Taurus Ethical Fund Direct-Growth
Equity: Thematic-Other - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Thematic-OtherBenchmark: BSE 500 Shariah Total Return Index
NAV: ₹143.2+0.08%
24 Jul 2026
Similar Funds
Side-by-side comparison of Taurus Ethical Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | -0.22% | 2.83% | 25 / 39 |
| 3Y Return | +12.59% | 16.20% | 12 / 17 |
| 5Y Return | +10.46% | 14.65% | 12 / 13 |
| 10Y Return | +13.16% | 14.31% | 4 / 5 |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Equity: Thematic-Other
Top funds by AUM in the Equity: Thematic-Other category — see how Taurus Ethical Fund Direct-Growth compares on size and returns.
Frequently Asked Questions
Which funds are similar to Taurus Ethical Fund Direct-Growth?
Funds similar to Taurus Ethical Fund Direct-Growth in the Equity: Thematic-Other category include ICICI Prudential India Opportunities Fund Direct-Growth, HDFC Defence Fund Direct-Growth, and Franklin India Opportunities Direct Fund-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of Taurus Ethical Fund Direct-Growth in its category?
On a 3-year return basis Taurus Ethical Fund Direct-Growth is ranked 12 out of 17 funds in the Equity: Thematic-Other category as of 23 Jul 2026. On a 5-year return basis it ranks 12 out of 13. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does Taurus Ethical Fund Direct-Growth's expense ratio compare to similar funds?
Taurus Ethical Fund Direct-Growth has an expense ratio of 1.33%. The peers ICICI Prudential India Opportunities Fund Direct-Growth has an expense ratio of 0.92% and HDFC Defence Fund Direct-Growth has 0.90%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does Taurus Ethical Fund Direct-Growth's AUM compare to similar funds?
Taurus Ethical Fund Direct-Growth has an AUM of ₹406.25 crore. The peers ICICI Prudential India Opportunities Fund Direct-Growth has an AUM of ₹37,256.8 crore and HDFC Defence Fund Direct-Growth has ₹10,529.2 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Thematic-Other?
The top performing fund in the Equity: Thematic-Other category on a 3-year basis is HDFC Defence Fund Direct-Growth with a CAGR of 40.95% as of 23 Jul 2026. Taurus Ethical Fund Direct-Growth has delivered 12.59% CAGR over the same period, ranking 12 out of 17 funds. You can view and compare the full category ranking on sharpely.
How does Taurus Ethical Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, Taurus Ethical Fund Direct-Growth has a Sharpe ratio of 0.48 compared to the Equity: Thematic-Other average of 0.66 as of 23 Jul 2026. It ranks 14 out of 18 funds in its category on Sharpe ratio.