Taurus Ethical Fund

Taurus Ethical Fund is an open-ended equity scheme that follows an ethical investment approach, primarily based on Shariah principles. Launched by Taurus Mutual Fund on April 6, 2009, it was India's first actively managed Shariah-compliant equity fund. The fund aims to provide capital appreciation and income distribution to unitholders through investments in a diversified portfolio of equities that adhere to ethical principles.

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Fund Name	5 Years	7 Years	10 Years
	Returns
High Growth Fund Max Life Rating	27.23%	21.04%	18.22% View Plan
Top 200 Fund Tata AIA Rating	32.94%	21.74%	17.6% View Plan
Accelerator Mid-Cap Fund II Bajaj Allianz Rating	25.91%	12.66%	14.18% View Plan
Opportunities Fund HDFC Standard Rating	27.55%	14.8%	14.53% View Plan
Equity II Fund Canara HSBC Oriental Bank Rating	21.16%	10.67%	9.95% View Plan
Grow Money Plus Fund Bharti AXA Rating	22.39%	14.55%	13.77% View Plan
Multiplier Birla Sun Life Rating	28.77%	14.09%	15.13% View Plan
Equity Large Cap Fund Edelwiess Tokio Rating	21.43%	11.61%	10.46% View Plan
Opportunities Fund ICICI Prudential Rating	25.1%	13.69%	12.08% View Plan
Flexi Growth Fund LIC Rating	-	-	- View Plan

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Fund Name	3 Years	5 Years	10 Years
	Returns
Active Fund QUANT	23.92%	31.48%	21.87%
Flexi Cap Fund PARAG PARIKH	20.69%	26.41%	19.28%
Large and Mid-Cap Fund EDELWEISS	22.34%	24.29%	17.94%
Equity Opportunities Fund KOTAK	24.64%	25.01%	19.45%
Large and Midcap Fund MIRAE ASSET	19.74%	24.32%	22.50%
Flexi Cap Fund PGIM INDIA	14.75%	23.39%	-
Flexi Cap Fund DSP	18.41%	22.33%	16.91%
Emerging Equities Fund CANARA ROBECO	20.05%	21.80%	15.92%
Focused fund SUNDARAM	18.27%	18.22%	16.55%

Last updated: Mar 2025

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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

Particulars	Details
Fund Name	Taurus Ethical Fund
Fund House	Taurus Mutual Fund
Date of Incorporation	20 August 1993
Asset Under Management (AUM)	₹874.33Cr
Benchmark Index	BSE 500 Shariah Total Return Index
Risk Category	Very High
Investment 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.
Net Asset Value (as of 15 April 2025)	₹131.10
Systematic Investment Plan (SIP)	₹500
Minimum Lump Sum Investment Amount	₹500
Minimum Additional Investment Amount	₹500
Lock- in	No Lock-in Period
Fund Manager	Anuj Kapil
Expense Ratio	1.64%
Exit Load	If you sell it within 365 days: 1% If exit after 1 year: NIL

Investment Return Calculator (Power of Compounding)

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YOU INVEST

YOU GET

Top Funds with High Returns (Past 7 Years)

18.22%

High Growth Fund

17.6%

Top 200 Fund

14.18%

Accelerator Mid-Cap Fund II

14.53%

Opportunities Fund

9.95%

Equity II Fund

12.97%

Accelerator Fund

13.77%

Grow Money Plus Fund

15.13%

Multiplier

10.46%

Equity Large Cap Fund

12.88%

Future Apex Fund

12.08%

Opportunities Fund

13.99%

Frontline Equity Fund

14.89%

Virtue II

10.59%

Pension Dynamic Equity Fund

11.53%

Equity Fund

10.05%

Blue-Chip Equity Fund

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Top Holdings of Taurus Ethical Fund

Name	Sector	Assets
Reliance Industries Ltd.	Energy	9.48%
Infosys Ltd.	Technology	6.29%
Samvardhana Motherson International Ltd.	Automobile	3.72%
Narayana Hrudayalaya Ltd.	Healthcare	3.40%
HCL Technologies Ltd.	Technology	3.36%
Tata Consultancy Services Ltd.	Technology	3.32%
Polycab India Ltd.	Capital Goods	3.17%
Mahindra & Mahindra Ltd.	Automobile	2.68%
Asian Paints Ltd.	Chemicals	2.65%
Oil And Natural Gas Corporation Ltd.	Energy	2.55%

Top 10 Sector Allocations of Taurus Ethical Fund

Sector	% of Total Holdings
Energy	20.80%
Technology	18.50%
Healthcare	12.10%
Automobile	10.70%
Chemicals	8.70%
Consumer Staples	8.40%
Construction	5.90%
Services	5.80%
Capital Goods	5.70%
Others	3.40%

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

Taurus Ethical Fund Returns

	1 Year	3 Years	5 Years	All
Fund returns	1.9%	12.4%	21.3%	15.1%
Category average	2.0%	16.0%	26.4%	NA

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:

Complete KYC:

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

Decide on your investment method - individual, joint, corporate, etc.
Fill Application Form:

Complete and sign the application form provided by Taurus Mutual Fund.
Provide Bank Details:

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

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

Determine the amount you wish to invest in the fund.
Make Payment:

Transfer the chosen investment amount to the fund as per their specified payment methods.
Monitor Your Investment:

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

Types of Funds

Mid - Cap Funds

Large - Cap Funds

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.

FAQ's

How are the Price-to-Earnings (PE) and Price-to-Book (PB) ratios calculated for the Taurus Ethical Fund Direct Growth plan?

The PE ratio for the Taurus Ethical Fund Direct Growth is calculated by taking the current market price of its holdings and dividing it by the earnings per share of those holdings. Similarly, the PB ratio is determined by dividing the market price per share of the fund's investments by their book value per share.
What have been the historical returns of the Taurus Ethical Fund Direct Growth plan?

Since its inception on January 1, 2013, the Taurus Ethical Fund Direct Growth plan has delivered an average annual return of 0.31%.
What is Taurus ethical fund?

Taurus Ethical Fund is a Shariah-compliant equity mutual fund offered by Taurus Mutual Fund. The fund invests in companies that comply with Islamic principles and values. This means that the fund avoids investing in companies that are involved in activities such as alcohol production, gambling, and conventional banking.
Is Taurus Ethical Fund Shariah compliant?

Yes, Taurus Ethical Fund is a Shariah-compliant mutual fund. It is certified as Shariah-compliant by the Shariah Supervisory Board of Taurus Mutual Fund, which is a body of Islamic scholars who ensure that the fund's investments comply with Islamic principles and values.
Is Taurus mutual fund good?

Taurus Mutual Fund is a small asset management company (AMC) with a total assets under management (AUM) of over ₹620 crores. The company offers a range of mutual fund schemes, including equity, debt, and hybrid schemes. Taurus Mutual Fund is a good choice for investors who are looking for well-managed mutual funds with low expense ratios.

*All savings are provided by the insurer as per the IRDAI approved insurance plan.
*Tax benefit is subject to changes in tax laws. Standard T&C Apply
++Source - Google Review Rating available on:- http://bit.ly/3J20bXZ
˜Top 5 plans based on annualized premium, for bookings made in the first 6 months of FY 24-25. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. This list of plans listed here comprise of insurance products offered by all the insurance partners of Policybazaar. For a complete list of insurers in India refer to the Insurance Regulatory and Development Authority of India website, www.irdai.gov.in
^^The information relating to mutual funds presented in this article is for educational purpose only and is not meant for sale. Investment is subject to market risks and the risk is borne by the investor. Please consult your financial advisor before planning your investments.

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