Money Lancer
Equity: Thematic-Others
Taurus Mutual Fund
Taurus Mutual Fund · Equity: Thematic-Others

Taurus Ethical Fund - Regular Plan - Growth

The prime objective of the scheme is 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/ethical set of principles.

EquityBenchmark · BSE 500 Shariah TRITER · 2.77%Inception · 06-04-2009
NAV
122.92
+0.05% · as of 14-05-2026
Since inception
15.77%
CAGR
Benchmark (inception)
11.81%
CAGR
Fund size
₹4 Cr
AUM
Expense ratio
2.77%
30-04-2026
Performance

Returns vs benchmark & category

Since inception: +15.77% CAGR vs benchmark +11.81%.

Portfolio

Where the money is invested

Top holdings

RELIANCE INDUSTRIES LIMITED EQ6.97%
Net Receivable / Payable5.57%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-5.45%
INFOSYS LIMITED EQ FV RS 55.21%
COAL INDIA LTD EQ3.63%
LINDE INDIA LIMITED EQ3.43%
TUBE INVESTMENTS OF INDIA LIMITED EQ2.87%
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-2.74%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-2.56%
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/-2.46%

Sector allocation

Information Technology19.03%
Oil, Gas & Consumable Fuels16.30%
Automobile and Auto Components12.38%
Healthcare12.03%
Fast Moving Consumer Goods8.17%
Capital Goods6.61%
Chemicals5.29%
Consumer Durables4.96%
Construction Materials3.40%
Construction1.92%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 15.8% p.a.
₹10,000
10 years
Projected value
₹29,22,585
Invested: ₹12,00,000
Gained: ₹17,22,585
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Anuj Kapil
Manager since fund inception data not available
ISIN & identifiers
AMFI code
111787
ISIN (Growth)
INF044D01864
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Thematic-Others funds

Want a personalised recommendation?

Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.

Chat with us