SOLUTIONS
EXPLORE FUNDS
CALCULATORS
fincash number+91-22-48913909Dashboard

5 Best Taurus Mutual Fund Schemes 2026

Updated on September 27, 2026 , 2327 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.

Ready to Invest?
Talk to our investment specialist
Disclaimer:
By submitting this form I authorize Fincash.com to call/SMS/email me about its products and I accept the terms of Privacy Policy and Terms & Conditions.

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 ₹125.7
↓ -0.30
₹140 5,000 1,000 7.7195.48.711.28.20.8
Taurus Largecap Equity Fund Growth ₹165.47
↑ 0.26
₹60 5,000 1,000 7.312.66.812.39.710.55.3
Taurus Tax Shield Growth ₹180.09
↓ -0.77
₹72 500 500 2.310.5-1.89.59.511.5-0.6
Taurus Ethical Fund Growth ₹120
↓ -1.25
₹442 5,000 1,000 -2.93.6-2.86.86.815.30.3
Taurus Starshare (Multi Cap) Fund Growth ₹239.05
↑ 0.35
₹382 5,000 1,000 7.619.38.210.99.910.2-1.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Sep 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryTaurus Discovery (Midcap) FundTaurus Largecap Equity FundTaurus Tax ShieldTaurus Ethical FundTaurus Starshare (Multi Cap) Fund
Point 1Lower mid AUM (₹140 Cr).Bottom quartile AUM (₹60 Cr).Bottom quartile AUM (₹72 Cr).Highest AUM (₹442 Cr).Upper mid AUM (₹382 Cr).
Point 2Oldest track record among peers (32 yrs).Established history (31+ yrs).Established history (30+ yrs).Established history (17+ yrs).Established history (32+ 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: Moderately High.Risk profile: High.Risk profile: Moderately High.
Point 55Y return: 11.22% (top quartile).5Y return: 9.74% (lower mid).5Y return: 9.51% (bottom quartile).5Y return: 6.82% (bottom quartile).5Y return: 9.86% (upper mid).
Point 63Y return: 8.73% (bottom quartile).3Y return: 12.30% (top quartile).3Y return: 9.51% (lower mid).3Y return: 6.83% (bottom quartile).3Y return: 10.93% (upper mid).
Point 71Y return: 5.36% (lower mid).1Y return: 6.84% (upper mid).1Y return: -1.76% (bottom quartile).1Y return: -2.79% (bottom quartile).1Y return: 8.22% (top quartile).
Point 8Alpha: -4.44 (bottom quartile).Alpha: 8.20 (top quartile).Alpha: -3.13 (bottom quartile).Alpha: 0.00 (lower mid).Alpha: 6.02 (upper mid).
Point 9Sharpe: 0.24 (lower mid).Sharpe: 0.36 (top quartile).Sharpe: -0.15 (bottom quartile).Sharpe: -0.04 (bottom quartile).Sharpe: 0.34 (upper mid).
Point 10Information ratio: -1.24 (bottom quartile).Information ratio: 0.70 (top quartile).Information ratio: -0.22 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.10 (upper mid).

Taurus Discovery (Midcap) Fund

  • Lower mid AUM (₹140 Cr).
  • Oldest track record among peers (32 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.22% (top quartile).
  • 3Y return: 8.73% (bottom quartile).
  • 1Y return: 5.36% (lower mid).
  • Alpha: -4.44 (bottom quartile).
  • Sharpe: 0.24 (lower mid).
  • Information ratio: -1.24 (bottom quartile).

Taurus Largecap Equity Fund

  • Bottom quartile AUM (₹60 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.74% (lower mid).
  • 3Y return: 12.30% (top quartile).
  • 1Y return: 6.84% (upper mid).
  • Alpha: 8.20 (top quartile).
  • Sharpe: 0.36 (top quartile).
  • Information ratio: 0.70 (top quartile).

Taurus Tax Shield

  • Bottom quartile AUM (₹72 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.51% (bottom quartile).
  • 3Y return: 9.51% (lower mid).
  • 1Y return: -1.76% (bottom quartile).
  • Alpha: -3.13 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: -0.22 (bottom quartile).

