Should I invest in Taurus Ethical Fund - Bonus Option?

We don't give personal investment advice. Taurus Ethical Fund - Regular Plan - Bonus Option 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: 9.07%.

Taurus

Taurus Ethical Fund - Regular Plan - Bonus Option

Latest NAV

₹125.2800

As of

24 Jul 2026

4,259 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	+0.08%	-0.24%	+0.32	16 / 122	Q1
1W	-1.25%	-1.20%	-0.04	64 / 122	Q3
2W	-0.46%	-1.38%	+0.92	30 / 122	Q1
1M	+0.38%	-0.33%	+0.71	48 / 122	Q2
3M	+1.98%	+2.77%	-0.79	65 / 122	Q3
6M	+1.13%	+4.75%	-3.62	81 / 122	Q3
YTD	-3.43%	+0.21%	-3.64	78 / 122	Q3
1Y	-1.66%	+1.48%	-3.13	81 / 120	Q3
2Y	-3.38%	+1.54%	-4.92	85 / 116	Q3
3Y	+10.92%	+13.01%	-2.08	68 / 114	Q3
4Y	+11.47%	+14.55%	-3.08	75 / 106	Q3
5Y	+9.07%	+11.72%	-2.65	74 / 104	Q3
7Y	+14.41%	+14.88%	-0.47	51 / 99	Q3
10Y	+11.95%	+11.23%	+0.72	47 / 93	Q3
Inception	+15.70%	+10.97%	+4.74	20 / 122	Q1

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	-3.43%	+0.11%	-3.54	75 / 118
2025	+0.01%	+3.20%	-3.19	60 / 115
2024	+18.67%	+19.60%	-0.93	56 / 113
2023	+28.07%	+31.56%	-3.49	60 / 108
2022	-2.31%	+2.19%	-4.50	66 / 104
2021	+28.23%	+32.41%	-4.18	58 / 102
2020	+27.81%	+18.32%	+9.49	21 / 100
2019	+4.01%	+5.50%	-1.49	49 / 97
2018	-0.77%	-10.07%	+9.30	18 / 94
2017	+29.85%	+30.10%	-0.25	53 / 93
2016	-2.50%	-0.25%	-2.25	50 / 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

+14.64%

199 windows

min -16.5% · max 111.7%

75% positive

3-Year rolling

+13.43%

175 windows

min -2.3% · max 29.6%

98% positive

5-Year rolling

+13.70%

150 windows

min 0.6% · max 23.6%

100% positive

7-Year rolling

+12.90%

126 windows

min 8.4% · max 21.0%

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

12.11%

3-year · annualised

Sharpe ratio

0.40

vs risk-free 6.5%

Sortino ratio

0.67

Downside-only deviation

Max drawdown

-21.18%

Sep 2024 → Apr 2025

% positive months

63.9%

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	₹17.7760	24 Jul 2026
Nippon India Japan Equity Fund- Growth Plan- Bonus Option	Nippon India	₹27.1441	24 Jul 2026
SBI COMMA Fund - REGULAR PLAN - Growth	SBI	₹114.8349	24 Jul 2026
ICICI Prudential Active Momentum Fund - Growth	ICICI Prudential	₹10.5800	24 Jul 2026
Franklin Asian Equity Fund - Growth Plan	Franklin Templeton	₹43.3220	24 Jul 2026
Franklin India Multi-Factor Fund- Growth	Franklin India	₹9.3942	24 Jul 2026
Kotak Infrastructure & Economic Reform Fund - Standard Plan-Growth	Kotak	₹68.1110	24 Jul 2026
CANARA ROBECO INFRASTRUCTURE FUND - REGULAR PLAN - GROWTH OPTION	Canara Robeco	₹166.1100	24 Jul 2026
UTI - MNC Fund - Regular Plan - Growth Option	UTI	₹392.8627	24 Jul 2026
Aditya Birla Sun Life Consumption Fund -Regular - IDCW	Birla Sun Life	₹35.4300	24 Jul 2026

Recent NAVs

Date	NAV
24 Jul 2026	₹125.2800
23 Jul 2026	₹125.1800
22 Jul 2026	₹125.8900
21 Jul 2026	₹126.9800
20 Jul 2026	₹127.1800
17 Jul 2026	₹126.8600
16 Jul 2026	₹126.4300
15 Jul 2026	₹125.9100
14 Jul 2026	₹125.7500
13 Jul 2026	₹126.4900

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 24 Jul 2026, the NAV of Taurus Ethical Fund - Regular Plan - Bonus Option is ₹125.2800. 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 Fund - Regular Plan - Bonus Option 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 Fund - Regular Plan - Bonus Option 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 - Regular Plan - Bonus Option has delivered a absolute return of -1.66% — -3.13 pp behind the Sectoral/Thematic Fund category average of 1.48%. The fund ranks #81 of 120 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Taurus Ethical Fund - Regular Plan - Bonus Option has delivered a CAGR of 10.92% — -2.08 pp behind the Sectoral/Thematic Fund category average of 13.01%. The fund ranks #68 of 114 in its category — the third (Q3) quartile.

Over the trailing 5-year window, Taurus Ethical Fund - Regular Plan - Bonus Option has delivered a CAGR of 9.07% — -2.65 pp behind the Sectoral/Thematic Fund category average of 11.72%. The fund ranks #74 of 104 in its category — the third (Q3) quartile.

₹1 lakh invested in Taurus Ethical Fund - Regular Plan - Bonus Option exactly 10 years ago would be worth approximately ₹309,182 today — a multiplier of 3.09×, based on the 10-year CAGR of 11.95%. The category average over the same window would have grown ₹1 lakh to ₹289,792.

A ₹10,000 monthly SIP in Taurus Ethical Fund - Regular Plan - Bonus Option over the last 5 years — total invested ₹600,000 — would be worth ₹741,600 today. That's an XIRR (money-weighted annualised return) of 8.41%.

A ₹10,000 monthly SIP for 10 years in Taurus Ethical Fund - Regular Plan - Bonus Option = ₹1,200,000 invested. It would currently be worth ₹2,252,945 (multiplier 1.88×). XIRR: 12.10%. 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 - Regular Plan - Bonus Option 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 11.72%; this fund delivered 9.07%.

The worst peak-to-trough decline Taurus Ethical Fund - Regular Plan - Bonus Option 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 Fund - Regular Plan - Bonus Option averaged 13.70% (best 23.58%, worst 0.59%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.24 — weak risk-adjusted performance.

In calendar year 2025, Taurus Ethical Fund - Regular Plan - Bonus Option returned 0.01% — lagging the Sectoral/Thematic Fund category average of 3.20% by 3.19 pp. It ranked #60 of 115 in its category that year.

Taurus Ethical Fund - Regular Plan - Bonus Option 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 - Regular Plan - Bonus Option 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: 9.07%.

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