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5 Best Taurus Mutual Fund Schemes 2026

Updated on April 15, 2026 , 2080 views

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 funds 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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Why Invest in Taurus MF Schemes?

a. Wide Range of Schemes

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.

b. Effective Portfolio Management

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.

c. Attractive Returns

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 Selection Methodology used to find 5 funds

  • Asset Management Company : Taurus
  • Sorted On : drat (high to low)
  • Tags: fcpro
  • No Of Funds: 5

Best Taurus Mutual Funds Schemes

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2024 (%)
Taurus Discovery (Midcap) Fund Growth ₹116.25
↑ 1.02
₹123 5,000 1,000 -1.6-4.74.915.813.88.10.8
Taurus Ethical Fund Growth ₹124.94
↑ 1.36
₹373 5,000 1,000 -1.9-1.55.516.111.8160.3
Taurus Largecap Equity Fund Growth ₹157
↑ 1.04
₹51 5,000 1,000 -0.8-2.45.115.112.410.55.3
Taurus Tax Shield Growth ₹177.19
↑ 2.05
₹72 500 500 -1-60.614.213.111.6-0.6
Taurus Banking & Financial Services Fund Growth ₹53.93
↑ 0.42
₹12 5,000 1,000 -1.5-32.912.312.412.910.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Apr 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryTaurus Discovery (Midcap) FundTaurus Ethical FundTaurus Largecap Equity FundTaurus Tax ShieldTaurus Banking & Financial Services Fund
Point 1Upper mid AUM (₹123 Cr).Highest AUM (₹373 Cr).Bottom quartile AUM (₹51 Cr).Lower mid AUM (₹72 Cr).Bottom quartile AUM (₹12 Cr).
Point 2Oldest track record among peers (31 yrs).Established history (17+ yrs).Established history (31+ yrs).Established history (30+ yrs).Established history (13+ yrs).
Point 3Top rated.Rating: 2★ (upper mid).Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).Rating: 1★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 13.75% (top quartile).5Y return: 11.80% (bottom quartile).5Y return: 12.37% (bottom quartile).5Y return: 13.10% (upper mid).5Y return: 12.38% (lower mid).
Point 63Y return: 15.84% (upper mid).3Y return: 16.07% (top quartile).3Y return: 15.09% (lower mid).3Y return: 14.19% (bottom quartile).3Y return: 12.35% (bottom quartile).
Point 71Y return: 4.95% (lower mid).1Y return: 5.54% (top quartile).1Y return: 5.07% (upper mid).1Y return: 0.61% (bottom quartile).1Y return: 2.86% (bottom quartile).
Point 8Alpha: -6.79 (bottom quartile).Alpha: 0.00 (top quartile).Alpha: -0.41 (upper mid).Alpha: -9.65 (bottom quartile).Alpha: -4.82 (lower mid).
Point 9Sharpe: 0.74 (lower mid).Sharpe: 0.53 (bottom quartile).Sharpe: 0.90 (upper mid).Sharpe: 0.05 (bottom quartile).Sharpe: 1.02 (top quartile).
Point 10Information ratio: -1.72 (bottom quartile).Information ratio: 0.00 (upper mid).Information ratio: 0.43 (top quartile).Information ratio: -0.64 (bottom quartile).Information ratio: -0.23 (lower mid).

Taurus Discovery (Midcap) Fund

  • Upper mid AUM (₹123 Cr).
  • Oldest track record among peers (31 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.75% (top quartile).
  • 3Y return: 15.84% (upper mid).
  • 1Y return: 4.95% (lower mid).
  • Alpha: -6.79 (bottom quartile).
  • Sharpe: 0.74 (lower mid).
  • Information ratio: -1.72 (bottom quartile).

Taurus Ethical Fund

  • Highest AUM (₹373 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.80% (bottom quartile).
  • 3Y return: 16.07% (top quartile).
  • 1Y return: 5.54% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.53 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Taurus Largecap Equity Fund

  • Bottom quartile AUM (₹51 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.37% (bottom quartile).
  • 3Y return: 15.09% (lower mid).
  • 1Y return: 5.07% (upper mid).
  • Alpha: -0.41 (upper mid).
  • Sharpe: 0.90 (upper mid).
  • Information ratio: 0.43 (top quartile).

