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5 Best Taurus Mutual Fund Schemes 2025
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 fund 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.
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 ₹123.75
↑ 1.08 ₹120 5,000 1,000 18.7 -1.4 3.6 21.9 24.9 8.5 11.3 Taurus Tax Shield Growth ₹187.16
↑ 0.83 ₹76 500 500 10.2 -1.7 10.9 20.7 22 12.1 21.5 Taurus Largecap Equity Fund Growth ₹157.61
↑ 0.87 ₹48 5,000 1,000 11.7 -1.2 5 18.3 19.8 10.8 18 Taurus Ethical Fund Growth ₹127.5
↑ 0.94 ₹285 5,000 1,000 8.7 -5.5 1.8 17.1 20.3 17 19.3 Taurus Banking & Financial Services Fund Growth ₹55.02
↑ 0.25 ₹12 5,000 1,000 17.3 5.6 13.4 19.6 21.8 14 8.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jun 25
(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. Taurus Discovery (Midcap) Fund is a Equity - Mid Cap fund was launched on 5 Sep 94. It is a fund with Moderately High risk and has given a Below is the key information for Taurus Discovery (Midcap) 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. Taurus Tax Shield is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a Below is the key information for Taurus Tax Shield 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. Taurus Largecap Equity Fund is a Equity - Large Cap fund was launched on 28 Feb 95. It is a fund with Moderately High risk and has given a 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. Taurus Ethical Fund is a Equity - Sectoral fund was launched on 6 Apr 09. It is a fund with High risk and has given a Below is the key information for Taurus Ethical Fund 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. Taurus Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 22 May 12. It is a fund with High risk and has given a Below is the key information for Taurus Banking & Financial Services Fund Returns up to 1 year are on 1. Taurus Discovery (Midcap) Fund
CAGR/Annualized return of 8.5% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 11.3% , 2023 was 38.4% and 2022 was 6.7% . Taurus Discovery (Midcap) Fund
Growth Launch Date 5 Sep 94 NAV (09 Jun 25) ₹123.75 ↑ 1.08 (0.88 %) Net Assets (Cr) ₹120 on 30 Apr 25 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio -0.56 Information Ratio -1.34 Alpha Ratio -11.53 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 May 20 ₹10,000 31 May 21 ₹16,864 31 May 22 ₹17,311 31 May 23 ₹20,924 31 May 24 ₹30,066 31 May 25 ₹30,600 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 25 Duration Returns 1 Month 12.2% 3 Month 18.7% 6 Month -1.4% 1 Year 3.6% 3 Year 21.9% 5 Year 24.9% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 7.8% Fund Manager information for Taurus Discovery (Midcap) Fund
Name Since Tenure Anuj Kapil 13 Jun 23 1.97 Yr. Hemanshu Srivastava 18 Jul 24 0.87 Yr. Data below for Taurus Discovery (Midcap) Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 23.42% Consumer Cyclical 17.64% Industrials 17.08% Health Care 11.44% Basic Materials 7.02% Communication Services 4.5% Energy 4.34% Technology 3.08% Real Estate 1.37% Consumer Defensive 0.54% Asset Allocation
Asset Class Value Cash 9.56% Equity 90.44% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA4% ₹5 Cr 41,000 Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321494% ₹5 Cr 401,241
↓ -100,000 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5422164% ₹4 Cr 21,844 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5406114% ₹4 Cr 62,264
↓ -16,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5406913% ₹4 Cr 209,026 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | HINDPETRO3% ₹4 Cr 102,997 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 5313443% ₹4 Cr 57,000 Voltas Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | VOLTAS3% ₹4 Cr 29,484 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5004693% ₹4 Cr 183,012 Inox Wind Energy Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | 5432973% ₹3 Cr 3,539 2. Taurus Tax Shield
CAGR/Annualized return of 12.1% since its launch. Ranked 26 in ELSS category. Return for 2024 was 21.5% , 2023 was 28.7% and 2022 was 6.6% . Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (09 Jun 25) ₹187.16 ↑ 0.83 (0.45 %) Net Assets (Cr) ₹76 on 30 Apr 25 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 0.05 Information Ratio 0.14 Alpha Ratio 0.62 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 May 20 ₹10,000 31 May 21 ₹15,403 31 May 22 ₹16,070 31 May 23 ₹18,805 31 May 24 ₹24,603 31 May 25 ₹27,407 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 25 Duration Returns 1 Month 8.3% 3 Month 10.2% 6 Month -1.7% 1 Year 10.9% 3 Year 20.7% 5 Year 22% 10 Year 15 Year Since launch 12.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 2.1% Fund Manager information for Taurus Tax Shield
Name Since Tenure Anuj Kapil 7 Aug 23 1.82 Yr. Data below for Taurus Tax Shield as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 36.65% Technology 9.81% Health Care 9.75% Industrials 8.53% Consumer Cyclical 6.27% Consumer Defensive 4.86% Energy 3.3% Utility 2.98% Basic Materials 1.25% Communication Services 1.18% Asset Allocation
Asset Class Value Cash 15.42% Equity 84.58% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK10% ₹8 Cr 41,375 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 | 5321748% ₹6 Cr 41,805 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395515% ₹4 Cr 23,293 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC4% ₹3 Cr 80,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322154% ₹3 Cr 28,650 HBL Engineering Ltd (Industrials)
Equity, Since 30 Nov 24 | 5172714% ₹3 Cr 64,693
↑ 14,300 Punjab National Bank (Financial Services)
Equity, Since 30 Nov 24 | 5324613% ₹3 Cr 258,600 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA3% ₹3 Cr 65,000 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 5328983% ₹2 Cr 73,804
↑ 24,750 3. Taurus Largecap Equity Fund
