Should I invest in Taurus Ethical Fund?

We don't give personal investment advice. Taurus Ethical Fund - Direct Plan - Growth 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: 20.6%. 5-year CAGR: 10.82%.

Taurus

Taurus Ethical Fund - Direct Plan - Growth

Latest NAV

₹144.9700

As of

17 Jul 2026

3,333 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.

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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	+0.35%	-0.05%	+0.39	71 / 258	Q2
1W	+0.82%	-0.18%	+1.00	17 / 258	Q1
2W	+1.29%	-0.17%	+1.46	31 / 259	Q1
1M	+0.78%	+1.63%	-0.85	188 / 259	Q3
3M	+1.91%	+4.83%	-2.91	193 / 259	Q3
6M	+0.35%	+4.61%	-4.26	168 / 250	Q3
YTD	-1.43%	+2.98%	-4.41	179 / 247	Q3
1Y	-0.61%	+5.46%	-6.07	182 / 235	Q4
2Y	-1.61%	+4.09%	-5.70	158 / 187	Q4
3Y	+12.59%	+15.93%	-3.34	108 / 148	Q3
4Y	+13.90%	+17.58%	-3.69	93 / 121	Q4
5Y	+10.82%	+13.72%	-2.90	90 / 110	Q4
7Y	+15.88%	+17.79%	-1.91	60 / 91	Q3
10Y	+13.48%	+14.89%	-1.41	54 / 76	Q3
Inception	+14.31%	+12.07%	+2.24	115 / 259	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	-1.43%	+3.40%	-4.83	178 / 244
2025	+1.42%	+4.41%	-2.99	128 / 208
2024	+20.15%	+23.18%	-3.03	93 / 155
2023	+29.63%	+33.51%	-3.88	74 / 127
2022	-1.35%	+4.32%	-5.67	79 / 116
2021	+29.39%	+34.43%	-5.04	61 / 104
2020	+29.34%	+21.19%	+8.15	21 / 94
2019	+5.09%	+9.30%	-4.21	57 / 85
2018	-0.02%	-5.36%	+5.34	23 / 77
2017	+30.87%	+35.61%	-4.74	51 / 76
2016	-1.51%	+4.98%	-6.49	55 / 76

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

+17.13%

153 windows

min -15.8% · max 60.2%

82% positive

3-Year rolling

+15.05%

129 windows

min 3.0% · max 24.9%

100% positive

5-Year rolling

+14.87%

105 windows

min 2.0% · max 25.3%

100% positive

7-Year rolling

+14.52%

80 windows

min 10.3% · max 19.2%

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

13.36%

3-year · annualised

Sharpe ratio

0.48

vs risk-free 6.5%

Sortino ratio

0.80

Downside-only deviation

Max drawdown

-20.62%

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 - Direct Plan	HDFC	₹19.7420	17 Jul 2026
Nippon India Active Momentum Fund-Direct Plan - Growth Option	Nippon India	₹13.0154	17 Jul 2026
ICICI Prudential Active Momentum Fund - Direct Plan - Growth	ICICI Prudential	₹10.8700	17 Jul 2026
Invesco India Business Cycle Fund - Direct Plan - Growth	Invesco	₹14.5000	17 Jul 2026
Bandhan Business Cycle Fund - Direct Plan - Growth	Bandhan	₹10.1960	17 Jul 2026
quant BFSI Fund - Growth Option - Direct Plan	Quant	₹22.0723	17 Jul 2026
QUANTUM ESG BEST IN CLASS STRATEGY FUND - DIRECT PLAN - GROWTH OPTION	Quantum	₹24.7900	17 Jul 2026
Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth	Aditya Birla Sun Life	₹72.8200	17 Jul 2026
Motilal Oswal Active Momentum Fund- Direct-Growth	Motilal Oswal	₹13.5242	17 Jul 2026
Franklin India Multi-Factor Fund- Direct- Growth	Franklin India	₹9.6426	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹144.9700
16 Jul 2026	₹144.4700
15 Jul 2026	₹143.8700
14 Jul 2026	₹143.6900
13 Jul 2026	₹144.5200
10 Jul 2026	₹143.7900
9 Jul 2026	₹141.9700
8 Jul 2026	₹140.8400
7 Jul 2026	₹143.5800
6 Jul 2026	₹143.4800

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 Fund - Direct Plan - Growth is ₹144.9700. It's a Sectoral/Thematic Fund from Taurus, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Taurus Ethical Fund - Direct Plan - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Taurus Ethical Fund - Direct Plan - Growth 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 Fund - Direct Plan - Growth has delivered a absolute return of -0.61% — -6.07 pp behind the Sectoral/Thematic Fund category average of 5.46%. The fund ranks #182 of 235 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Taurus Ethical Fund - Direct Plan - Growth has delivered a CAGR of 12.59% — -3.34 pp behind the Sectoral/Thematic Fund category average of 15.93%. The fund ranks #108 of 148 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Taurus Ethical Fund - Direct Plan - Growth has delivered a CAGR of 10.82% — -2.9 pp behind the Sectoral/Thematic Fund category average of 13.72%. The fund ranks #90 of 110 in its category — the bottom (Q4) quartile.

₹1 lakh invested in Taurus Ethical Fund - Direct Plan - Growth exactly 10 years ago would be worth approximately ₹354,277 today — a multiplier of 3.54×, based on the 10-year CAGR of 13.48%. The category average over the same window would have grown ₹1 lakh to ₹400,745.

A ₹10,000 monthly SIP in Taurus Ethical Fund - Direct Plan - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹773,065 today. That's an XIRR (money-weighted annualised return) of 10.07%.

A ₹10,000 monthly SIP for 10 years in Taurus Ethical Fund - Direct Plan - Growth = ₹1,200,000 invested. It would currently be worth ₹2,440,038 (multiplier 2.03×). XIRR: 13.59%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, Taurus Ethical Fund - Direct Plan - Growth ranks #90 out of 110 funds in the Sectoral/Thematic Fund category — that places it in the bottom quartile (Q4) — material underperformance. The category average return over the same window is 13.72%; this fund delivered 10.82%.

The worst peak-to-trough decline Taurus Ethical Fund - Direct Plan - Growth has experienced over the last 5-year window is 20.62% — 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 Fund - Direct Plan - Growth averaged 14.87% (best 25.28%, worst 2.01%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.33 — weak risk-adjusted performance.

In calendar year 2025, Taurus Ethical Fund - Direct Plan - Growth returned 1.42% — lagging the Sectoral/Thematic Fund category average of 4.41% by 2.99 pp. It ranked #128 of 208 in its category that year.

Taurus Ethical Fund - Direct Plan - Growth 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 Fund - Direct Plan - Growth 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: 20.6%. 5-year CAGR: 10.82%.

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

Taurus Ethical Fund - Direct Plan - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Sectoral/Thematic Fund

Recent NAVs

Frequently asked questions

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