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5 Best Taurus Mutual Fund Schemes 2024
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 (%) 2023 (%) Taurus Discovery (Midcap) Fund Growth ₹112.26
↓ -0.34 ₹116 5,000 1,000 1.8 13.5 48.7 23.3 21 8.5 38.4 Taurus Ethical Fund Growth ₹116.4
↓ -0.32 ₹166 5,000 1,000 2.8 17.3 46 18.2 17.7 17.7 28.4 Taurus Largecap Equity Fund Growth ₹140.68
↑ 0.65 ₹44 5,000 1,000 6.1 20.7 36.9 17.8 13.4 10.8 21.8 Taurus Tax Shield Growth ₹159.49
↑ 0.05 ₹74 500 500 1.7 15.3 34.2 19.3 14.8 12 28.7 Taurus Starshare (Multi Cap) Fund Growth ₹204.32
↑ 0.86 ₹329 5,000 1,000 3.3 16.3 36.9 18.2 12.5 10.5 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Apr 24
(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 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 (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 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 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. Taurus Starshare (Multi Cap) Fund is a Equity - Multi Cap fund was launched on 29 Jan 94. It is a fund with Moderately High risk and has given a Below is the key information for Taurus Starshare (Multi Cap) 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 2023 was 38.4% , 2022 was 6.7% and 2021 was 32.7% . Taurus Discovery (Midcap) Fund
Growth Launch Date 5 Sep 94 NAV (19 Apr 24) ₹112.26 ↓ -0.34 (-0.30 %) Net Assets (Cr) ₹116 on 31 Mar 24 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio 2.76 Information Ratio -0.95 Alpha Ratio -1.73 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 Mar 19 ₹10,000 31 Mar 20 ₹8,013 31 Mar 21 ₹13,914 31 Mar 22 ₹16,639 31 Mar 23 ₹16,420 31 Mar 24 ₹24,929 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Apr 24 Duration Returns 1 Month 6% 3 Month 1.8% 6 Month 13.5% 1 Year 48.7% 3 Year 23.3% 5 Year 21% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 60.7% Fund Manager information for Taurus Discovery (Midcap) Fund
Name Since Tenure Anuj Kapil 13 Jun 23 0.8 Yr. Data below for Taurus Discovery (Midcap) Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 24.89% Consumer Cyclical 23.41% Basic Materials 19.49% Industrials 9.54% Technology 6.85% Communication Services 4.89% Consumer Defensive 3.07% Utility 2.03% Energy 1.53% Real Estate 1.48% Asset Allocation
Asset Class Value Cash 2.83% Equity 97.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321496% ₹7 Cr 514,651
↓ -33,950 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 May 23 | 5417294% ₹5 Cr 12,168
↓ -782 Hindware Home Innovation Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 22 | 5429053% ₹4 Cr 99,022 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5004693% ₹4 Cr 260,000 Mphasis Ltd (Technology)
Equity, Since 31 Jul 23 | 5262993% ₹4 Cr 14,140
↑ 2,190 Coforge Ltd (Technology)
Equity, Since 31 May 22 | 5325413% ₹4 Cr 5,400 Faze Three Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5300793% ₹3 Cr 79,292
↓ -1,708 LIC Housing Finance Ltd (Financial Services)
Equity, Since 28 Feb 23 | LICHSGFIN3% ₹3 Cr 52,500 Sundaram Finance Ltd (Financial Services)
Equity, Since 30 Jun 17 | 5900713% ₹3 Cr 7,794
↓ -706 NMDC Ltd (Basic Materials)
Equity, Since 30 Sep 23 | 5263713% ₹3 Cr 140,000 2. Taurus Ethical Fund
CAGR/Annualized return of 17.7% since its launch. Ranked 67 in Sectoral category. Return for 2023 was 28.4% , 2022 was -2.3% and 2021 was 28.9% . Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (19 Apr 24) ₹116.4 ↓ -0.32 (-0.27 %) Net Assets (Cr) ₹166 on 31 Mar 24 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.43 Sharpe Ratio 2.99 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 Mar 19 ₹10,000 31 Mar 20 ₹8,617 31 Mar 21 ₹13,800 31 Mar 22 ₹16,481 31 Mar 23 ₹15,495 31 Mar 24 ₹22,810 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Apr 24 Duration Returns 1 Month 1.5% 3 Month 2.8% 6 Month 17.3% 1 Year 46% 3 Year 18.2% 5 Year 17.7% 10 Year 15 Year Since launch 17.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 42.7% Fund Manager information for Taurus Ethical Fund
