Comprehensive analysis of Taurus Ethical Fund - Direct (B) (19367) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Taurus Asset Management Company Limited
The Fund Seeks growth of capital in accordance with Islamic principles. The investment objective of the scheme is to provide investors long term capital appreciation and growth through investments in Equity and Equity related instruments which are Shariah compliant. The investmnet strategy will aim to diversify the portfolio by investing in various companies across sectors and themes to maximize returns and control risk.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
Low Expense Ratio
Equity Focused
Experienced Team
Below Average
Showing 1Y NAV history
Performance across different time periods
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund shows concerning indicators. Exercise caution before investing.
Consider waiting for better market conditions or explore alternatives.
Fund manager experience
Market exposure level
Fund management costs
Recent performance momentum
Historical performance consistency
Risk-adjusted returns
Assets under management
Outperformance vs benchmark
This fund has outperformed its benchmark by 0.76% over the 3Y period.
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Reliance Industries Ltd | Refineries | 8.25% |
| Infosys Ltd | IT - Software | 3.86% |
| Bharat Petroleum Corporation Ltd | Refineries | 3.82% |
| Narayana Hrudayalaya Ltd | Healthcare | 3.57% |
| Tata Consultancy Services Ltd | IT - Software | 3.43% |
| Polycab India Ltd | Cables | 3.33% |
| Hindustan Unilever Ltd | FMCG | 3.07% |
| Mahindra & Mahindra Ltd | Automobile | 3.03% |
| Net CA & Others | Debt Others | 2.90% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 2.72% |
Compare against Sectoral / Thematic category average
This comparison shows how the fund performs relative to the Sectoral / Thematic category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Sectoral / Thematic category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL MNC Fund - Direct (G) | ₹1540.61 | 20.90% | -2.29% | 13.00% |
| Aditya Birla SL MNC Fund - (G) | ₹1383.22 | 20.48% | -2.95% | 12.20% |
| Nippon India Banking&Financial Services-Dir(G) | ₹662.94 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services-Dir(Bonus) | ₹662.94 | 13.57% | 4.61% | 17.80% |
| Nippon India Banking&Financial Services (G) | ₹606.00 | 13.09% | 3.74% | 16.83% |
| Nippon India Banking&Financial Services (Bonus) | ₹606.00 | 13.09% | 3.74% | 16.83% |
| Nippon India Pharma Fund - Direct (G) | ₹574.98 | 13.30% | 0.45% | 24.37% |
| Nippon India Pharma Fund - Direct (Bonus) | ₹574.98 | 13.30% | 0.45% | 24.37% |
| Franklin India Technology Fund - Direct (G) | ₹565.29 | 7.85% | -5.66% | 23.50% |
| ICICI Pru FMCG Fund - Direct (G) | ₹542.41 | 13.18% | -7.36% | 10.35% |
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