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: 9.47%.

Taurus

Taurus Ethical Dividend Plan

Latest NAV

₹85.7700

As of

17 Jul 2026

4,254 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	+0.34%	-0.07%	+0.41	37 / 122	Q2
1W	+0.80%	-0.15%	+0.95	9 / 122	Q1
2W	+1.24%	-0.13%	+1.37	12 / 122	Q1
1M	+0.66%	+1.33%	-0.67	79 / 122	Q3
3M	+1.55%	+3.32%	-1.77	78 / 122	Q3
6M	-0.38%	+2.87%	-3.25	76 / 122	Q3
YTD	-2.21%	+1.43%	-3.64	79 / 122	Q3
1Y	-2.04%	+2.53%	-4.57	82 / 120	Q3
2Y	-2.95%	+1.69%	-4.64	85 / 116	Q3
3Y	+11.11%	+13.72%	-2.61	73 / 114	Q3
4Y	+12.43%	+15.46%	-3.02	74 / 106	Q3
5Y	+9.47%	+12.16%	-2.70	73 / 104	Q3
7Y	+14.57%	+15.00%	-0.43	50 / 99	Q3
10Y	+12.28%	+11.50%	+0.78	45 / 93	Q2
Inception	+13.22%	+11.17%	+2.05	36 / 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	-2.21%	+1.37%	-3.58	76 / 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

+13.05%

199 windows

min -25.1% · max 60.6%

72% positive

3-Year rolling

+12.66%

175 windows

min -5.8% · max 25.8%

91% positive

5-Year rolling

+13.09%

150 windows

min 1.2% · max 23.8%

100% positive

7-Year rolling

+12.43%

126 windows

min 6.2% · max 17.9%

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

13.38%

3-year · annualised

Sharpe ratio

0.38

vs risk-free 6.5%

Sortino ratio

0.62

Downside-only deviation

Max drawdown

-21.18%

Sep 2024 → Apr 2025

% positive months

58.3%

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	₹18.4020	17 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.0439	17 Jul 2026
Magnum Equity Fund -Dividend	SBI	₹75.2678	17 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.7400	17 Jul 2026
Franklin Asian Equity Fund - Dividend Plan	Franklin Templeton	₹20.5340	17 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.5442	17 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.7640	17 Jul 2026
Canara Robeco Infrastructure-DIVIDEND	Canara Robeco	₹64.5500	17 Jul 2026
UTI - MNC Fund (UGS 10000)-Growth Option	UTI	₹397.9086	17 Jul 2026
BANK OF INDIA Manufacturing & Infrastructure Fund-Growth	Bank of India	₹66.3400	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹85.7700
16 Jul 2026	₹85.4800
15 Jul 2026	₹85.1300
14 Jul 2026	₹85.0200
13 Jul 2026	₹85.5200
10 Jul 2026	₹85.0900
9 Jul 2026	₹84.0200
8 Jul 2026	₹83.3600
7 Jul 2026	₹84.9800
6 Jul 2026	₹84.9200

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 17 Jul 2026, the NAV of Taurus Ethical Dividend Plan is ₹85.7700. 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 3 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 -2.04% — -4.57 pp behind the Sectoral/Thematic Fund category average of 2.53%. The fund ranks #82 of 120 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Taurus Ethical Dividend Plan has delivered a CAGR of 11.11% — -2.61 pp behind the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #73 of 114 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Taurus Ethical Dividend Plan has delivered a CAGR of 9.47% — -2.7 pp behind the Sectoral/Thematic Fund category average of 12.16%. The fund ranks #73 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 ₹318,491 today — a multiplier of 3.18×, based on the 10-year CAGR of 12.28%. The category average over the same window would have grown ₹1 lakh to ₹297,061.

A ₹10,000 monthly SIP in Taurus Ethical Dividend Plan over the last 5 years — total invested ₹600,000 — would be worth ₹745,251 today. That's an XIRR (money-weighted annualised return) of 8.60%.

A ₹10,000 monthly SIP for 10 years in Taurus Ethical Dividend Plan = ₹1,200,000 invested. It would currently be worth ₹2,272,907 (multiplier 1.89×). XIRR: 12.27%. 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 #73 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 12.16%; this fund delivered 9.47%.

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 13.09% (best 23.84%, worst 1.16%). 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: 9.47%.

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