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Jama - Taurus Ethical Fund


Taurus Ethical Fund

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Equity-Thematic
NAV : 108.81
(-0.3100000000000023
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)
AUM : ₹1 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
3.24%13.89%27.94%14.67%8.14%20.63%NA



NAV History



Expense Ratio Trends


Fund Details

Portfolio composition has decisively moved towards absolute ideas with growth tailwinds. Portfolio is underweight in Pharma and IT sector while being overweight in Oil and Gas, Consumption and Capital Goods.
NAV108.81
Launch Date01-01-2013
Min (1st time)₹500
Min (later on)₹500
Min SIP-
Expense Ratio126.0%
Exit Load : 1% if exited on or before 180 days Nil if exited after 180 days


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,13,109₹1,12,760₹349
After 1 year₹1,14,670₹1,13,253₹1,416
After 3 years₹1,75,557₹1,70,289₹5,267
After 20 years₹42,60,379₹34,77,363₹7,83,016

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


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Returns assumed : 20.63% Past 3 yr Data




Fund Objective:
To provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities, which are based on the principles of Shariah.
Fund Manager:
Anuj Kapil