Taurus Mutual Fund · Equity · Sectoral / Thematic · Direct plan
Taurus Ethical Fund - Direct Plan - Growth
₹136.01NAV on 30 Oct 2026Expense ratio 1.35%
29 Oct 2025NAV low 129.55 · high 150.75-6.8%
In plain words
Over 3 years it returned +9.1% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.6%.
On 3-year return it ranks 108 of 139 funds in Sectoral / Thematic.
A monthly SIP over 10 years ended ₹1,54,299 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -1.3% | +1.9% |
| 3 months | -8.0% | -5.1% |
| 6 months | -4.0% | -3.2% |
| 1 year | -6.6% | -10.2% |
| 3 years (yearly) | +9.1% | +7.4% |
| 5 years (yearly) | +8.1% | +6.5% |
| 10 years (yearly) | +12.1% | +11.3% |
| Since start (yearly) | +13.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,13,975 | -8.1% |
| 3 years | ₹3,60,000 | ₹3,58,242 | -0.3% |
| 5 years | ₹5,90,000 | ₹6,97,900 | +6.6% |
| 10 years | ₹11,90,000 | ₹21,99,910 | +11.8% |
Other plan of this fund: Taurus Ethical Fund - Regular Plan - Growth