Taurus Tax Shield

  • Lower mid AUM (₹72 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.10% (upper mid).
  • 3Y return: 14.19% (bottom quartile).
  • 1Y return: 0.61% (bottom quartile).
  • Alpha: -9.65 (bottom quartile).
  • Sharpe: 0.05 (bottom quartile).
  • Information ratio: -0.64 (bottom quartile).

Taurus Banking & Financial Services Fund

  • Bottom quartile AUM (₹12 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 12.38% (lower mid).
  • 3Y return: 12.35% (bottom quartile).
  • 1Y return: 2.86% (bottom quartile).
  • Alpha: -4.82 (lower mid).
  • Sharpe: 1.02 (top quartile).
  • Information ratio: -0.23 (lower mid).

About the Fincash Research Team

At Fincash, our mission is to help investors make informed, confident decisions. With over 10 years in Mutual Fund distribution, our team blends deep industry expertise with a commitment to transparency, accuracy, and investor education.

Who We Are

AMFI Registration No.
112358
MCA CIN
U74999MH2016PTC282153
Location
Thane, Maharashtra, India
Experience
10+ years in Mutual Fund distribution

Our Expertise

  • Certified Mutual Fund Distributors with hands-on advisory experience.
  • Market analysts tracking performance, macro trends, and sectors.
  • Data specialists processing NAVs, allocations, and risk metrics from Morning Star.

Our Research Process

  • Data sourcing: SEBI-registered fund houses & verified third-party provider Morning Star
  • Screening: Returns, manager track record, expenses, sector mix, risk-adjusted metrics.
  • Expert review: Senior team members review every article and list for accuracy.
  • Updates: Regular refreshes so performance data reflects current market conditions.

Why Trust Us

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

Disclaimer

Content is for educational and informational purposes only and is not investment advice. Please consider your risk profile and consult a financial advisor before investing.

1. Taurus Discovery (Midcap) 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.

Research Highlights for Taurus Discovery (Midcap) Fund

  • Upper mid AUM (₹123 Cr).
  • Oldest track record among peers (31 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 13.75% (top quartile).
  • 3Y return: 15.84% (upper mid).
  • 1Y return: 4.95% (lower mid).
  • Alpha: -6.79 (bottom quartile).
  • Sharpe: 0.74 (lower mid).
  • Information ratio: -1.72 (bottom quartile).

Below is the key information for Taurus Discovery (Midcap) Fund

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (17 Apr 26) ₹116.25 ↑ 1.02   (0.89 %)
Net Assets (Cr) ₹123 on 28 Feb 26
Category Equity - Mid Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.74
Information Ratio -1.72
Alpha Ratio -6.79
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,959
31 Mar 23₹11,801
31 Mar 24₹17,917
31 Mar 25₹17,693
31 Mar 26₹16,826

Taurus Discovery (Midcap) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Taurus Discovery (Midcap) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

DurationReturns
1 Month 6.9%
3 Month -1.6%
6 Month -4.7%
1 Year 4.9%
3 Year 15.8%
5 Year 13.8%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 232.8 Yr.
Hemanshu Srivastava18 Jul 241.7 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services17.03%
Technology15.46%
Industrials15.24%
Basic Materials12.67%
Health Care9.56%
Consumer Cyclical8.15%
Communication Services3.76%
Consumer Defensive3.74%
Energy3.19%
Utility2.34%
Asset Allocation
Asset ClassValue
Cash8.86%
Equity91.14%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 523457
6%₹7 Cr10,130
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA
5%₹5 Cr41,000
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 25 | PERSISTENT
4%₹5 Cr10,000
↑ 2,188
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
4%₹5 Cr183,012
Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 544550
4%₹4 Cr299,040
Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 532149
4%₹4 Cr300,000
↓ -21,241
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
4%₹4 Cr36,550
↑ 10,000
REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532955
4%₹4 Cr126,000
↓ -14,000
GMR Airports Ltd (Industrials)
Equity, Since 31 Oct 24 | 532754
3%₹4 Cr450,000
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 25 | PIIND
3%₹4 Cr13,500

