Equity
●
Thematic
Current NAV
₹125.39
Expense Ratio
2.33%
Min SIP
₹1.00K
Fund Size
₹334Cr
Min Investment
₹500
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 365D, Nil after 365D
Alpha
0.04%
Beta
0.97
Sharpe Ratio
0.180263
Risk
14.39%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(-8.95)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Anuj Kapil
Taurus Ethical FundTotal assets under management
₹92.03k Crores
Date of incorporation
27 Jul 1993
Ans.
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Ans. The Taurus Ethical Fund has an AUM of ₹326.95 Cr as on 1/1/1. The scheme has delivered CAGR returns for the past 3 years against a category average of 19.87%. The risk is Very High against the category average of 72.24.
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 2.33%.