Taurus Ethical Fund
Direct · Growth ₹137.48
19 Oct 2026
NAV
14.8%
3Y CAGR
14.7%
5Y CAGR
14.5%
10Y CAGR
14.7%
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.
5.65
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.
1.77%
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 | ₹12.66 L | 17.1% | -41.2% | 71.1% |
| 3 Years | ₹36.00 L | ₹43.23 L | 14.1% | -12.6% | 35.6% |
| 5 Years | ₹60.00 L | ₹85.65 L | 14.6% | -3.7% | 27.2% |
| 7 Years | ₹84.00 L | ₹1.44 Cr | 15.1% | 1.8% | 23.0% |
| 10 Years | ₹1.20 Cr | ₹2.61 Cr | 15.1% | 11.6% | 19.2% |
| 12 Years | ₹1.44 Cr | ₹3.61 Cr | 14.3% | 11.6% | 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 | 17.1% | 14.3% | 10.7% | +2.8% |
| 3 Years | 14.1% | 11.0% | 16.3% | +3.0% |
| 5 Years | 14.6% | 10.4% | 17.5% | +4.2% |
| 7 Years | 15.1% | 10.6% | 16.6% | +4.6% |
| 10 Years | 15.1% | 11.4% | 16.4% | +3.7% |
| 12 Years | 14.3% | 11.3% | 15.8% | +3.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.6% | 11.7% | -20.8% | 78.7% | 0.53 | 1.83 | 80% | — | — |
| 3 Years | 14.8% | 15.4% | -0.7% | 26.8% | 1.67 | 18.83 | 100% | — | — |
| 5 Years | 14.7% | 14.9% | -0.3% | 26.0% | 1.71 | 14.58 | 100% | — | — |
| 10 Years | 14.5% | 14.4% | 11.2% | 17.4% | 5.65 | — | 100% | — | — |
-29.4%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-5.4%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
0.50
3Y
0.50
5Y
0.49
7Y
0.49
10Y
0.51
12Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +4.32 | 0.87 | 92.8% | 84.9% | -4.8% | -11.4% |
| 3 Years | +2.53 | 0.89 | 93.0% | 89.0% | 7.9% | 5.3% |
| 5 Years | +2.57 | 0.86 | 88.4% | 84.3% | 7.3% | 4.4% |
| 7 Years | +4.80 | 0.74 | 79.1% | 72.8% | 14.0% | 10.2% |
| 10 Years | +2.89 | 0.74 | 78.0% | 73.1% | 12.2% | 10.2% |
| 12 Years | +3.14 | 0.75 | 78.4% | 73.2% | 11.7% | 9.3% |
| 15 Years | +3.82 | 0.74 | 78.2% | 71.8% | 12.4% | 9.3% |
59
Total Holdings
36.8%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Reliance Industries Ltd. | 7.23% |
| 2 | Tata Consultancy Services Ltd. | 5.11% |
| 3 | Infosys Ltd. | 4.40% |
| 4 | TVS Motor Company Ltd. | 3.14% |
| 5 | Oracle Financial Services Software Ltd. | 3.11% |
| 6 | Persistent Systems Ltd. | 2.98% |
| 7 | Mahindra & Mahindra Ltd. | 2.82% |
| 8 | Hindustan Unilever Ltd. | 2.74% |
| 9 | PG Electroplast Ltd. | 2.70% |
| 10 | Linde India Ltd. | 2.55% |