Taurus Ethical Fund

  • Highest AUM (₹442 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 6.82% (bottom quartile).
  • 3Y return: 6.83% (bottom quartile).
  • 1Y return: -2.79% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Taurus Starshare (Multi Cap) Fund

  • Upper mid AUM (₹382 Cr).
  • Established history (32+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.86% (upper mid).
  • 3Y return: 10.93% (upper mid).
  • 1Y return: 8.22% (top quartile).
  • Alpha: 6.02 (upper mid).
  • Sharpe: 0.34 (upper mid).
  • Information ratio: 0.10 (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

  • Regulated & compliant: AMFI-registered and MCA-incorporated.
  • Investor-first: No pay-to-promote lists; suitability and performance drive coverage.
  • Education-focused: We simplify complex concepts for everyday investors.

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 (₹140 Cr).
  • Oldest track record among peers (32 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 11.22% (top quartile).
  • 3Y return: 8.73% (bottom quartile).
  • 1Y return: 5.36% (lower mid).
  • Alpha: -4.44 (bottom quartile).
  • Sharpe: 0.24 (lower mid).
  • Information ratio: -1.24 (bottom quartile).

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

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (29 Sep 26) ₹125.7 ↓ -0.30   (-0.24 %)
Net Assets (Cr) ₹140 on 31 Aug 26
Category Equity - Mid Cap
AMC Taurus Asset Management Company Limited
Rating ☆☆☆☆
Risk Moderately High
Expense Ratio 2.56
Sharpe Ratio 0.24
Information Ratio -1.24
Alpha Ratio -4.44
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 Aug 21₹10,000
31 Aug 22₹10,553
31 Aug 23₹13,735
31 Aug 24₹18,526
31 Aug 25₹16,850
31 Aug 26₹18,339

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 ₹405,518.
Net Profit of ₹105,518
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 29 Sep 26

DurationReturns
1 Month -4%
3 Month 7.7%
6 Month 19%
1 Year 5.4%
3 Year 8.7%
5 Year 11.2%
10 Year
15 Year
Since launch 8.2%
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 233.22 Yr.
Hemanshu Srivastava18 Jul 242.12 Yr.

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

Equity Sector Allocation
SectorValue
Industrials30.91%
Technology18.8%
Consumer Cyclical15.18%
Basic Materials10.22%
Financial Services9.74%
Health Care9.68%
Consumer Defensive0.71%
Asset Allocation
Asset ClassValue
Cash4.77%
Equity95.23%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sigma Advanced Systems Ltd (Industrials)
Equity, Since 31 Jul 26 | 532408
8%₹11 Cr144,092
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 25 | PERSISTENT
6%₹8 Cr14,000
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
5%₹7 Cr36,550
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA
5%₹7 Cr41,000
GE Vernova T&D India Ltd (Industrials)
Equity, Since 31 Aug 26 | 522275
5%₹7 Cr15,000
↑ 15,000
Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 523457
5%₹6 Cr10,130
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
5%₹6 Cr183,012
Abbott India Ltd (Healthcare)
Equity, Since 31 May 24 | 500488
4%₹6 Cr2,200
↑ 500
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 26 | 500850
4%₹5 Cr75,000
↑ 27,000
Skyways Air Services Ltd (Industrials)
Equity, Since 31 Aug 26 | SKYWAYS
4%₹5 Cr359,574
↑ 359,574

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 (₹60 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.74% (lower mid).
  • 3Y return: 12.30% (top quartile).
  • 1Y return: 6.84% (upper mid).
  • Alpha: 8.20 (top quartile).
  • Sharpe: 0.36 (top quartile).
  • Information ratio: 0.70 (top quartile).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund
Growth
Launch Date 28 Feb 95
NAV (29 Sep 26) ₹165.47 ↑ 0.26   (0.16 %)
Net Assets (Cr) ₹60 on 31 Aug 26
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating ☆☆
Risk Moderately High
Expense Ratio 2.6
Sharpe Ratio 0.36
Information Ratio 0.7
Alpha Ratio 8.2
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 Aug 21₹10,000
31 Aug 22₹10,805
31 Aug 23₹11,119
31 Aug 24₹16,010
31 Aug 25₹15,049
31 Aug 26₹16,661

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 ₹385,859.
Net Profit of ₹85,859
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 29 Sep 26

