MF Gyan
sectorHigh risk14 years oldSteady vs its 3-year pace

Taurus Ethical Fund - Direct Plan - Growth

Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings. From Taurus Mutual Fund. It's been running since 2 Jan 2013.

Latest price per unit
₹146.88
▼ 0.24% today
As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹1.04 L
▲ ₹3.5k gain · 3.5% / year
Invested 3 years ago
₹1.37 L
▲ ₹36.9k gain · 11.0% / year
Invested 5 years ago
₹1.63 L
▲ ₹62.8k gain · 10.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹1.93 L
Gain / loss+₹13.2k
XIRR (annualised)4.92%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹1.94 L
Projected gain*+₹14.3k
*at this fund's historical rate of 4.92% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 363 other funds in Equity Scheme - Sectoral/ Thematic

Same plan
1-year return
3.55%median 6.52% (-2.97%)
Rank #220 of 364Beats 34% of peers
3-year return
11.03%median 13.63% (-2.60%)
Rank #141 of 364Beats 35% of peers
5-year return
10.24%median 11.94% (-1.70%)
Rank #96 of 364Beats 42% of peers
Bumpiness (3Y)
13.81%median 15.58% (-1.77%)
Rank #88 of 364Less risky than 76% of peers
Worst-ever drop
-29.36%median -25.20% (-4.16%)
Rank #148 of 364Less risky than 60% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 5 of last 7 years were positive.

+29%
2020
+29%
2021
-2%
2022
+30%
2023
+20%
2024
+1%
2025
-0%
2026
Best year
2023 · 29.63%
Worst year
2022 · -1.88%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
13.8%

The value swings roughly 14% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-29.36%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Taurus Ethical Fund - Direct Plan - Growth against other sector funds.

Technical details (for the pros)
CAGR — 1 year3.55%
CAGR — 3 years11.03%
CAGR — 5 years10.24%
CAGR — since launch14.29%
Volatility — 1 year (annualised)13.23%
Volatility — 3 years (annualised)13.81%
Max drawdown — 1 year-12.93%
Max drawdown — 3 years-20.62%
Sharpe ratio — 1 year (rf=6%)-0.18
Sharpe ratio — 3 years (rf=6%)0.35

Fund info

Fund house
Taurus Mutual Fund
Category
Equity Scheme - Sectoral/ Thematic
Plan
Direct
Option
Growth
ISIN (Growth)
INF044D01CJ0
ISIN (Div re-invest)
—
Fund code
118876
First price on record
2 Jan 2013 · 3,364 daily prices

About Taurus Ethical Fund - Direct Plan - Growth

Taurus Ethical Fund - Direct Plan - Growth is a Equity Scheme - Sectoral/ Thematic offered by Taurus Mutual Fund under the Direct plan with the Growth option. It has approximately 14 years of NAV track record. The fund falls in the sector category — Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

The current NAV of Taurus Ethical Fund - Direct Plan - Growth is ₹146.8800 (as of 1 Sep 2026). Historically, it has delivered 3.55% over the last year, 11.03% CAGR over 3 years, 10.24% CAGR over 5 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 13.8% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 29.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Taurus Ethical Fund - Direct Plan - Growth?+

The latest NAV of Taurus Ethical Fund - Direct Plan - Growth is ₹146.8800 as of 1 Sep 2026, down 0.24% from the previous day. NAV is updated once a business day after the market close.

What are the returns of Taurus Ethical Fund - Direct Plan - Growth?+

Taurus Ethical Fund - Direct Plan - Growth has delivered 1-year return 3.55%, 3-year CAGR 11.03%, 5-year CAGR 10.24%, since-inception CAGR 14.29%. Returns are historical and don't predict future performance — markets move in cycles.

What category does Taurus Ethical Fund - Direct Plan - Growth belong to?+

Taurus Ethical Fund - Direct Plan - Growth is categorised as Equity Scheme - Sectoral/ Thematic. Invests only in one industry or theme (like banking, pharma, tech). Highly concentrated — bigger swings.

How risky is Taurus Ethical Fund - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 13.8%, Taurus Ethical Fund - Direct Plan - Growth sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Taurus Ethical Fund - Direct Plan - Growth a direct plan?+

Taurus Ethical Fund - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Taurus Ethical Fund - Direct Plan - Growth?+

Taurus Ethical Fund - Direct Plan - Growth has NAV history available from 2 Jan 2013 — approximately 14 years of track record and 3,364 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.