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EquityFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of Taurus Ethical Fund Direct-growth
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 7.62% | NA | 4.02% |
| 6 Months | -0.97% | NA | 14.62% |
| 1 Year | 0.81% | 0.81% | -1.34% |
| 2 Years | 1.55% | 0.77% | 21.55% |
| 3 Years | 49.16% | 14.26% | 20.06% |
| 5 Years | 71.10% | 11.34% | 23.47% |
| 7 Years | 170.79% | 15.29% | NA |
| 10 Years | 260.91% | 13.69% | 13.87% |
Compare Taurus Ethical Fund Direct-growth with other mutual funds in the same category
Taurus Ethical Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-growth
ICICI Prudential India Opportunities Fund Direct-idcw
Asset Allocation
equities
97.30%other assets or cash equivalents
2.70%Taurus Ethical Fund Direct-growth is one Equity mutual fund offered by Taurus Mutual Fund. the fund aims Long term capital appreciation. Investment in equity & equity related instruments based on the principles of Shariah. It manages assets worth ₹402.4 crore as on Sun May 31, 2026. The expense ratio stands at 1.33%. Fund Manager Manager EducationAbout Taurus Ethical Fund Direct-growth
The portfolio allocation consists of 97.30% in equities, 2.70% in other assets or cash equivalents.Managed by Anuj Kapil, it has delivered a return of 0.81% in the last year, a total return since inception of 14.34%.
When exploring investment options individuals also refer to best sip investment based on performance consistency.
Key Metrics of Taurus Ethical Fund Direct-growth
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Standard Deviation15.66%
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Sharpe Ratio0.61%
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Alpha1.97%
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Beta0.95%
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
ICICI Prudential India Opportunities Fund Direct-growth  |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | 2.58% | 4.06% | 3.17% | 19.57% | 20.39% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| Franklin India Opportunities Direct Fund-idcw |
₹8,724 | 3.39% | 9.28% | 3.02% | 23.85% | 19.76% |
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | 2.49% | 3.85% | 2.23% | 18.39% | 19.06% |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| Franklin India Opportunities Fund Regular-idcw |
₹8,724 | 3.28% | 8.95% | 1.77% | 22.36% | 18.56% |
| ICICI Prudential Commodities Fund Direct-growth |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
| ICICI Prudential Commodities Fund Direct-idcw |
₹3,999 | 0.12% | 10.67% | 17.24% | 19.38% | 17.25% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Taurus Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
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Taurus Ethical Fund Regular-growth
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₹402 | 2.35% | 7.26% | -1.70% | -0.65% | 12.77% |
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Taurus Ethical Fund Regular-idcw
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₹402 | 2.35% | 7.26% | -1.70% | -0.65% | 12.77% |
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Taurus Ethical Fund Direct-idcw
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₹402 | 2.49% | 7.62% | -0.97% | 0.81% | 14.26% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-growth |
₹36,478 | ₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-growth |
₹36,478 | ₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹36,478 | ₹21.13 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹36,478 | ₹24.26 | 19.57% | 20.39% | - |
| HDFC Defence Fund Regular-growth |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-growth |
₹9,724 | ₹30.09 | 43.78% | - | - |
| HDFC Defence Fund Regular-idcw |
₹9,724 | ₹29.08 | 42.19% | - | - |
| HDFC Defence Fund Direct-idcw |
₹9,724 | ₹30.09 | 43.78% | - | - |
| Franklin India Opportunities Fund Regular-growth |