DurationReturns
1 Month -3%
3 Month 7.3%
6 Month 12.6%
1 Year 6.8%
3 Year 12.3%
5 Year 9.7%
10 Year
15 Year
Since launch 10.5%
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 233.22 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services26.98%
Consumer Cyclical14.59%
Consumer Defensive11.19%
Health Care9.94%
Technology8.79%
Industrials8.31%
Energy5.22%
Utility4.77%
Communication Services3.89%
Basic Materials2.74%
Real Estate2.68%
Asset Allocation
Asset ClassValue
Cash0.91%
Equity99.09%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 25 | 532488
9%₹5 Cr5,818
↓ -200
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK
7%₹4 Cr60,019
↑ 18,192
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
7%₹4 Cr152,721
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
6%₹4 Cr26,705
Sigma Advanced Systems Ltd (Industrials)
Equity, Since 31 Jul 26 | 532408
6%₹3 Cr43,227
Advit Jewels Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | 544803
5%₹3 Cr135,000
↓ -10,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL
4%₹2 Cr12,779
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
4%₹2 Cr17,135
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN
3%₹2 Cr19,735
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Aug 26 | 540180
3%₹2 Cr49,032
↑ 49,032

3. 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 (₹72 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 9.51% (bottom quartile).
  • 3Y return: 9.51% (lower mid).
  • 1Y return: -1.76% (bottom quartile).
  • Alpha: -3.13 (bottom quartile).
  • Sharpe: -0.15 (bottom quartile).
  • Information ratio: -0.22 (bottom quartile).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield
Growth
Launch Date 31 Mar 96
NAV (29 Sep 26) ₹180.09 ↓ -0.77   (-0.43 %)
Net Assets (Cr) ₹72 on 31 Aug 26
Category Equity - ELSS
AMC Taurus Asset Management Company Limited
Rating ☆☆
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.15
Information Ratio -0.22
Alpha Ratio -3.13
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,159
31 Aug 23₹12,175
31 Aug 24₹16,888
31 Aug 25₹16,357
31 Aug 26₹16,613

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 ₹385,859.
Net Profit of ₹85,859
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 29 Sep 26

DurationReturns
1 Month -2.8%
3 Month 2.3%
6 Month 10.5%
1 Year -1.8%
3 Year 9.5%
5 Year 9.5%
10 Year
15 Year
Since launch 11.5%
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 233.07 Yr.

Data below for Taurus Tax Shield as on 31 Aug 26

Equity Sector Allocation
SectorValue
Financial Services30.57%
Health Care14.52%
Technology9.98%
Industrials9.01%
Energy7.89%
Consumer Defensive6.75%
Consumer Cyclical6.02%
Utility5.29%
Communication Services2.25%
Basic Materials1.82%
Asset Allocation
Asset ClassValue
Cash5.9%
Equity94.1%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 23 | 532488
8%₹6 Cr6,224
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
7%₹5 Cr36,470
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
7%₹5 Cr4,555
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
7%₹5 Cr69,220
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
7%₹5 Cr190,569
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Oct 25 | 540750
5%₹4 Cr319,635
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
5%₹4 Cr144,894
Sigma Advanced Systems Ltd (Industrials)
Equity, Since 31 Jul 26 | 532408
5%₹3 Cr43,227
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 26 | RELIANCE
4%₹3 Cr22,574
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
4%₹3 Cr70,025

4. 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 (₹442 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 6.82% (bottom quartile).
  • 3Y return: 6.83% (bottom quartile).
  • 1Y return: -2.79% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.04 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund
Growth
Launch Date 6 Apr 09
NAV (29 Sep 26) ₹120 ↓ -1.25   (-1.03 %)
Net Assets (Cr) ₹442 on 31 Aug 26
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating ☆☆
Risk High
Expense Ratio 2.4
Sharpe Ratio -0.04
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 Aug 21₹10,000
31 Aug 22₹10,276
31 Aug 23₹11,521
31 Aug 24₹16,716
31 Aug 25₹14,818
31 Aug 26₹15,363

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 ₹357,992.
Net Profit of ₹57,992
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 29 Sep 26

DurationReturns
1 Month -7.3%
3 Month -2.9%
6 Month 3.6%
1 Year -2.8%
3 Year 6.8%
5 Year 6.8%
10 Year
15 Year
Since launch 15.3%
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 223.83 Yr.

