Taurus Ethical Fund
Get the latest NAV of Taurus Ethical Fund. 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.
₹144.97
▲0.3%1D
NAV as on 17 Jul 2026
14.4%/per year
Since Inception
▲▼
3129 people have invested ₹ 1.2Cr in Taurus Ethical Fund in the last three months
Taurus Ethical Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (17-Jul-26)
The fund has outperformed the benchmark (Nifty 500) over 3Y, but underperformed over 1Y, 5Y.
Taurus Ethical Fund Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 24 out of 35 mutual funds in the equity - other category as per INDmoney.
Taurus Ethical Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Taurus Ethical Fund Asset Allocation
See fund asset allocation details as on (14-Jul-26)
Fund Distribution
as on (14-Jul-26)
Taurus Ethical Fund Sector Allocation
See fund sector allocation details as on (14-Jul-26)
Sector Allocation
Top 3 Sectors in June were Tech, Energy & Industrial
Tech
28%
Energy
14%
Industrial
13%
Tech
28%
Energy
14%
Industrial
13%
Taurus Ethical Fund Holdings Details
as on (30-Jun-26)
Taurus Ethical Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.86% |
Benchmark | BSE 500 Shariah TR INR |
| AUM | ₹406 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹500/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 105.51% |
| Risk |   Very High Risk |
About Taurus Ethical Fund
Taurus Ethical Fund is an equity fund. This fund was started on 1 January, 2013. The fund is managed by Anuj Kapil. The fund could potentially beat inflation in the long-run.
Key Parameters
- Taurus Ethical Fund has ₹406 Cr worth of assets under management (AUM) as on Jul 2026 and is more than category average.
- The fund has an expense ratio 0.9.
Returns
Taurus Ethical Fund has given a CAGR return of 14.40% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -0.61%, 12.66% and 10.76% respectively.
Holdings
Taurus Ethical Fund has allocated its funds majorly in Cash Equivalent, Tech, Energy, Industrial, Health, Consumer Cyclical, Basic Materials, Consumer Defensive, Utilities, Communication. Its top holdings are Reliance Industries Ltd, Tata Consultancy Services Ltd, Infosys Ltd, Dixon Technologies (India) Ltd, Hindustan Unilever 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
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 500.00 and for SIP is INR 500.00. Taurus Ethical Fund has no lock in period.
Fund Manager
Anuj Kapil
Fund Manager of Taurus Ethical Fund, since 1 November 2022
- AUM of the fund stands at 402.4 Cr as of Jun'26
- AUM has remained same between Jun'26 and May'26
Compare Taurus Ethical Fund
Taurus Ethical Fund
VS
ICICI Prudential India Opportunities Fund
Frequently Asked Questions for Taurus Ethical Fund
How do I invest in Taurus Ethical Fund?
- Download the INDmoney app.
- Search for ‘Taurus Ethical Fund’.
- 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.