Benchmark Debt Fund 8%
Build your portfolio of top-class funds today.
Start systematic investing now!
Stocks - Q : Quality | V : Valuation | PT : Price Trend
Funds - P : Performance | Q : Quality
Funds - P : Performance | Q : Quality
| 9 Year | 5 Year | 3 Year | 1 Year | |
|---|---|---|---|---|
Benchmark# BM# Returns(%) | 14.21 | 24.99 | 12.73 | 5.35 |
Fund Returns(%) | 13.91 | 22.04 | 12.28 | 2.28 |
Implied Investor Returns(%) IR | 11.7 | 14.29 | 9.25 | -3.77 |
Taurus Ethical Fund is a Equity - Thematic Fund - Other with an 274(Cr) AUM. It is Open Ended scheme launched on 20 Mar 2009. Currently, Anuj Kapil as the manager managing the fund. Benchmark of the scheme is BSE 500 Shariah - TRI.
| 1 Year | 3 Year | 5 Year | 9 Year | |
|---|---|---|---|---|
Upside % | 101 | 97 | 89 | 86 |
Downside % | 44 | 52 | 59 | 49 |
| Mean | Std Dev | Sharpe | Sortino | Beta | Alpha | |
|---|---|---|---|---|---|---|
Fund | 0.03% | 0.94 | 0.02 | 0.03 | 0.87 | -4.64% |
Benchmark# | 0.01% | 0.97 | 0.00 | -0.01 | 0.87 | - |
| Average Rolling Return | Standard Deviation | |||||||
|---|---|---|---|---|---|---|---|---|
| 1 Year | 3 Year | 5 Year | 9 Year | 1 Year | 3 Year | 5 Year | 9 Year | |
Fund | 16.80 | 15.14 | 14.67 | 14.77 | 18.65 | 5.34 | 4.76 | 1.35 |
Benchmark# | 16.04 | 13.78 | 12.82 | 13.43 | 19.89 | 5.98 | 4.30 | 1.14 |
| Company (Q) | Sector | % Assets |
|---|---|---|
| Oil & Gas | 9.48 | |
| IT | 6.29 | |
| Auto | 3.72 | |
| Healthcare | 3.4 | |
| IT | 3.36 | |
| IT | 3.32 | |
| Capital Goods | 3.17 | |
| Auto | 2.68 | |
| Chemicals | 2.65 | |
| Oil & Gas | 2.55 |
Launch Date | 20 Mar 2009 |
Benchmark | BSE 500 Shariah - TRI |
Performance comparison Benchmark# | NIFTY 500 |
Riskometer | Very High |
Turnover | 122% |
Type | Open ended scheme |
Return Since Launch | 17.66% |
Min. Investment | 500.00 |
Min. Additional investment Min. Add. inv. | 500.00 |
Min. SIP | 1000.00 |
Min. Cheques | 6 |
Min. Withdrawal | 1.00 |
Exit Load | 1.00% |
Remark | 1% on or before 365D, Nil after 365D |
Taurus Ethical Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | 2.28 | 12.28 | 22.04 | 13.91 |
| Average Rolling Returns(%) | 15.54 | 14.11 | 13.52 | 12.95 |
The Current NAV of Taurus Ethical Fund - Growth - Direct Plan is ₹132.85.
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.
Taurus Ethical Fund - Growth - Direct Plan fund’s expense ratio is 1.64%
The process for redemption is
The AUM of Taurus Ethical Fund - Growth - Direct Plan is currently ₹274 Crores.
The Top three stocks are Reliance Industries, Infosys and SamvardhanaMotherson and account for 20% of its portfolio. Top 5 and 10 stocks of fund account for 26% and 41% of fund’s portfolio respectively.
Top three sectors of Taurus Ethical Fund - Growth - Direct Plan fund are IT, Oil & Gas and Healthcare accounting for 50% of the total portfolio.
Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Taurus Ethical Fund - Growth - Direct Plan Fund is Equity - Thematic Fund - Other.
Anuj Kapil manages the Taurus Ethical Fund - Growth - Direct Plan Fund.
Taurus Ethical Fund - Growth - Direct Plan current PE ratio is 34.00 and PB ratio is 7.74
The asset allocation of Taurus Ethical Fund - Growth - Direct Plan is Stocks : 97.99%, Debt : 2% and Gold : 0%
The minimum SIP amount for Taurus Ethical Fund - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹500.00
The exit load for Taurus Ethical Fund - Growth - Direct Plan is 1% on or before 365 days, Nil after 365 days
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
Make an informed decision for Stocks
Invest using an intelligent system with powerful data-driven tools that help you identify opportunities and make informed buy-hold-sell decisions
Buy quality Stocks when they are available at reasonable prices and supported by an upward price trend and Sell when they are Overvalued using the Decizen Rating System. Covers 3500+ stocks
100% Secure Process
Account Discovery
- OTP from CAMS
Account Linking for Stocks & MF
- One OTP per link Eg. NSDL, CDSL, CAMS, KFin etc.
One Click Upload for your Current Portfolio and Future Transactions!
Download APP
