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Value Research Rating
Analyst’s Choice
Riskometer
Very High
₹153.2200 1.32%
As on 08-Oct-2024
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
Taurus Ethical Fund - Direct Plan
|
|
Very High
|
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1.28 |
||
|
|
Very High
|
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0.57 |
|||
|
|
Very High
|
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0.41 |
|||
|
|
Very High
|
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0.74 |
|||
|
|
Very High
|
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0.52 |
₹240 Cr
1.00 (365)
500
--
500
6
Investment Strategy
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.
Suitability
This is a fund that invests mainly in companies that adhere to the narrow investment mandate mentioned in its investment objective.
We believe that investors should avoid funds that have a narrowly defined investment focus such as this one. Instead, they should invest in flexi-cap funds which provide complete freedom to the fund management team to invest in companies from which it expects maximum gains.
But if you do invest, you must do so only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other thematic fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
5 min read•By Kumar Shankar Roy
Taurus Ethical Fund - Direct Plan is a fund that invests mainly in companies that adhere to the narrow mandate mentioned in its investment objective.
Mutual funds can be bought directly from the website of the fund house. For instance, Taurus Ethical Fund - Direct Plan fund can be purchased from the website of Taurus Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of Taurus Ethical Fund - Direct Plan is ₹153.2200 as of 09-Oct-2024.
The AUM of Taurus Ethical Fund - Direct Plan Fund is ₹240 Cr as of 31-Aug-2024
The riskometer level of Taurus Ethical Fund - Direct Plan is Very High. See More
| Company | Percentage of Portfolio |
|---|---|
|
7.42
|
|
|
6.53
|
|
|
4.23
|
|
|
3.92
|
|
|
3.23
|
As of 31-Aug-2024, Taurus Ethical Fund - Direct Plan had invested 97.25% in Equity and 2.75% in Cash & Cash Eq. See More
Taurus Ethical Fund - Direct Plan is 11 years 9 months old. It has delivered 17.19% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
40.65%
|
17.11%
|
23.56%
|
18.36%
|
15.37%
|
17.19%
|
No, There is no lock in period in Taurus Ethical Fund - Direct Plan.
The expense ratio of Taurus Ethical Fund - Direct Plan is 1.28.
