Should I invest in Taurus Ethical Dividend Plan?

We don't give personal investment advice. Taurus Ethical Dividend Plan is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.2%. 5-year CAGR: 9.33%.

Taurus

Taurus Ethical Dividend Plan

Latest NAV

₹82.4600

As of

10 Jun 2026

4,228 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.87%	+0.52%	-1.39	116 / 122	Q4
1W	-1.47%	-0.65%	-0.82	102 / 122	Q4
2W	-3.11%	-1.97%	-1.14	107 / 122	Q4
1M	-2.98%	-1.57%	-1.40	105 / 122	Q4
3M	+1.53%	+2.70%	-1.17	64 / 122	Q3
6M	-4.35%	-1.28%	-3.07	68 / 122	Q3
YTD	-5.99%	-2.48%	-3.50	74 / 122	Q3
1Y	-4.59%	-0.10%	-4.50	78 / 120	Q3
2Y	-1.48%	+2.58%	-4.06	76 / 116	Q3
3Y	+12.53%	+14.25%	-1.73	66 / 112	Q3
4Y	+11.61%	+14.89%	-3.29	74 / 105	Q3
5Y	+9.33%	+11.91%	-2.58	74 / 104	Q3
7Y	+13.17%	+13.71%	-0.54	51 / 99	Q3
10Y	+12.19%	+11.54%	+0.64	46 / 93	Q2
Inception	+13.04%	+10.71%	+2.33	38 / 122	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-5.99%	-2.67%	-3.31	70 / 118
2025	+0.01%	+3.20%	-3.19	59 / 115
2024	+18.67%	+19.60%	-0.94	58 / 113
2023	+28.06%	+31.56%	-3.50	62 / 108
2022	-2.32%	+2.19%	-4.51	67 / 104
2021	+28.25%	+32.41%	-4.16	57 / 102
2020	+27.90%	+18.32%	+9.58	19 / 100
2019	+4.02%	+5.50%	-1.48	48 / 97
2018	-0.76%	-10.07%	+9.31	16 / 94
2017	+29.87%	+30.10%	-0.23	52 / 93
2016	-2.51%	-0.25%	-2.26	52 / 93

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+12.99%

198 windows

min -22.4% · max 61.7%

71% positive

3-Year rolling

+12.46%

173 windows

min -5.4% · max 25.3%

90% positive

5-Year rolling

+13.10%

149 windows

min 1.5% · max 23.3%

100% positive

7-Year rolling

+12.37%

125 windows

min 6.1% · max 17.7%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

14.20%

3-year · annualised

Sharpe ratio

0.47

vs risk-free 6.5%

Sortino ratio

0.84

Downside-only deviation

Max drawdown

-21.18%

Sep 2024 → Apr 2025

% positive months

55.6%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Sectoral/Thematic Fund

Scheme	Fund house	NAV	As of
HDFC Banking & Financial Services Fund - Growth Option	HDFC	₹16.9470	10 Jun 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹26.7441	10 Jun 2026
Magnum Equity Fund -Dividend	SBI	₹71.3828	10 Jun 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.4100	10 Jun 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.4784	10 Jun 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.1874	10 Jun 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹65.7260	10 Jun 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹63.3900	10 Jun 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹382.5913	10 Jun 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹62.3900	10 Jun 2026

Recent NAVs

Date	NAV
10 Jun 2026	₹82.4600
9 Jun 2026	₹83.1800
8 Jun 2026	₹82.5100
5 Jun 2026	₹83.7300
4 Jun 2026	₹84.0300
3 Jun 2026	₹83.6900
2 Jun 2026	₹84.7600
1 Jun 2026	₹83.8700
29 May 2026	₹84.2000
27 May 2026	₹85.1100

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 10 Jun 2026, the NAV of Taurus Ethical Dividend Plan is ₹82.4600. It's a Sectoral/Thematic Fund from Taurus, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Ethical Dividend Plan has NAV history starting from 06 Apr 2009, a track record of about 17 years 2 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

Taurus Ethical Dividend Plan is managed by Taurus. It's classified by AMFI under the 'Sectoral/Thematic Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Taurus Ethical Dividend Plan has delivered a absolute return of -4.59% — -4.5 pp behind the Sectoral/Thematic Fund category average of -0.10%. The fund ranks #78 of 120 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Taurus Ethical Dividend Plan has delivered a CAGR of 12.53% — -1.73 pp behind the Sectoral/Thematic Fund category average of 14.25%. The fund ranks #66 of 112 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Taurus Ethical Dividend Plan has delivered a CAGR of 9.33% — -2.58 pp behind the Sectoral/Thematic Fund category average of 11.91%. The fund ranks #74 of 104 in its category — the third (Q3) quartile.

₹1 lakh invested in Taurus Ethical Dividend Plan exactly 10 years ago would be worth approximately ₹315,818 today — a multiplier of 3.16×, based on the 10-year CAGR of 12.19%. The category average over the same window would have grown ₹1 lakh to ₹298,137.

A ₹10,000 monthly SIP in Taurus Ethical Dividend Plan over the last 5 years — total invested ₹600,000 — would be worth ₹724,530 today. That's an XIRR (money-weighted annualised return) of 7.47%.

A ₹10,000 monthly SIP for 10 years in Taurus Ethical Dividend Plan = ₹1,200,000 invested. It would currently be worth ₹2,207,157 (multiplier 1.84×). XIRR: 11.71%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Ethical Dividend Plan ranks #74 out of 104 funds in the Sectoral/Thematic Fund category — that places it in the third quartile (Q3) — below the median. The category average return over the same window is 11.91%; this fund delivered 9.33%.

The worst peak-to-trough decline Taurus Ethical Dividend Plan has experienced over the last 5-year window is 21.18% — its NAV fell from a high on 27 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Taurus Ethical Dividend Plan averaged 13.10% (best 23.26%, worst 1.51%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.25 — weak risk-adjusted performance.

In calendar year 2025, Taurus Ethical Dividend Plan returned 0.01% — lagging the Sectoral/Thematic Fund category average of 3.20% by 3.19 pp. It ranked #59 of 115 in its category that year.

Taurus Ethical Dividend Plan is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. Taurus Ethical Dividend Plan is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 21.2%. 5-year CAGR: 9.33%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.