Taurus Ethical Fund Direct Growth

Scheme code: INF044D01CJ0 NAV value: ₹ 131.1000 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-4.8656.4529.1429.45
3 year11.2128.7818.6621.23
5 year3.2126.4615.5015.79
7 year9.1819.4014.2714.27
10 year11.1717.6615.1616.08
12 year14.9716.6815.9816.41

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -4.5637.5317.4329.14
3 year 6.2833.3215.5718.66
5 year 0.7426.0212.9115.5
7 year 3.3315.6211.6414.27
10 year 3.4917.2210.6515.16
12 year 3.0716.1710.815.98
15 year 6.9515.6610.87
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.144.0220.929.14
3 year 6.5632.1215.6618.66
5 year 126.212.7515.5
7 year 3.815.4211.8414.27
10 year 3.81811.0915.16
12 year 3.6316.8611.1915.98
15 year 7.0116.3611.19
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3722.6729.14
3 year 7.6833.371718.66
5 year 0.7127.6313.1515.5
7 year 3.7616.0112.0414.27
10 year 3.5616.9410.9415.16
12 year 3.3116.5410.9915.98
15 year 6.5616.4210.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7523.7929.14
3 year 8.0434.4617.9818.66
5 year 0.6928.6413.5315.5
7 year 3.9716.4212.3514.27
10 year 3.5317.7211.2415.16
12 year 3.116.9711.2515.98
15 year 6.6816.9611.2

Rolling return for 1 year

- Average return: 29.14% - Median return: 35.27% - Average standard deviation: 5.21

Rolling return for 3 year

- Average return: 18.66% - Median return: 18.91% - Average standard deviation: 1.75

Rolling return for 5 year

- Average return: 15.5% - Median return: 15.35% - Average standard deviation: 0.94

Rolling return for 7 year

- Average return: 14.27% - Median return: 14.08% - Average standard deviation: 0.67

Rolling return for 10 year

- Average return: 15.16% - Median return: 15.36% - Average standard deviation: 0.46

Rolling return for 12 year

- Average return: 15.98% - Median return: 15.96% - Average standard deviation: 0.42

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,04,1121,04,1128.68
3 year36,00,00046,79,89610,79,8969.14
5 year60,00,00092,08,30432,08,3048.95
7 year84,00,0001,44,17,21260,17,2128.02
10 year1,20,00,0002,69,84,3311,49,84,3318.44
12 year1,44,00,0003,78,36,3402,34,36,3408.38

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Average return (%) Fund's return (%)
1 year 5.838.68
3 year 7.359.14
5 year 7.288.95
7 year 6.368.02
10 year 5.938.44
12 year 6.098.38
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 6.798.68
3 year 7.519.14
5 year 7.258.95
7 year 6.388.02
10 year 6.158.44
12 year 6.38.38
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 7.268.68
3 year 8.259.14
5 year 7.648.95
7 year 6.588.02
10 year 6.218.44
12 year 6.368.38
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 7.478.68
3 year 8.749.14
5 year 7.978.95
7 year 6.788.02
10 year 6.438.44
12 year 6.578.38

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,04,112 - Absolute Returns: ₹1,04,112 - CAGR: 8.68%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹46,79,896 - Absolute Returns: ₹10,79,896 - CAGR: 9.14%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹92,08,304 - Absolute Returns: ₹32,08,304 - CAGR: 8.95%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,44,17,212 - Absolute Returns: ₹60,17,212 - CAGR: 8.02%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,69,84,331 - Absolute Returns: ₹1,49,84,331 - CAGR: 8.44%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,78,36,340 - Absolute Returns: ₹2,34,36,340 - CAGR: 8.38%