Taurus Ethical Fund Regular-Bonus

Fund Details

NAV 123.84

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹1000.0

Fund Age(Year) 17.17

Fund Size(in Crores) 394.58

Fund Performance

1 Month -1.15%

3 Month 0.81%

6 Month -4.45%

1 Year -1.52%

3 Year 13.16%

5 Year 9.99%

Know This Fund

As on 08 Jun 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (98.18%) Market Cap Large Cap 43.1 Mid Cap 36.51 Small Cap 18.57 Top Sectors Technology 19.82 Energy 16.27 Automobile 12.06 Healthcare 11.75 Materials 10.06 Consumer Staples 9.41 Capital Goods 8.08 Chemicals 5.84 Construction 1.95 Services 1.79 Metals & Mining 0.62 Consumer Discretionary 0.53 Top Holding ACC 1.67 Alembic Pharmaceuticals 0.38 Amber Enterprises India 0.36 Astral 1.25 Aurobindo Pharma 1.82 Balkrishna Industries 1.82 Bharat Petroleum Corporation 1.98 Biocon 1.6 CAMS 0.67 Castrol India 1.3 Cera Sanitaryware 1.03 Cipla 2.19 Coal India 2.9 Coforge 0.98 Colgate-Palmolive (India) 2.12 Dixon Technologies (India) 3.24 Dr. Reddy's Laboratories 1.03 Elgi Equipments 0.84 Eveready Industries India 1.28 Gillette India 0.24 Glaxosmithkline Pharma 1.23 Godrej Consumer 0.41 Grasim Industries 1.69 HCL Technologies 2.21 Hindalco Industries 0.62 Hindustan Unilever 3.46 Indiamart 0.92 Infosys 4.36 Inox Wind 1.04 Jupiter Life Line Hospitals 0.98 Kwality Wall's (India) 0.03 Larsen & Toubro 1.95 Laurus Labs 2.52 Linde India 3.27 L&T Technology Services 1.05 Mahanagar Gas 1.03 Mahindra & Mahindra 2.06 Marico 1.87 Oracle Financial Services Software 3.54 Persistent Systems 2.61 Petronet LNG 0.62 PG Electroplast 1.06 PI Industries 0.94 Polycab India 1.31 Rashtriya Chemicals and Fertilizers 0.33 Reliance Industries 8.1 Samvardhana Motherson 1.36 Symphony 0.17 Tata Consultancy 5.07 Tata Motors Passenger Vehicles 1.6 Tata Technologies 0.2 Time Technoplast 1.52 Torrent Power 2.66 Tube Investments Of India 2.98 TVS Motor Company 2.24 Vikram Solar 1.88 Voltamp Transformers 0.59

Debt & Others (1.82%) Sector Allocation Net Receivables 1.82 Debt Credit Ratings Debt Category Others 1.82

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-Growth Ret 1M 0.0% Ret 1Y -0.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular-IDCW Ret 1M 0.0% Ret 1Y -0.18% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M -0.3% Ret 1Y -0.76% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M -0.3% Ret 1Y -0.76% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M 2.01% Ret 1Y 11.63% Ret 3Y 19.83% Ret 5Y 14.6%

Equity, Flexi Cap funds Axis BSE India Sector Leaders Index Fund Regular-Growth Ret 1M -2.43% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -3.26% Ret 1Y -5.7% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.43%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Anuj Kapil

Education Mr. Kapil has done PGDBM and MBA

Experience Prior to joining Taurus Mutual Fund, he has worked with Religare Securities Ltd. and FCH Centrum Wealth Managers Ltd..

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 47

Date of Incorporation 2009-04-06

Total AUM 1009.92

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.