The products offered by Taurus Mutual Fund are built around investment needs of the customers. They offer various Mutual Fund schemes like equity, debt, hybrid, ELSS, Liquid Funds, etc. The schemes they offer are the first of its kind and designed to provide investors with a balanced Portfolio. Investors who believe in high-risk, high-return can invest in equities.
Debt fund are ideal for short-term gains, and Hybrid Fund are preferred by investors who want to benefit from both debt & equity from a single fund. ELSS are Tax Saving Scheme, wherein you can attain tax Deduction up to INR 1,50,000 from the taxable Income as per sec 80C of income tax Act. Investors wanting to invest can choose a fund from the below-listed best Taurus Mutual Fund schemes.
These funds have been shortlisted by undertaking certain parameters like AUM, NAV, past performances, peer average returns, etc.
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The company offers a wide Range of mutual fund schemes to cater all kinds of investors. Taurus MF Company holds some of popular mutual fund schemes from categories like debt, equity, hybrid, liquid, amongst many others. The aim of these schemes is to provide optimal returns to the investors.
Taurus Mutual Fund Company is backed by knowledgeable and skilled team of fund managers who ensure effective portfolio management. The team makes sure that the right investment advice is passed in order to minimize the investment risks.
The mutual fund schemes offered by the Taurus MF company have been designed carefully and conceptualized to make sure that they deliver consistent performance along with attractive returns to the investors.
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Taurus Discovery (Midcap) Fund Growth ₹121.68
↑ 0.07 ₹132 5,000 1,000 0.2 -2.8 3.8 16.5 16.7 8.3 0.8 Taurus Largecap Equity Fund Growth ₹162.11
↑ 0.06 ₹52 5,000 1,000 3.2 2.2 5.8 14.9 13.4 10.7 5.3 Taurus Ethical Fund Growth ₹130.16
↓ -0.42 ₹366 5,000 1,000 3.7 -0.2 1.5 16 13.7 16.5 0.3 Taurus Tax Shield Growth ₹184.3
↑ 1.04 ₹78 500 500 -0.1 -2.9 1.2 16.3 14.4 11.8 -0.6 Taurus Banking & Financial Services Fund Growth ₹55.57
↑ 0.20 ₹12 5,000 1,000 2.2 1.3 14.4 13 12.8 13.4 10.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Taurus Discovery (Midcap) Fund Taurus Largecap Equity Fund Taurus Ethical Fund Taurus Tax Shield Taurus Banking & Financial Services Fund Point 1 Upper mid AUM (₹132 Cr). Bottom quartile AUM (₹52 Cr). Highest AUM (₹366 Cr). Lower mid AUM (₹78 Cr). Bottom quartile AUM (₹12 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (30+ yrs). Established history (16+ yrs). Established history (29+ yrs). Established history (13+ yrs). Point 3 Top rated. Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 2★ (bottom quartile). Rating: 1★ (bottom quartile). Point 4 Risk profile: Moderately High. Risk profile: Moderately High. Risk profile: High. Risk profile: Moderately High. Risk profile: High. Point 5 5Y return: 16.67% (top quartile). 5Y return: 13.39% (bottom quartile). 5Y return: 13.66% (lower mid). 5Y return: 14.37% (upper mid). 5Y return: 12.79% (bottom quartile). Point 6 3Y return: 16.50% (top quartile). 3Y return: 14.88% (bottom quartile). 3Y return: 16.03% (lower mid). 3Y return: 16.33% (upper mid). 3Y return: 12.97% (bottom quartile). Point 7 1Y return: 3.80% (lower mid). 1Y return: 5.80% (upper mid). 1Y return: 1.46% (bottom quartile). 1Y return: 1.22% (bottom quartile). 1Y return: 14.37% (top quartile). Point 8 Alpha: -6.50 (bottom quartile). Alpha: -3.54 (lower mid). Alpha: 0.00 (top quartile). Alpha: -4.60 (bottom quartile). Alpha: -3.39 (upper mid). Point 9 Sharpe: -0.18 (lower mid). Sharpe: -0.03 (upper mid). Sharpe: -0.44 (bottom quartile). Sharpe: -0.30 (bottom quartile). Sharpe: 0.31 (top quartile). Point 10 Information ratio: -1.46 (bottom quartile). Information ratio: -0.10 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.10 (upper mid). Information ratio: 0.13 (top quartile). Taurus Discovery (Midcap) Fund
Taurus Largecap Equity Fund
