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Fund Overview of Taurus Ethical Fund Regular-Growth
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₹422.9 CrAUM
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₹124.61NAV
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2.73%Expense Ratio
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EquityFund Category
As on Thu Nov 05, 2026
Calculate your Returns
How much do you want to invest monthly?
₹
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
The total value of your investment
after 10 years will be
₹ 1,39,328.64
Taurus Ethical Fund Regular-Growth Return Comparison
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | -5.02% | NA | 4.02% |
| 6 Months | -0.56% | NA | 14.62% |
| 1 Year | -2.50% | -2.50% | -1.34% |
| 2 Years | -4.81% | -2.44% | 21.55% |
| 3 Years | 29.47% | 8.99% | 20.06% |
| 5 Years | 44.30% | 7.61% | 23.47% |
| 7 Years | 135.36% | 13.01% | NA |
| 10 Years | 207.17% | 11.88% | 13.87% |
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As on Thu Nov 05, 2026
Asset Allocation of Taurus Ethical Fund Regular-Growth
equities
99.49%other assets or cash equivalents
0.51%Large Cap: 44.82%
Mid Cap: 32.00%
Small Cap: 23.19%
Other: 0.00%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
Invest Now
Taurus Ethical Fund Regular-Growth is one Equity mutual fund offered by Taurus Mutual Fund. Launched on 06 Apr 2009, the fund aims Long term capital appreciation. Investment in equity & equity related instruments based on the principles of Shariah. It manages assets worth ₹422.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.73%. Fund Manager Manager Education
About FundAbout Taurus Ethical Fund Regular-Growth
The portfolio allocation consists of 99.49% in equities, 0.51% in other assets or cash equivalents.Managed by Anuj Kapil, it has delivered a return of -2.50% in the last year, a total return since inception of 15.42%.
While evaluating wealth creation strategies many investors generally consider which sip is best depending on financial goals.
Anuj Kapil
Mr. Kapil has done PGDBM and MBA
Key Metrics of Taurus Ethical Fund Regular-Growth
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Standard Deviation15.99%
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Mean8.62%
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Sharpe Ratio0.19%
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Alpha-1.88%
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Beta0.96%
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Sortino Ratio0.27%
Taurus Ethical Fund Regular-Growth Fund Details
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Compare Mutual Funds
Taurus Ethical Fund Regular-Growth Fund Returns Comparison
Compare Taurus Ethical Fund Regular-Growth with other mutual funds in the same category
Taurus Ethical Fund Regular-Growth
Bharat 22 ETF-Growth
ICICI Prudential Bharat 22 FOF Direct-Growth
Compare more funds
Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Bharat 22 ETF-Growth  |
₹9,531 | 3.60% | -3.08% | -1.52% | 15.00% | 19.85% |
| ICICI Prudential Bharat 22 FOF Direct-Growth |
₹2,638 | 3.81% | -2.81% | -1.44% | 14.85% | 19.62% |
| ICICI Prudential Bharat 22 FOF-Growth |
₹2,638 | 3.81% | -2.81% | -1.44% | 14.85% | 19.61% |
| ICICI Prudential India Opportunities Fund Direct-Growth |
₹36,469 | 6.06% | -1.55% | -0.79% | 14.98% | 16.70% |
| ICICI Prudential India Opportunities Fund Direct-IDCW |
₹36,469 | 6.06% | -1.55% | -0.79% | 14.98% | 16.70% |
Franklin India Opportunities Direct Fund-Growth  |
₹9,577 | -1.70% | -4.32% | -2.12% | 19.46% | 16.59% |
| Franklin India Opportunities Direct Fund-IDCW |
₹9,577 | -1.70% | -4.32% | -2.12% | 19.46% | 16.59% |
| ICICI Prudential India Opportunities Fund-Growth |
₹36,469 | 5.97% | -1.78% | -1.68% | 13.89% | 15.45% |
| ICICI Prudential India Opportunities Fund-IDCW |
₹36,469 | 5.97% | -1.78% | -1.68% | 13.89% | 15.45% |
| Franklin India Opportunities Fund Regular-Growth |
₹9,577 | -1.80% | -4.61% | -3.29% | 17.97% | 15.38% |
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growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Taurus Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
Taurus Ethical Fund Direct-Growth
|
₹423 | 4.93% | -4.68% | 0.15% | -1.08% | 10.46% |
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Taurus Ethical Fund Direct-IDCW
|
₹423 | 4.93% | -4.68% | 0.15% | -1.08% | 10.46% |
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Taurus Ethical Fund Regular-IDCW
|
₹423 | 4.80% | -5.02% | -0.56% | -2.50% | 8.99% |
growth is based on 1-month returns of the fundsTaurus Ethical Fund Regular-Growth Calculator
I want to invest
Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for
Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Top 25% of investors consistently generate more than 12% return
