Taurus Ethical Fund-Reg(G)

50.87 2.28 (4.69%) NAV as on 20-Sep-19
Fund Family:Taurus Mutual Fund

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return0.140.26-4.046.486.3916.74
Category Avg2.30-1.67-5.418.516.399.97
Category Best3.19-0.58-1.569.2911.4216.87
Category Worst0.54-2.35-8.007.976.754.99
SENSEX-4.01-0.972.4110.057.01-
NIFTY-4.71-2.140.358.716.78-

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
2019-0.41NANA2.48
20183.192.55-1.86-4.72
20172.523.7113.159.02
20166.885.55-7.72-5.94
2015-3.17-0.84-2.289.78
201415.7512.133.186.52

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
2018-1.052025-22.12
201731.1532432.06
2016-2.0822229.39
20153.01423-0.6
201442.6532551.98

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Taurus Ethical Fund-Reg(G)50.8706-Apr-09-4.046.486.3916.74
Principal Nifty 100 Equal Weight Fund(G)68.3527-Jul-99-8.034.034.110
Sundaram Smart NIFTY 100 Eq Weight Fund-Reg(G)11.2712-Jan-17-7.21--4.56
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]14.9401
Semi Standard Deviation [%]0.5243
Beta [%]0.7084
Sharp Ratio [%]-0.2031
R-Square [%]0.8637
Expense Ratio [%]2.5300
AVG Ratio [%]0.0143
Other Ratios
Jenson Ratio [%]-0.0299
Treynor Ratio [%]-0.0486
Turnover Ratio [%]1.5000
FAMA Ratio [%]-0.0314
SORTINO Ratio [%]-0.0762

Return Calculator

MARKET STATS As on 23/09/2019 As on 23/09/2019

11607.30 (2.95) 39009.21 (2.62)

TOP GAINERS

Company Price Change Gain (%)
MVL0.100.05100.00
Neulands Global Inds0.200.0533.33

TOP LOSERS

Company Price Change Loss (%)
FCS Software Soltns.0.20-0.05-20.00
Integra Garments0.20-0.05-20.00

Portfolio Comparison

MUTUAL FUND ACTIVITY