Taurus Ethical Fund - Direct Plan - Growth
code 118876 Sectoral/Thematic direct plan · growth NAVs 2013-01-02 to 2026-11-09
Growth of ₹10,000
From 2013-01-02. Scroll or drag to zoom.
Drawdown
Rolling 3-year CAGR
Returns
| period | fund | from → to |
|---|---|---|
| 1M | 5.84% | 2026-10-09 → 2026-11-09 |
| 3M | -4.70% | 2026-08-07 → 2026-11-09 |
| 6M | -0.72% | 2026-05-08 → 2026-11-09 |
| 1Y | 0.03% | 2025-11-07 → 2026-11-09 |
| 3Y | 10.57% | 2023-11-09 → 2026-11-09 |
| 5Y | 8.61% | 2021-11-09 → 2026-11-09 |
| 7Y | 14.50% | 2019-11-08 → 2026-11-09 |
| 10Y | 13.28% | 2016-11-09 → 2026-11-09 |
| since inception | 13.89% | 2013-01-02 → 2026-11-09 |
Absolute under 1 year, CAGR from 1 year.
Calendar years
| year | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| fund | 43.38% | 3.71% | -1.09% | 32.11% | -0.29% | 5.17% | 29.67% | 30.06% | -1.35% | 29.98% | 20.84% | 1.74% |
Rolling returns
| length | periods | average | median | worst | best | % positive |
|---|---|---|---|---|---|---|
| 1 year | 3,162 | 16.45% | 11.60% | -20.68% | 78.73% | 80% |
| 3 years | 2,673 | 14.74% | 15.37% | -0.66% | 26.80% | 100% |
| 5 years | 2,179 | 14.63% | 14.86% | -0.26% | 25.96% | 100% |
Risk and risk-adjusted return
| 3 years 2023-11 – 2026-10 | 5 years 2021-11 – 2026-10 | 10 years 2016-11 – 2026-10 | |
|---|---|---|---|
| CAGR | 9.08% | 8.11% | 12.12% |
| volatility | 15.98% | 14.81% | 14.94% |
| max drawdown | -20.62% | -20.62% | -29.36% |
| downside deviation | 11.00% | 10.06% | 10.21% |
| Sharpe ratio | 0.25 | 0.22 | 0.48 |
| Sortino ratio | 0.37 | 0.32 | 0.71 |
| Calmar ratio | 0.44 | - | - |
Sector/theme fund: not ranked. Compare with its benchmark above.