Data below for Taurus Ethical Fund as on 31 Aug 26

Equity Sector Allocation
SectorValue
Technology27.58%
Consumer Cyclical15.32%
Industrials13.61%
Energy12.86%
Health Care9.69%
Basic Materials9.21%
Consumer Defensive5.83%
Utility2.75%
Real Estate2.67%
Asset Allocation
Asset ClassValue
Cash0.49%
Equity99.51%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
7%₹32 Cr248,530
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS
5%₹23 Cr95,444
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
4%₹19 Cr172,656
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | 532343
3%₹14 Cr32,005
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Jan 25 | 532466
3%₹14 Cr11,175
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 25 | PERSISTENT
3%₹13 Cr23,465
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
3%₹12 Cr37,495
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 500696
3%₹12 Cr60,682
PG Electroplast Ltd (Technology)
Equity, Since 28 Feb 26 | 533581
3%₹12 Cr206,692
Linde India Ltd (Basic Materials)
Equity, Since 31 Aug 25 | 523457
3%₹11 Cr17,645

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 (₹382 Cr).
  • Established history (32+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 9.86% (upper mid).
  • 3Y return: 10.93% (upper mid).
  • 1Y return: 8.22% (top quartile).
  • Alpha: 6.02 (upper mid).
  • Sharpe: 0.34 (upper mid).
  • Information ratio: 0.10 (upper mid).

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

Taurus Starshare (Multi Cap) Fund
Growth
Launch Date 29 Jan 94
NAV (29 Sep 26) ₹239.05 ↑ 0.35   (0.15 %)
Net Assets (Cr) ₹382 on 31 Aug 26
Category Equity - Multi Cap
AMC Taurus Asset Management Company Limited
Rating ☆
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio 0.34
Information Ratio 0.1
Alpha Ratio 6.02
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.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,632
31 Aug 23₹11,663
31 Aug 24₹16,478
31 Aug 25₹15,003
31 Aug 26₹16,622

Taurus Starshare (Multi Cap) Fund SIP Returns

   
My Monthly Investment:
₹
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859
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 29 Sep 26

DurationReturns
1 Month -2%
3 Month 7.6%
6 Month 19.3%
1 Year 8.2%
3 Year 10.9%
5 Year 9.9%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2024 -1.3%
2023 17.3%
2022 26.9%
2021 4.8%
2020 22.1%
2019 6.6%
2018 4.1%
2017 -8.3%
2016 32.5%
2015 0.2%
Fund Manager information for Taurus Starshare (Multi Cap) Fund
NameSinceTenure
Anuj Kapil13 Jun 233.22 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.34%
Consumer Cyclical15.62%
Health Care14.05%
Industrials13.41%
Consumer Defensive7.94%
Technology7.47%
Energy4.77%
Communication Services3.24%
Basic Materials2.87%
Utility2.81%
Real Estate0.92%
Asset Allocation
Asset ClassValue
Cash2.55%
Equity97.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | HDFCBANK
7%₹28 Cr392,518
↑ 27,825
Sigma Advanced Systems Ltd (Industrials)
Equity, Since 31 Jul 26 | 532408
7%₹27 Cr345,821
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 23 | 532488
6%₹23 Cr24,474
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
6%₹22 Cr868,506
Advit Jewels Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | 544803
5%₹17 Cr727,650
↓ -7,350
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
4%₹17 Cr116,272
Park Medi World Ltd (Healthcare)
Equity, Since 31 Dec 25 | 544645
4%₹15 Cr535,053
Skyways Air Services Ltd (Industrials)
Equity, Since 31 Aug 26 | SKYWAYS
3%₹13 Cr964,361
↑ 964,361
SAMHI Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | 543984
3%₹13 Cr808,185
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 532215
3%₹13 Cr97,722

How to Invest in Taurus Mutual Fund Online?

  1. Open Free Investment Account for Lifetime at Fincash.com.

  2. Complete your Registration and KYC Process

  3. Upload Documents (PAN, Aadhaar, etc.). And, You are Ready to Invest!

    Get Started

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.
How helpful was this page ?
☆☆☆☆☆ Rated 5, based on 1 reviews.
POST A COMMENT