+91-22-489139095 શ્રેષ્ઠ વૃષભ મ્યુચ્યુઅલ ફંડ યોજનાઓ 2022
દ્વારા ઓફર કરાયેલ ઉત્પાદનોવૃષભ મ્યુચ્યુઅલ ફંડ ગ્રાહકોની રોકાણ જરૂરિયાતો પર આધારિત છે. તેઓ વિવિધ ઓફર કરે છેમ્યુચ્યુઅલ ફંડ ઇક્વિટી, ડેટ, હાઇબ્રિડ જેવી યોજનાઓ,ELSS,લિક્વિડ ફંડ્સ, વગેરે. તેઓ જે યોજનાઓ ઓફર કરે છે તે તેના પ્રકારની પ્રથમ છે અને રોકાણકારોને સંતુલિત પોર્ટફોલિયો પ્રદાન કરવા માટે રચાયેલ છે. જે રોકાણકારો ઉચ્ચ જોખમ, ઉચ્ચ વળતરમાં માને છે તેઓ રોકાણ કરી શકે છેઇક્વિટી.
ડેટ ફંડ ટૂંકા ગાળાના લાભ માટે આદર્શ છે, અનેહાઇબ્રિડ ફંડ રોકાણકારો દ્વારા પસંદ કરવામાં આવે છે જેઓ એક જ ફંડમાંથી ડેટ અને ઇક્વિટી બંનેમાંથી લાભ મેળવવા માંગે છે. ELSS છેટેક્સ સેવિંગ સ્કીમ, જેમાં તમે ટેક્સ મેળવી શકો છોકપાત INR 1,50 સુધી,000 કરપાત્રમાંથીઆવક આ પ્રમાણેસેકન્ડ 80C નાઆવક વેરો એક્ટ. રોકાણ કરવા માંગતા રોકાણકારો નીચે સૂચિબદ્ધ શ્રેષ્ઠ વૃષભ મ્યુચ્યુઅલ ફંડ યોજનાઓમાંથી ફંડ પસંદ કરી શકે છે.
એયુએમ જેવા અમુક પરિમાણો હાથ ધરીને આ ભંડોળને શોર્ટલિસ્ટ કરવામાં આવ્યું છે,નથી, ભૂતકાળનું પ્રદર્શન, પીઅર સરેરાશ વળતર, વગેરે.
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વૃષભ એમએફ યોજનાઓમાં શા માટે રોકાણ કરવું?
a યોજનાઓની વિશાળ શ્રેણી
કંપની વિશાળ ઓફર કરે છેશ્રેણી તમામ પ્રકારના રોકાણકારોને પૂરી કરવા માટે મ્યુચ્યુઅલ ફંડ યોજનાઓ. Taurus MF કંપની ડેટ, ઇક્વિટી, હાઇબ્રિડ, લિક્વિડ જેવી કેટેગરીઝમાંથી કેટલીક લોકપ્રિય મ્યુચ્યુઅલ ફંડ સ્કીમ ધરાવે છે. આ યોજનાઓનો ઉદ્દેશ્ય રોકાણકારોને શ્રેષ્ઠ વળતર આપવાનો છે.
b અસરકારક પોર્ટફોલિયો મેનેજમેન્ટ
વૃષભ મ્યુચ્યુઅલ ફંડ કંપનીને ફંડ મેનેજરોની જાણકાર અને કુશળ ટીમનું સમર્થન છે જે અસરકારક પોર્ટફોલિયો મેનેજમેન્ટ સુનિશ્ચિત કરે છે. ટીમ ખાતરી કરે છે કે રોકાણના જોખમોને ઘટાડવા માટે યોગ્ય રોકાણ સલાહ પસાર કરવામાં આવે છે.
c આકર્ષક વળતર
વૃષભ એમએફ કંપની દ્વારા ઓફર કરવામાં આવતી મ્યુચ્યુઅલ ફંડ યોજનાઓ રોકાણકારોને આકર્ષક વળતરની સાથે સાતત્યપૂર્ણ પ્રદર્શન પ્રદાન કરે તે સુનિશ્ચિત કરવા માટે કાળજીપૂર્વક ડિઝાઇન કરવામાં આવી છે અને તેની કલ્પના કરવામાં આવી છે.
