Taurus Ethical Fund · Regular · Growth
NAV
₹125.5200
as of 13 Nov 2026
Expense Ratio
2.37%
AUM
₹367 Cr
Lumpsum returns (CAGR)
- 1Y
- -2.85%
- 3Y
- +20.38%
- 5Y
- +14.35%
- Since Inception
- +15.45%
SIP returns (XIRR)
- 1Y
- +0.87%
- 3Y
- +5.53%
- 5Y
- +14.98%
- Since Inception
- +15.04%
What history actually did — last 10 years (Nov 2016 – Nov 2026)
A ₹5,000 monthly SIP for the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹14,47,992 today — ₹6,00,000 invested, 17.0% XIRR.
₹6,00,000
Invested
₹14,47,992
Value today
17.0%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 10 years (Nov 2016 – Nov 2026)
Real NAV backtest
₹1,00,000 invested 10 years ago would be ₹4,78,171 today (17.0% CAGR).
A regular withdrawal plan (SWP)
Real NAV backtest
A ₹10,00,000 corpus withdrawing ₹5,000/month since Nov 2016 would still hold ₹33,33,722.
Fund vs Benchmark (TRI)
Same SIP, benchmark total-return index
The same SIP would be worth ₹14,47,992 in this fund vs ₹11,99,859 in the benchmark — outperformance of ₹2,48,133.
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 10 years (Nov 2016 – Nov 2026) (22 Mar 2020) would be ₹4,44,319 today (4.44×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised-0.41
Sharpe Ratio
-0.04
Alpha
0.88
Beta
-0.41
Sortino
12.76%
Std Dev
-13.24%
Max Drawdown
Performance Comparison
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Fund Details
What this fund does
Taurus Ethical Fund · Regular · Growth invests in stocks from a specific sector or theme, offering concentrated exposure to a particular area of the economy. These funds carry sector-specific risks but can deliver significant returns when the underlying sector performs well.
About This Fund
Taurus Ethical Fund · Regular · Growth is a Sectoral / Thematic mutual fund offered by Taurus Mutual Fund. The fund has been operational for over 17 years. It manages assets worth ₹367 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.37%.