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द्वारा पेश किए गए उत्पादवृषभ म्यूचुअल फंड ग्राहकों की निवेश जरूरतों के आसपास बनाए गए हैं। वे विभिन्न पेशकश करते हैंम्यूचुअल फंड इक्विटी, डेट, हाइब्रिड जैसी योजनाएंईएलएसएस,लिक्विड फंड, आदि। वे जिन योजनाओं की पेशकश करते हैं वे अपनी तरह की पहली हैं और निवेशकों को एक संतुलित पोर्टफोलियो प्रदान करने के लिए डिज़ाइन की गई हैं। उच्च-जोखिम, उच्च-रिटर्न में विश्वास करने वाले निवेशक इसमें निवेश कर सकते हैंइक्विटीज.
डेट फंड अल्पकालिक लाभ के लिए आदर्श हैं, औरहाइब्रिड फंड उन निवेशकों द्वारा पसंद किया जाता है जो एक ही फंड से डेट और इक्विटी दोनों का लाभ उठाना चाहते हैं। ईएलएसएस हैंटैक्स सेविंग स्कीम, जिसमें आप कर प्राप्त कर सकते हैंकटौती INR 1,50 तक,000 कर योग्य सेआय के अनुसारसेक 80सी काआयकर कार्य। निवेश करने के इच्छुक निवेशक नीचे सूचीबद्ध सर्वश्रेष्ठ वृषभ म्यूचुअल फंड योजनाओं में से एक फंड चुन सकते हैं।
इन फंडों को एयूएम जैसे कुछ मानकों को पूरा करके शॉर्टलिस्ट किया गया है।नहीं हैं, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, आदि।
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कंपनी एक विस्तृत पेशकश करती हैश्रेणी सभी प्रकार के निवेशकों को पूरा करने के लिए म्यूचुअल फंड योजनाओं की। टॉरस एमएफ कंपनी कई अन्य के बीच डेट, इक्विटी, हाइब्रिड, लिक्विड जैसी श्रेणियों से कुछ लोकप्रिय म्यूचुअल फंड योजनाएं रखती है। इन योजनाओं का उद्देश्य निवेशकों को इष्टतम रिटर्न प्रदान करना है।
टॉरस म्यूचुअल फंड कंपनी को फंड मैनेजरों की जानकार और कुशल टीम का समर्थन प्राप्त है जो प्रभावी पोर्टफोलियो प्रबंधन सुनिश्चित करते हैं। टीम यह सुनिश्चित करती है कि निवेश जोखिम को कम करने के लिए सही निवेश सलाह दी जाए।
टॉरस एमएफ कंपनी द्वारा पेश की जाने वाली म्यूचुअल फंड योजनाओं को सावधानीपूर्वक और अवधारणा के रूप में तैयार किया गया है ताकि यह सुनिश्चित हो सके कि वे निवेशकों को आकर्षक रिटर्न के साथ-साथ लगातार प्रदर्शन प्रदान करते हैं।
Fund NAV Net Assets (Cr) Min Investment Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2022 (%) Taurus Discovery (Midcap) Fund Growth ₹94.35
↑ 1.53 ₹94 5,000 1,000 19.1 26.7 29.4 25.7 15.1 8.1 6.7 Taurus Tax Shield Growth ₹132.84
↑ 0.24 ₹65 500 500 7.7 12.1 18.4 19 10.1 11.6 6.6 Taurus Ethical Fund Growth ₹95.5
↑ 0.25 ₹102 5,000 1,000 14.9 17.8 12.6 18 12 17 -2.3 Taurus Largecap Equity Fund Growth ₹112.87
↑ 0.11 ₹35 5,000 1,000 5.5 15.7 6.6 16.6 8.1 10.2 6.7 Taurus Banking & Financial Services Fund Growth ₹41
↑ 0.04 ₹10 5,000 1,000 2.7 12.2 18.3 22.6 10.6 13.4 17.8 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 22 Aug 23
(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 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 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 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. Taurus Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 22 May 12. It is a fund with High risk and has given a Below is the key information for Taurus Banking & Financial Services Fund Returns up to 1 year are on 1. Taurus Discovery (Midcap) Fund
CAGR/Annualized
return of 8.1% since its launch. Ranked 13 in Mid Cap
category. Return for 2022 was 6.7% , 2021 was 32.7% and 2020 was 25.5% . Taurus Discovery (Midcap) Fund
