Taurus Ethical Fund
Direct · Growth ₹145.35
20 Jul 2026
NAV
14.9%
3Y CAGR
14.8%
5Y CAGR
14.6%
10Y CAGR
14.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.86
Sharpe
-29.4%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.70 L | 17.4% | -41.2% | 71.1% |
| 3 Years | ₹36.00 L | ₹43.31 L | 14.3% | -12.6% | 35.6% |
| 5 Years | ₹60.00 L | ₹85.97 L | 14.8% | -3.7% | 27.2% |
| 7 Years | ₹84.00 L | ₹1.44 Cr | 15.2% | 1.8% | 23.0% |
| 10 Years | ₹1.20 Cr | ₹2.62 Cr | 15.3% | 11.6% | 19.2% |
| 12 Years | ₹1.44 Cr | ₹3.63 Cr | 14.6% | 12.1% | 17.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 17.4% | 14.5% | 13.7% | +2.9% |
| 3 Years | 14.3% | 11.2% | 17.3% | +3.2% |
| 5 Years | 14.8% | 10.4% | 17.0% | +4.3% |
| 7 Years | 15.2% | 10.6% | 16.6% | +4.6% |
| 10 Years | 15.3% | 11.5% | 16.9% | +3.8% |
| 12 Years | 14.6% | 11.4% | 16.5% | +3.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.9% | 12.4% | -20.8% | 78.7% | 0.54 | 1.89 | 81% | — | — |
| 3 Years | 14.9% | 15.6% | -0.7% | 26.8% | 1.69 | 18.85 | 100% | — | — |
| 5 Years | 14.8% | 15.1% | -0.3% | 26.0% | 1.75 | 14.63 | 100% | — | — |
| 10 Years | 14.6% | 14.5% | 11.2% | 17.4% | 5.86 | — | 100% | — | — |
-29.4%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
0.58
1Y
0.51
3Y
0.51
5Y
0.49
7Y
0.50
10Y
0.52
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.62 | 0.91 | 96.5% | 93.0% | -0.6% | -3.1% |
| 3 Years | +5.46 | 0.90 | 96.5% | 89.2% | 12.7% | 7.3% |
| 5 Years | +2.09 | 0.86 | 87.6% | 83.7% | 10.8% | 9.1% |
| 7 Years | +5.67 | 0.74 | 79.3% | 72.3% | 15.5% | 11.1% |
| 10 Years | +3.61 | 0.74 | 78.5% | 72.9% | 13.5% | 11.1% |
| 12 Years | +3.64 | 0.75 | 78.8% | 73.1% | 12.9% | 10.1% |
| 15 Years | +3.89 | 0.74 | 78.3% | 71.8% | 12.8% | 9.8% |
56
Total Holdings
37.9%
Top 10 Weight
25
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Ltd. | 7.33% |
| 2 | Tata Consultancy Services Ltd. | 4.84% |
| 3 | Infosys Ltd. | 4.52% |
| 4 | Dixon Technologies (India) Ltd. | 3.27% |
| 5 | Hindustan Unilever Ltd. | 3.24% |
| 6 | Linde India Ltd. | 3.16% |
| 7 | Oracle Financial Services Software Ltd. | 3.06% |
| 8 | Persistent Systems Ltd. | 3.03% |
| 9 | Laurus Labs Ltd. | 2.72% |
| 10 | Coal India Ltd. | 2.70% |