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5 Best Taurus Mutual Fund Schemes 2026

Updated on February 15, 2026 , 1985 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 ₹117.44
↑ 0.64
₹129 5,000 1,000 -5.3-0.711.815.614.58.10.8
Taurus Largecap Equity Fund Growth ₹161.26
↑ 0.50
₹52 5,000 1,000 -1.73.913.617.112.110.65.3
Taurus Ethical Fund Growth ₹126.08
↑ 0.38
₹370 5,000 1,000 -2.81.95.815.312.616.20.3
Taurus Tax Shield Growth ₹179.71
↑ 1.12
₹76 500 500 -5.3-3.1414.612.711.7-0.6
Taurus Banking & Financial Services Fund Growth ₹56.05
↑ 0.17
₹12 5,000 1,000 0.54.518.514.310.513.410.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 17 Feb 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryTaurus Discovery (Midcap) FundTaurus Largecap Equity FundTaurus Ethical FundTaurus Tax ShieldTaurus Banking & Financial Services Fund
Point 1Upper mid AUM (₹129 Cr).Bottom quartile AUM (₹52 Cr).Highest AUM (₹370 Cr).Lower mid AUM (₹76 Cr).Bottom quartile AUM (₹12 Cr).
Point 2Oldest track record among peers (31 yrs).Established history (30+ yrs).Established history (16+ yrs).Established history (29+ 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: Moderately High.Risk profile: High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 14.52% (top quartile).5Y return: 12.12% (bottom quartile).5Y return: 12.60% (lower mid).5Y return: 12.71% (upper mid).5Y return: 10.47% (bottom quartile).
Point 63Y return: 15.61% (upper mid).3Y return: 17.09% (top quartile).3Y return: 15.29% (lower mid).3Y return: 14.58% (bottom quartile).3Y return: 14.35% (bottom quartile).
Point 71Y return: 11.81% (lower mid).1Y return: 13.63% (upper mid).1Y return: 5.83% (bottom quartile).1Y return: 4.01% (bottom quartile).1Y return: 18.47% (top quartile).
Point 8Alpha: -5.00 (bottom quartile).Alpha: -4.88 (lower mid).Alpha: 0.00 (top quartile).Alpha: -7.85 (bottom quartile).Alpha: -4.81 (upper mid).
Point 9Sharpe: -0.18 (lower mid).Sharpe: 0.01 (upper mid).Sharpe: -0.30 (bottom quartile).Sharpe: -0.47 (bottom quartile).Sharpe: 0.40 (top quartile).
Point 10Information ratio: -1.62 (bottom quartile).Information ratio: -0.14 (bottom quartile).Information ratio: 0.00 (top quartile).Information ratio: -0.10 (lower mid).Information ratio: -0.03 (upper mid).

Taurus Discovery (Midcap) Fund

  • Upper mid AUM (₹129 Cr).
  • Oldest track record among peers (31 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.52% (top quartile).
  • 3Y return: 15.61% (upper mid).
  • 1Y return: 11.81% (lower mid).
  • Alpha: -5.00 (bottom quartile).
  • Sharpe: -0.18 (lower mid).
  • Information ratio: -1.62 (bottom quartile).

Taurus Largecap Equity Fund

  • Bottom quartile AUM (₹52 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.12% (bottom quartile).
  • 3Y return: 17.09% (top quartile).
  • 1Y return: 13.63% (upper mid).
  • Alpha: -4.88 (lower mid).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: -0.14 (bottom quartile).

Taurus Ethical Fund

  • Highest AUM (₹370 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 12.60% (lower mid).
  • 3Y return: 15.29% (lower mid).
  • 1Y return: 5.83% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: 0.00 (top quartile).

Taurus Tax Shield

  • Lower mid AUM (₹76 Cr).
  • Established history (29+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.71% (upper mid).
  • 3Y return: 14.58% (bottom quartile).
  • 1Y return: 4.01% (bottom quartile).
  • Alpha: -7.85 (bottom quartile).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: -0.10 (lower mid).

Taurus Banking & Financial Services Fund

  • Bottom quartile AUM (₹12 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 10.47% (bottom quartile).
  • 3Y return: 14.35% (bottom quartile).
  • 1Y return: 18.47% (top quartile).
  • Alpha: -4.81 (upper mid).
  • Sharpe: 0.40 (top quartile).
  • Information ratio: -0.03 (upper 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

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  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
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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 (₹129 Cr).
  • Oldest track record among peers (31 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 14.52% (top quartile).
  • 3Y return: 15.61% (upper mid).
  • 1Y return: 11.81% (lower mid).
  • Alpha: -5.00 (bottom quartile).
  • Sharpe: -0.18 (lower mid).
  • Information ratio: -1.62 (bottom quartile).

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

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (17 Feb 26) ₹117.44 ↑ 0.64   (0.55 %)
Net Assets (Cr) ₹129 on 31 Dec 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 -1.62
Alpha Ratio -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.

DateValue
31 Jan 21₹10,000
31 Jan 22₹13,479
31 Jan 23₹14,108
31 Jan 24₹20,927
31 Jan 25₹20,938
31 Jan 26₹21,486

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 ₹436,710.
Net Profit of ₹136,710
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 Feb 26

DurationReturns
1 Month -0.6%
3 Month -5.3%
6 Month -0.7%
1 Year 11.8%
3 Year 15.6%
5 Year 14.5%
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 232.64 Yr.
Hemanshu Srivastava18 Jul 241.54 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services18.85%
Industrials17.42%
Basic Materials13.4%
Technology13.31%
Consumer Cyclical8.66%
Health Care8.05%
Energy7.68%
Consumer Defensive5.82%
Communication Services3.28%
Utility2.2%
Asset Allocation
Asset ClassValue
Cash1.34%
Equity98.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 523457
5%₹6 Cr10,130
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
4%₹5 Cr33,050
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
4%₹5 Cr183,012
Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 532149
4%₹5 Cr321,241
REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532955
4%₹5 Cr140,000
↑ 32,000
Petronet LNG Ltd (Energy)
Equity, Since 31 Jul 25 | 532522
4%₹5 Cr175,000
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 524804
4%₹5 Cr41,000
Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 544550
4%₹5 Cr274,040
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | 500104
4%₹4 Cr102,997
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 531344
4%₹4 Cr87,500

2. 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 (₹52 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 12.12% (bottom quartile).
  • 3Y return: 17.09% (top quartile).
  • 1Y return: 13.63% (upper mid).
  • Alpha: -4.88 (lower mid).
  • Sharpe: 0.01 (upper mid).
  • Information ratio: -0.14 (bottom quartile).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund
Growth
Launch Date 28 Feb 95
NAV (17 Feb 26) ₹161.26 ↑ 0.50   (0.31 %)
Net Assets (Cr) ₹52 on 31 Dec 25
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio 0.01
Information Ratio -0.14
Alpha Ratio -4.88
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 Jan 21₹10,000
31 Jan 22₹12,173
31 Jan 23₹12,206
31 Jan 24₹16,135
31 Jan 25₹17,702
31 Jan 26₹18,817

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 Feb 26

DurationReturns
1 Month 1.9%
3 Month -1.7%
6 Month 3.9%
1 Year 13.6%
3 Year 17.1%
5 Year 12.1%
10 Year
15 Year
Since launch 10.6%
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 232.64 Yr.

Data below for Taurus Largecap Equity Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services32.11%
Energy14.95%
Health Care9.67%
Consumer Defensive8.76%
Technology5.88%
Industrials5.46%
Consumer Cyclical5.34%
Communication Services4.96%
Basic Materials3.69%
Utility2.95%
Real Estate1.79%
Asset Allocation
Asset ClassValue
Cash4.43%
Equity95.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 500875
9%₹4 Cr137,795
↑ 34,250
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | 500180
8%₹4 Cr44,499
↑ 1,375
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 25 | 532488
7%₹4 Cr6,018
↑ 925
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | 500112
6%₹3 Cr28,304
↓ -4,500
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
6%₹3 Cr22,452
Adani Enterprises Ltd (Energy)
Equity, Since 31 Dec 25 | 512599
5%₹3 Cr12,676
↑ 9,325
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | 532454
5%₹3 Cr12,779
↑ 625
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 24 | 500312
4%₹2 Cr73,738
↑ 12,500
Mazagon Dock Shipbuilders Ltd (Industrials)
Equity, Since 31 Oct 25 | 543237
4%₹2 Cr7,390
Tata Capital Ltd (Financial Services)
Equity, Since 31 Oct 25 | 544574
3%₹2 Cr51,463

3. 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 (₹370 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 12.60% (lower mid).
  • 3Y return: 15.29% (lower mid).
  • 1Y return: 5.83% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: 0.00 (top quartile).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund
Growth
Launch Date 6 Apr 09
NAV (17 Feb 26) ₹126.08 ↑ 0.38   (0.30 %)
Net Assets (Cr) ₹370 on 31 Dec 25
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio -0.3
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 Jan 21₹10,000
31 Jan 22₹12,583
31 Jan 23₹12,301
31 Jan 24₹17,324
31 Jan 25₹18,949
31 Jan 26₹18,856

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 ₹415,684.
Net Profit of ₹115,684
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 Feb 26

DurationReturns
1 Month -1%
3 Month -2.8%
6 Month 1.9%
1 Year 5.8%
3 Year 15.3%
5 Year 12.6%
10 Year
15 Year
Since launch 16.2%
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 223.25 Yr.

