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Taurus Ethical Fund - Direct Plan

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 product is suitable for investors who are seeking

• Long term capital appreciation

• Investment in equity & equity related instruments based on the principles of Shariah

Fund Info

Scheme Class	Equity
Scheme Category	Equity - Other
Expense Ratio	0.97%
Min subscription	₹ 500

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 285
AMC AUM (in Crs.)	₹ 424
Min Addition Subscription	₹ 500

Benchmark Type

Exit Load

Exit load of 1.0%, if redeemed between (0-365) days. No Exit load, if redeemed after 365 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Digital India Fund - Direct Plan	1000	1000	16.01%
Mirae Asset Great Consumer Fund - Direct Plan	1000	1000	23.46%
Sundaram Consumption Fund - Direct Plan	500	500	23.56%
DSP Natural Resource & New Energy Fund - Direct Plan	1000	1000	20.13%

Top 10 Holdings

Company	Holding Type	Asset(%)
Net Receivable / Payable	Cash - Collateral	14
Reliance Industries Ltd	Equity	10
Narayana Hrudayalaya Ltd	Equity	4
Tata Consultancy Services Ltd	Equity	4
Infosys Ltd	Equity	4
Polycab India Ltd	Equity	3
Mahindra & Mahindra Ltd	Equity	3
Asian Paints Ltd	Equity	3
Bharat Petroleum Corp Ltd	Equity	3
Oil & Natural Gas Corp Ltd	Equity	3

Asset Allocation(%)

Asset	Percent
Equity	86
Cash - Collateral	14

Sector Allocation(%)

Sector	Percent
Energy	20
Technology	14
Cash - Collateral	14
Industrials	14
Healthcare	12

Fund Manager

Anuj Kapil

2+ years of experience

Taurus Asset Mutual Fund

AUM₹424 Cr

About

Taurus Mutual Fund was amongst the first few private sector Mutual Funds to be registered with SEBI. It was constituted as a Trust on August 20, 1993 in accordance with the provisions of the Indian Trusts Act, 1882. The Mutual Fund was registered with SEBI on Sept 21, 1993. This was one of the first fund houses to launch fully repatriable investments by NRIs/FIIs and since then it has received investments from across the globe.##Taurus Mutual Fund launched its first scheme – Taurus Starshare (Multi Cap) Fund in early 1994 which is operational even today. They believe in catering to both categories of investors and they provide them with an array of mutual funds ranging across different categories and market capitalization. The basically aim for long-term growth, as well as short-term monetary gain.

info@taurusmutualfund.com

Phone

1800 108 1111

Address

Ground Floor,AML Centre-1,8 Mahal Industrial Estate Mahakali Caves Rd.,,Andheri(E) Mumbai - 400093, Mumbai - 400093

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m