Taurus Ethical Fund

Review Date: 03-04-2025

Beginning of Analysis

Taurus Ethical Fund is the 17th ranked fund in the Sectoral/ Thematic Fund category. The category has total 20 funds. The Taurus Ethical Fund has shown a poor past performence in Sectoral/ Thematic Fund. The fund has a Jensen Alpha of 0.15% which is lower than the category average of 1.92%, showing poor performance. The fund has a Sharpe Ratio of 0.35 which is lower than the category average of 0.47.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Sectoral/Thematic Mutual Funds are ideal for aggressive investors seeking high returns by investing in a specific sector or theme. These funds offer targeted exposure to sectors like banking, technology, or themes like infrastructure and ESG, allowing investors to capitalize on the growth potential of these segments. However, they carry higher risks due to their concentrated exposure and are heavily dependent on the performance of the chosen sector or theme. Investors should have a long-term investment horizon, a high risk tolerance, and a good understanding of the sector or theme before investing in these funds. Additionally, timing the market and monitoring sectoral trends are crucial for success.

Taurus Ethical Fund Return Analysis

• The fund has given a return of 5.12%, -8.51 and -13.84 in last one, three and six months respectively. In the same period the category average return was 7.22%, -7.98% and -11.28% respectively.
• Taurus Ethical Fund has given a return of 1.08% in last one year. In the same period the Nifty 500 TRI return was 4.09%. The fund has given 3.01% less return than the benchmark return.
• The fund has given a return of 12.86% in last three years and rank 12th out of 19 funds in the category. In the same period the Nifty 500 TRI return was 12.47%. The fund has given 0.39% more return than the benchmark return.
• Taurus Ethical Fund has given a return of 24.36% in last five years and category average returns is 29.87% in same period. The fund ranked 13th out of 13 funds in the category. In the same period the Nifty 500 TRI return was 27.45%. The fund has given 3.09% less return than the benchmark return.
• The fund has given a return of 12.01% in last ten years and ranked 5th out of six funds in the category. In the same period the Nifty 500 TRI return was 12.89%. The fund has given 0.88% less return than the benchmark return.
• The fund has given a SIP return of -10.86% in last one year whereas category average SIP return is -6.18%. The fund one year return rank in the category is 19th in 25 funds
• The fund has SIP return of 13.69% in last three years and ranks 13th in 19 funds. Franklin India Opportunities Fund has given the highest SIP return (28.76%) in the category in last three years.
• The fund has SIP return of 15.76% in last five years whereas category average SIP return is 19.3%.

Taurus Ethical Fund Risk Analysis

The fund has a standard deviation of 15.23 and semi deviation of 11.2. The category average standard deviation is 14.88 and semi deviation is 10.65. The fund has a Value at Risk (VaR) of -18.52 and a maximum drawdown of -19.93. The category average VaR is -19.83 and the maximum drawdown is -17.78. The fund has a beta of 0.96 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Sectoral/ Thematic Fund Category

Good Performance in Sectoral/ Thematic Fund Category

Poor Performance in Sectoral/ Thematic Fund Category

Very Poor Performance in Sectoral/ Thematic Fund Category