Taurus Ethical Fund Reg G

Taurus Ethical Fund-Reg(G)

Equity Multi Cap Rating : Unrated

₹ 124.50

NAV
Updated: 29 Apr 2026

Fund House

Fund Manager
Anuj Kapil
Fund Benchmark
BSE 500 Shariah - TRI
Total AUM
₹ 350.10 Cr
Expense Ratio
2.54
52 Week High
₹ 131.24
52 Week Low
₹ 113.86

Fund Verdict

Aggressive Buy

Advance Ratios

P/E Ratio131.24
P/B Ratio3.55
Sharpe0.20
Turnover Ratio87.00
Alpha0.31
Beta0.97
Sortino0.38
Standard Deviation13.83

Fund Performance

Shot Term Returns
Duration 1M 3M 6M 1Y
Returns 5.79% -0.83% -4.09% 1.57%
Long Term Returns
Duration 2Y 3Y 5Y 10Y
Returns 2.15% 15.79% 11.86% 12.55%

Market Cap Distribution

  • Large Cap
    45.15 %
  • Mid Cap
    32.85 %
  • Small Cap
    16.42 %
Avg Market Cap
₹ 1,02,694.00
(In Crore)

Peer Information

Equity Multi Cap Aggressive Buy
1Y Returns -2.46%
3Y Returns
AUM ₹3,496.60 Cr
NAV ₹12.29
Buy Now
Equity Multi Cap Aggressive Buy
1Y Returns 9.74%
3Y Returns 27.33%
AUM ₹19,577.60 Cr
NAV ₹228.35
Buy Now
Equity Multi Cap Aggressive Buy
1Y Returns 15.75%
3Y Returns
AUM ₹376.10 Cr
NAV ₹10.90
Buy Now
Equity Multi Cap Aggressive Buy
1Y Returns 7.82%
3Y Returns 23.32%
AUM ₹22,095.30 Cr
NAV ₹19.59
Buy Now

Scheme Type:
An open-ended equity scheme investing across Large-Cap, Mid-Cap, and Small-Cap stocks, with a minimum 25% allocation to each market cap segment as mandated by SEBI.

Investment Objective:
The fund seeks to generate long-term capital appreciation by investing in a diversified portfolio of companies across market capitalizations, aiming to balance stability, growth, and high-return potential. With equal exposure to all three segments, Multi Cap Funds offer a structured diversification strategy suitable for long-term investors.

There is no assurance or guarantee that the investment objective of the scheme will be achieved.

Plan Your Long Term Goals

5,000 per month
Duration
Total investment of ₹0
Would have become ₹0

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