2. Taurus Ethical Fund

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

  • Highest AUM (₹373 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: High.
  • 5Y return: 11.80% (bottom quartile).
  • 3Y return: 16.07% (top quartile).
  • 1Y return: 5.54% (top quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: 0.53 (bottom quartile).
  • Information ratio: 0.00 (upper mid).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund
Growth
Launch Date 6 Apr 09
NAV (17 Apr 26) ₹124.94 ↑ 1.36   (1.10 %)
Net Assets (Cr) ₹373 on 28 Feb 26
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio 0.53
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,943
31 Mar 23₹11,228
31 Mar 24₹16,529
31 Mar 25₹16,906
31 Mar 26₹16,077

Taurus Ethical Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518
Invest Now

Returns for Taurus Ethical Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

DurationReturns
1 Month 6.3%
3 Month -1.9%
6 Month -1.5%
1 Year 5.5%
3 Year 16.1%
5 Year 11.8%
10 Year
15 Year
Since launch 16%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil1 Nov 223.42 Yr.

Data below for Taurus Ethical Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Technology23.46%
Energy15.35%
Industrials12.14%
Health Care12.02%
Consumer Cyclical11.61%
Basic Materials9.29%
Consumer Defensive7.02%
Utility2.66%
Communication Services0.85%
Asset Allocation
Asset ClassValue
Cash5.59%
Equity94.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
7%₹24 Cr181,530
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS
5%₹19 Cr80,944
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
5%₹18 Cr145,720
Coal India Ltd (Energy)
Equity, Since 30 Apr 24 | COALINDIA
4%₹13 Cr282,616
Linde India Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 523457
3%₹12 Cr17,645
↑ 1,514
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 25 | 540762
3%₹10 Cr39,878
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 25 | 540699
3%₹10 Cr9,927
Laurus Labs Ltd (Healthcare)
Equity, Since 31 May 25 | 540222
3%₹9 Cr90,303
↑ 19,500
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Jan 25 | 532466
2%₹9 Cr12,816
↑ 1,530
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | 532343
2%₹9 Cr25,330

3. Taurus Largecap Equity Fund

(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

  • Bottom quartile AUM (₹51 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.37% (bottom quartile).
  • 3Y return: 15.09% (lower mid).
  • 1Y return: 5.07% (upper mid).
  • Alpha: -0.41 (upper mid).
  • Sharpe: 0.90 (upper mid).
  • Information ratio: 0.43 (top quartile).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund
Growth
Launch Date 28 Feb 95
NAV (17 Apr 26) ₹157 ↑ 1.04   (0.67 %)
Net Assets (Cr) ₹51 on 28 Feb 26
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio 0.9
Information Ratio 0.43
Alpha Ratio -0.41
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,724
31 Mar 23₹11,177
31 Mar 24₹16,096
31 Mar 25₹16,643
31 Mar 26₹16,381

Taurus Largecap Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Taurus Largecap Equity Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

DurationReturns
1 Month 3.5%
3 Month -0.8%
6 Month -2.4%
1 Year 5.1%
3 Year 15.1%
5 Year 12.4%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 232.8 Yr.

Data below for Taurus Largecap Equity Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services31.03%
Consumer Defensive10.74%
Health Care10.57%
Energy9.96%
Consumer Cyclical8.42%
Communication Services7.44%
Technology4.48%
Utility3.72%
Basic Materials3.64%
Industrials3.29%
Real Estate2.58%
Asset Allocation
Asset ClassValue
Cash4.12%
Equity95.88%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
9%₹4 Cr152,721
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 25 | 532488
8%₹4 Cr6,018
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK
8%₹3 Cr47,677
↑ 3,178
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
6%₹3 Cr24,392
↑ 1,940
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN
5%₹2 Cr24,204
↓ -4,100
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL
5%₹2 Cr12,779
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Nov 23 | 532898
4%₹2 Cr58,197
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 24 | 500312
3%₹2 Cr55,738
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
3%₹2 Cr11,541
Mazagon Dock Shipbuilders Ltd (Industrials)
Equity, Since 31 Oct 25 | 543237
3%₹2 Cr7,390

