sectorHigh risk

Taurus Ethical Fund - Direct Plan - Income Distribution cum Capital Withdrawal

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

₹98.60

▼ 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

▲ ₹3.6k gain · 3.6% / 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.

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

-29.34%

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

Technical details (for the pros)

CAGR — 1 year3.55%

CAGR — 3 years11.04%

CAGR — 5 years10.24%

CAGR — since launch14.24%

Volatility — 1 year (annualised)13.23%

Volatility — 3 years (annualised)13.81%

Max drawdown — 1 year-12.92%

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: IDCW
ISIN (Growth): INF044D01CK8
ISIN (Div re-invest): INF044D01CL6
Fund code: 118877
First price on record: 2 Jan 2013 · 3,364 daily prices

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.