Fund Insights
In the last 1 year, Quant Quantamental Fund Direct Growth has given 19.73% return, outperforming this fund by 20.69%
In the last 3 years, ICICI Prudential Commodities Fund Direct Growth has given 39.24% return, outperforming this fund by 24.68% per annum
In the last 5 years, Tata Resources & Energy Fund Direct Growth has given 14.47% return, outperforming this fund by 2.72% per annum
This fund expense ratio is slightly on the lower side within the category (equity - other). Its expense ratio is 1.18% which is lower than the category average expense ratio of 1.24%
Taurus Ethical Fund-Direct Plan-Growth Option is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Prasanna Pathak, Anuj Kapil. The fund could potentially beat inflation in the long-run.
1) Taurus Ethical Fund-Direct Plan-Growth Option has a NAV of ₹89.03 as on 08-02-2023.
2) Taurus Ethical Fund-Direct Plan-Growth Option has ₹85 Cr worth of assets under management (AUM) as on 31-12-2022 and is less than category average.
3) The fund has an expense ratio 1.18 %.
Expense ratio | 1.18% |
Benchmark | S&P BSE 500 Shariah TR INR |
AUM | ₹85 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹1000 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 92.21% |
Taurus Ethical Fund-Direct Plan-Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | -3.28% | -3.28% |
6 Month Returns | -2.99% | -2.99% |
1 Year Returns | -2.95% | -2.95% |
3 Years Returns | 48.44% | 14.07% |
5 Years Returns | 74.91% | 11.83% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Taurus Ethical Fund-Direct Plan-Growth Option | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Taurus Ethical Fund-Direct Plan-Growth Option | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Taurus Ethical Fund-Direct Plan-Growth Option | -0.34 | 0.66 | 0.44 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Taurus Ethical Fund-Direct Plan-Growth Option | 15.29 | 17.6 | 15.99 |
Mutual Fund execution provided by
Technology facilitation Services provided by Finzoom Investment Advisors Pvt. Ltd. - Advisory unit. SEBI Registered Investment Advisor: INA100012190 | BASL Registration No. 1154 | BSE StarMF Platform code: 24801
Disclaimer: Mutual Fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns.