Taurus Ethical Fund-Direct Plan-Bonus
Get the latest NAV of Taurus Ethical Fund-Direct Plan-Bonus. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹47.12
▲0.1%1D
NAV as on 12 Sep 2025
14.69%/per year
Since Inception
▲▼
Taurus Ethical Fund-Direct Plan-Bonus Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (12-Sep-25)
The fund has outperformed the benchmark (Nifty 500) over 3Y, but underperformed over 1Y, 5Y.
Peer comparison
Taurus Ethical Fund-Direct Plan-Bonus Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Taurus Ethical Fund-Direct Plan-Bonus Asset Allocation
See fund asset allocation details as on (14-Aug-25)
Fund Distribution
as on (14-Aug-25)
Taurus Ethical Fund-Direct Plan-Bonus Sector Allocation
See fund sector allocation details as on (14-Aug-25)
Sector Allocation
Top 3 Sectors in July were Energy, Tech & Health
Energy
20%
Tech
18%
Health
14%
Energy
21%
Tech
19%
Health
14%
Taurus Ethical Fund-Direct Plan-Bonus Holdings Details
as on (31-Aug-25)
Taurus Ethical Fund-Direct Plan-Bonus Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.97% |
Benchmark | BSE 500 Shariah TR INR |
| AUM | ₹327 Cr |
| Inception Date | 3 May, 2013 |
| Min Lumpsum/SIP | --/-- |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 105.51% |
| Risk |   Very High Risk |
About Taurus Ethical Fund-Direct Plan-Bonus
Taurus Ethical Fund-Direct Plan-Bonus is an equity fund. This fund was started on 3 May, 2013. The fund is managed by Anuj Kapil. The fund could potentially beat inflation in the long-run.
Key Parameters
- Taurus Ethical Fund-Direct Plan-Bonus has ₹327 Cr worth of assets under management (AUM) as on Aug 2025 and is more than category average.
- The fund has an expense ratio 1.
Returns
Taurus Ethical Fund-Direct Plan-Bonus has given a CAGR return of 14.69% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -8.26%, 14.14% and 18.54% respectively.
Holdings
Taurus Ethical Fund-Direct Plan-Bonus has allocated its funds majorly in Cash Equivalent, Energy, Tech, Health, Industrial, Consumer Defensive, Consumer Cyclical, Basic Materials, Utilities, Real Estate. Its top holdings are Reliance Industries Ltd, Infosys Ltd, Tata Consultancy Services Ltd, Polycab India Ltd, Colgate-Palmolive (India) Ltd
Taxation
As it is a equity - other mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Taurus Ethical Fund-Direct Plan-Bonus
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. Taurus Ethical Fund-Direct Plan-Bonus has no lock in period.
Fund Manager
Anuj Kapil
Fund Manager of Taurus Ethical Fund-Direct Plan-Bonus, since 1 November 2022
- AUM of the fund stands at 320.5 Cr as of Jul'25
- AUM decreased by 1.2 Cr between Jul'25 and Jun'25
Frequently Asked Questions for Taurus Ethical Fund-Direct Plan-Bonus
How do I invest in Taurus Ethical Fund-Direct Plan-Bonus?
- Download the INDmoney app.
- Search for ‘Taurus Ethical Fund-Direct Plan-Bonus’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.