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5 Best Taurus Mutual Fund Schemes 2025

Updated on January 4, 2026 , 1960 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 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

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2024 (%)
Taurus Discovery (Midcap) Fund Growth ₹121.68
↑ 0.07
₹132 5,000 1,000 0.2-2.83.816.516.78.30.8
Taurus Largecap Equity Fund Growth ₹162.11
↑ 0.06
₹52 5,000 1,000 3.22.25.814.913.410.75.3
Taurus Ethical Fund Growth ₹130.16
↓ -0.42
₹366 5,000 1,000 3.7-0.21.51613.716.50.3
Taurus Tax Shield Growth ₹184.3
↑ 1.04
₹78 500 500 -0.1-2.91.216.314.411.8-0.6
Taurus Banking & Financial Services Fund Growth ₹55.57
↑ 0.20
₹12 5,000 1,000 2.21.314.41312.813.410.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryTaurus Discovery (Midcap) FundTaurus Largecap Equity FundTaurus Ethical FundTaurus Tax ShieldTaurus Banking & Financial Services Fund
Point 1Upper mid AUM (₹132 Cr).Bottom quartile AUM (₹52 Cr).Highest AUM (₹366 Cr).Lower mid AUM (₹78 Cr).Bottom quartile AUM (₹12 Cr).
Point 2Oldest track record among peers (31 yrs).Established history (30+ yrs).Established history (16+ yrs).Established history (29+ yrs).Established history (13+ 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: High.Risk profile: Moderately High.Risk profile: High.
Point 55Y return: 16.67% (top quartile).5Y return: 13.39% (bottom quartile).5Y return: 13.66% (lower mid).5Y return: 14.37% (upper mid).5Y return: 12.79% (bottom quartile).
Point 63Y return: 16.50% (top quartile).3Y return: 14.88% (bottom quartile).3Y return: 16.03% (lower mid).3Y return: 16.33% (upper mid).3Y return: 12.97% (bottom quartile).
Point 71Y return: 3.80% (lower mid).1Y return: 5.80% (upper mid).1Y return: 1.46% (bottom quartile).1Y return: 1.22% (bottom quartile).1Y return: 14.37% (top quartile).
Point 8Alpha: -6.50 (bottom quartile).Alpha: -3.54 (lower mid).Alpha: 0.00 (top quartile).Alpha: -4.60 (bottom quartile).Alpha: -3.39 (upper mid).
Point 9Sharpe: -0.18 (lower mid).Sharpe: -0.03 (upper mid).Sharpe: -0.44 (bottom quartile).Sharpe: -0.30 (bottom quartile).Sharpe: 0.31 (top quartile).
Point 10Information ratio: -1.46 (bottom quartile).Information ratio: -0.10 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.10 (upper mid).Information ratio: 0.13 (top quartile).

Taurus Discovery (Midcap) Fund

  • Upper mid AUM (₹132 Cr).
  • Oldest track record among peers (31 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.67% (top quartile).
  • 3Y return: 16.50% (top quartile).
  • 1Y return: 3.80% (lower mid).
  • Alpha: -6.50 (bottom quartile).
  • Sharpe: -0.18 (lower mid).
  • Information ratio: -1.46 (bottom quartile).

Taurus Largecap Equity Fund

  • Bottom quartile AUM (₹52 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.39% (bottom quartile).
  • 3Y return: 14.88% (bottom quartile).
  • 1Y return: 5.80% (upper mid).
  • Alpha: -3.54 (lower mid).
  • Sharpe: -0.03 (upper mid).
  • Information ratio: -0.10 (bottom quartile).

Taurus Ethical Fund

  • Highest AUM (₹366 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 13.66% (lower mid).
  • 3Y return: 16.03% (lower mid).
  • 1Y return: 1.46% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.44 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Taurus Tax Shield

  • Lower mid AUM (₹78 Cr).
  • Established history (29+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.37% (upper mid).
  • 3Y return: 16.33% (upper mid).
  • 1Y return: 1.22% (bottom quartile).
  • Alpha: -4.60 (bottom quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: 0.10 (upper mid).

Taurus Banking & Financial Services Fund

  • Bottom quartile AUM (₹12 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 12.79% (bottom quartile).
  • 3Y return: 12.97% (bottom quartile).
  • 1Y return: 14.37% (top quartile).
  • Alpha: -3.39 (upper mid).
  • Sharpe: 0.31 (top quartile).
  • Information ratio: 0.13 (top quartile).

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 (₹132 Cr).
  • Oldest track record among peers (31 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 16.67% (top quartile).
  • 3Y return: 16.50% (top quartile).
  • 1Y return: 3.80% (lower mid).
  • Alpha: -6.50 (bottom quartile).
  • Sharpe: -0.18 (lower mid).
  • Information ratio: -1.46 (bottom quartile).

