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Taurus Ethical Fund - Regular Plan - Growth is an equity scheme managed by Taurus Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 16.62%, with the bottom and top quartiles at 14.27% and 18.21% respectively. It has ranked in the top half of its category for 2 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 2.77% on assets of ₹395Cr. The fund is currently managed by Mr. Anuj Kapil, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 87% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| RELIANCE INDUSTRIES LIMITED | Energy | 8.10% |
| TATA CONSULTANCY SERVICES LIMITED | Technology | 5.07% |
| INFOSYS LIMITED | Technology | 4.36% |
| ORACLE FINANCIAL SERVICES SOFTWARE LIMITED | Technology | 3.54% |
| HINDUSTAN UNILEVER LIMITED | Consumer Defensive | 3.46% |
| LINDE INDIA LIMITED | Basic Materials | 3.27% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 3.24% |
| TUBE INVESTMENTS OF INDIA LIMITED | Industrials | 2.98% |
| COAL INDIA LTD | Energy | 2.90% |
| TORRENT POWER LIMITED | Utilities | 2.66% |
| Persistent Systems Ltd | Technology | 2.61% |
| LAURUS LABS LIMITED | Healthcare | 2.52% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 2.24% |
| HCL TECHNOLOGIES LIMITED | Technology | 2.21% |
| CIPLA LIMITED | Healthcare | 2.19% |
| COLGATE-PALMOLIVE (INDIA) LIMITED | Consumer Defensive | 2.12% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 2.06% |
| BHARAT PETROLEUM CORPORATION LTD. | Energy | 1.98% |
| LARSEN AND TOUBRO LIMITED | Industrials | 1.95% |
| VIKRAM SOLAR LIMITED | Technology | 1.88% |
| MARICO LIMITED | Consumer Defensive | 1.87% |
| BALKRISHNA INDUSTRIES LIMITED | Consumer Cyclical | 1.82% |
| AUROBINDO PHARMA LIMITED | Healthcare | 1.82% |
| GRASIM INDUSTRIES LIMITED | Basic Materials | 1.69% |
| ACC LIMITED | Basic Materials | 1.67% |
| Sector | Holdings | Weight |
|---|---|---|
| Information Technology | — | 20.02% |
| Oil, Gas & Consumable Fuels | — | 15.93% |
| Automobile and Auto Components | — | 12.06% |
| Healthcare | 7 | 11.75% |
| Fast Moving Consumer Goods | — | 9.41% |
| Capital Goods | — | 8.43% |
| Consumer Durables | — | 5.86% |
| Chemicals | — | 4.54% |
| Construction Materials | — | 3.36% |
| Power | — | 2.66% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -12.92% | -0.04% | 10.38% | 37.50% | 56.78% | 74.6% |
| 3Y | 8.76% | 14.27% | 16.62% | 18.21% | 20.82% | 100.0% |
| 5Y | 9.78% | 12.11% | 15.28% | 16.92% | 20.64% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 39.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| SBI COMMA Fund - REGULAR PLAN - Growth | SBI Mutual Fund | ₹1,081 Cr | 2.21% | +20.98% | +12.53% | 4★ |
| Edelweiss Recently Listed IPO Fund Regular Plan Growth | Edelweiss Mutual Fund | ₹984 Cr | 2.25% | +17.79% | +12.69% | 4★ |
| Sundaram Services Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹4,624 Cr | 1.85% | +14.19% | +14.23% | 3★ |
| SBI Equity Minimum Variance Fund - Regular Plan - Growth | SBI Mutual Fund | ₹211 Cr | 0.75% | +10.03% | +10.36% | 3★ |
| Tata Housing Opportunities Fund - Regular Plan - Growth | Tata Mutual Fund | ₹476 Cr | 2.48% | +8.87% | — | 3★ |
| Tata Ethical Fund-Regular Plan - Growth Option | Tata Mutual Fund | ₹3,704 Cr | 1.94% | +6.53% | +8.61% | 2★ |
| Sundaram Multi-Factor Fund - Regular - Growth | Sundaram Mutual Fund | ₹948 Cr | 2.21% | — | — | — |
| Bandhan Multi-Factor Fund - Regular Plan - Growth | Bandhan Mutual Fund | ₹673 Cr | 2.36% | — | — | — |
| Kotak Rural Opportunities Fund - Regular Plan - Growth | Kotak Mahindra Mutual Fund | ₹828 Cr | 2.33% | — | — | — |
| quant Momentum Fund - Growth Option - Regular Plan | Quant Mutual Fund | ₹1,328 Cr | 2.61% | — | — | 3★ |