+91-22-489139095 Best Taurus Mutual Fund Schemes 2026
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
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 ₹127.65
↓ -0.08 ₹135 5,000 1,000 10.3 17.2 4.9 8.4 12 8.3 0.8 Taurus Largecap Equity Fund Growth ₹166.92
↑ 0.15 ₹56 5,000 1,000 9.9 8.6 6.8 12.5 10.1 10.6 5.3 Taurus Ethical Fund Growth ₹125.18
↓ -0.43 ₹434 5,000 1,000 2.1 4.6 -0.9 7.8 8 15.6 0.3 Taurus Tax Shield Growth ₹183.28
↑ 0.21 ₹73 500 500 6.4 7.8 -1.9 9.6 10.1 11.5 -0.6 Taurus Starshare (Multi Cap) Fund Growth ₹239.56
↑ 0.68 ₹369 5,000 1,000 10.2 14.1 6.6 10.6 10 10.2 -1.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 10 Sep 26 Research Highlights & Commentary of 5 Funds showcased
Commentary Taurus Discovery (Midcap) Fund Taurus Largecap Equity Fund Taurus Ethical Fund Taurus Tax Shield Taurus Starshare (Multi Cap) Fund Point 1 Lower mid AUM (₹135 Cr). Bottom quartile AUM (₹56 Cr). Highest AUM (₹434 Cr). Bottom quartile AUM (₹73 Cr). Upper mid AUM (₹369 Cr). Point 2 Oldest track record among peers (32 yrs). Established history (31+ yrs). Established history (17+ yrs). Established history (30+ yrs). Established history (32+ 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: Moderately High. Point 5 5Y return: 12.02% (top quartile). 5Y return: 10.13% (upper mid). 5Y return: 8.02% (bottom quartile). 5Y return: 10.11% (lower mid). 5Y return: 9.99% (bottom quartile). Point 6 3Y return: 8.36% (bottom quartile). 3Y return: 12.45% (top quartile). 3Y return: 7.84% (bottom quartile). 3Y return: 9.62% (lower mid). 3Y return: 10.61% (upper mid). Point 7 1Y return: 4.86% (lower mid). 1Y return: 6.76% (top quartile). 1Y return: -0.87% (bottom quartile). 1Y return: -1.91% (bottom quartile). 1Y return: 6.59% (upper mid). Point 8 Alpha: -4.03 (bottom quartile). Alpha: 4.61 (top quartile). Alpha: 0.00 (lower mid). Alpha: -4.11 (bottom quartile). Alpha: 3.62 (upper mid). Point 9 Sharpe: 0.04 (lower mid). Sharpe: 0.11 (upper mid). Sharpe: -0.05 (bottom quartile). Sharpe: -0.30 (bottom quartile). Sharpe: 0.12 (top quartile). Point 10 Information ratio: -1.22 (bottom quartile). Information ratio: 0.64 (top quartile). Information ratio: 0.00 (lower mid). Information ratio: -0.09 (bottom quartile). Information ratio: 0.14 (upper mid). Taurus Discovery (Midcap) Fund
Taurus Largecap Equity Fund
Taurus Ethical Fund
Taurus Tax Shield
Taurus Starshare (Multi Cap) 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. Below is the key information for Taurus Discovery (Midcap) 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. Research Highlights for Taurus Largecap Equity Fund 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. Research Highlights for Taurus Ethical Fund Below is the key information for Taurus Ethical 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. Research Highlights for Taurus Tax Shield 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. Research Highlights for Taurus Starshare (Multi Cap) Fund Below is the key information for Taurus Starshare (Multi Cap) Fund Returns up to 1 year are on 1. Taurus Discovery (Midcap) Fund
Taurus Discovery (Midcap) Fund
Growth Launch Date 5 Sep 94 NAV (10 Sep 26) ₹127.65 ↓ -0.08 (-0.06 %) Net Assets (Cr) ₹135 on 31 Jul 26 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio 0.04 Information Ratio -1.22 Alpha Ratio -4.03 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 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -1.6% 3 Month 10.3% 6 Month 17.2% 1 Year 4.9% 3 Year 8.4% 5 Year 12% 10 Year 15 Year Since launch 8.3% 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 Data below for Taurus Discovery (Midcap) Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Taurus Largecap Equity Fund
Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (10 Sep 26) ₹166.92 ↑ 0.15 (0.09 %) Net Assets (Cr) ₹56 on 31 Jul 26 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio 0.11 Information Ratio 0.64 Alpha Ratio 4.61 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 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -1.3% 3 Month 9.9% 6 Month 8.6% 1 Year 6.8% 3 Year 12.5% 5 Year 10.1% 10 Year 15 Year Since launch 10.6% 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 Data below for Taurus Largecap Equity Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Taurus Ethical Fund
Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (10 Sep 26) ₹125.18 ↓ -0.43 (-0.34 %) Net Assets (Cr) ₹434 on 31 Jul 26 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio -0.05 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 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -4.7% 3 Month 2.1% 6 Month 4.6% 1 Year -0.9% 3 Year 7.8% 5 Year 8% 10 Year 15 Year Since launch 15.6% 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 Data below for Taurus Ethical Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Taurus Tax Shield
Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (10 Sep 26) ₹183.28 ↑ 0.21 (0.11 %) Net Assets (Cr) ₹73 on 31 Jul 26 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.3 Information Ratio -0.09 Alpha Ratio -4.11 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -0.6% 3 Month 6.4% 6 Month 7.8% 1 Year -1.9% 3 Year 9.6% 5 Year 10.1% 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 Data below for Taurus Tax Shield as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Taurus Starshare (Multi Cap) Fund
Taurus Starshare (Multi Cap) Fund
Growth Launch Date 29 Jan 94 NAV (10 Sep 26) ₹239.56 ↑ 0.68 (0.28 %) Net Assets (Cr) ₹369 on 31 Jul 26 Category Equity - Multi Cap AMC Taurus Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.64 Sharpe Ratio 0.12 Information Ratio 0.14 Alpha Ratio 3.62 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 Returns for Taurus Starshare (Multi Cap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 10 Sep 26 Duration Returns 1 Month -0.7% 3 Month 10.2% 6 Month 14.1% 1 Year 6.6% 3 Year 10.6% 5 Year 10% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Data below for Taurus Starshare (Multi Cap) Fund as on 31 Jul 26
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for Taurus Discovery (Midcap) Fund