5 Best Taurus Mutual Fund Schemes 2026

Updated on May 6, 2026 , 2122 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

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2025 (%)
Taurus Discovery (Midcap) Fund Growth	₹120.26 ↑ 0.72	₹109	5,000	1,000	2.9	-2.3	8.9	15.6	13.8	8.2	0.8
Taurus Ethical Fund Growth	₹126.99 ↓ -0.10	₹350	5,000	1,000	0.4	0	6.3	15.9	11.8	16	0.3
Taurus Largecap Equity Fund Growth	₹157.2 ↓ -1.02	₹46	5,000	1,000	-1.7	-2.3	5	14.4	11.9	10.5	5.3
Taurus Tax Shield Growth	₹177.79 ↓ -0.77	₹64	500	500	-0.6	-5.2	1.7	13.4	12.6	11.6	-0.6
Taurus Starshare (Multi Cap) Fund Growth	₹222.8 ↓ -0.84	₹306	5,000	1,000	1.6	-2.3	4.6	13.6	11.6	10.1	-1.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 8 May 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Taurus Discovery (Midcap) Fund	Taurus Ethical Fund	Taurus Largecap Equity Fund	Taurus Tax Shield	Taurus Starshare (Multi Cap) Fund
Point 1	Lower mid AUM (₹109 Cr).	Highest AUM (₹350 Cr).	Bottom quartile AUM (₹46 Cr).	Bottom quartile AUM (₹64 Cr).	Upper mid AUM (₹306 Cr).
Point 2	Established history (31+ yrs).	Established history (17+ yrs).	Established history (31+ yrs).	Established history (30+ yrs).	Oldest track record among peers (32 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: High.	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: Moderately High.
Point 5	5Y return: 13.75% (top quartile).	5Y return: 11.79% (bottom quartile).	5Y return: 11.89% (lower mid).	5Y return: 12.63% (upper mid).	5Y return: 11.65% (bottom quartile).
Point 6	3Y return: 15.61% (upper mid).	3Y return: 15.90% (top quartile).	3Y return: 14.37% (lower mid).	3Y return: 13.40% (bottom quartile).	3Y return: 13.58% (bottom quartile).
Point 7	1Y return: 8.89% (top quartile).	1Y return: 6.27% (upper mid).	1Y return: 4.99% (lower mid).	1Y return: 1.73% (bottom quartile).	1Y return: 4.55% (bottom quartile).
Point 8	Alpha: -7.28 (bottom quartile).	Alpha: 0.00 (upper mid).	Alpha: 0.62 (top quartile).	Alpha: -7.47 (bottom quartile).	Alpha: -4.90 (lower mid).
Point 9	Sharpe: -0.56 (upper mid).	Sharpe: -0.75 (lower mid).	Sharpe: -0.49 (top quartile).	Sharpe: -1.04 (bottom quartile).	Sharpe: -0.83 (bottom quartile).
Point 10	Information ratio: -1.56 (bottom quartile).	Information ratio: 0.00 (upper mid).	Information ratio: 0.48 (top quartile).	Information ratio: -0.46 (bottom quartile).	Information ratio: -0.41 (lower mid).

Taurus Discovery (Midcap) Fund

Lower mid AUM (₹109 Cr).
Established history (31+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.75% (top quartile).
3Y return: 15.61% (upper mid).
1Y return: 8.89% (top quartile).
Alpha: -7.28 (bottom quartile).
Sharpe: -0.56 (upper mid).
Information ratio: -1.56 (bottom quartile).

Taurus Ethical Fund

Highest AUM (₹350 Cr).
Established history (17+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 11.79% (bottom quartile).
3Y return: 15.90% (top quartile).
1Y return: 6.27% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.75 (lower mid).
Information ratio: 0.00 (upper mid).

Taurus Largecap Equity Fund

Bottom quartile AUM (₹46 Cr).
Established history (31+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.89% (lower mid).
3Y return: 14.37% (lower mid).
1Y return: 4.99% (lower mid).
Alpha: 0.62 (top quartile).
Sharpe: -0.49 (top quartile).
Information ratio: 0.48 (top quartile).

Taurus Tax Shield

Bottom quartile AUM (₹64 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.63% (upper mid).
3Y return: 13.40% (bottom quartile).
1Y return: 1.73% (bottom quartile).
Alpha: -7.47 (bottom quartile).
Sharpe: -1.04 (bottom quartile).
Information ratio: -0.46 (bottom quartile).

Taurus Starshare (Multi Cap) Fund

Upper mid AUM (₹306 Cr).
Oldest track record among peers (32 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.65% (bottom quartile).
3Y return: 13.58% (bottom quartile).
1Y return: 4.55% (bottom quartile).
Alpha: -4.90 (lower mid).
Sharpe: -0.83 (bottom quartile).
Information ratio: -0.41 (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

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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

Lower mid AUM (₹109 Cr).
Established history (31+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.75% (top quartile).
3Y return: 15.61% (upper mid).
1Y return: 8.89% (top quartile).
Alpha: -7.28 (bottom quartile).
Sharpe: -0.56 (upper mid).
Information ratio: -1.56 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~91%).
Largest holding Linde India Ltd (~6.3%).

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

Taurus Discovery (Midcap) Fund Growth
Launch Date	5 Sep 94
NAV (08 May 26)	₹120.26 ↑ 0.72 (0.60 %)
Net Assets (Cr)	₹109 on 31 Mar 26
Category	Equity - Mid Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.57
Sharpe Ratio	-0.56
Information Ratio	-1.56
Alpha Ratio	-7.28
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
30 Apr 21	₹10,000
30 Apr 22	₹11,904
30 Apr 23	₹12,330
30 Apr 24	₹19,044
30 Apr 25	₹17,945
30 Apr 26	₹18,477

Taurus Discovery (Midcap) Fund SIP 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 8 May 26

Duration	Returns
1 Month	8.5%
3 Month	2.9%
6 Month	-2.3%
1 Year	8.9%
3 Year	15.6%
5 Year	13.8%
10 Year
15 Year
Since launch	8.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	0.8%
2024	11.3%
2023	38.4%
2022	6.7%
2021	32.7%
2020	25.5%
2019	1.6%
2018	-7%
2017	46.1%
2016	3.2%

Fund Manager information for Taurus Discovery (Midcap) Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.8 Yr.
Hemanshu Srivastava	18 Jul 24	1.7 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	17.03%
Technology	15.46%
Industrials	15.24%
Basic Materials	12.67%
Health Care	9.56%
Consumer Cyclical	8.15%
Communication Services	3.76%
Consumer Defensive	3.74%
Energy	3.19%
Utility	2.34%

Asset Allocation

Asset Class	Value
Cash	8.86%
Equity	91.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Linde India Ltd (Basic Materials) Equity, Since 30 Apr 25 \| 523457	6%	₹7 Cr	10,130
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| AUROPHARMA	5%	₹5 Cr	41,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jul 25 \| PERSISTENT	4%	₹5 Cr	10,000 ↑ 2,188
The Federal Bank Ltd (Financial Services) Equity, Since 31 Aug 20 \| 500469	4%	₹5 Cr	183,012
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	4%	₹4 Cr	299,040
Bank of India (Financial Services) Equity, Since 31 Dec 23 \| 532149	4%	₹4 Cr	300,000 ↓ -21,241
Coforge Ltd (Technology) Equity, Since 31 May 22 \| 532541	4%	₹4 Cr	36,550 ↑ 10,000
REC Ltd (Financial Services) Equity, Since 31 Jan 23 \| 532955	4%	₹4 Cr	126,000 ↓ -14,000
GMR Airports Ltd (Industrials) Equity, Since 31 Oct 24 \| 532754	3%	₹4 Cr	450,000
PI Industries Ltd (Basic Materials) Equity, Since 30 Nov 25 \| PIIND	3%	₹4 Cr	13,500

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 (₹350 Cr).
Established history (17+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 11.79% (bottom quartile).
3Y return: 15.90% (top quartile).
1Y return: 6.27% (upper mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.75 (lower mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Reliance Industries Ltd (~7.0%).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund Growth
Launch Date	6 Apr 09
NAV (08 May 26)	₹126.99 ↓ -0.10 (-0.08 %)
Net Assets (Cr)	₹350 on 31 Mar 26
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	High
Expense Ratio	2.42
Sharpe Ratio	-0.75
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
30 Apr 21	₹10,000
30 Apr 22	₹11,749
30 Apr 23	₹11,343
30 Apr 24	₹16,656
30 Apr 25	₹16,864
30 Apr 26	₹17,405

Taurus Ethical Fund SIP 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 8 May 26

Duration	Returns
1 Month	5.2%
3 Month	0.4%
6 Month	0%
1 Year	6.3%
3 Year	15.9%
5 Year	11.8%
10 Year
15 Year
Since launch	16%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	0.3%
2024	19.3%
2023	28.4%
2022	-2.3%
2021	28.9%
2020	28.1%
2019	4.1%
2018	-1%
2017	31.1%
2016	-2.1%

Fund Manager information for Taurus Ethical Fund

Name	Since	Tenure
Anuj Kapil	1 Nov 22	3.42 Yr.

Data below for Taurus Ethical Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Technology	23.46%
Energy	15.35%
Industrials	12.14%
Health Care	12.02%
Consumer Cyclical	11.61%
Basic Materials	9.29%
Consumer Defensive	7.02%
Utility	2.66%
Communication Services	0.85%

Asset Allocation

Asset Class	Value
Cash	5.59%
Equity	94.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	7%	₹24 Cr	181,530
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 11 \| TCS	5%	₹19 Cr	80,944
Infosys Ltd (Technology) Equity, Since 31 Dec 10 \| INFY	5%	₹18 Cr	145,720
Coal India Ltd (Energy) Equity, Since 30 Apr 24 \| COALINDIA	4%	₹13 Cr	282,616
Linde India Ltd (Basic Materials) Equity, Since 31 Aug 25 \| 523457	3%	₹12 Cr	17,645 ↑ 1,514
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 25 \| 540762	3%	₹10 Cr	39,878
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Nov 25 \| 540699	3%	₹10 Cr	9,927
Laurus Labs Ltd (Healthcare) Equity, Since 31 May 25 \| 540222	3%	₹9 Cr	90,303 ↑ 19,500
Oracle Financial Services Software Ltd (Technology) Equity, Since 31 Jan 25 \| 532466	2%	₹9 Cr	12,816 ↑ 1,530
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 26 \| 532343	2%	₹9 Cr	25,330

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 (₹46 Cr).
Established history (31+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 11.89% (lower mid).
3Y return: 14.37% (lower mid).
1Y return: 4.99% (lower mid).
Alpha: 0.62 (top quartile).
Sharpe: -0.49 (top quartile).
Information ratio: 0.48 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding ITC Ltd (~9.5%).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund Growth
Launch Date	28 Feb 95
NAV (08 May 26)	₹157.2 ↓ -1.02 (-0.64 %)
Net Assets (Cr)	₹46 on 31 Mar 26
Category	Equity - Large Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.61
Sharpe Ratio	-0.49
Information Ratio	0.48
Alpha Ratio	0.62
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
30 Apr 21	₹10,000
30 Apr 22	₹11,744
30 Apr 23	₹11,856
30 Apr 24	₹16,535
30 Apr 25	₹17,148
30 Apr 26	₹17,860

Taurus Largecap Equity Fund SIP 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 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 8 May 26

Duration	Returns
1 Month	2.6%
3 Month	-1.7%
6 Month	-2.3%
1 Year	5%
3 Year	14.4%
5 Year	11.9%
10 Year
15 Year
Since launch	10.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	5.3%
2024	18%
2023	21.8%
2022	6.7%
2021	18%
2020	10.2%
2019	8.5%
2018	-6.2%
2017	25.6%
2016	-1.6%

Fund Manager information for Taurus Largecap Equity Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.8 Yr.