શ્રેષ્ઠ વૃષભ મ્યુચ્યુઅલ ફંડ યોજનાઓ
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 ₹120.9
↑ 0.06 ₹130 5,000 1,000 -0.4 16.5 -7.9 17.1 20.7 8.4 11.3 Taurus Tax Shield Growth ₹184.87
↓ -0.16 ₹78 500 500 0.3 9.2 -2 17.9 18.9 12 21.5 Taurus Largecap Equity Fund Growth ₹154.91
↓ -0.14 ₹50 5,000 1,000 0 10.6 -4.2 11.9 17 10.7 18 Taurus Ethical Fund Growth ₹126.3
↓ -0.28 ₹320 5,000 1,000 0.4 9.4 -9.9 13.5 17.2 16.7 19.3 Taurus Banking & Financial Services Fund Growth ₹52.3
↑ 0.05 ₹12 5,000 1,000 -3.1 12.2 2.8 13.3 18.3 13.3 8.6 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 5 Sep 25 Research Highlights & Commentary of 5 Funds showcased
Commentary Taurus Discovery (Midcap) Fund Taurus Tax Shield Taurus Largecap Equity Fund Taurus Ethical Fund Taurus Banking & Financial Services Fund Point 1 Upper mid AUM (₹130 Cr). Lower mid AUM (₹78 Cr). Bottom quartile AUM (₹50 Cr). Highest AUM (₹320 Cr). Bottom quartile AUM (₹12 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (29+ yrs). Established history (30+ yrs). Established history (16+ yrs). Established history (13+ 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: Moderately High. Risk profile: High. Risk profile: High. Point 5 5Y return: 20.73% (top quartile). 5Y return: 18.88% (upper mid). 5Y return: 17.00% (bottom quartile). 5Y return: 17.18% (bottom quartile). 5Y return: 18.29% (lower mid). Point 6 3Y return: 17.12% (upper mid). 3Y return: 17.85% (top quartile). 3Y return: 11.91% (bottom quartile). 3Y return: 13.47% (lower mid). 3Y return: 13.30% (bottom quartile). Point 7 1Y return: -7.93% (bottom quartile). 1Y return: -1.95% (upper mid). 1Y return: -4.23% (lower mid). 1Y return: -9.88% (bottom quartile). 1Y return: 2.75% (top quartile). Point 8 Alpha: -6.42 (bottom quartile). Alpha: -0.34 (upper mid). Alpha: -4.08 (bottom quartile). Alpha: 0.00 (top quartile). Alpha: -0.72 (lower mid). Point 9 Sharpe: -0.66 (lower mid). Sharpe: -0.48 (upper mid). Sharpe: -0.70 (bottom quartile). Sharpe: -0.90 (bottom quartile). Sharpe: -0.01 (top quartile). Point 10 Information ratio: -1.11 (bottom quartile). Information ratio: 0.37 (upper mid). Information ratio: -0.04 (bottom quartile). Information ratio: 0.00 (lower mid). Information ratio: 0.65 (top quartile). Taurus Discovery (Midcap) Fund
Taurus Tax Shield
Taurus Largecap Equity Fund
Taurus Ethical Fund
Taurus Banking & Financial Services 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 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 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 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 Below is the key information for Taurus Banking & Financial Services Fund Returns up to 1 year are on 1. Taurus Discovery (Midcap) Fund
Taurus Discovery (Midcap) Fund
Growth Launch Date 5 Sep 94 NAV (05 Sep 25) ₹120.9 ↑ 0.06 (0.05 %) Net Assets (Cr) ₹130 on 31 Jul 25 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio -0.66 Information Ratio -1.11 Alpha Ratio -6.42 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 Aug 20 ₹10,000 31 Aug 21 ₹15,280 31 Aug 22 ₹16,124 31 Aug 23 ₹20,987 31 Aug 24 ₹28,307 31 Aug 25 ₹25,746 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 0.3% 3 Month -0.4% 6 Month 16.5% 1 Year -7.9% 3 Year 17.1% 5 Year 20.7% 10 Year 15 Year Since launch 8.4% 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 2.22 Yr. Hemanshu Srivastava 18 Jul 24 1.12 Yr. Data below for Taurus Discovery (Midcap) Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 21.31% Consumer Cyclical 17.07% Industrials 15.81% Health Care 10.59% Basic Materials 10.17% Energy 5.86% Technology 5.51% Communication Services 4.23% Consumer Defensive 2.98% Real Estate 2.95% Asset Allocation
Asset Class Value Cash 3.5% Equity 96.5% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5406914% ₹5 Cr 209,026 Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 5234574% ₹5 Cr 7,805
