Taurus Ethical Fund-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal is an equity fund. This fund was started on 1 January, 2013. The fund is managed by . The fund could potentially beat inflation in the long-run.
Expense ratio | 1.24% |
Benchmark | S&P BSE 500 Shariah TR INR |
AUM | ₹166 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1% |
Lock In | No Lock-in |
TurnOver | 170.8% |
Size breakup
Taurus Ethical Fund-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal | Absolute Returns | CAGR Returns |
1 Month Returns | 0.14% | 0.14% |
6 Month Returns | 17.88% | 17.88% |
1 Year Returns | 47.37% | 47.37% |
3 Years Returns | 68.8% | 19.07% |
5 Years Returns | 138.48% | 18.98% |
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Taurus Ethical Fund-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Taurus Ethical Fund-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Taurus Ethical Fund-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal | 3.11 | 1.05 | 0.89 |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Taurus Ethical Fund-Direct Plan-Reinvestment of Income Distribution cum capital withdrawal | 11.07 | 12.92 | 15.52 |