Taurus Ethical IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹500

Taurus Ethical IDCW Reinvest Direct Plan

NAV
₹91.5700
-2.29%
(27 Jan)
AUM
268 Cr
TER
0.92%
Risk
Very High Risk
Rating
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+15.5%
+12.9%
+12.9%
+12.9%
+9.4%
3Y
+31.7%
+32.8%
+32.8%
+32.8%
+15.7%
5Y
+25.4%
+23.8%
+23.8%
+23.8%
+18.4%
ALL
+16.4%
+11.7%
+11.7%
+11.7%
+15.6%
VOL
20.1%
20.3%
20.3%
20.3%
14.0%
TER
0.8%
0.8%
0.8%
0.8%
0.9%
AUM
₹1,286 Cr
₹4,572 Cr
₹4,572 Cr
₹4,572 Cr
₹268 Cr
INFO
0.82
0.57
0.57
0.57
1.12
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Taurus Ethical IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Net Receivable / Payable
12.1%
Reliance Industries Ltd
8.6%
Infosys Ltd
7.7%
HCL Technologies Ltd
4.1%
Tata Consultancy Services Ltd
3.7%
Samvardhana Motherson International Ltd
2.8%
Computer Age Management Services Ltd Ordinary Shares
2.7%
Oil & Natural Gas Corp Ltd
2.5%
Tech Mahindra Ltd
2.4%
Cipla Ltd
2.2%
Top industry exposure
Technology
28.2%
Energy
17.4%
Healthcare
8.8%
Industrials
8.3%
Basic Materials
6.7%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹500
Additional lumpsum
₹500
Portfolio turnover
122%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities, which are based on the principles of Shariah.
Fund manager(s)
Anuj Kapil

FAQs