Aeterna Wealth
Sectoral/Thematic · Direct plan · Growth

Taurus Ethical Fund (Direct)

Taurus Mutual Fund · benchmark Nifty 500 TRI · 13.8 years old · AMFI code 118876

B
Track-record rating: 32 of 49 in Thematic: Other Themes

B (middle of the peer group), score 40.5 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months0.1%2.5%-2.4%92 / 106
1 year-1.1%-1.0%-0.1%70 / 100
3 years (a year)10.5%12.0%-1.5%40 / 50
5 years (a year)9.0%9.7%-0.7%25 / 32

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Volatility, 3Y14.3%
Max fall, 5Y-20.6%
Up capture, 3Y93
Down capture, 3Y96
Information ratio, 3Y-0.19
Jensen's alpha, 3Y-1.1%
Beta, 3Y0.92
Sharpe, 3Y0.27

Portfolio

Holdings for this scheme are not available yet; its rating uses the track record only.

Common questions

What is the NAV of Taurus Ethical Fund (Direct plan)?

₹142.98 on 5 Nov 2026 (Growth option).

What is the expense ratio of Taurus Ethical Fund (Direct)?

1.35% a year; the Regular plan's is 2.73%.

What return has Taurus Ethical Fund given over 3 years?

10.5% a year (Direct plan) over the 3 years to 5 Nov 2026, against 12.0% for the Nifty 500 total-return index.

How is Taurus Ethical Fund rated?

B: 32 of 49 Direct plans in Thematic: Other Themes, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Taurus Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.