Growth Launch Date 5 Sep 94 NAV (22 Aug 23) ₹94.35 ↑ 1.53 (1.65 %) Net Assets (Cr) ₹94 on 31 Jul 23 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio 1.48 Information Ratio -1.24 Alpha Ratio 0.56 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 30 Sep 18 ₹10,000 30 Sep 19 ₹9,860 30 Sep 20 ₹11,372 30 Sep 21 ₹17,640 30 Sep 22 ₹17,509 30 Sep 23 ₹23,247 Returns for Taurus Discovery (Midcap) Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 22 Aug 23 Duration Returns 1 Month 6.4% 3 Month 19.1% 6 Month 26.7% 1 Year 29.4% 3 Year 25.7% 5 Year 15.1% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 0.9% Fund Manager information for Taurus Discovery (Midcap) Fund
Name Since Tenure Hardik Shah 23 May 22 1.28 Yr. Data below for Taurus Discovery (Midcap) Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Cash 0.72% Equity 99.28% Top Securities Holdings / Portfolio
Name Holding Value Quantity Ami Organics Ltd (Basic Materials)
Equity, Since 31 Dec 21 | 5433497% ₹7 Cr 53,750
↑ 2,000 Hindware Home Innovation Ltd Ordinary Shares (Consumer Cyclical)
Equity, Since 31 Dec 22 | 5429055% ₹5 Cr 87,250
↑ 7,250 Century Textiles & Industries Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5000405% ₹5 Cr 50,000 REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 5329554% ₹4 Cr 185,000 Mayur Uniquoters Ltd (Consumer Cyclical)
Equity, Since 31 Aug 22 | 5222494% ₹4 Cr 71,522 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5004694% ₹4 Cr 260,000
↑ 15,000 K.P.R. Mill Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 5328893% ₹3 Cr 44,500 Bharat Heavy Electricals Ltd (Industrials)
Equity, Since 31 Oct 21 | 5001033% ₹3 Cr 265,000 Faze Three Ltd (Consumer Cyclical)
Equity, Since 31 May 23 | 5300793% ₹3 Cr 78,000
↑ 34,056 HDFC Asset Management Co Ltd (Financial Services)
Equity, Since 31 May 23 | 5417293% ₹3 Cr 12,000 2. Taurus Tax Shield
CAGR/Annualized
return of 11.6% since its launch. Ranked 26 in ELSS
category. Return for 2022 was 6.6% , 2021 was 20.1% and 2020 was 13.7% . Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (22 Aug 23) ₹132.84 ↑ 0.24 (0.18 %) Net Assets (Cr) ₹65 on 31 Jul 23 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.45 Sharpe Ratio 1.85 Information Ratio -0.82 Alpha Ratio 7.99 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 30 Sep 18 ₹10,000 30 Sep 19 ₹10,106 30 Sep 20 ₹10,300 30 Sep 21 ₹14,883 30 Sep 22 ₹14,627 30 Sep 23 ₹17,901 Returns for Taurus Tax Shield
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 22 Aug 23 Duration Returns 1 Month 0.4% 3 Month 7.7% 6 Month 12.1% 1 Year 18.4% 3 Year 19% 5 Year 10.1% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 0.5% Fund Manager information for Taurus Tax Shield
Name Since Tenure Anuj Kapil 7 Aug 23 0.07 Yr. Data below for Taurus Tax Shield as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 29.98% Technology 21.84% Industrials 10.55% Health Care 9.02% Basic Materials 6.68% Consumer Defensive 5.38% Consumer Cyclical 3.8% Energy 2.82% Utility 1.85% Asset Allocation
Asset Class Value Cash 8.08% Equity 91.92% Top Securities Holdings / Portfolio
Name Holding Value Quantity HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH9% ₹6 Cr 48,200 HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK8% ₹5 Cr 33,600 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004907% ₹4 Cr 6,000 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 22 | 5327556% ₹4 Cr 31,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY5% ₹4 Cr 25,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC5% ₹4 Cr 80,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 5321745% ₹3 Cr 36,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322155% ₹3 Cr 35,000 Gujarat Pipavav Port Ltd (Industrials)
