5 Best Taurus Mutual Fund Schemes 2026

Updated on March 6, 2026 , 1998 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 (%)	2024 (%)
Taurus Discovery (Midcap) Fund Growth	₹111.4 ↓ -0.62	₹123	5,000	1,000	-8.6	-7.9	6.5	13.8	12.6	8	0.8
Taurus Largecap Equity Fund Growth	₹155.89 ↓ -1.15	₹51	5,000	1,000	-4.4	0.6	10.2	15.8	11.9	10.5	5.3
Taurus Ethical Fund Growth	₹122.13 ↓ -0.73	₹365	5,000	1,000	-5.8	-3.3	4.2	14.1	11.7	15.9	0.3
Taurus Tax Shield Growth	₹172.74 ↓ -1.50	₹72	500	500	-7.2	-6.6	1.7	12.7	12.1	11.5	-0.6
Taurus Banking & Financial Services Fund Growth	₹52.89 ↓ -1.06	₹12	5,000	1,000	-5	1.1	12.9	12	10.1	12.8	10.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Mar 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 (₹123 Cr).	Bottom quartile AUM (₹51 Cr).	Highest AUM (₹365 Cr).	Lower mid AUM (₹72 Cr).	Bottom quartile AUM (₹12 Cr).
Point 2	Oldest track record among peers (31 yrs).	Established history (31+ 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: 12.64% (top quartile).	5Y return: 11.87% (lower mid).	5Y return: 11.74% (bottom quartile).	5Y return: 12.13% (upper mid).	5Y return: 10.15% (bottom quartile).
Point 6	3Y return: 13.79% (lower mid).	3Y return: 15.78% (top quartile).	3Y return: 14.09% (upper mid).	3Y return: 12.69% (bottom quartile).	3Y return: 12.04% (bottom quartile).
Point 7	1Y return: 6.53% (lower mid).	1Y return: 10.18% (upper mid).	1Y return: 4.15% (bottom quartile).	1Y return: 1.70% (bottom quartile).	1Y return: 12.89% (top quartile).
Point 8	Alpha: -5.93 (lower mid).	Alpha: -2.54 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: -7.92 (bottom quartile).	Alpha: -6.50 (bottom quartile).
Point 9	Sharpe: -0.09 (lower mid).	Sharpe: 0.09 (upper mid).	Sharpe: -0.34 (bottom quartile).	Sharpe: -0.46 (bottom quartile).	Sharpe: 0.53 (top quartile).
Point 10	Information ratio: -1.68 (bottom quartile).	Information ratio: 0.02 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.33 (bottom quartile).	Information ratio: -0.31 (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: 12.64% (top quartile).
3Y return: 13.79% (lower mid).
1Y return: 6.53% (lower mid).
Alpha: -5.93 (lower mid).
Sharpe: -0.09 (lower mid).
Information ratio: -1.68 (bottom quartile).

Taurus Largecap Equity Fund

Bottom quartile AUM (₹51 Cr).
Established history (31+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.87% (lower mid).
3Y return: 15.78% (top quartile).
1Y return: 10.18% (upper mid).
Alpha: -2.54 (upper mid).
Sharpe: 0.09 (upper mid).
Information ratio: 0.02 (top quartile).

Taurus Ethical Fund

Highest AUM (₹365 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 11.74% (bottom quartile).
3Y return: 14.09% (upper mid).
1Y return: 4.15% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.34 (bottom quartile).
Information ratio: 0.00 (upper mid).

Taurus Tax Shield

Lower mid AUM (₹72 Cr).
Established history (29+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.13% (upper mid).
3Y return: 12.69% (bottom quartile).
1Y return: 1.70% (bottom quartile).
Alpha: -7.92 (bottom quartile).
Sharpe: -0.46 (bottom quartile).
Information ratio: -0.33 (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: 10.15% (bottom quartile).
3Y return: 12.04% (bottom quartile).
1Y return: 12.89% (top quartile).
Alpha: -6.50 (bottom quartile).
Sharpe: 0.53 (top quartile).
Information ratio: -0.31 (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

Upper mid AUM (₹123 Cr).
Oldest track record among peers (31 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 12.64% (top quartile).
3Y return: 13.79% (lower mid).
1Y return: 6.53% (lower mid).
Alpha: -5.93 (lower mid).
Sharpe: -0.09 (lower mid).
Information ratio: -1.68 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding Linde India Ltd (~4.9%).

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

Taurus Discovery (Midcap) Fund Growth
Launch Date	5 Sep 94
NAV (06 Mar 26)	₹111.4 ↓ -0.62 (-0.55 %)
Net Assets (Cr)	₹123 on 31 Jan 26
Category	Equity - Mid Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.57
Sharpe Ratio	-0.09
Information Ratio	-1.68
Alpha Ratio	-5.93
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
28 Feb 21	₹10,000
28 Feb 22	₹11,333
28 Feb 23	₹12,310
29 Feb 24	₹18,511
28 Feb 25	₹16,686
28 Feb 26	₹19,324

Taurus Discovery (Midcap) Fund 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 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 6 Mar 26

Duration	Returns
1 Month	-4.7%
3 Month	-8.6%
6 Month	-7.9%
1 Year	6.5%
3 Year	13.8%
5 Year	12.6%
10 Year
15 Year
Since launch	8%

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 Jan 26

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 \| 523457	5%	₹6 Cr	10,130
Coforge Ltd (Technology) Equity, Since 31 May 22 \| 532541	4%	₹5 Cr	33,050
The Federal Bank Ltd (Financial Services) Equity, Since 31 Aug 20 \| 500469	4%	₹5 Cr	183,012
Bank of India (Financial Services) Equity, Since 31 Dec 23 \| 532149	4%	₹5 Cr	321,241
REC Ltd (Financial Services) Equity, Since 31 Jan 23 \| 532955	4%	₹5 Cr	140,000 ↑ 32,000
Petronet LNG Ltd (Energy) Equity, Since 31 Jul 25 \| 532522	4%	₹5 Cr	175,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| 524804	4%	₹5 Cr	41,000
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	4%	₹5 Cr	274,040
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Apr 24 \| 500104	4%	₹4 Cr	102,997
Container Corporation of India Ltd (Industrials) Equity, Since 31 Jul 24 \| 531344	4%	₹4 Cr	87,500

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 (₹51 Cr).
Established history (31+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 11.87% (lower mid).
3Y return: 15.78% (top quartile).
1Y return: 10.18% (upper mid).
Alpha: -2.54 (upper mid).
Sharpe: 0.09 (upper mid).
Information ratio: 0.02 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding ITC Ltd (~8.8%).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund Growth
Launch Date	28 Feb 95
NAV (06 Mar 26)	₹155.89 ↓ -1.15 (-0.73 %)
Net Assets (Cr)	₹51 on 31 Jan 26
Category	Equity - Large Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.61
Sharpe Ratio	0.09
Information Ratio	0.02
Alpha Ratio	-2.54
Min Investment	5,000
Min SIP Investment	1,000
Exit Load	0-7 Days (0.5%),7 Days and above(NIL)
Sub Cat.	Large Cap

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,232
28 Feb 23	₹11,032
29 Feb 24	₹16,120
28 Feb 25	₹15,766
28 Feb 26	₹18,181

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 6 Mar 26

Duration	Returns
1 Month	-2.6%
3 Month	-4.4%
6 Month	0.6%
1 Year	10.2%
3 Year	15.8%
5 Year	11.9%
10 Year
15 Year
Since launch	10.5%

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 Jan 26

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 \| 500875	9%	₹4 Cr	137,795 ↑ 34,250
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 23 \| 500180	8%	₹4 Cr	44,499 ↑ 1,375
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 25 \| 532488	7%	₹4 Cr	6,018 ↑ 925
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| 500112	6%	₹3 Cr	28,304 ↓ -4,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	6%	₹3 Cr	22,452
Adani Enterprises Ltd (Energy) Equity, Since 31 Dec 25 \| 512599	5%	₹3 Cr	12,676 ↑ 9,325
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 24 \| 532454	5%	₹3 Cr	12,779 ↑ 625
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 24 \| 500312	4%	₹2 Cr	73,738 ↑ 12,500
Mazagon Dock Shipbuilders Ltd (Industrials) Equity, Since 31 Oct 25 \| 543237	4%	₹2 Cr	7,390
Tata Capital Ltd (Financial Services) Equity, Since 31 Oct 25 \| 544574	3%	₹2 Cr	51,463

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 (₹365 Cr).
Established history (16+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 11.74% (bottom quartile).
3Y return: 14.09% (upper mid).
1Y return: 4.15% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -0.34 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~93%).
Largest holding Reliance Industries Ltd (~6.9%).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund Growth
Launch Date	6 Apr 09
NAV (06 Mar 26)	₹122.13 ↓ -0.73 (-0.59 %)
Net Assets (Cr)	₹365 on 31 Jan 26
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	High
Expense Ratio	2.42
Sharpe Ratio	-0.34
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
28 Feb 21	₹10,000
28 Feb 22	₹11,737
28 Feb 23	₹11,761
29 Feb 24	₹17,477
28 Feb 25	₹16,581
28 Feb 26	₹18,427

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 6 Mar 26

Duration	Returns
1 Month	-3.4%
3 Month	-5.8%
6 Month	-3.3%
1 Year	4.2%
3 Year	14.1%
5 Year	11.7%
10 Year
15 Year
Since launch	15.9%

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 Jan 26

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 \| 500325	7%	₹25 Cr	181,530 ↓ -14,000
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 11 \| 532540	6%	₹23 Cr	73,644
Infosys Ltd (Technology) Equity, Since 31 Dec 10 \| 500209	5%	₹19 Cr	118,690
Coal India Ltd (Energy) Equity, Since 30 Apr 24 \| 533278	5%	₹18 Cr	419,616
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 24 \| 500547	3%	₹11 Cr	310,830
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Nov 25 \| 540699	3%	₹10 Cr	9,927 ↑ 1,850
Colgate-Palmolive (India) Ltd (Consumer Defensive) Equity, Since 31 Jan 25 \| 500830	3%	₹10 Cr	46,361
HCL Technologies Ltd (Technology) Equity, Since 31 May 22 \| 532281	3%	₹10 Cr	57,755
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 25 \| 540762	3%	₹9 Cr	39,878
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Dec 22 \| 500696	3%	₹9 Cr	38,951

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 (₹72 Cr).
Established history (29+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.13% (upper mid).
3Y return: 12.69% (bottom quartile).
1Y return: 1.70% (bottom quartile).
Alpha: -7.92 (bottom quartile).
Sharpe: -0.46 (bottom quartile).
Information ratio: -0.33 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding HDFC Bank Ltd (~8.9%).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield Growth
Launch Date	31 Mar 96
NAV (06 Mar 26)	₹172.74 ↓ -1.50 (-0.86 %)
Net Assets (Cr)	₹72 on 31 Jan 26
Category	Equity - ELSS
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.46
Sharpe Ratio	-0.46
Information Ratio	-0.33
Alpha Ratio	-7.92
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
28 Feb 21	₹10,000
28 Feb 22	₹11,264
28 Feb 23	₹12,403
29 Feb 24	₹17,229
28 Feb 25	₹17,477
28 Feb 26	₹18,497

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 6 Mar 26

Duration	Returns
1 Month	-3.5%
3 Month	-7.2%
6 Month	-6.6%
1 Year	1.7%
3 Year	12.7%
5 Year	12.1%
10 Year
15 Year
Since launch	11.5%

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 Jan 26

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 \| 500180	9%	₹6 Cr	69,220
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	8%	₹6 Cr	5,200
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 09 \| 532174	7%	₹5 Cr	36,470
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 16 \| 500875	7%	₹5 Cr	147,908
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Mar 25 \| 532898	5%	₹4 Cr	144,894 ↑ 10,495
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
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	5%	₹3 Cr	197,716 ↑ 15,000
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jan 23 \| 532488	4%	₹3 Cr	5,142 ↑ 834
Coal India Ltd (Energy) Equity, Since 31 Jan 23 \| 533278	4%	₹3 Cr	70,025

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: 10.15% (bottom quartile).
3Y return: 12.04% (bottom quartile).
1Y return: 12.89% (top quartile).
Alpha: -6.50 (bottom quartile).
Sharpe: 0.53 (top quartile).
Information ratio: -0.31 (lower mid).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding ICICI Bank Ltd (~17.6%).
Top-3 holdings concentration ~45.5%.

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

Taurus Banking & Financial Services Fund Growth
Launch Date	22 May 12
NAV (06 Mar 26)	₹52.89 ↓ -1.06 (-1.96 %)
Net Assets (Cr)	₹12 on 31 Jan 26
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆
Risk	High
Expense Ratio	2.45
Sharpe Ratio	0.53
Information Ratio	-0.31
Alpha Ratio	-6.5
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
28 Feb 21	₹10,000
28 Feb 22	₹10,387
28 Feb 23	₹11,434
29 Feb 24	₹14,259
28 Feb 25	₹14,415
28 Feb 26	₹17,097

Taurus Banking & Financial Services Fund SIP 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 6 Mar 26

Duration	Returns
1 Month	-3.9%
3 Month	-5%
6 Month	1.1%
1 Year	12.9%
3 Year	12%
5 Year	10.1%
10 Year
15 Year
Since launch	12.8%

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 Jan 26

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 \| 532174	18%	₹2 Cr	15,267
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 500180	17%	₹2 Cr	21,388
State Bank of India (Financial Services) Equity, Since 31 May 12 \| 500112	11%	₹1 Cr	11,984 ↓ -2,246
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 13 \| 532215	9%	₹1 Cr	7,755 ↓ -1,772
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 13 \| KOTAKBANK	8%	₹1 Cr	23,769 ↓ -2,676
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Jul 25 \| PFC	6%	₹1 Cr	17,433
Dam Capital Advisors Ltd (Financial Services) Equity, Since 31 Aug 25 \| 544316	5%	₹1 Cr	30,629 ↑ 3,000
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| 500034	4%	₹0 Cr	4,487
Karnataka Bank Ltd (Financial Services) Equity, Since 30 Nov 25 \| 532652	3%	₹0 Cr	21,319
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	3%	₹0 Cr	300

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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.