Taurus Ethical Fund Direct Growth

Scheme code: INF044D01CJ0 NAV value: ₹ 131.7100 NAV date: 19 March, 2026 TER: 0.64%
Fund option: Direct Fund type: Growth
Asset class: Equity Asset category: Sectoral/Thematic

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-20.7878.7313.1317.3313.63
3 year-0.6626.8015.5714.8818.78
5 year-0.2625.9715.3014.9515.46
7 year9.4719.3614.3714.4513.55
10 year11.1817.4014.7514.7214.92
12 year13.9317.1515.8815.8816.54

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6117.33
3 year 6.2830.9515.0414.88
5 year 8.3826.0214.2214.95
7 year 10.1815.6212.9314.45
10 year 11.4212.9312.1814.72
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4917.33
3 year 6.5619.6413.5714.88
5 year 9.2212.2910.7514.95
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7517.33
3 year 7.6821.4915.0614.88
5 year 10.3713.511.9314.95
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1617.33
3 year 8.0432.0317.8114.88
5 year 8.1828.6415.3414.95
7 year 10.6416.4213.7714.45
10 year 12.5614.0613.3114.72

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,82,453 - Absolute Returns: ₹82,453 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,92,583 - Absolute Returns: ₹7,92,583 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,74,426 - Absolute Returns: ₹26,74,426 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,44,99,887 - Absolute Returns: ₹60,99,887 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,66,09,742 - Absolute Returns: ₹1,46,09,742 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,69,78,635 - Absolute Returns: ₹2,25,78,635 - CAGR: %

Drawdown Metrics

Max Drawdown

-29.36 %

Drawdown Duration

1 months

Recovery Time

5 months

Avg Drawdown

-5.16 %

Calmar Ratio by Duration

1 Y

0.5903

3 Y

0.5068

5 Y

0.5092

7 Y

0.4922

10 Y

0.5014

12 Y

0.5409

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year -1.31 0.93 97.8 99.4 2.85 % 4.00 %
3 years 4.43 0.91 96.0 90.0 15.26 % 11.28 %
5 years 3.06 0.85 86.6 81.5 12.05 % 9.44 %
7 years 4.49 0.73 77.9 71.9 14.09 % 10.74 %
10 years 3.22 0.74 77.9 72.7 13.82 % 12.06 %
12 years 2.28 0.74 77.9 72.8 11.36 % 10.00 %
15 years 1.44 0.74 77.9 72.8 8.99 % 7.92 %