Taurus Ethical Fund – Shariah / Ethical Equity Strategy

The Taurus Ethical Fund (launched April 2009) is an equity scheme following Shariah / ethical investing principles, with over 90% of its assets in domestic equities and an expense ratio around 2.39%.It has delivered ~7.7% in 1 year, ~17.4% in 3 years and ~21.1% over 5 years, compared to the “Equity – Other” category average of ~15%‑20%. Equity allocation: ~54% large‑cap, ~15% mid‑cap, ~11% small‑cap. The fund is suitable for investors seeking ethical investing with growth potential and accepting higher equity‑volatility risk.