Data below for Taurus Largecap Equity Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	31.03%
Consumer Defensive	10.74%
Health Care	10.57%
Energy	9.96%
Consumer Cyclical	8.42%
Communication Services	7.44%
Technology	4.48%
Utility	3.72%
Basic Materials	3.64%
Industrials	3.29%
Real Estate	2.58%

Asset Allocation

Asset Class	Value
Cash	4.12%
Equity	95.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| ITC	9%	₹4 Cr	152,721
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 25 \| 532488	8%	₹4 Cr	6,018
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 23 \| HDFCBANK	8%	₹3 Cr	47,677 ↑ 3,178
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	6%	₹3 Cr	24,392 ↑ 1,940
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| SBIN	5%	₹2 Cr	24,204 ↓ -4,100
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 24 \| BHARTIARTL	5%	₹2 Cr	12,779
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Nov 23 \| 532898	4%	₹2 Cr	58,197
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 24 \| 500312	3%	₹2 Cr	55,738
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| RELIANCE	3%	₹2 Cr	11,541
Mazagon Dock Shipbuilders Ltd (Industrials) Equity, Since 31 Oct 25 \| 543237	3%	₹2 Cr	7,390

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

Bottom quartile AUM (₹64 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.63% (upper mid).
3Y return: 13.40% (bottom quartile).
1Y return: 1.73% (bottom quartile).
Alpha: -7.47 (bottom quartile).
Sharpe: -1.04 (bottom quartile).
Information ratio: -0.46 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ITC Ltd (~8.5%).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield Growth
Launch Date	31 Mar 96
NAV (08 May 26)	₹177.79 ↓ -0.77 (-0.43 %)
Net Assets (Cr)	₹64 on 31 Mar 26
Category	Equity - ELSS
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.46
Sharpe Ratio	-1.04
Information Ratio	-0.46
Alpha Ratio	-7.47
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,705
30 Apr 23	₹12,562
30 Apr 24	₹17,151
30 Apr 25	₹18,298
30 Apr 26	₹18,179

Taurus Tax Shield SIP 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 8 May 26

Duration	Returns
1 Month	4.4%
3 Month	-0.6%
6 Month	-5.2%
1 Year	1.7%
3 Year	13.4%
5 Year	12.6%
10 Year
15 Year
Since launch	11.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-0.6%
2024	21.5%
2023	28.7%
2022	6.6%
2021	20.1%
2020	13.7%
2019	7.7%
2018	0%
2017	38%
2016	3.2%

Fund Manager information for Taurus Tax Shield

Name	Since	Tenure
Anuj Kapil	7 Aug 23	2.65 Yr.

Data below for Taurus Tax Shield as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	34.7%
Technology	13.39%
Health Care	13.11%
Consumer Defensive	9.81%
Energy	7.5%
Utility	6.67%
Industrials	3.95%
Consumer Cyclical	3.37%
Communication Services	2.46%
Basic Materials	1.58%

Asset Allocation

Asset Class	Value
Cash	3.47%
Equity	96.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 16 \| ITC	9%	₹5 Cr	190,569
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	8%	₹5 Cr	69,220
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	7%	₹5 Cr	5,200
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 09 \| 532174	7%	₹4 Cr	36,470
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Mar 25 \| 532898	7%	₹4 Cr	144,894
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jan 23 \| 532488	6%	₹4 Cr	6,224
Coal India Ltd (Energy) Equity, Since 31 Jan 23 \| COALINDIA	5%	₹3 Cr	70,025
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	5%	₹3 Cr	222,716
Narayana Hrudayalaya Ltd (Healthcare) Equity, Since 31 Jul 22 \| 539551	5%	₹3 Cr	19,453
Indian Energy Exchange Ltd (Financial Services) Equity, Since 31 Oct 25 \| 540750	5%	₹3 Cr	270,045

5. Taurus Starshare (Multi Cap) Fund

(Erstwhile Taurus Starshare)

The basic objective of the Scheme is to provide long-term capital appreciation. Emphasis will be on sharing growth through appreciation as well as on distribution of income by way of dividend.