Data below for Taurus Ethical Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Technology22.78%
Energy18.85%
Industrials12.42%
Consumer Cyclical11.2%
Health Care9.64%
Basic Materials7.81%
Consumer Defensive7.61%
Utility2.5%
Real Estate0.16%
Asset Allocation
Asset ClassValue
Cash6.98%
Equity93.02%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | 500325
7%₹25 Cr181,530
↓ -14,000
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | 532540
6%₹23 Cr73,644
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | 500209
5%₹19 Cr118,690
Coal India Ltd (Energy)
Equity, Since 30 Apr 24 | 533278
5%₹18 Cr419,616
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 500547
3%₹11 Cr310,830
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 25 | 540699
3%₹10 Cr9,927
↑ 1,850
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 500830
3%₹10 Cr46,361
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | 532281
3%₹10 Cr57,755
Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 25 | 540762
3%₹9 Cr39,878
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 500696
3%₹9 Cr38,951

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 (₹76 Cr).
  • Established history (29+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 12.71% (upper mid).
  • 3Y return: 14.58% (bottom quartile).
  • 1Y return: 4.01% (bottom quartile).
  • Alpha: -7.85 (bottom quartile).
  • Sharpe: -0.47 (bottom quartile).
  • Information ratio: -0.10 (lower mid).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield
Growth
Launch Date 31 Mar 96
NAV (17 Feb 26) ₹179.71 ↑ 1.12   (0.63 %)
Net Assets (Cr) ₹76 on 31 Dec 25
Category Equity - ELSS
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.47
Information Ratio -0.1
Alpha Ratio -7.85
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Jan 21₹10,000
31 Jan 22₹12,424
31 Jan 23₹12,929
31 Jan 24₹17,648
31 Jan 25₹19,518
31 Jan 26₹19,391

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 ₹415,684.
Net Profit of ₹115,684
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 Feb 26

DurationReturns
1 Month 0.4%
3 Month -5.3%
6 Month -3.1%
1 Year 4%
3 Year 14.6%
5 Year 12.7%
10 Year
15 Year
Since launch 11.7%
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 232.49 Yr.

Data below for Taurus Tax Shield as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services35.38%
Technology13.87%
Health Care11.85%
Consumer Defensive8.46%
Industrials7.85%
Energy6.18%
Consumer Cyclical5.18%
Utility5.16%
Basic Materials3.05%
Communication Services2.43%
Asset Allocation
Asset ClassValue
Cash0.59%
Equity99.41%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 500180
9%₹6 Cr69,220
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
8%₹6 Cr5,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
7%₹5 Cr36,470
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | 500875
7%₹5 Cr147,908
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
5%₹4 Cr144,894
↑ 10,495
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
Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 544550
5%₹3 Cr197,716
↑ 15,000
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 23 | 532488
4%₹3 Cr5,142
↑ 834
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | 533278
4%₹3 Cr70,025

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: 10.47% (bottom quartile).
  • 3Y return: 14.35% (bottom quartile).
  • 1Y return: 18.47% (top quartile).
  • Alpha: -4.81 (upper mid).
  • Sharpe: 0.40 (top quartile).
  • Information ratio: -0.03 (upper 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 Feb 26) ₹56.05 ↑ 0.17   (0.30 %)
Net Assets (Cr) ₹12 on 31 Dec 25
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio 0.4
Information Ratio -0.03
Alpha Ratio -4.81
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 Jan 21₹10,000
31 Jan 22₹12,087
31 Jan 23₹13,003
31 Jan 24₹15,771
31 Jan 25₹16,677
31 Jan 26₹18,764

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 ₹395,578.
Net Profit of ₹95,578
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 Feb 26

DurationReturns
1 Month 2.4%
3 Month 0.5%
6 Month 4.5%
1 Year 18.5%
3 Year 14.3%
5 Year 10.5%
10 Year
15 Year
Since launch 13.4%
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 232.64 Yr.

Data below for Taurus Banking & Financial Services Fund as on 31 Dec 25

Equity Sector Allocation
SectorValue
Financial Services96.82%
Asset Allocation
Asset ClassValue
Cash3.18%
Equity96.82%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
18%₹2 Cr15,267
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 500180
17%₹2 Cr21,388
State Bank of India (Financial Services)
Equity, Since 31 May 12 | 500112
11%₹1 Cr11,984
↓ -2,246
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
9%₹1 Cr7,755
↓ -1,772
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK
8%₹1 Cr23,769
↓ -2,676
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 25 | PFC
6%₹1 Cr17,433
Dam Capital Advisors Ltd (Financial Services)
Equity, Since 31 Aug 25 | 544316
5%₹1 Cr30,629
↑ 3,000
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | 500034
4%₹0 Cr4,487
Karnataka Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | 532652
3%₹0 Cr21,319
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
3%₹0 Cr300

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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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