Taurus Ethical Fund Direct Growth

Scheme code: INF044D01CJ0 NAV value: ₹ 135.7700 NAV date: 7 May, 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 -4.5637.5315.5129.14
3 year 6.2833.3215.7918.66
5 year 3.5426.0213.515.5
7 year 3.3315.6211.7114.27
10 year 3.4917.2210.615.16
12 year 3.0716.1710.8415.98
15 year 6.9515.6610.88
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -57.24250.45139.0629.14
3 year 9.0858.729.3118.66
5 year 3.674818.0415.5
7 year 3.831.0314.1414.27
10 year 3.828.9312.3915.16
12 year 3.6326.6512.5915.98
15 year 7.0132.2612.89
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -6.4946.3720.7629.14
3 year 7.6833.3717.0918.66
5 year 2.3527.6313.5115.5
7 year 3.7616.0112.0714.27
10 year 3.5616.9410.9215.16
12 year 3.3116.5411.0115.98
15 year 6.5616.4210.96
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.6947.7519.6829.14
3 year 8.0434.4618.2618.66
5 year 3.3728.6414.2115.5
7 year 3.9716.4212.4114.27
10 year 3.5317.7211.2215.16
12 year 3.116.9711.3115.98
15 year 6.6816.9611.22

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 4.98.68
3 year 7.39.14
5 year 7.488.95
7 year 6.398.02
10 year 5.958.44
12 year 6.118.38
NIFTY 100
Duration Average return (%) Fund's return (%)
1 year 44.028.68
3 year 20.649.14
5 year 138.95
7 year 9.488.02
10 year 7.998.44
12 year 8.128.38
NIFTY 200
Duration Average return (%) Fund's return (%)
1 year 6.358.68
3 year 8.229.14
5 year 7.778.95
7 year 6.68.02
10 year 6.238.44
12 year 6.378.38
NIFTY 500
Duration Average return (%) Fund's return (%)
1 year 5.588.68
3 year 8.719.14
5 year 8.228.95
7 year 6.828.02
10 year 6.478.44
12 year 6.68.38

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%