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Taurus Ethical Fund(IDCW)
IDCW
EquityThematic Fund
Small-size FundAssets Under Mgmt: ₹ 250 Cr
Very High RiskPrinciple investment will be at very high risk
101.340.91% (+0.91)
Price Chart
High
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Low
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Returns
0.00%
1M
6M
1Y
3Y
5Y
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SIP
1M
6M
1Y
3Y
5Y
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SIP
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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 Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.35 | 36.68 | 1.85 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.40 | 50.67 | 1.37 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 500 |
| 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 3 mutual funds from
EquityThematic Fund
EquityThematic Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Taurus Ethical Fund(IDCW) | 33.94% | 18.28% | 16.82% |
| ICICI Pru India Opp Fund(IDCW-Payout) | 20.28% | 17.55% | 18.61% |
| HDFC Manufacturing Fund(IDCW) | — | — | — |
| SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Price Comparison
Compare Taurus Ethical Fund(IDCW) with any MF, ETF, stock or indexCompare Taurus Ethical Fund(IDCW) with any MF, ETF, stock or index
Taurus Ethical Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
IT Services & Consulting
IT Services & Consulting as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Reliance Industries Ltd3M change : 2.83 %
Holdings
8.24 %
2.83 % - Infosys Ltd3M change : 0.05 %
Holdings
7.71 %
0.05 % - HCL Technologies Ltd3M 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
₹ 902.96 Cr.
Fund Manager Profile
Anuj Kapil
AUM: ₹902.96 Cr.
|
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 (37)
Equity (37)
Taurus ELSS Tax Saver Fund(IDCW)
30.02%
20.63%
1.95%
Taurus Banking & Fin Serv Fund(IDCW)
17.99%
15.94%
1.84%
Taurus Large Cap Fund(IDCW)
28.00%
16.75%
2.48%
Taurus Mid Cap Fund(IDCW)
21.19%
20.06%
2.22%
Taurus Infrastructure Fund(IDCW)
30.52%
23.45%
2.16%
Taurus Nifty 50 Index Fund(IDCW)
18.46%
13.20%
0.81%
Taurus Flexi Cap Fund(IDCW)
26.03%
17.35%
2.60%
Taurus Ethical Fund(IDCW)
33.94%
18.28%
1.35%
Taurus Banking & Fin Serv Fund-Reg(IDCW)
17.15%
15.07%
2.49%
Taurus Nifty 50 Index Fund-Reg(IDCW)
18.24%
12.87%
1.04%
Taurus Ethical Fund-Reg(IDCW)
32.33%
16.92%
2.45%
Taurus Mid Cap Fund-Reg(IDCW)
20.73%
19.63%
2.58%
Taurus Flexi Cap Fund-Reg(IDCW)
25.96%
17.30%
2.65%
Taurus Large Cap Fund-Reg(IDCW)
27.88%
16.63%
2.61%
Taurus ELSS Tax Saver Fund-Reg(IDCW)
29.22%
19.85%
2.47%
Taurus Infrastructure Fund-Reg(IDCW)
29.95%
22.92%
2.51%
Taurus Infrastructure Fund(IDCW)
30.52%
23.45%
2.16%
Taurus Nifty 50 Index Fund(IDCW)
18.46%
13.20%
0.81%
Taurus Banking & Fin Serv Fund(IDCW)
17.99%
15.94%
1.84%
Taurus Mid Cap Fund(IDCW)
21.19%
20.06%
2.22%
Taurus Large Cap Fund(IDCW)
28.00%
16.75%
2.48%
Taurus Flexi Cap Fund(IDCW)
26.03%
17.35%
2.60%
Taurus Banking & Fin Serv Fund-Reg(IDCW)
17.15%
15.07%
2.49%
Taurus Banking & Fin Serv Fund-Reg(IDCW)
17.15%
15.07%
2.49%
Taurus Nifty 50 Index Fund-Reg(IDCW)
18.24%
12.87%
1.04%
Taurus Nifty 50 Index Fund-Reg(IDCW)
18.24%
12.87%
1.04%
Taurus Ethical Fund-Reg(IDCW)
32.33%
16.92%
2.45%
Taurus Ethical Fund-Reg(IDCW)
32.33%
16.92%
2.45%
Taurus Flexi Cap Fund-Reg(IDCW)
25.96%
17.30%
2.65%
Taurus Flexi Cap Fund-Reg(IDCW)
25.96%
17.30%
2.65%
Taurus Mid Cap Fund-Reg(IDCW)
20.73%
19.63%
2.58%
Taurus Mid Cap Fund-Reg(IDCW)
20.73%
19.63%
2.58%
Taurus Large Cap Fund-Reg(IDCW)
27.88%
16.63%
2.61%
Taurus Large Cap Fund-Reg(IDCW)
27.88%
16.63%
2.61%
Taurus Infrastructure Fund-Reg(IDCW)
29.95%
22.92%
2.51%
Taurus Infrastructure Fund-Reg(IDCW)
29.95%
22.92%
2.51%
Taurus Ethical Fund(IDCW)
33.94%
18.28%
1.35%
Manager Performance (0)
Equity: Thematic Fund
Tax Implications
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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%