CAGR/Annualized return of 10.8% since its launch. Ranked 67 in Large Cap category. Return for 2024 was 18% , 2023 was 21.8% and 2022 was 6.7% . Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (09 Jun 25) ₹157.61 ↑ 0.87 (0.56 %) Net Assets (Cr) ₹48 on 30 Apr 25 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.62 Sharpe Ratio -0.12 Information Ratio -0.16 Alpha Ratio -4.09 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 May 20 ₹10,000 31 May 21 ₹15,275 31 May 22 ₹15,788 31 May 23 ₹17,498 31 May 24 ₹23,678 31 May 25 ₹24,932 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 25 Duration Returns 1 Month 6.3% 3 Month 11.7% 6 Month -1.2% 1 Year 5% 3 Year 18.3% 5 Year 19.8% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 3.2% Fund Manager information for Taurus Largecap Equity Fund
Name Since Tenure Anuj Kapil 13 Jun 23 1.97 Yr. Data below for Taurus Largecap Equity Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 34.68% Energy 14.05% Consumer Cyclical 14.05% Consumer Defensive 6.99% Health Care 5.45% Industrials 4.57% Technology 4.24% Utility 4.16% Real Estate 2.53% Communication Services 2.13% Asset Allocation
Asset Class Value Cash 7.15% Equity 92.85% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK9% ₹4 Cr 21,562 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5321747% ₹3 Cr 22,452 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M6% ₹3 Cr 9,520 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN5% ₹3 Cr 32,804 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE5% ₹2 Cr 16,131 Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | IOC5% ₹2 Cr 164,230 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC4% ₹2 Cr 49,580 Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | 5433204% ₹2 Cr 83,623 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Nov 23 | 5328984% ₹2 Cr 58,197 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322154% ₹2 Cr 14,966 4. Taurus Ethical Fund
CAGR/Annualized return of 17% since its launch. Ranked 67 in Sectoral category. Return for 2024 was 19.3% , 2023 was 28.4% and 2022 was -2.3% . Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (09 Jun 25) ₹127.5 ↑ 0.94 (0.74 %) Net Assets (Cr) ₹285 on 30 Apr 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio -0.22 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 May 20 ₹10,000 31 May 21 ₹15,366 31 May 22 ₹16,222 31 May 23 ₹17,190 31 May 24 ₹24,532 31 May 25 ₹25,358 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 25 Duration Returns 1 Month 7% 3 Month 8.7% 6 Month -5.5% 1 Year 1.8% 3 Year 17.1% 5 Year 20.3% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 3% Fund Manager information for Taurus Ethical Fund
Name Since Tenure Anuj Kapil 1 Nov 22 2.58 Yr. Data below for Taurus Ethical Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Energy 20.23% Industrials 14.26% Technology 14.12% Health Care 11.74% Consumer Defensive 8.96% Basic Materials 7.19% Consumer Cyclical 6.63% Real Estate 1.62% Utility 1.32% Asset Allocation
Asset Class Value Cash 13.93% Equity 86.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE10% ₹29 Cr 204,060 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395514% ₹11 Cr 64,759
↑ 9,585 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS4% ₹11 Cr 31,242
↑ 5,984 Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY4% ₹10 Cr 69,519
↓ -40,440 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 25 | 5426523% ₹9 Cr 16,869 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M3% ₹9 Cr 30,295
↑ 2,717 Asian Paints Ltd (Basic Materials)
Equity, Since 31 May 24 | 5008203% ₹8 Cr 34,019
↑ 2,869 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 5005473% ₹8 Cr 249,568 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003123% ₹8 Cr 315,102
↑ 30,876 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 5006963% ₹7 Cr 30,801 5. Taurus Banking & Financial Services Fund
CAGR/Annualized return of 14% since its launch. Ranked 38 in Sectoral category. Return for 2024 was 8.6% , 2023 was 16% and 2022 was 17.8% . Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (09 Jun 25) ₹55.02 ↑ 0.25 (0.46 %) Net Assets (Cr) ₹12 on 30 Apr 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.1 Information Ratio 0.2 Alpha Ratio -4.55 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 May 20 ₹10,000 31 May 21 ₹16,870 31 May 22 ₹16,588 31 May 23 ₹20,703 31 May 24 ₹24,577 31 May 25 ₹27,691 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jun 25 Duration Returns 1 Month 7.4% 3 Month 17.3% 6 Month 5.6% 1 Year 13.4% 3 Year 19.6% 5 Year 21.8% 10 Year 15 Year Since launch 14% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.6% 2023 16% 2022 17.8% 2021 11.4% 2020 1.7% 2019 25.1% 2018 4.3% 2017 37.6% 2016 5.1% 2015 -16.3% Fund Manager information for Taurus Banking & Financial Services Fund
Name Since Tenure Anuj Kapil 13 Jun 23 1.97 Yr. Data below for Taurus Banking & Financial Services Fund as on 30 Apr 25
Equity Sector Allocation
Sector Value Financial Services 96.04% Technology 1.45% Asset Allocation
Asset Class Value Cash 2.51% Equity 97.49% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 53217422% ₹3 Cr 17,739 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK21% ₹2 Cr 12,948 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221511% ₹1 Cr 11,341 State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN10% ₹1 Cr 15,279 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK9% ₹1 Cr 4,719 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 23 | 5417703% ₹0 Cr 3,356 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004903% ₹0 Cr 300 Union Bank of India (Financial Services)
Equity, Since 31 Dec 24 | 5324773% ₹0 Cr 23,397 The New India Assurance Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | 5407692% ₹0 Cr 13,837 Jio Financial Services Ltd (Financial Services)
Equity, Since 31 Oct 24 | JIOFIN2% ₹0 Cr 8,798
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