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.
Talk to our investment specialist
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 Selection Methodology used to find 5 funds
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 ₹117.44
↑ 0.64 ₹129 5,000 1,000 -5.3 -0.7 11.8 15.6 14.5 8.1 0.8 Taurus Largecap Equity Fund Growth ₹161.26
↑ 0.50 ₹52 5,000 1,000 -1.7 3.9 13.6 17.1 12.1 10.6 5.3 Taurus Ethical Fund Growth ₹126.08
↑ 0.38 ₹370 5,000 1,000 -2.8 1.9 5.8 15.3 12.6 16.2 0.3 Taurus Tax Shield Growth ₹179.71
↑ 1.12 ₹76 500 500 -5.3 -3.1 4 14.6 12.7 11.7 -0.6 Taurus Banking & Financial Services Fund Growth ₹56.05
↑ 0.17 ₹12 5,000 1,000 0.5 4.5 18.5 14.3 10.5 13.4 10.9 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
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 (₹129 Cr). Bottom quartile AUM (₹52 Cr). Highest AUM (₹370 Cr). Lower mid AUM (₹76 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: 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 6 3Y 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 7 1Y 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 8 Alpha: -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 9 Sharpe: -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 10 Information 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
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 (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.
Date Value 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 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26 Duration Returns 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
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 2.64 Yr. Hemanshu Srivastava 18 Jul 24 1.54 Yr. Data below for Taurus Discovery (Midcap) Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 18.85% Industrials 17.42% Basic Materials 13.4% Technology 13.31% Consumer Cyclical 8.66% Health Care 8.05% Energy 7.68% Consumer Defensive 5.82% Communication Services 3.28% Utility 2.2% Asset Allocation
Asset Class Value Cash 1.34% Equity 98.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 5234575% ₹6 Cr 10,130 Coforge Ltd (Technology)
Equity, Since 31 May 22 | 5325414% ₹5 Cr 33,050 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5004694% ₹5 Cr 183,012 Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321494% ₹5 Cr 321,241 REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5329554% ₹5 Cr 140,000
↑ 32,000 Petronet LNG Ltd (Energy)
Equity, Since 31 Jul 25 | 5325224% ₹5 Cr 175,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5248044% ₹5 Cr 41,000 Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 5445504% ₹5 Cr 274,040 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | 5001044% ₹4 Cr 102,997 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 5313444% ₹4 Cr 87,500 2. 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.
Date Value 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 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26 Duration Returns 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
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 2.64 Yr. Data below for Taurus Largecap Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 32.11% Energy 14.95% Health Care 9.67% Consumer Defensive 8.76% Technology 5.88% Industrials 5.46% Consumer Cyclical 5.34% Communication Services 4.96% Basic Materials 3.69% Utility 2.95% Real Estate 1.79% Asset Allocation
Asset Class Value Cash 4.43% Equity 95.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 5008759% ₹4 Cr 137,795
↑ 34,250 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | 5001808% ₹4 Cr 44,499
↑ 1,375 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 25 | 5324887% ₹4 Cr 6,018
↑ 925 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | 5001126% ₹3 Cr 28,304
↓ -4,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5321746% ₹3 Cr 22,452 Adani Enterprises Ltd (Energy)
Equity, Since 31 Dec 25 | 5125995% ₹3 Cr 12,676
↑ 9,325 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | 5324545% ₹3 Cr 12,779
↑ 625 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 May 24 | 5003124% ₹2 Cr 73,738
↑ 12,500 Mazagon Dock Shipbuilders Ltd (Industrials)
Equity, Since 31 Oct 25 | 5432374% ₹2 Cr 7,390 Tata Capital Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5445743% ₹2 Cr 51,463 3. 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.
Date Value 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 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26 Duration Returns 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
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 3.25 Yr. Data below for Taurus Ethical Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Technology 22.78% Energy 18.85% Industrials 12.42% Consumer Cyclical 11.2% Health Care 9.64% Basic Materials 7.81% Consumer Defensive 7.61% Utility 2.5% Real Estate 0.16% Asset Allocation
Asset Class Value Cash 6.98% Equity 93.02% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | 5003257% ₹25 Cr 181,530
↓ -14,000 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 118,690 Coal India Ltd (Energy)
Equity, Since 30 Apr 24 | 5332785% ₹18 Cr 419,616 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 5005473% ₹11 Cr 310,830 Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 25 | 5406993% ₹10 Cr 9,927
↑ 1,850 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5008303% ₹10 Cr 46,361 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | 5322813% ₹10 Cr 57,755 Tube Investments of India Ltd Ordinary Shares (Industrials)
Equity, Since 30 Sep 25 | 5407623% ₹9 Cr 39,878 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 5006963% ₹9 Cr 38,951 4. 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.
Date Value 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 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26 Duration Returns 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
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 2.49 Yr. Data below for Taurus Tax Shield as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 35.38% Technology 13.87% Health Care 11.85% Consumer Defensive 8.46% Industrials 7.85% Energy 6.18% Consumer Cyclical 5.18% Utility 5.16% Basic Materials 3.05% Communication Services 2.43% Asset Allocation
Asset Class Value Cash 0.59% Equity 99.41% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 5001809% ₹6 Cr 69,220 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% ₹5 Cr 36,470 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | 5008757% ₹5 Cr 147,908 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 5328985% ₹4 Cr 144,894
↑ 10,495 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395515% ₹3 Cr 19,453 Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Oct 25 | 5407505% ₹3 Cr 270,045 Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 5445505% ₹3 Cr 197,716
↑ 15,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 23 | 5324884% ₹3 Cr 5,142
↑ 834 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | 5332784% ₹3 Cr 70,025 5. 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.
Date Value 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 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 17 Feb 26 Duration Returns 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
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 2.64 Yr. Data below for Taurus Banking & Financial Services Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Financial Services 96.82% Asset Allocation
Asset Class Value Cash 3.18% Equity 96.82% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 53217418% ₹2 Cr 15,267 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 50018017% ₹2 Cr 21,388 State Bank of India (Financial Services)
Equity, Since 31 May 12 | 50011211% ₹1 Cr 11,984
↓ -2,246 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 5322159% ₹1 Cr 7,755
↓ -1,772 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK8% ₹1 Cr 23,769
↓ -2,676 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 25 | PFC6% ₹1 Cr 17,433 Dam Capital Advisors Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5443165% ₹1 Cr 30,629
↑ 3,000 Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | 5000344% ₹0 Cr 4,487 Karnataka Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | 5326523% ₹0 Cr 21,319 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004903% ₹0 Cr 300
Open Free Investment Account for Lifetime at Fincash.com.
Complete your Registration and KYC Process
Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!
Research Highlights for Taurus Discovery (Midcap) Fund