Name Since Tenure Anuj Kapil 1 Nov 22 1.41 Yr. Data below for Taurus Ethical Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Technology 31.35% Health Care 14.04% Industrials 10.26% Basic Materials 10.18% Consumer Cyclical 9.51% Energy 7.79% Consumer Defensive 5.33% Utility 3.86% Communication Services 1.75% Asset Allocation
Asset Class Value Cash 5.92% Equity 94.08% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY7% ₹11 Cr 64,319
↑ 8,840 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH6% ₹10 Cr 61,267 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE5% ₹8 Cr 27,312 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MARUTI4% ₹7 Cr 6,153
↑ 2,451 Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 30 Apr 23 | 5432324% ₹6 Cr 20,770 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS4% ₹6 Cr 15,099 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 30 Jun 23 | 5332483% ₹5 Cr 242,979
↑ 170,845 Petronet LNG Ltd (Energy)
Equity, Since 31 Mar 23 | 5325223% ₹5 Cr 171,525 Mphasis Ltd (Technology)
Equity, Since 28 Feb 23 | 5262993% ₹4 Cr 16,763
↑ 5,630 Cipla Ltd (Healthcare)
Equity, Since 30 Nov 22 | 5000873% ₹4 Cr 29,372 3. Taurus Largecap Equity Fund
CAGR/Annualized return of 10.8% since its launch. Ranked 67 in Large Cap category. Return for 2023 was 21.8% , 2022 was 6.7% and 2021 was 18% . Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (19 Apr 24) ₹140.68 ↑ 0.65 (0.46 %) Net Assets (Cr) ₹44 on 31 Mar 24 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.62 Sharpe Ratio 2.71 Information Ratio -0.08 Alpha Ratio 8.13 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 Mar 19 ₹10,000 31 Mar 20 ₹7,628 31 Mar 21 ₹11,828 31 Mar 22 ₹13,867 31 Mar 23 ₹13,220 31 Mar 24 ₹19,038 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Apr 24 Duration Returns 1 Month 2.5% 3 Month 6.1% 6 Month 20.7% 1 Year 36.9% 3 Year 17.8% 5 Year 13.4% 10 Year 15 Year Since launch 10.8% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 38.4% Fund Manager information for Taurus Largecap Equity Fund
Name Since Tenure Anuj Kapil 13 Jun 23 0.8 Yr. Data below for Taurus Largecap Equity Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 27.43% Technology 16.09% Consumer Cyclical 13.47% Health Care 9.36% Energy 7.41% Utility 7.25% Consumer Defensive 6.62% Communication Services 5% Basic Materials 3.13% Real Estate 2.13% Industrials 0.92% Asset Allocation
Asset Class Value Cash 1.2% Equity 98.8% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK8% ₹3 Cr 23,999 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | HCLTECH8% ₹3 Cr 19,988 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN6% ₹3 Cr 34,404 Coal India Ltd (Energy)
Equity, Since 30 Apr 23 | COALINDIA6% ₹3 Cr 57,649 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322155% ₹2 Cr 19,761 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5321745% ₹2 Cr 19,245 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MARUTI4% ₹2 Cr 1,733
↑ 579 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC4% ₹2 Cr 46,617
↑ 10,280 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY4% ₹2 Cr 9,762 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M4% ₹2 Cr 8,410 4. Taurus Tax Shield
CAGR/Annualized return of 12% since its launch. Ranked 26 in ELSS category. Return for 2023 was 28.7% , 2022 was 6.6% and 2021 was 20.1% . Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (19 Apr 24) ₹159.49 ↑ 0.05 (0.03 %) Net Assets (Cr) ₹74 on 31 Mar 24 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.45 Sharpe Ratio 2.34 Information Ratio -0.09 Alpha Ratio 1.58 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,618 31 Mar 21 ₹12,017 31 Mar 22 ₹14,141 31 Mar 23 ₹14,817 31 Mar 24 ₹20,125 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Apr 24 Duration Returns 1 Month 1.2% 3 Month 1.7% 6 Month 15.3% 1 Year 34.2% 3 Year 19.3% 5 Year 14.8% 10 Year 15 Year Since launch 12% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 35.1% Fund Manager information for Taurus Tax Shield
