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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Top performing plans˜ with High Returns**
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Returns | ||||
---|---|---|---|---|
Fund Name | 5 Years | 7 Years | 10 Years | |
High Growth Fund Max Life | 27.23% | 21.04% |
18.22%
View Plan
|
|
Top 200 Fund Tata AIA | 32.94% | 21.74% |
17.6%
View Plan
|
|
Accelerator Mid-Cap Fund II Bajaj Allianz | 25.91% | 12.66% |
14.18%
View Plan
|
|
Opportunities Fund HDFC Standard | 27.55% | 14.8% |
14.53%
View Plan
|
|
Equity II Fund Canara HSBC Oriental Bank | 21.16% | 10.67% |
9.95%
View Plan
|
|
Grow Money Plus Fund Bharti AXA | 22.39% | 14.55% |
13.77%
View Plan
|
|
Multiplier Birla Sun Life | 28.77% | 14.09% |
15.13%
View Plan
|
|
Equity Large Cap Fund Edelwiess Tokio | 21.43% | 11.61% |
10.46%
View Plan
|
|
Opportunities Fund ICICI Prudential | 25.1% | 13.69% |
12.08%
View Plan
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|
Flexi Growth Fund LIC | - | - |
-
View Plan
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Returns | ||||
---|---|---|---|---|
Fund Name | 3 Years | 5 Years | 10 Years | |
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
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.
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 |
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% |
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
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
The documents required to invest in Taurus Ethical Fund are listed below:
Bank account statement
PAN card
Passport
Aadhaar card
Voter ID card
Driving license
Passport
Utility bill
Rental agreement
Overseas Address Proof
Valid NRI/ PIO Card
Valid Visa
NRE/ NRO Account Details
Investing in the Taurus Ethical Fund is straightforward and involves these simple steps:
Ensure your KYC (Know Your Customer) documentation is in order. This includes providing identity and address proof.
Decide on your investment method - individual, joint, corporate, etc.
Complete and sign the application form provided by Taurus Mutual Fund.
Furnish your bank account details along with proof, such as a cancelled cheque or bank statement.
Submit the required documents, including your PAN card, Aadhar card, photograph, and any additional documents as needed.
Determine the amount you wish to invest in the fund.
Transfer the chosen investment amount to the fund as per their specified payment methods.
Keep an eye on the performance of your investment in the Taurus Ethical Fund.
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.
*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
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^^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.