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Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
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Monthly Investment
Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| ICICI Prudential India Opportunities Fund-Growth |
₹36,469 | ₹36.38 | 13.89% | 15.45% | - |
| ICICI Prudential India Opportunities Fund Direct-Growth |
₹36,469 | ₹40.09 | 14.98% | 16.70% | - |
| ICICI Prudential India Opportunities Fund-IDCW |
₹36,469 | ₹21.24 | 13.89% | 15.45% | - |
| ICICI Prudential India Opportunities Fund Direct-IDCW |
₹36,469 | ₹24.46 | 14.98% | 16.70% | - |
| HDFC Defence Fund Regular-Growth |
₹11,493 | ₹28.91 | 34.08% | - | - |
| HDFC Defence Fund Direct-Growth |
₹11,493 | ₹30.01 | 35.52% | - | - |
| HDFC Defence Fund Regular-IDCW |
₹11,493 | ₹28.91 | 34.08% | - | - |
| HDFC Defence Fund Direct-IDCW |
₹11,493 | ₹30.01 | 35.52% | - | - |
| Franklin India Opportunities Fund Regular-Growth |
₹9,577 | ₹253.70 | 17.97% | 15.38% | 15.44% |
| Franklin India Opportunities Direct Fund-Growth |
₹9,577 | ₹284.31 | 19.46% | 16.59% | 16.50% |
View More
Top funds are based on Fund AUM
Taurus Ethical Fund Regular-Growth Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Reliance Industries Ltd | Energy & Utilities | 7.92% | ₹32.16 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.92% | ₹32.16 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.92% | ₹32.16 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.92% | ₹32.16 Cr |
| Reliance Industries Ltd | Energy & Utilities | 8.10% | ₹31.98 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.23% | ₹31.94 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.23% | ₹31.94 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.23% | ₹31.94 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.23% | ₹31.94 Cr |
| Reliance Industries Ltd | Energy & Utilities | 8.29% | ₹30.69 Cr |
| Reliance Industries Ltd | Energy & Utilities | 8.38% | ₹30.64 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.19% | ₹30.41 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.19% | ₹30.41 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.19% | ₹30.41 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.33% | ₹29.51 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.69% | ₹27.21 Cr |
| Reliance Industries Ltd | Energy & Utilities | 7.69% | ₹27.21 Cr |
| Reliance Industries Ltd | Energy & Utilities | 8.25% | ₹26.45 Cr |
| Net Receivables | Unspecified | 6.99% | ₹25.48 Cr |
| Reliance Industries Ltd | Energy & Utilities | 6.95% | ₹25.34 Cr |
View More
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Bharat 22 ETF-Growth |
₹113.85 | 15.00% | 19.85% | - |
| ICICI Prudential Bharat 22 FOF Direct-Growth |
₹33.32 | 14.85% | 19.62% | - |
| ICICI Prudential Bharat 22 FOF-Growth |
₹33.31 | 14.85% | 19.61% | - |
| ICICI Prudential India Opportunities Fund Direct-Growth |
₹40.09 | 14.98% | 16.70% | - |
| ICICI Prudential India Opportunities Fund Direct-IDCW |
₹24.46 | 14.98% | 16.70% | - |
| Franklin India Opportunities Direct Fund-Growth |
₹284.31 | 19.46% | 16.59% | - |
| Franklin India Opportunities Direct Fund-IDCW |
₹38.41 | 19.46% | 16.59% | - |
| ICICI Prudential India Opportunities Fund-Growth |
₹36.38 | 13.89% | 15.45% | - |
| ICICI Prudential India Opportunities Fund-IDCW |
₹21.24 | 13.89% | 15.45% | - |
| Franklin India Opportunities Fund Regular-Growth |
₹253.70 | 17.97% | 15.38% | - |
View More
growth is based on 5Y returns of the funds
Frequently Asked Questions
Taurus Ethical Fund Regular-Growth
What is the current AUM of Taurus Ethical Fund Regular-Growth?
As of Wed Sep 30, 2026, Taurus Ethical Fund Regular-Growth manages assets worth ₹422.9 crore
What is the long-term performance of Taurus Ethical Fund Regular-Growth?
- 3 Years CAGR: 8.99%
- 5 Years CAGR: 7.61%
- Since Inception: 15.42%
What is the portfolio composition of Taurus Ethical Fund Regular-Growth?
Equity: 99.49%, Others: 0.51%.
Who manages Taurus Ethical Fund Regular-Growth?
Taurus Ethical Fund Regular-Growth is managed by Anuj Kapil from Taurus Mutual Fund.
What is the market-cap allocation of Taurus Ethical Fund Regular-Growth?
Large Cap: 44.82%, Mid Cap: 32.00%, Small Cap: 23.19%.
Which are the top companies Taurus Ethical Fund Regular-Growth has invested in?
- Reliance Industries Ltd – 7.92% of the fund's portfolio
- Reliance Industries Ltd – 7.92% of the fund's portfolio
- Reliance Industries Ltd – 7.92% of the fund's portfolio
- Reliance Industries Ltd – 7.92% of the fund's portfolio
- Reliance Industries Ltd – 8.10% of the fund's portfolio
Which are the major sectors Taurus Ethical Fund Regular-Growth focuses on?
- Energy & Utilities – 144.85% of the fund's portfolio
- Unspecified – 6.99% of the fund's portfolio
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