Taurus Ethical Fund

About Taurus Ethical Fund

The Taurus Ethical Fund is an open-ended equity scheme from Taurus Mutual Fund aiming for capital appreciation and income distribution through investments adhering to Shariah principles. The fund primarily invests in equity and equity-related instruments of Shariah-compliant companies listed on BSE/NSE, following a fundamental and technical analysis approach to build a diversified portfolio. The fund is benchmarked against the BSE 500 Shariah TRI and has an Asset Under Management (AUM) of approximately ₹874.33Cr. The minimum investment for both lump sum and SIP is ₹500 for the direct plan, and the scheme's riskometer indicates a Very high risk profile.

Overview of Taurus Ethical Fund

Investment Return Calculator (Power of Compounding)

• One Time
• Monthly
• Yearly

Amount I wish to Invest ₹

Invest For (in Years)

Years

1 30

Stay invested for (in Years)

Years

1 30

Expected rate of return (in %)

% /Year

1 35

 

YOU INVEST

YOU GET

Top Funds with High Returns (Past 7 Years)

13.47%

Equity Pension

16.3%

Global Blue Chip Anchor Strategy

18.4%

High Growth Fund

18.03%

US Growth Fund

21.27%

Multi Cap Fund

14.79%

Accelerator Mid-Cap Fund II

15.9%

Multiplier

15.14%

Frontline Equity Fund

18.41%

Pension Mid Cap Fund

11.78%

Growth Plus Fund

14.6%

US Equity Fund

15.75%

Growth Opportunities Plus Fund

12.24%

Equity Top 250 Fund

14.6%

Future Apex Fund

12.61%

Pension Dynamic Equity Fund

14.87%

Accelerator Fund

View Plans

Top Holdings of Taurus Ethical Fund

Top 10 Sector Allocations of Taurus Ethical Fund

*All savings are provided by the insurer as per the IRDAI approved insurance plan. Standard T&C Apply

Taurus Ethical Fund Returns

As of 16 April 2025

Documents Required to Invest in Taurus Ethical Fund

The documents required to invest in Taurus Ethical Fund are listed below:

• Bank account statement

• PAN card

• KYC (Know Your Customer) documents

  • Passport

  • Aadhaar card

  • Voter ID card

  • Driving license 

• Address Proof

  • Passport

  • Utility bill

  • Rental agreement

• NRI/ OCI/ PIOs Documents

  • Overseas Address Proof

  • Valid NRI/ PIO Card

  • Valid Visa

  • NRE/ NRO Account Details

Steps to Invest in Taurus Ethical Fund

Investing in the Taurus Ethical Fund is straightforward and involves these simple steps:

1. Complete KYC: 

   Ensure your KYC (Know Your Customer) documentation is in order. This includes providing identity and address proof.

2. Choose Investment Method: 

   Decide on your investment method - individual, joint, corporate, etc.

3. Fill Application Form: 

   Complete and sign the application form provided by Taurus Mutual Fund.

4. Provide Bank Details: 

   Furnish your bank account details along with proof, such as a cancelled cheque or bank statement.

5. Submit Documents: 

   Submit the required documents, including your PAN card, Aadhar card, photograph, and any additional documents as needed.

6. Investment Amount: 

   Determine the amount you wish to invest in the fund.

7. Make Payment: 

   Transfer the chosen investment amount to the fund as per their specified payment methods.

8. Monitor Your Investment: 

   Keep an eye on the performance of your investment in the Taurus Ethical Fund.

Estimate Taurus Ethical Fund Returns with SIP Calculator

You can also use a SIP calculator or a mutual fund calculator to calculate the returns from your investments in Taurus Ethical Fund.

All you need to do is enter the following details in an SIP Calculator:

• Investment Amount

• SIP Frequency (Monthly/ Quarterly/ Annually)

• Investment Period

• Expected Return

The calculator will display the total returns generated over the investment period.