Research Highlights for Taurus Starshare (Multi Cap) Fund

Upper mid AUM (₹306 Cr).
Oldest track record among peers (32 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 11.65% (bottom quartile).
3Y return: 13.58% (bottom quartile).
1Y return: 4.55% (bottom quartile).
Alpha: -4.90 (lower mid).
Sharpe: -0.83 (bottom quartile).
Information ratio: -0.41 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding HDFC Bank Ltd (~8.7%).

Below is the key information for Taurus Starshare (Multi Cap) Fund

Taurus Starshare (Multi Cap) Fund Growth
Launch Date	29 Jan 94
NAV (08 May 26)	₹222.8 ↓ -0.84 (-0.38 %)
Net Assets (Cr)	₹306 on 31 Mar 26
Category	Equity - Multi Cap
AMC	Taurus Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.64
Sharpe Ratio	-0.84
Information Ratio	-0.41
Alpha Ratio	-4.9
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-180 Days (0.5%),180 Days and above(NIL)
Sub Cat.	Multi Cap

Growth of 10,000 investment over the years.

Date	Value
30 Apr 21	₹10,000
30 Apr 22	₹11,961
30 Apr 23	₹11,900
30 Apr 24	₹16,797
30 Apr 25	₹17,032
30 Apr 26	₹17,261

Taurus Starshare (Multi Cap) Fund SIP 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 Starshare (Multi Cap) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 8 May 26

Duration	Returns
1 Month	5.1%
3 Month	1.6%
6 Month	-2.3%
1 Year	4.6%
3 Year	13.6%
5 Year	11.6%
10 Year
15 Year
Since launch	10.1%

Historical performance (Yearly) on absolute basis

Year	Returns
2025	-1.3%
2024	17.3%
2023	26.9%
2022	4.8%
2021	22.1%
2020	6.6%
2019	4.1%
2018	-8.3%
2017	32.5%
2016	0.2%

Fund Manager information for Taurus Starshare (Multi Cap) Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.8 Yr.

Data below for Taurus Starshare (Multi Cap) Fund as on 31 Mar 26

Equity Sector Allocation

Sector	Value
Financial Services	31.7%
Health Care	14.29%
Consumer Cyclical	12.12%
Consumer Defensive	10.85%
Basic Materials	6.58%
Energy	5.9%
Communication Services	4.87%
Technology	4.2%
Industrials	4.2%
Utility	3.18%

Asset Allocation

Asset Class	Value
Cash	2.11%
Equity	97.89%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 23 \| HDFCBANK	9%	₹27 Cr	363,593 ↑ 26,420
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| ITC	8%	₹25 Cr	868,506 ↑ 62,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532488	5%	₹16 Cr	27,474
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	5%	₹14 Cr	116,272
Park Medi World Ltd (Healthcare) Equity, Since 31 Dec 25 \| 544645	4%	₹13 Cr	680,053
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIARTL	4%	₹12 Cr	67,614
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| 532215	4%	₹11 Cr	97,722 ↓ -15,000
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| M&M	4%	₹11 Cr	37,582 ↓ -6,000
SAMHI Hotels Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543984	3%	₹10 Cr	808,185 ↑ 193,000
Narayana Hrudayalaya Ltd (Healthcare) Equity, Since 31 Jan 25 \| 539551	3%	₹10 Cr	63,640

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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.