↑ 2,798 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 5313444% ₹5 Cr 87,500 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5422164% ₹5 Cr 21,844 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA4% ₹5 Cr 41,000 Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321493% ₹4 Cr 401,241 Coforge Ltd (Technology)
Equity, Since 31 May 22 | 5325413% ₹4 Cr 25,550
↑ 7,400 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | HINDPETRO3% ₹4 Cr 102,997 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | 5417703% ₹4 Cr 31,358 Kalpataru Ltd (Real Estate)
Equity, Since 30 Jun 25 | 5444233% ₹4 Cr 96,624 2. Taurus Tax Shield
Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (05 Sep 25) ₹184.87 ↓ -0.16 (-0.09 %) Net Assets (Cr) ₹78 on 31 Jul 25 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.48 Information Ratio 0.37 Alpha Ratio -0.34 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Aug 20 ₹10,000 31 Aug 21 ₹14,263 31 Aug 22 ₹14,490 31 Aug 23 ₹17,365 31 Aug 24 ₹24,088 31 Aug 25 ₹23,331 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 0.3% 3 Month 0.3% 6 Month 9.2% 1 Year -2% 3 Year 17.9% 5 Year 18.9% 10 Year 15 Year Since launch 12% 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 2.07 Yr. Data below for Taurus Tax Shield as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 35.67% Health Care 11.64% Consumer Defensive 11.3% Technology 9.2% Consumer Cyclical 7.66% Energy 4.83% Utility 4.27% Industrials 3.19% Communication Services 2.17% Basic Materials 2.11% Asset Allocation
Asset Class Value Cash 7.97% Equity 92.03% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK10% ₹8 Cr 38,245 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004909% ₹7 Cr 5,200 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 5321748% ₹6 Cr 41,805 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC8% ₹6 Cr 147,908 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395516% ₹4 Cr 23,293 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 5328984% ₹3 Cr 114,996 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322154% ₹3 Cr 28,650 CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | 5433333% ₹3 Cr 11,970
↑ 3,970 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA3% ₹2 Cr 65,000 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | M&M3% ₹2 Cr 7,337 3. Taurus Largecap Equity Fund
Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (05 Sep 25) ₹154.91 ↓ -0.14 (-0.09 %) Net Assets (Cr) ₹50 on 31 Jul 25 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio -0.7 Information Ratio -0.04 Alpha Ratio -4.08 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 Aug 20 ₹10,000 31 Aug 21 ₹14,358 31 Aug 22 ₹15,513 31 Aug 23 ₹15,964 31 Aug 24 ₹22,988 31 Aug 25 ₹21,608 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month -0.2% 3 Month 0% 6 Month 10.6% 1 Year -4.2% 3 Year 11.9% 5 Year 17% 10 Year 15 Year Since launch 10.7% 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 2.22 Yr. Data below for Taurus Largecap Equity Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 31.53% Energy 12.75% Consumer Defensive 11.04% Consumer Cyclical 9.78% Health Care 9.36% Technology 4.41% Communication Services 4.03% Utility 3.37% Real Estate 2.84% Industrials 2.58% Basic Materials 1.88% Asset Allocation
Asset Class Value Cash 6.43% Equity 93.57% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK9% ₹4 Cr 21,562 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC8% ₹4 Cr 103,545 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 | RELIANCE4% ₹2 Cr 16,131 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL4% ₹2 Cr 10,564
↑ 2,438 Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | IOC4% ₹2 Cr 132,331
↓ -63,899 Laurus Labs Ltd (Healthcare)
