Taurus Ethical Fund
3Fund 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
NA
Total Expense Ratio
1.38%
Base Expense Ratio
NA
Min SIP
₹1.00K
Fund Size
₹434Cr
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
NA
Beta
0.95
Sharpe Ratio
0.163153
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(8.49)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Kotak Transportation & Logistics Fund
- ICICI Prudential Business Cycle Fund
- Motilal Oswal Manufacturing Fund
- HSBC Business Cycles Fund
- Aditya Birla Sun Life PSU Equity Fund
- Aditya Birla Sun Life Business Cycle Fund
- Union Innovation & Opportunities Fund
- Union Business Cycle Fund
- Invesco India ESG Integration Strategy Fund
- Franklin India Opportunities Fund
- Kotak Special Opportunities Fund
- HDFC Defence Fund
- UTI Innovation Fund
- Axis Momentum Fund
- Sundaram Business Cycle Fund
- SBI PSU Fund
- Bandhan Multi-Factor Fund
- Baroda BNP Paribas Business Conglomerates Fund
- Tata India Innovation Fund
- Baroda BNP Paribas ESG Best-in-class strategy Fund
- Edelweiss Business Cycle Fund
- Bank of India Business Cycle Fund
- Shriram Multi Sector Rotation Fund
- Kotak Rural Opportunities Fund
- Sundaram Multi-Factor Fund
- Baroda BNP Paribas Innovation Fund
- Aditya Birla Sun Life Transportation and Logistics Fund
- Kotak Active Momentum Fund
- Motilal Oswal Quant Fund
- Motilal Oswal Innovation Opportunities Fund
- Motilal Oswal Active Momentum Fund
- Bandhan Business Cycle Fund
- Motilal Oswal Business Cycle Fund
- WhiteOak Capital Quality Equity Fund
- Quant Commodities Fund
- ICICI Prudential Rural Opportunities Fund
- Nippon India Quant Fund
- SBI ESG Exclusionary Strategy Fund
- Axis Quant Fund
- Quant ESG Integration Strategy Fund
- Quant Quantamental Fund
- Quant Manufacturing Fund
- ICICI Prudential Manufacturing Fund
- HDFC Business Cycle Fund
- Nippon India Active Momentum Fund
- Kotak Pioneer Fund
- Invesco India Business Cycle Fund
- Canara Robeco Manufacturing Fund
- WhiteOak Capital ESG Best-In-Class Strategy Fund
- Union Active Momentum Fund
- HDFC Transportation and Logistics Fund
- Quantum Ethical Fund
- Invesco India PSU Equity Fund
- ICICI Prudential Quant Fund
- The Wealth Company Ethical Fund
- Baroda BNP Paribas Business Cycle Fund
- HDFC Consumption Fund
- Mahindra Manulife Manufacturing Fund
- ICICI Prudential PSU Equity Fund
- Kotak Manufacture in India Fund
- SBI Quant Fund
- ICICI Prudential Housing Opportunities Fund
- ICICI Prudential Equity Minimum Variance Fund
- HDFC Innovation Fund
- ITI Business Cycle Fund
- WhiteOak Capital Special Opportunities Fund
- DSP Business Cycle Fund
- LIC MF Manufacturing Fund
- HDFC Housing Opportunities Fund
- HDFC Manufacturing Fund
- Franklin India Multi-Factor Fund
- UTI-Transportation and Logistics Fund
- Aditya Birla Sun Life Conglomerate Fund
- Tata Ethical Fund
- Qsif Sector Rotation Long-Short Fund
- Aditya Birla Sun Life Special Opportunities Fund
- Axis Innovation Fund
- Kotak ESG Exclusionary Strategy Fund
- 360 ONE Quant Fund
- Axis Business Cycles Fund
- Invesco India Manufacturing Fund
- Bandhan Transportation and Logistics Fund
- Aditya Birla Sun Life Quant Fund
- Edelweiss Recently Listed IPO Fund
- Aditya Birla Sun Life Manufacturing Equity Fund
- Bandhan Innovation Fund
- SBI Quality Fund
- Quant Business Cycle Fund
- SBI Equity Minimum Variance Fund
- ICICI Prudential Commodities Fund
- ICICI Prudential Active Momentum Fund
- Nippon India Innovation Fund
- ICICI Prudential Quality Fund
- Baroda BNP Paribas Manufacturing Fund
- HSBC India Export Opportunities Fund
- Tata Business Cycle Fund
- Taurus Ethical Fund
- ICICI Prudential ESG Exclusionary Strategy Fund
- ICICI Prudential Conglomerate Fund
- ICICI Prudential Transportation and Logistics 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 ₹406.25 Cr as on 8/5/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 16.32%. The risk is Very High against the category average of 57.39.
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 1.33%.