Equity, Since 31 May 22 | 5332485% ₹3 Cr 240,000 ACC Ltd (Basic Materials)
Equity, Since 28 Feb 23 | 5004104% ₹3 Cr 14,500 3. Taurus Ethical Fund
CAGR/Annualized
return of 17% since its launch. Ranked 67 in Sectoral
category. Return for 2022 was -2.3% , 2021 was 28.9% and 2020 was 28.1% . Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (22 Aug 23) ₹95.5 ↑ 0.25 (0.26 %) Net Assets (Cr) ₹102 on 31 Jul 23 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.43 Sharpe Ratio 0.64 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 30 Sep 18 ₹10,000 30 Sep 19 ₹10,129 30 Sep 20 ₹11,550 30 Sep 21 ₹16,890 30 Sep 22 ₹16,718 30 Sep 23 ₹19,287 Returns for Taurus Ethical Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 22 Aug 23 Duration Returns 1 Month 4.4% 3 Month 14.9% 6 Month 17.8% 1 Year 12.6% 3 Year 18% 5 Year 12% 10 Year 15 Year Since launch 17% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 14.9% Fund Manager information for Taurus Ethical Fund
Name Since Tenure Anuj Kapil 1 Nov 22 0.83 Yr. Data below for Taurus Ethical Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Technology 27.62% Basic Materials 20.95% Industrials 12.61% Health Care 12.53% Consumer Cyclical 10.49% Energy 7.95% Utility 3.73% Consumer Defensive 3.29% Asset Allocation
Asset Class Value Cash 0.83% Equity 99.17% Top Securities Holdings / Portfolio
Name Holding Value Quantity Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY6% ₹7 Cr 48,816 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE6% ₹6 Cr 26,487 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH6% ₹6 Cr 53,397 Mishra Dhatu Nigam Ltd Ordinary Shares (Basic Materials)
Equity, Since 30 Nov 22 | 5411955% ₹6 Cr 139,148
↓ -6,331 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS5% ₹5 Cr 15,245 Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 22 | 5327554% ₹4 Cr 34,086 Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 30 Apr 23 | 5432324% ₹4 Cr 17,058 ACC Ltd (Basic Materials)
Equity, Since 31 Mar 23 | 5004104% ₹4 Cr 19,159 Cipla Ltd (Healthcare)
Equity, Since 30 Nov 22 | 5000873% ₹4 Cr 29,372 NMDC Ltd (Basic Materials)
Equity, Since 31 May 23 | 5263713% ₹3 Cr 274,128 4. Taurus Largecap Equity Fund
CAGR/Annualized
return of 10.2% since its launch. Ranked 67 in Large Cap
category. Return for 2022 was 6.7% , 2021 was 18% and 2020 was 10.2% . Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (22 Aug 23) ₹112.87 ↑ 0.11 (0.10 %) Net Assets (Cr) ₹35 on 31 Jul 23 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.62 Sharpe Ratio 0.32 Information Ratio -0.96 Alpha Ratio -5.73 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 30 Sep 18 ₹10,000 30 Sep 19 ₹10,236 30 Sep 20 ₹9,797 30 Sep 21 ₹14,259 30 Sep 22 ₹14,741 30 Sep 23 ₹16,112 Returns for Taurus Largecap Equity Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 22 Aug 23 Duration Returns 1 Month 0.7% 3 Month 5.5% 6 Month 15.7% 1 Year 6.6% 3 Year 16.6% 5 Year 8.1% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 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% 2013 -1.6% Fund Manager information for Taurus Largecap Equity Fund
Name Since Tenure Anuj Kapil 13 Jun 23 0.22 Yr. