Money Lancer
Equity: Thematic-Others
Taurus Mutual Fund
Taurus Mutual Fund · Equity: Thematic-Others

Taurus Ethical Fund - Regular Plan - Growth

The prime objective of the scheme is 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/ethical set of principles.

EquityBenchmark · BSE 500 Shariah TRITER · 2.43%Inception · 06-04-2009
NAV
125.93
+0.13% · as of 15-07-2026
Since inception
15.76%
CAGR
Benchmark (inception)
11.81%
CAGR
Fund size
₹406 Cr
AUM
Expense ratio
2.43%
31-05-2026
Performance

Returns vs benchmark & category

Since inception: +15.76% CAGR vs benchmark +11.81%.

Portfolio

Where the money is invested

Top holdings

RELIANCE INDUSTRIES LIMITED EQ7.33%
TATA CONSULTANCY SERVICES LIMITED EQ NEW FV RE.1/-4.84%
INFOSYS LIMITED EQ FV RS 54.52%
DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/-3.27%
HINDUSTAN UNILEVER LIMITED EQ F.V. RS 13.24%
LINDE INDIA LIMITED EQ3.16%
ORACLE FINANCIAL SERVICES SOFTWARE LIMITED EQ FV RS.5/-3.06%
Persistent Systems Ltd3.03%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-2.72%
Net Receivable / Payable2.70%

Sector allocation

Information Technology20.51%
Oil, Gas & Consumable Fuels14.78%
Automobile and Auto Components11.65%
Healthcare11.56%
Capital Goods9.32%
Fast Moving Consumer Goods8.54%
Consumer Durables6.64%
Chemicals4.00%
Construction Materials3.46%
Power2.14%
Riskometer
LowVery High
Very High

What if you'd SIP'd here?

@ 15.8% p.a.
₹10,000
10 years
Projected value
₹29,20,770
Invested: ₹12,00,000
Gained: ₹17,20,770
Start this SIP →

Illustration based on fund's since-inception return. Past performance is not indicative of future returns.

Risk Analysis

How this fund manages risk

Fund manager
M
Mr. Anuj Kapil
Manager since fund inception data not available
ISIN & identifiers
AMFI code
111787
ISIN (Growth)
INF044D01864
ISIN (Div Re-inv)
Status
Open Ended Schemes
Peers

Other Equity: Thematic-Others funds

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