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

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (06 Jan 26) ₹121.68 ↑ 0.07   (0.06 %)
Net Assets (Cr) ₹132 on 30 Nov 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 -1.46
Alpha Ratio -6.5
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.

DateValue
31 Dec 20₹10,000
31 Dec 21₹13,267
31 Dec 22₹14,161
31 Dec 23₹19,596
31 Dec 24₹21,815
31 Dec 25₹21,983

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 ₹458,689.
Net Profit of ₹158,689
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 Jan 26

DurationReturns
1 Month -0.2%
3 Month 0.2%
6 Month -2.8%
1 Year 3.8%
3 Year 16.5%
5 Year 16.7%
10 Year
15 Year
Since launch 8.3%
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 232.47 Yr.
Hemanshu Srivastava18 Jul 241.37 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 30 Nov 25

Equity Sector Allocation
SectorValue
Financial Services17.54%
Consumer Cyclical14.23%
Industrials13.94%
Basic Materials12.72%
Technology11.95%
Health Care7.57%
Energy7.18%
Consumer Defensive5.54%
Communication Services2.74%
Real Estate2.27%
Utility0.96%
Asset Allocation
Asset ClassValue
Cash3.36%
Equity96.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
5%₹6 Cr33,050
Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 523457
5%₹6 Cr10,130
↑ 2,000
Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 544550
4%₹6 Cr274,040
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 524804
4%₹5 Cr41,000
Petronet LNG Ltd (Energy)
Equity, Since 31 Jul 25 | 532522
4%₹5 Cr175,000
Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 532149
4%₹5 Cr321,241
↓ -80,000
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
4%₹5 Cr183,012
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | 500104
4%₹5 Cr102,997
PI Industries Ltd (Basic Materials)
Equity, Since 30 Nov 25 | 523642
3%₹5 Cr13,500
↑ 13,500
LIC Housing Finance Ltd (Financial Services)
Equity, Since 28 Feb 23 | 500253
3%₹5 Cr83,511

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 (₹52 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 13.39% (bottom quartile).
  • 3Y return: 14.88% (bottom quartile).
  • 1Y return: 5.80% (upper mid).
  • Alpha: -3.54 (lower mid).
  • Sharpe: -0.03 (upper mid).
  • Information ratio: -0.10 (bottom quartile).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund
Growth
Launch Date 28 Feb 95
NAV (06 Jan 26) ₹162.11 ↑ 0.06   (0.04 %)
Net Assets (Cr) ₹52 on 30 Nov 25
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.03
Information Ratio -0.1
Alpha Ratio -3.54
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.

DateValue
31 Dec 20₹10,000
31 Dec 21₹11,796
31 Dec 22₹12,584
31 Dec 23₹15,328
31 Dec 24₹18,095
31 Dec 25₹19,053

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 ₹426,080.
Net Profit of ₹126,080
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 Jan 26

DurationReturns
1 Month -0.6%
3 Month 3.2%
6 Month 2.2%
1 Year 5.8%
3 Year 14.9%
5 Year 13.4%
10 Year
15 Year
Since launch 10.7%
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 232.47 Yr.

Data below for Taurus Largecap Equity Fund as on 30 Nov 25

Equity Sector Allocation
SectorValue
Financial Services35.53%
Energy12.96%
Health Care10.62%
Consumer Cyclical8.39%
Consumer Defensive8.01%
Technology6.59%
Industrials5.24%
Communication Services4.88%
Utility3%
Basic Materials2.79%
Asset Allocation
Asset ClassValue
Cash2%
Equity98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | 500180
8%₹4 Cr43,124
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 500875
8%₹4 Cr103,545
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | 500112
6%₹3 Cr32,804
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
6%₹3 Cr22,452
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | 500325
5%₹3 Cr18,341
↑ 5,210
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | 532454
5%₹3 Cr12,154
↑ 1,590
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 25 | 532488
5%₹2 Cr3,782
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | 500520
4%₹2 Cr5,680
↓ -1,360
Mazagon Dock Shipbuilders Ltd (Industrials)
Equity, Since 31 Oct 25 | 543237
4%₹2 Cr7,390
↑ 1,860
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 532215
3%₹2 Cr14,076
↓ -890

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 (₹366 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 13.66% (lower mid).
  • 3Y return: 16.03% (lower mid).
  • 1Y return: 1.46% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.44 (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 (06 Jan 26) ₹130.16 ↓ -0.42   (-0.32 %)
Net Assets (Cr) ₹366 on 30 Nov 25
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio -0.44
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 Dec 20₹10,000
31 Dec 21₹12,888
31 Dec 22₹12,588
31 Dec 23₹16,163
31 Dec 24₹19,287
31 Dec 25₹19,347

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 ₹426,080.
Net Profit of ₹126,080
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 Jan 26

DurationReturns
1 Month 0.4%
3 Month 3.7%
6 Month -0.2%
1 Year 1.5%
3 Year 16%
5 Year 13.7%
10 Year
15 Year
Since launch 16.5%
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 223.08 Yr.

