Taurus Ethical Fund
Equity
●
Thematic
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹125.10
Expense Ratio
2.54%
Min SIP
₹1.00K
Fund Size
₹350Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 365D, Nil after 365D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.30%
Beta
0.96
Sharpe Ratio
0.194831
Risk
16.27%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(4.22)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- ICICI Prudential PSU Equity Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Quant Fund
- Edelweiss Recently Listed IPO Fund
- Taurus Ethical Fund
- Invesco India PSU Equity Fund
- ICICI Prudential Transportation and Logistics Fund
- Franklin India Opportunities Fund
- Bandhan Innovation Fund
- Quantum Ethical Fund
- Axis Business Cycles Fund
- Nippon India Innovation Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Invesco India ESG Integration Strategy Fund
- Invesco India Business Cycle Fund
- HSBC Business Cycles Fund
- 360 ONE Quant Fund
- Baroda BNP Paribas Business Cycle Fund
- Mahindra Manulife Innovation Opportunities Fund
- Quant ESG Integration Strategy Fund
- SBI ESG Exclusionary Strategy Fund
- Nippon India Quant Fund
- Aditya Birla Sun Life Quant Fund
- HDFC Housing Opportunities Fund
- Kotak Special Opportunities Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- Nippon India Active Momentum Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- SBI Equity Minimum Variance Fund
- Motilal Oswal Business Cycle Fund
- Motilal Oswal Innovation Opportunities Fund
- Baroda BNP Paribas Business Conglomerates Fund
- The Wealth Company Ethical Fund
- HSBC India Export Opportunities Fund
- Union Business Cycle Fund
- Motilal Oswal Manufacturing Fund
- Edelweiss Business Cycle Fund
- Canara Robeco Manufacturing Fund
- Bank of India Business Cycle Fund
- LIC MF Manufacturing Fund
- Shriram Multi Sector Rotation Fund
- UTI Innovation Fund
- Axis Momentum Fund
- Motilal Oswal Active Momentum Fund
- Sundaram Business Cycle Fund
- Union Active Momentum Fund
- Quant Manufacturing Fund
- Quant Commodities Fund
- SBI PSU Fund
- Kotak Rural Opportunities Fund
- Aditya Birla Sun Life Business Cycle Fund
- Aditya Birla Sun Life PSU Equity Fund
- Tata Ethical Fund
- ICICI Prudential Active Momentum Fund
- Bandhan Business Cycle Fund
- Quant Quantamental Fund
- ICICI Prudential Conglomerate Fund
- HDFC Innovation Fund
- Axis Quant Fund
- Motilal Oswal Special Opportunities Fund
- UTI-Transportation and Logistics Fund
- Kotak Active Momentum Fund
- Sundaram Multi-Factor Fund
- Tata India Innovation Fund
- Kotak Pioneer Fund
- Axis Innovation Fund
- Tata Business Cycle Fund
- Mahindra Manulife Manufacturing Fund
- Union Innovation & Opportunities Fund
- Kotak ESG Exclusionary Strategy Fund
- WhiteOak Capital Quality Equity Fund
- SBI Innovative Opportunities Fund
- Aditya Birla Sun Life Conglomerate Fund
- Baroda BNP Paribas Manufacturing Fund
- ICICI Prudential Housing Opportunities Fund
- SBI Quality Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- HDFC Manufacturing Fund
- HDFC Business Cycle Fund
- Invesco India Manufacturing Fund
- HDFC Defence Fund
- HDFC Transportation and Logistics Fund
- DSP Business Cycle Fund
- HDFC Consumption Fund
- Baroda BNP Paribas Innovation Fund
- Bandhan Transportation and Logistics Fund
- Quantum ESG Best In Class Strategy Fund
- ICICI Prudential Business Cycle Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- ICICI Prudential Manufacturing Fund
- Quant Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- ITI Business Cycle Fund
- Bandhan Multi-Factor Fund
- Franklin India Multi-Factor Fund
- ICICI Prudential Quality Fund
- ICICI Prudential Equity Minimum Variance Fund
- ICICI Prudential Rural Opportunities Fund
- Kotak Manufacture in India Fund
- SBI Quant Fund
Anuj Kapil
Taurus Mutual FundTotal assets under management
₹92.03k Crores
Date of incorporation
27 Jul 1993
Taurus Ethical Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Taurus Ethical Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Taurus Ethical Fund has an AUM of ₹350.15 Cr as on 4/22/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.38%. The risk is Very High against the category average of 70.12.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Taurus Ethical Fund.
Ans. The expense ratio of Taurus Ethical Fund is 2.54%.