swaraj_finpro

Taurus Ethical Fund - Regular Plan - Growth

Fund House:
Taurus Mutual Fund
Category:
Equity: Thematic-Others
Status:
Open Ended Schemes
Launch Date:
06-04-2009
ISIN Number:
INF044D01864
Minimum Investment:
500
Minimum SIP:
500
Total Assets: (30-09-2024):
255.12
Nav (08-11-2024)
132.04
CAGR Since Inception:
17.96
Benchmark:
BSE 500 SHARIAH
Expense Ratio (31-10-2024)::
2.45 %
Risko-Meter:
Very High
Exit Load:
Exit load of 1% if redeemed within 365 days.
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Taurus Ethical Fund - Regular Plan - Growth 35.93 22.36 14.54 20.18 13.39
HDFC Defence Fund - Growth Option 72.24 0 0 0 0
Franklin India Opportunities Fund - Growth 57.34 43.39 25.31 27.82 16.92
Mahindra Manulife Business Cycle Fund- Regular Plan - Growth 49.44 0 0 0 0
ICICI Prudential Innovation Fund - Growth 48.82 0 0 0 0
HSBC Business Cycles Fund - Regular Growth 48.82 31.57 21.26 22.68 14.47
Union Innovation & Opportunities Fund - Regular Plan - Growth Option 41.85 0 0 0 0
Kotak Pioneer Fund- Regular Plan- Growth Option 41.55 30.63 16.15 24.46 0
Quant Business Cycle Fund - Growth Option - Regular Plan 40.59 0 0 0 0
ICICI Prudential Exports & Services Fund - Growth 40.29 27.74 19.42 23.18 14.68
Fund Manager
Anuj Kapil:
Scheme Objective
To provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities, which are based on the principles of Shariah :
Riskometer : Very High
Risko-meter
Return Analysis
Based On Taurus Ethical Fund - Regular Plan - Growth NIFTY 50 TRI Equity: Thematic-Others
CAGR since inception 17.96% 14.13% 18.35%
1 Year 35.93% 26.17% 37.00%
3 Year 14.54% 11.82% 16.48%
5 Year 20.18% 16.37% 23.33%
10 Year 13.39% 12.61% 14.59%
Nav / Index Value as on2024-11-10 255.12% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 2.77
Debt 1.36
Equity 95.87
Company Holding
INFOSYS LIMITED 6.74
RELIANCE INDUSTRIES LIMITED 6.02
HCL TECHNOLOGIES LIMITED 4.08
TATA CONSULTANCY SERVICES LIMITED 3.46
OIL AND NATURAL GAS CORPORATION LIMITED 3.32
HINDUSTAN UNILEVER LIMITED 3.24
COMPUTER AGE MANAGEMENT SERVICES LIMITED 2.9
MARUTI SUZUKI INDIA LIMITED 2.83
SUN PHARMACEUTICAL INDUSTRIES LTD. 2.66
TATA CONSUMER PRODUCTS LIMITED 2.56
FAQ's of Taurus Ethical Fund - Regular Plan - Growth
How do I use the SIP Calculator to calculate Taurus Mutual Fund ?

To calculate the Taurus Mutual Fund :

1. Visit https://www.swarajfinpro.com/Calculator-SIP

2. Put the monthly SIP amount.

3. Put the monthly expected returns.

4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
You can also search for.
Taurus Ethical Fund - Regular Plan - Growth plan
Taurus Ethical Fund - Regular Plan - Growth nav
Taurus Ethical Fund - Regular Plan - Growth equity fund
Taurus Ethical Fund - Regular Plan - Growth schemes
Taurus Ethical Fund - Regular Plan - Growth returns
Taurus Ethical Fund - Regular Plan - Growth statement
Taurus Ethical Fund - Regular Plan - Growth