Data below for Taurus Ethical Fund as on 30 Nov 25

Equity Sector Allocation
SectorValue
Technology23.88%
Energy19.39%
Industrials12.67%
Consumer Cyclical12.07%
Health Care11.54%
Basic Materials8.44%
Consumer Defensive7.49%
Utility3.1%
Asset Allocation
Asset ClassValue
Cash1.4%
Equity98.6%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | 500325
8%₹31 Cr195,530
↑ 12,500
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | 532540
6%₹23 Cr73,644
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | 500209
5%₹19 Cr121,618
Coal India Ltd (Energy)
Equity, Since 30 Apr 24 | 533278
4%₹16 Cr419,616
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 500547
3%₹11 Cr310,830
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 25 | 542652
3%₹11 Cr14,650
↓ -979
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 500830
3%₹10 Cr46,361
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 500520
3%₹10 Cr26,295
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 500696
3%₹10 Cr38,951
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | 532281
3%₹9 Cr57,755

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 (₹78 Cr).
  • Established history (29+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 14.37% (upper mid).
  • 3Y return: 16.33% (upper mid).
  • 1Y return: 1.22% (bottom quartile).
  • Alpha: -4.60 (bottom quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: 0.10 (upper mid).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield
Growth
Launch Date 31 Mar 96
NAV (06 Jan 26) ₹184.3 ↑ 1.04   (0.57 %)
Net Assets (Cr) ₹78 on 30 Nov 25
Category Equity - ELSS
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.31
Information Ratio 0.1
Alpha Ratio -4.6
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Dec 20₹10,000
31 Dec 21₹12,012
31 Dec 22₹12,805
31 Dec 23₹16,482
31 Dec 24₹20,019
31 Dec 25₹19,892

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 ₹436,710.
Net Profit of ₹136,710
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 Jan 26

DurationReturns
1 Month -0.9%
3 Month -0.1%
6 Month -2.9%
1 Year 1.2%
3 Year 16.3%
5 Year 14.4%
10 Year
15 Year
Since launch 11.8%
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 232.32 Yr.

Data below for Taurus Tax Shield as on 30 Nov 25

Equity Sector Allocation
SectorValue
Financial Services37.24%
Technology14.19%
Consumer Defensive11%
Health Care10.17%
Consumer Cyclical5.16%
Energy5.03%
Industrials4.88%
Utility4%
Basic Materials3.68%
Communication Services2.4%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 500180
10%₹8 Cr76,490
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | 500875
8%₹6 Cr147,908
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
8%₹6 Cr5,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
7%₹6 Cr41,805
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
6%₹5 Cr23,293
Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | 544550
5%₹4 Cr182,716
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Oct 25 | 540750
5%₹4 Cr270,045
↑ 217,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
5%₹4 Cr28,650
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
4%₹3 Cr114,996
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | 500520
4%₹3 Cr7,337

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: 12.79% (bottom quartile).
  • 3Y return: 12.97% (bottom quartile).
  • 1Y return: 14.37% (top quartile).
  • Alpha: -3.39 (upper mid).
  • Sharpe: 0.31 (top quartile).
  • Information ratio: 0.13 (top quartile).

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

Taurus Banking & Financial Services Fund
Growth
Launch Date 22 May 12
NAV (06 Jan 26) ₹55.57 ↑ 0.20   (0.36 %)
Net Assets (Cr) ₹12 on 30 Nov 25
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio 0.31
Information Ratio 0.13
Alpha Ratio -3.39
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.

DateValue
31 Dec 20₹10,000
31 Dec 21₹11,137
31 Dec 22₹13,121
31 Dec 23₹15,215
31 Dec 24₹16,526
31 Dec 25₹18,333

Taurus Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 Jan 26

DurationReturns
1 Month -0.2%
3 Month 2.2%
6 Month 1.3%
1 Year 14.4%
3 Year 13%
5 Year 12.8%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 232.47 Yr.

Data below for Taurus Banking & Financial Services Fund as on 30 Nov 25

Equity Sector Allocation
SectorValue
Financial Services96.61%
Asset Allocation
Asset ClassValue
Cash3.39%
Equity96.61%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 500180
20%₹2 Cr23,577
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
19%₹2 Cr16,936
State Bank of India (Financial Services)
Equity, Since 31 May 12 | 500112
12%₹2 Cr15,379
↓ -1,155
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
12%₹1 Cr11,341
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | 500247
9%₹1 Cr5,289
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 25 | 532810
5%₹1 Cr17,433
↑ 3,145
Bajaj Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | 500034
4%₹0 Cr4,487
↑ 2,250
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
3%₹0 Cr300
LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | LICHSGFIN
2%₹0 Cr5,043
Karnataka Bank Ltd (Financial Services)
Equity, Since 30 Nov 25 | 532652
2%₹0 Cr10,794
↑ 10,794

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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.
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