Taurus Ethical Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation17.8%
Sharpe Ratio-0.20
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Reliance Industries LtdEnergy & Infra8.88%
Net Receivable / PayableUtilities7.77%
Narayana Hrudayalaya LtdServices4.37%
Infosys LtdTechnology4.08%
Tata Consultancy Services LtdTechnology3.90%
Bharat Petroleum Corp LtdEnergy & Infra3.83%
Polycab India LtdCapital Goods3.43%
Mahindra & Mahindra LtdConsumers3.00%
Hindustan Unilever LtdConsumers2.78%
Asian Paints LtdCapital Goods2.48%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.39%
Regulatory & Tax Information
INF044D01823
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)