Taurus Ethical Fund
Taurus Tax Shield
Taurus Banking & Financial Services Fund
(Erstwhile Taurus Discovery Fund) The primary objective of the Scheme is to identify and select low priced stocks through price discovery mechanism, which would broadly include: • To capitalise on available opportunity on growth potential offered by undervalued stocks, especially in the midcap and smallcap space. • Such stocks being low priced and if dividend paying, decent dividend yield will give desired cushion in the volatile capital market. • Many of such cases where investment will be made may be turnaround cases, therefore, greater potential for improvement in NAV. Below is the key information for Taurus Discovery (Midcap) Fund Returns up to 1 year are on (Erstwhile Taurus Bonanza Fund) Taurus Bonanza Fund is an open-end growth scheme. The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments that offer scope for long-term
capital appreciation. The Fund will also be invested in debt and money market instruments. Research Highlights for Taurus Largecap Equity Fund Below is the key information for Taurus Largecap Equity Fund Returns up to 1 year are on 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. Research Highlights for Taurus Ethical Fund Below is the key information for Taurus Ethical Fund Returns up to 1 year are on To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares, besides tax benefits. Research Highlights for Taurus Tax Shield Below is the key information for Taurus Tax Shield Returns up to 1 year are on The primary objective of the Scheme is to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non Banking Financial Companies that form a part of
the BFSI Sector. However, there is no assurance or guarantee that the objectives of the scheme will be realized and the scheme does not assure or
guarantee any returns. Research Highlights for Taurus Banking & Financial Services Fund Below is the key information for Taurus Banking & Financial Services Fund Returns up to 1 year are on 1. Taurus Discovery (Midcap) Fund
Taurus Discovery (Midcap) Fund
Growth Launch Date 5 Sep 94 NAV (06 Jan 26) ₹121.68 ↑ 0.07 (0.06 %) Net Assets (Cr) ₹132 on 30 Nov 25 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio -0.18 Information Ratio -1.46 Alpha Ratio -6.5 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-180 Days (0.5%),180 Days and above(NIL) Sub Cat. Mid Cap Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹13,267 31 Dec 22 ₹14,161 31 Dec 23 ₹19,596 31 Dec 24 ₹21,815 31 Dec 25 ₹21,983 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month -0.2% 3 Month 0.2% 6 Month -2.8% 1 Year 3.8% 3 Year 16.5% 5 Year 16.7% 10 Year 15 Year Since launch 8.3% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.8% 2023 11.3% 2022 38.4% 2021 6.7% 2020 32.7% 2019 25.5% 2018 1.6% 2017 -7% 2016 46.1% 2015 3.2% Fund Manager information for Taurus Discovery (Midcap) Fund
Name Since Tenure Anuj Kapil 13 Jun 23 2.47 Yr. Hemanshu Srivastava 18 Jul 24 1.37 Yr. Data below for Taurus Discovery (Midcap) Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 17.54% Consumer Cyclical 14.23% Industrials 13.94% Basic Materials 12.72% Technology 11.95% Health Care 7.57% Energy 7.18% Consumer Defensive 5.54% Communication Services 2.74% Real Estate 2.27% Utility 0.96% Asset Allocation
Asset Class Value Cash 3.36% Equity 96.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity Coforge Ltd (Technology)
Equity, Since 31 May 22 | 5325415% ₹6 Cr 33,050 Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 5234575% ₹6 Cr 10,130
↑ 2,000 Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 5445504% ₹6 Cr 274,040 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5248044% ₹5 Cr 41,000 Petronet LNG Ltd (Energy)
Equity, Since 31 Jul 25 | 5325224% ₹5 Cr 175,000 Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321494% ₹5 Cr 321,241
↓ -80,000 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5004694% ₹5 Cr 183,012 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | 5001044% ₹5 Cr 102,997 PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 25 | 5236423% ₹5 Cr 13,500
