Equity Scheme - Sectoral/ ThematicTaurus Mutual Fund

Taurus Ethical Fund - Direct Plan - Growth

₹141.7000▼ 0.0900 (0.06%)

Scheme Type

Open Ended Schemes

NAV History

-3.08%

365 data points · Period:1Y

Returns

CAGR

—

Returns over 1Y are annualized (CAGR). Past performance ≠ future results.

Growth of ₹10,000

Hypothetical

1Y Ago

₹9,692

-3.1%

3Y Ago

₹15,448

+54.5%

5Y Ago

₹27,483

+174.8%

Past performance ≠ future results

Fund Analytics

Score: 56.3 / 100

Performance

Total Returns

Simple return over period

+1.42%

CAGR

Compound annual growth rate

+1.42%

Growth of ₹10K

Hypothetical investment value

₹10,142

SIP XIRR

SIP internal rate of return

-0.93%

Risk

Volatility (Ann.)

Std deviation of returns

12.13%LOW

Max Drawdown

Worst peak-to-trough

-10.49%

Sharpe Ratio

Risk-adjusted return

-0.38POOR

Sortino Ratio

Downside risk-adjusted return

-0.54POOR

Benchmark

Beta

Market sensitivity

0.87DEF

Alpha

Excess return vs benchmark

+3.78%

Tracking Error

Deviation from benchmark

6.83%

Information Ratio

Alpha per unit tracking error

0.55

Treynor Ratio

Return per unit systematic risk

-5.27

Capture

Upside Capture

Participation in market gains

97.67%

Downside Capture

Participation in market losses

85.78%

Rolling Returns

1Y Rolling CAGR

Avg 18.9% (-10.6% – 58.4%)

Risk-free rate: 6% (10Y G-Sec) · Benchmark: Nifty BeES ETF · As of 2026-05-22

vs Nifty 50

Pre-computed

PeriodFundNifty 50Alpha

1Y+1.4%-3.6%

+3.8%

3Y+15.8%+9.9%

+6.3%

5Y+12.1%+10.4%

+2.4%

Beta

1Y:0.873Y:0.895Y:0.85

Outperforming the Nifty 50 index

Pre-computed metrics. Benchmark: Nippon India ETF Nifty BeES. Alpha = Fund CAGR − Index CAGR.

SIP Calculator

Auto-filled

Monthly

₹500₹1L

Period

Return (%)•

Invested

₹3,00,000

Wealth Gained

₹1,61,247

Total Value

₹4,61,247

*Based on historical CAGR. Projections are illustrative, not guaranteed