Equity, Since 31 May 25 | 5402224% ₹2 Cr 21,000
↓ -6,125 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Nov 23 | 5328983% ₹2 Cr 58,197 4. Taurus Ethical Fund
Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (05 Sep 25) ₹126.3 ↓ -0.28 (-0.22 %) Net Assets (Cr) ₹320 on 31 Jul 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio -0.9 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 Aug 20 ₹10,000 31 Aug 21 ₹14,882 31 Aug 22 ₹15,292 31 Aug 23 ₹17,146 31 Aug 24 ₹24,876 31 Aug 25 ₹22,053 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month 1.3% 3 Month 0.4% 6 Month 9.4% 1 Year -9.9% 3 Year 13.5% 5 Year 17.2% 10 Year 15 Year Since launch 16.7% 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 2.83 Yr. Data below for Taurus Ethical Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Energy 19.68% Technology 17.54% Health Care 13.76% Industrials 13.05% Consumer Defensive 11.79% Consumer Cyclical 8.65% Basic Materials 8.39% Utility 2.53% Real Estate 1.68% Asset Allocation
Asset Class Value Cash 2.93% Equity 97.07% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE8% ₹26 Cr 190,280 Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY4% ₹12 Cr 82,019 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 5005474% ₹12 Cr 371,605 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395514% ₹11 Cr 59,765
↓ -4,994 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS3% ₹11 Cr 36,242 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 25 | 5426523% ₹11 Cr 15,629
↓ -1,240 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 5006963% ₹10 Cr 38,951 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M3% ₹10 Cr 30,295 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 24 | LT3% ₹9 Cr 24,008
↑ 4,660 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5008303% ₹9 Cr 38,031
↑ 14,020 5. Taurus Banking & Financial Services Fund
Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (05 Sep 25) ₹52.3 ↑ 0.05 (0.10 %) Net Assets (Cr) ₹12 on 31 Jul 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio -0.01 Information Ratio 0.65 Alpha Ratio -0.72 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 Aug 20 ₹10,000 31 Aug 21 ₹14,868 31 Aug 22 ₹15,509 31 Aug 23 ₹17,776 31 Aug 24 ₹21,920 31 Aug 25 ₹22,484 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 5 Sep 25 Duration Returns 1 Month -2% 3 Month -3.1% 6 Month 12.2% 1 Year 2.8% 3 Year 13.3% 5 Year 18.3% 10 Year 15 Year Since launch 13.3% 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 2.22 Yr. Data below for Taurus Banking & Financial Services Fund as on 31 Jul 25
Equity Sector Allocation
Sector Value Financial Services 97.21% Asset Allocation
Asset Class Value Cash 2.79% Equity 97.21% 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 | HDFCBANK22% ₹3 Cr 12,948 State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN11% ₹1 Cr 16,534 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221510% ₹1 Cr 11,341 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK9% ₹1 Cr 5,289
↑ 570 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5328105% ₹1 Cr 14,288
↑ 14,288 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004904% ₹0 Cr 300 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 25 | 5321342% ₹0 Cr 10,658 General Insurance Corp of India (Financial Services)
Equity, Since 30 Jun 25 | 5407552% ₹0 Cr 5,704 The South Indian Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | 5322182% ₹0 Cr 75,000
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દસ્તાવેજો અપલોડ કરો (PAN, આધાર, વગેરે).અને, તમે રોકાણ કરવા તૈયાર છો!
અહીં આપેલી માહિતી સચોટ છે તેની ખાતરી કરવા માટેના તમામ પ્રયાસો કરવામાં આવ્યા છે. જો કે, ડેટાની શુદ્ધતા અંગે કોઈ ગેરંટી આપવામાં આવતી નથી. કોઈપણ રોકાણ કરતા પહેલા કૃપા કરીને સ્કીમ માહિતી દસ્તાવેજ સાથે ચકાસો.
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