Aeterna Wealth
Sectoral/Thematic · Regular plan · Growth

Taurus Ethical Fund (Regular)

Taurus Mutual Fund · benchmark Nifty 500 TRI · 17.6 years old · AMFI code 111787

C
Track-record rating: 38 of 49 in Thematic: Other Themes

C (bottom 30%), score 33.4 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months-0.6%2.5%-3.1%92 / 105
1 year-2.5%-1.0%-1.5%77 / 100
3 years (a year)9.0%12.0%-3.0%41 / 50
5 years (a year)7.6%9.7%-2.1%28 / 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-21.2%
Up capture, 3Y90
Down capture, 3Y99
Information ratio, 3Y-0.43
Jensen's alpha, 3Y-2.5%
Beta, 3Y0.92
Sharpe, 3Y0.17

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 (Regular plan)?

₹124.61 on 5 Nov 2026 (Growth option).

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

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

What return has Taurus Ethical Fund given over 3 years?

9.0% a year (Regular 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?

C: 38 of 49 Regular 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.