₹8,724 | ₹253.16 | 22.36% | 18.56% | 16.12% |
| Franklin India Opportunities Direct Fund-growth |
₹8,724 | ₹282.39 | 23.85% | 19.76% | 17.18% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reliance Industries Ltd | Energy & Utilities | 7.33% | ₹29.51 Cr |
| Tata Consultancy Services Ltd | Technology | 4.84% | ₹19.48 Cr |
| Infosys Ltd | Technology | 4.52% | ₹18.18 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 3.27% | ₹13.16 Cr |
| Hindustan Unilever Ltd | Consumer Staples | 3.24% | ₹13.02 Cr |
| Linde India Ltd | Materials | 3.16% | ₹12.71 Cr |
| Oracle Financial Services Software Ltd | Technology | 3.06% | ₹12.33 Cr |
| Persistent Systems Ltd | Technology | 3.03% | ₹12.19 Cr |
| Laurus Labs Ltd | Healthcare | 2.72% | ₹10.93 Cr |
| Net Receivables | Unspecified | 2.70% | ₹10.90 Cr |
| Coal India Ltd | Materials | 2.70% | ₹10.87 Cr |
| Tube Investments Of India Ltd | Consumer Discretionary | 2.63% | ₹10.60 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 2.58% | ₹10.39 Cr |
| Hcl Technologies Ltd | Technology | 2.45% | ₹9.87 Cr |
| Cipla Ltd | Healthcare | 2.30% | ₹9.24 Cr |
| Torrent Power Ltd | Energy & Utilities | 2.14% | ₹8.61 Cr |
| Colgate-palmolive (india) Ltd | Consumer Staples | 2.04% | ₹8.21 Cr |
| Mahindra & Mahindra Ltd | Consumer Discretionary | 1.98% | ₹7.98 Cr |
| Marico Ltd | Consumer Staples | 1.94% | ₹7.82 Cr |
| Vikram Solar Ltd. | Energy & Utilities | 1.92% | ₹7.74 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund Direct-growth |
₹39.75 | 19.57% | 20.39% | - |
| ICICI Prudential India Opportunities Fund Direct-idcw |
₹24.26 | 19.57% | 20.39% | - |
| Franklin India Opportunities Direct Fund-growth |
₹282.39 | 23.85% | 19.76% | - |
| Franklin India Opportunities Direct Fund-idcw |
₹41.18 | 23.85% | 19.76% | - |
| ICICI Prudential India Opportunities Fund-growth |
₹36.19 | 18.39% | 19.06% | - |
| ICICI Prudential India Opportunities Fund-idcw |
₹21.13 | 18.39% | 19.06% | - |
| Franklin India Opportunities Fund Regular-growth |
₹253.16 | 22.36% | 18.56% | - |
| Franklin India Opportunities Fund Regular-idcw |
₹36.31 | 22.36% | 18.56% | - |
| ICICI Prudential Commodities Fund Direct-growth |
₹51.95 | 19.38% | 17.25% | - |
| ICICI Prudential Commodities Fund Direct-idcw |
₹34.44 | 19.38% | 17.25% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Taurus Ethical Fund Direct-growth
What is the current AUM of Taurus Ethical Fund Direct-growth?
As of Sun May 31, 2026, Taurus Ethical Fund Direct-growth manages assets worth ₹402.4 crore
How has Taurus Ethical Fund Direct-growth performed recently?
- 3 Months: 7.62%
- 6 Months: -0.97%
What is the long-term performance of Taurus Ethical Fund Direct-growth?
- 3 Years CAGR: 14.26%
- 5 Years CAGR: 11.34%
- Since Inception: 14.34%
What is the portfolio composition of Taurus Ethical Fund Direct-growth?
Equity: 97.30%, Others: 2.70%.
Who manages Taurus Ethical Fund Direct-growth?
Taurus Ethical Fund Direct-growth is managed by Anuj Kapil from Taurus Mutual Fund.
What is the market-cap allocation of Taurus Ethical Fund Direct-growth?
Large Cap: 43.69%, Mid Cap: 36.77%, Small Cap: 19.54%.
Which are the top companies Taurus Ethical Fund Direct-growth has invested in?
- Reliance Industries Ltd – 7.33% of the fund's portfolio
- Tata Consultancy Services Ltd – 4.84% of the fund's portfolio
- Infosys Ltd – 4.52% of the fund's portfolio
- Dixon Technologies (India) Ltd – 3.27% of the fund's portfolio
- Hindustan Unilever Ltd – 3.24% of the fund's portfolio
Which are the major sectors Taurus Ethical Fund Direct-growth focuses on?
- Technology – 17.90% of the fund's portfolio
- Energy & Utilities – 11.39% of the fund's portfolio
- Consumer Discretionary – 10.46% of the fund's portfolio
- Consumer Staples – 7.22% of the fund's portfolio
- Materials – 5.86% of the fund's portfolio
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Past performance may not be indicative of future results.
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