Taurus Ethical IDCW-R

Taurus Ethical IDCW-R Fund Details and Key Information

Taurus Ethical IDCW-R is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹394.59 Cr

• Expense Ratio: 2.10%

• Cash Holding: 2.71%

• Plan Type: Growth

• Benchmark: BSE 500 Shariah TR INR

• Launch Date: 2009-04-06

• Exit Load: 1.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Taurus Ethical IDCW-R Returns and Performance

Taurus Ethical IDCW-R has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: -3.88%

• 3 Months: -0.06%

• 6 Months: -4.78%

• 1 Year: -3.55%

• 3 Years: 0.43%

• 5 Years: 0.57%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Taurus Ethical IDCW-R Risk Level and Volatility

Understanding risk is important before investing. Taurus Ethical IDCW-R falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Taurus Ethical IDCW-R Portfolio Allocation

The asset allocation of Taurus Ethical IDCW-R shows how investments are distributed across asset classes.

• Equity Allocation: 97.29%

• Cash Allocation: 2.71%

This allocation plays a key role in determining the fund’s risk and return profile.

Taurus Ethical IDCW-R Sector Allocation

Taurus Ethical IDCW-R diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 9.22%

• Communication Services: 0.86%

• Consumer Cyclical: 10.71%

• Consumer Defensive: 7.25%

• Energy: 13.82%

• Healthcare: 11.55%

• Industrials: 13.13%

• Technology: 27.65%

• Utilities: 3.11%

Sector allocation data helps investors understand which industries the fund is focusing on.

Taurus Ethical IDCW-R Fund House

Taurus Ethical IDCW-R is managed by:

AMC Name: Taurus Asset Management Company Limited

A strong fund house with a proven track record can improve investor confidence.

Taurus Ethical IDCW-R Minimum Investment

Investors can start investing in Taurus Ethical IDCW-R with:

Minimum Investment: ₹500

This makes the fund accessible for both beginners and experienced investors.