4. Taurus Tax Shield

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

  • Lower mid AUM (₹72 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 13.10% (upper mid).
  • 3Y return: 14.19% (bottom quartile).
  • 1Y return: 0.61% (bottom quartile).
  • Alpha: -9.65 (bottom quartile).
  • Sharpe: 0.05 (bottom quartile).
  • Information ratio: -0.64 (bottom quartile).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield
Growth
Launch Date 31 Mar 96
NAV (17 Apr 26) ₹177.19 ↑ 2.05   (1.17 %)
Net Assets (Cr) ₹72 on 28 Feb 26
Category Equity - ELSS
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio 0.05
Information Ratio -0.64
Alpha Ratio -9.65
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Mar 21₹10,000
31 Mar 22₹11,767
31 Mar 23₹12,330
31 Mar 24₹16,747
31 Mar 25₹18,252
31 Mar 26₹16,575

Taurus Tax Shield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Taurus Tax Shield

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

DurationReturns
1 Month 5.4%
3 Month -1%
6 Month -6%
1 Year 0.6%
3 Year 14.2%
5 Year 13.1%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil7 Aug 232.65 Yr.

Data below for Taurus Tax Shield as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services34.7%
Technology13.39%
Health Care13.11%
Consumer Defensive9.81%
Energy7.5%
Utility6.67%
Industrials3.95%
Consumer Cyclical3.37%
Communication Services2.46%
Basic Materials1.58%
Asset Allocation
Asset ClassValue
Cash3.47%
Equity96.53%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
9%₹5 Cr190,569
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
8%₹5 Cr69,220
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
7%₹5 Cr5,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
7%₹4 Cr36,470
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
7%₹4 Cr144,894
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 23 | 532488
6%₹4 Cr6,224
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
5%₹3 Cr70,025
Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 544550
5%₹3 Cr222,716
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
5%₹3 Cr19,453
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Oct 25 | 540750
5%₹3 Cr270,045

5. Taurus Banking & Financial Services Fund

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

  • Bottom quartile AUM (₹12 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 12.38% (lower mid).
  • 3Y return: 12.35% (bottom quartile).
  • 1Y return: 2.86% (bottom quartile).
  • Alpha: -4.82 (lower mid).
  • Sharpe: 1.02 (top quartile).
  • Information ratio: -0.23 (lower mid).

Below is the key information for Taurus Banking & Financial Services Fund

Taurus Banking & Financial Services Fund
Growth
Launch Date 22 May 12
NAV (17 Apr 26) ₹53.93 ↑ 0.42   (0.78 %)
Net Assets (Cr) ₹12 on 28 Feb 26
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio 1.02
Information Ratio -0.23
Alpha Ratio -4.82
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.

DateValue
31 Mar 21₹10,000
31 Mar 22₹10,784
31 Mar 23₹11,826
31 Mar 24₹14,955
31 Mar 25₹16,158
31 Mar 26₹15,413

Taurus Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684
Invest Now

Returns for Taurus Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Apr 26

DurationReturns
1 Month 5.3%
3 Month -1.5%
6 Month -3%
1 Year 2.9%
3 Year 12.3%
5 Year 12.4%
10 Year
15 Year
Since launch 12.9%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 232.8 Yr.

Data below for Taurus Banking & Financial Services Fund as on 28 Feb 26

Equity Sector Allocation
SectorValue
Financial Services93.7%
Asset Allocation
Asset ClassValue
Cash6.3%
Equity93.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
17%₹2 Cr14,447
↓ -820
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
14%₹1 Cr20,113
↓ -1,275
State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN
8%₹1 Cr8,982
↓ -950
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
8%₹1 Cr6,944
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK
7%₹1 Cr21,269
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 25 | 532810
5%₹1 Cr14,671
Karnataka Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | 532652
5%₹0 Cr21,319
Dam Capital Advisors Ltd (Financial Services)
Equity, Since 31 Aug 25 | 544316
4%₹0 Cr30,629
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | 500034
3%₹0 Cr4,487
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | LICHSGFIN
3%₹0 Cr5,977

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Disclaimer:
All efforts have been made to ensure the information provided here is accurate. However, no guarantees are made regarding correctness of data. Please verify with scheme information document before making any investment.
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