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Taurus Ethical Fund

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46.861.70% (-0.81)

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Taurus Ethical Fund

Bonus
EquityThematic Fund
Small-size FundAssets Under Mgmt: ₹ 250 Cr
Very High RiskPrinciple investment will be at very high risk
46.861.70% (-0.81)

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Returns
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EquityThematic Fund
Small-size FundAssets Under Mgmt: ₹ 250 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.3536.902.07
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.3950.931.24

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Bonus0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Not allowedNot allowed
BenchmarkBenchmark
BSE 500 Shariah - TRI

About Thematic Fund

Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.

Peers & Comparison

Comparing 1 mutual funds from 
EquityThematic Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Taurus Ethical Fund33.39%14.35%6.00%
Nippon India Quant Fund33.89%18.17%14.64%

Price Comparison

Compare Taurus Ethical Fund with any MF, ETF, stock or index
Compare Taurus Ethical Fund with any MF, ETF, stock or index
Taurus Ethical Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Oct 2024

ACTUAL
Cash & EquivalentsEquity2.69%97.31%

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Distribution

+23 moreConstruction & EngineeringPharmaceuticalsOthersOil & Gas - Refining & MarketingIT Services & Consulting39.65 %5.20 %7.62 %7.73 %12.91 %26.89 %

Mar 2024

Jun 2024

Sep 2024

Oct 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Oct 2425.65%27.03%26.17%25.33%22.12%26.89%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Reliance Industries Ltd
    RELIANCE
    3M change : 2.83 %

    Holdings

    8.24 %

    2.83 %
  • Infosys Ltd
    INFY
    3M change : 0.05 %

    Holdings

    7.71 %

    0.05 %
  • HCL Technologies Ltd
    HCLTECH
    3M change : -0.17 %

    Holdings

    4.09 %

    -0.17 %

AMC Profile

Taurus MF is registered with Code No. MF/002/93 with SEBI and is currently one of India’s 10 largest Mutual Funds in terms of Assets Under Management.

  • No.of Schemes

    8

  • Total AUM

    ₹ 928.42 Cr.

Fund Manager Profile

Anuj Kapil

AUM:  ₹928.42 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 17yrs

Qualification

MBA, PGDM

Past Experience

He 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 & operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt. Ltd. as Head of Research.

Funds Managed (2)

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

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Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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