NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹129.29
2.30%
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity other
equity
NAV as on 23 Nov 24, 12:00 AM
very high risk
equity other
equity
29.12%p.a.
Last 1Y
14.73%p.a.
Last 3Y
20.12%p.a.
Last 5Y
17.96%p.a.
Since Inception
About Taurus Ethical Fund - Growth Option for NRIs
NRIs can achieve long-term capital appreciation by investing in the Taurus Ethical Fund - Growth Option scheme from Taurus Asset Management Company Limited. It is a Equity - Other mutual fund scheme that predominantly invests in Equity - Other stocks of companies. Launched on Apr 2009, Taurus Ethical Fund - Growth Option is Equity - Other fund of its category with 250.66 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Equity - Other funds.
- Taurus Ethical Fund - Growth Option delivered 29.1% annual returns during the last year. It has delivered 18.0% average annual returns since the fund was launched.
- Taurus Ethical Fund - Growth Option scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
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.
Top 10 Holdings
Reliance Industries Ltd
8.24%
Infosys Ltd
7.71%
HCL Technologies Ltd
4.09%
Tata Consultancy Services Ltd
3.80%
Oil & Natural Gas Corp Ltd
3.02%
Samvardhana Motherson International Ltd
2.85%
Tech Mahindra Ltd
2.76%
Computer Age Management Services Ltd Ordinary Shares
2.53%
Maruti Suzuki India Ltd
2.41%
Cipla Ltd
2.39%
Fund Managers
- Anuj Kapil (Nov 2022 - Present)
Key Information
View Scheme Document
Taurus Ethical Fund - Growth Option SIP Calculator
If invested
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For a period of
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₹0 (+0.0%)
This Fund
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Fixed Deposit
NRI Mutual Fund Tax on Taurus Ethical Fund - Growth Option
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Taurus Ethical Fund - Growth Option?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Taurus Ethical Fund - Growth Option
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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