↑ 13,500 LIC Housing Finance Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5002533% ₹5 Cr 83,511 2. Taurus Largecap Equity Fund
Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (06 Jan 26) ₹162.11 ↑ 0.06 (0.04 %) Net Assets (Cr) ₹52 on 30 Nov 25 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio -0.03 Information Ratio -0.1 Alpha Ratio -3.54 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-7 Days (0.5%),7 Days and above(NIL) Sub Cat. Large Cap Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹11,796 31 Dec 22 ₹12,584 31 Dec 23 ₹15,328 31 Dec 24 ₹18,095 31 Dec 25 ₹19,053 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month -0.6% 3 Month 3.2% 6 Month 2.2% 1 Year 5.8% 3 Year 14.9% 5 Year 13.4% 10 Year 15 Year Since launch 10.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.3% 2023 18% 2022 21.8% 2021 6.7% 2020 18% 2019 10.2% 2018 8.5% 2017 -6.2% 2016 25.6% 2015 -1.6% Fund Manager information for Taurus Largecap Equity Fund
Name Since Tenure Anuj Kapil 13 Jun 23 2.47 Yr. Data below for Taurus Largecap Equity Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 35.53% Energy 12.96% Health Care 10.62% Consumer Cyclical 8.39% Consumer Defensive 8.01% Technology 6.59% Industrials 5.24% Communication Services 4.88% Utility 3% Basic Materials 2.79% Asset Allocation
Asset Class Value Cash 2% Equity 98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | 5001808% ₹4 Cr 43,124 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 5008758% ₹4 Cr 103,545 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | 5001126% ₹3 Cr 32,804 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5321746% ₹3 Cr 22,452 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | 5003255% ₹3 Cr 18,341
↑ 5,210 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | 5324545% ₹3 Cr 12,154
↑ 1,590 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 25 | 5324885% ₹2 Cr 3,782 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | 5005204% ₹2 Cr 5,680
↓ -1,360 Mazagon Dock Shipbuilders Ltd (Industrials)
Equity, Since 31 Oct 25 | 5432374% ₹2 Cr 7,390
↑ 1,860 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322153% ₹2 Cr 14,076
↓ -890 3. Taurus Ethical Fund
Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (06 Jan 26) ₹130.16 ↓ -0.42 (-0.32 %) Net Assets (Cr) ₹366 on 30 Nov 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio -0.44 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-180 Days (0.5%),180 Days and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,888 31 Dec 22 ₹12,588 31 Dec 23 ₹16,163 31 Dec 24 ₹19,287 31 Dec 25 ₹19,347 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month 0.4% 3 Month 3.7% 6 Month -0.2% 1 Year 1.5% 3 Year 16% 5 Year 13.7% 10 Year 15 Year Since launch 16.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.3% 2023 19.3% 2022 28.4% 2021 -2.3% 2020 28.9% 2019 28.1% 2018 4.1% 2017 -1% 2016 31.1% 2015 -2.1% Fund Manager information for Taurus Ethical Fund
Name Since Tenure Anuj Kapil 1 Nov 22 3.08 Yr. Data below for Taurus Ethical Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Technology 23.88% Energy 19.39% Industrials 12.67% Consumer Cyclical 12.07% Health Care 11.54% Basic Materials 8.44% Consumer Defensive 7.49% Utility 3.1% Asset Allocation
Asset Class Value Cash 1.4% Equity 98.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | 5003258% ₹31 Cr 195,530
↑ 12,500 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | 5325406% ₹23 Cr 73,644 Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | 5002095% ₹19 Cr 121,618 Coal India Ltd (Energy)
Equity, Since 30 Apr 24 | 5332784% ₹16 Cr 419,616 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 5005473% ₹11 Cr 310,830 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 25 | 5426523% ₹11 Cr 14,650
↓ -979 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5008303% ₹10 Cr 46,361 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5005203% ₹10 Cr 26,295 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 5006963% ₹10 Cr 38,951 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | 5322813% ₹9 Cr 57,755 4. Taurus Tax Shield
Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (06 Jan 26) ₹184.3 ↑ 1.04 (0.57 %) Net Assets (Cr) ₹78 on 30 Nov 25 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.31 Information Ratio 0.1 Alpha Ratio -4.6 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹12,012 31 Dec 22 ₹12,805 31 Dec 23 ₹16,482 31 Dec 24 ₹20,019 31 Dec 25 ₹19,892 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month -0.9% 3 Month -0.1% 6 Month -2.9% 1 Year 1.2% 3 Year 16.3% 5 Year 14.4% 10 Year 15 Year Since launch 11.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.6% 2023 21.5% 2022 28.7% 2021 6.6% 2020 20.1% 2019 13.7% 2018 7.7% 2017 0% 2016 38% 2015 3.2% Fund Manager information for Taurus Tax Shield
Name Since Tenure Anuj Kapil 7 Aug 23 2.32 Yr. Data below for Taurus Tax Shield as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 37.24% Technology 14.19% Consumer Defensive 11% Health Care 10.17% Consumer Cyclical 5.16% Energy 5.03% Industrials 4.88% Utility 4% Basic Materials 3.68% Communication Services 2.4% Asset Allocation
Asset Class Value Cash 2.24% Equity 97.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 50018010% ₹8 Cr 76,490 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | 5008758% ₹6 Cr 147,908 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004908% ₹6 Cr 5,200 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 5321747% ₹6 Cr 41,805 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395516% ₹5 Cr 23,293 Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 5445505% ₹4 Cr 182,716 Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5407505% ₹4 Cr 270,045
↑ 217,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322155% ₹4 Cr 28,650 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 5328984% ₹3 Cr 114,996 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | 5005204% ₹3 Cr 7,337 5. Taurus Banking & Financial Services Fund
Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (06 Jan 26) ₹55.57 ↑ 0.20 (0.36 %) Net Assets (Cr) ₹12 on 30 Nov 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.31 Information Ratio 0.13 Alpha Ratio -3.39 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-7 Days (0.5%),7 Days and above(NIL) Sub Cat. Sectoral Growth of 10,000 investment over the years.
Date Value 31 Dec 20 ₹10,000 31 Dec 21 ₹11,137 31 Dec 22 ₹13,121 31 Dec 23 ₹15,215 31 Dec 24 ₹16,526 31 Dec 25 ₹18,333 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 6 Jan 26 Duration Returns 1 Month -0.2% 3 Month 2.2% 6 Month 1.3% 1 Year 14.4% 3 Year 13% 5 Year 12.8% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.9% 2023 8.6% 2022 16% 2021 17.8% 2020 11.4% 2019 1.7% 2018 25.1% 2017 4.3% 2016 37.6% 2015 5.1% Fund Manager information for Taurus Banking & Financial Services Fund
Name Since Tenure Anuj Kapil 13 Jun 23 2.47 Yr. Data below for Taurus Banking & Financial Services Fund as on 30 Nov 25
Equity Sector Allocation
Sector Value Financial Services 96.61% Asset Allocation
Asset Class Value Cash 3.39% Equity 96.61% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 50018020% ₹2 Cr 23,577 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 53217419% ₹2 Cr 16,936 State Bank of India (Financial Services)
Equity, Since 31 May 12 | 50011212% ₹2 Cr 15,379
↓ -1,155 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221512% ₹1 Cr 11,341 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | 5002479% ₹1 Cr 5,289 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5328105% ₹1 Cr 17,433
↑ 3,145 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | 5000344% ₹0 Cr 4,487
↑ 2,250 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004903% ₹0 Cr 300 LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | LICHSGFIN2% ₹0 Cr 5,043 Karnataka Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | 5326522% ₹0 Cr 10,794
↑ 10,794
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Research Highlights for Taurus Discovery (Midcap) Fund