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Taurus Ethical Fund - Regular Plan - Bonus Option

Taurus · International
High
₹124.62
Current NAV
25 Jun 2026
28.7%
1Y Return
10.7%
3Y CAGR
18.7%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Very large asset base (AUM: ₹10,220 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the International mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.27%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.67
Sharpe Ratio
1.47
Beta
1.67
Alpha
0.85
Sortino
Fund Details
Fund House Taurus
Category International
AUM ₹10220 Cr
Expense Ratio 2.27%
Min SIP ₹500
Min Lumpsum ₹1000
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