Name Since Tenure Anuj Kapil 7 Aug 23 0.65 Yr. Data below for Taurus Tax Shield as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 28.99% Technology 21.28% Health Care 10.2% Basic Materials 9.95% Industrials 9.37% Consumer Defensive 5.3% Energy 4.65% Consumer Cyclical 2.75% Utility 1.78% Asset Allocation
Asset Class Value Cash 5.74% Equity 94.26% Top Securities Holdings / Portfolio
Name Holding Value Quantity HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH10% ₹8 Cr 45,743 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK9% ₹7 Cr 46,969 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 May 22 | 5332487% ₹5 Cr 240,000 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004906% ₹5 Cr 5,200 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 5321745% ₹4 Cr 36,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322155% ₹4 Cr 35,000 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA5% ₹4 Cr 80,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY5% ₹3 Cr 20,557 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395514% ₹3 Cr 25,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 22 | 5327554% ₹3 Cr 25,706
↓ -5,294 5. Taurus Starshare (Multi Cap) Fund
CAGR/Annualized return of 10.5% since its launch. Ranked 69 in Multi Cap category. Return for 2023 was 26.9% , 2022 was 4.8% and 2021 was 22.1% . Taurus Starshare (Multi Cap) Fund
Growth Launch Date 29 Jan 94 NAV (19 Apr 24) ₹204.32 ↑ 0.86 (0.42 %) Net Assets (Cr) ₹329 on 31 Mar 24 Category Equity - Multi Cap AMC Taurus Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.64 Sharpe Ratio 2.78 Information Ratio -0.33 Alpha Ratio 5.25 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.
Date Value 31 Mar 19 ₹10,000 31 Mar 20 ₹7,087 31 Mar 21 ₹11,086 31 Mar 22 ₹13,436 31 Mar 23 ₹12,526 31 Mar 24 ₹17,989 Returns for Taurus Starshare (Multi Cap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Apr 24 Duration Returns 1 Month 2.5% 3 Month 3.3% 6 Month 16.3% 1 Year 36.9% 3 Year 18.2% 5 Year 12.5% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2023 26.9% 2022 4.8% 2021 22.1% 2020 6.6% 2019 4.1% 2018 -8.3% 2017 32.5% 2016 0.2% 2015 -1.3% 2014 38.6% Fund Manager information for Taurus Starshare (Multi Cap) Fund
Name Since Tenure Anuj Kapil 13 Jun 23 0.8 Yr. Data below for Taurus Starshare (Multi Cap) Fund as on 31 Mar 24
Equity Sector Allocation
Sector Value Financial Services 28.6% Technology 17.96% Consumer Cyclical 11.3% Basic Materials 10.06% Health Care 6.46% Consumer Defensive 6.17% Energy 5.44% Utility 3.87% Real Estate 3.23% Industrials 3.2% Asset Allocation
Asset Class Value Cash 3.71% Equity 96.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | HDFCBANK9% ₹29 Cr 209,483
↑ 12,000 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | HCLTECH6% ₹19 Cr 116,710 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | M&M5% ₹17 Cr 85,816 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322155% ₹16 Cr 151,792 Coal India Ltd (Energy)
Equity, Since 30 Apr 23 | COALINDIA5% ₹16 Cr 373,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY5% ₹16 Cr 95,393 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN4% ₹15 Cr 198,662 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC4% ₹13 Cr 319,554
↑ 48,450 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 23 | 5327554% ₹13 Cr 98,735
↓ -14,756 Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | 5432324% ₹12 Cr 39,004
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