Opportunity to Invest in a Shariah Compliant Mutual Fund in India 


In the Indian mutual fund industry, ethical investing is growing rapidly, and one of the notable options is the Taurus Ethical Fund. For investors who want Shariah-compliant investments or simply wish to support businesses that align with responsible and sustainable values, this Fund can be an excellent choice.

Investors looking for suitable investment opportunities that comply with Shariah norms should look to invest in the Taurus Ethical fund with a Medium to Long term investment horizon. It is a socially responsible form of investing.


What is Taurus Ethical Fund?

Taurus Ethical Fund is an open-ended equity mutual fund that invests exclusively in Shariah-compliant companies. This means the fund avoids sectors like alcohol, gambling, tobacco, and interest-based financial services, following the principles of Islamic finance. The main aim of TEF is to achieve long-term capital appreciation by investing in ethically sound and Shariah-approved equity and equity-related instruments.


Features of TEF 

  • Shariah-Compliant Portfolio – The fund ensures all investments are in companies adhering to Islamic finance guidelines.
  • Equity-Oriented – Focuses primarily on large-cap and mid-cap Shariah-compliant stocks.
  • Ethical & Responsible Investing – Avoids non-compliant industries and prioritises sustainable growth.
  • Actively Managed – A professional team manages the portfolio for optimised performance.
  • Diversified Allocation – Includes exposure to sectors like technology, healthcare, energy, and consumer goods.

Why Should You Invest in Taurus Ethical Fund?

Faith-Based and Ethical Investing
The fund allows investors to align their financial goals with ethical values, making it a suitable option for those who follow Shariah principles.

Long-Term Wealth Creation
The fund is designed to generate sustainable long-term returns while ensuring compliance with ethical norms.

Consistent Performance
Over the years, it has delivered resilient performance by focusing on fundamentally strong companies.

Portfolio Diversification
It spreads investments across multiple Shariah-compliant sectors, reducing risks and improving stability.


Performance of Taurus Ethical Fund

The historical performance of TEF shows steady long-term growth. While past results do not guarantee future returns, the fund has outperformed many benchmarks over extended periods, making it a good option for disciplined investors.


Who Should Invest in Taurus Ethical Fund?

  • Ethical Investors – Those who want their money invested in socially responsible and Shariah-compliant businesses.

  • Long-Term Investors – People aiming for stable, long-term capital growth.

  • Moderate Risk-Takers – Investors comfortable with equity exposure but who prefer ethical restrictions.

How to Invest in Taurus Ethical Fund?

Investors can start investing in this Ethical Fund through:
  1. Lump Sum Investment – A one-time investment approach.

  2. Systematic Investment Plan (SIP) – A disciplined way to invest regularly.

  3. Systematic Withdrawal Plan (SWP) – For those who want to withdraw periodically from their investment.

Taxation on Taurus Ethical Fund

Since this Ethical Fund is an equity fund, the tax implications are as follows:
  • Short-Term Capital Gains (STCG): Investments held for less than one year are taxed at 20%. 

  • Long-Term Capital Gains (LTCG): Gains exceeding ₹1.25 lakh on investments held for more than one year are taxed at 12.5%.

Final Thoughts on Taurus Ethical Fund

For investors who value ethics in investing, the Taurus Ethical Fund offers an ideal combination of Shariah compliance, diversification, and long-term growth potential. It is well-suited for faith-based investors and those who want to prioritise responsible investing without compromising on performance.

Before investing, assess your financial goals and risk appetite, and consult with a financial advisor. With its strong ethical foundation and disciplined approach, Taurus Ethical Fund is a smart choice for building a long-term, socially responsible portfolio.

Disclaimer: Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.