Taurus Ethical Fund Regular-Growth

Fund Details

NAV 125.11

Sub-Type Thematic

Rating Not Rated

Min. SIP Amount ₹500.0

Fund Age(Year) 16.87

Fund Size(in Crores) 364.71

Fund Performance

1 Month -1.52%

3 Month -3.16%

6 Month 0.83%

1 Year 4.07%

3 Year 15.57%

5 Year 12.3%

Know This Fund

As on 16 Feb 2026

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

Equity (93.01%) Market Cap Large Cap 47.55 Mid Cap 31.2 Small Cap 14.26 Top Sectors Technology 19.01 Energy 14.88 Materials 12.35 Automobile 12.31 Healthcare 9.64 Consumer Staples 9.05 Capital Goods 6.75 Chemicals 3.58 Construction 2.6 Metals & Mining 1.71 Services 0.92 Consumer Discretionary 0.21 Top Holding Bharat Petroleum Corporation 3.1 Samvardhana Motherson 1.37 Kwality Wall's (India) 0.04 Balkrishna Industries 2.1 Aurobindo Pharma 1.72 Oracle Financial Services Software 2.4 Inox Wind 0.96 Reliance Industries 6.95 Eveready Industries India 1.39 HCL Technologies 2.68 Cipla 2.11 Colgate-Palmolive (India) 2.69 Astral 1.3 Marico 1.91 Dr. Reddy's Laboratories 1.03 Polycab India 1.22 Godrej Consumer 0.48 Larsen & Toubro 2.07 L&T Technology Services 0.89 Sobha 0.16 Tata Consultancy 6.31 Persistent Systems 1.39 Torrent Power 1.47 Coal India 5.07 Castrol India 1.4 Tata Technologies 0.24 Infosys 5.34 ACC 2.08 Engineers India 0.37 Jupiter Life Line Hospitals 1.12 Laurus Labs 1.87 Petronet LNG 2.33 Mahindra & Mahindra 2.47 Hindalco Industries 1.71 Hindustan Unilever 2.54 Rashtriya Chemicals and Fertilizers 0.38 Alembic Pharmaceuticals 0.42 Mahanagar Gas 1.03 Dixon Technologies (India) 2.84 Cera Sanitaryware 0.82 Grasim Industries 1.85 Symphony 0.21 CAMS 0.68 Glaxosmithkline Pharma 1.37 Tata Motors Passenger Vehicles 2.28 Voltamp Transformers 1.73 PI Industries 0.23 Bharat Forge 1.54 Tube Investments Of India 2.55 Time Technoplast 1.23 Linde India 1.57

Debt & Others (6.99%) Sector Allocation Net Receivables 6.99 Debt Credit Ratings Debt Category Others 6.99

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - Growth Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Conglomerate Fund Regular - IDCW Ret 1M -0.09% Ret 1Y 7.78% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-Growth Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Nifty India Defence Index Fund Regular-IDCW Ret 1M 2.11% Ret 1Y 40.48% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-Growth Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%

Equity, Flexi Cap funds Aditya Birla Sun Life Special Opportunities Fund Regular-IDCW Reinvestment Ret 1M -0.41% Ret 1Y 18.77% Ret 3Y 21.03% Ret 5Y 16.03%

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

Equity, Flexi Cap funds Axis Momentum Fund Regular - Growth Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Payout Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular - IDCW Reinvestment Ret 1M -0.43% Ret 1Y 7.71% Ret 3Y 0% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.37%

Exit Load 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) 64

Date of Incorporation 2009-04-06

Total AUM 2026-01-31

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.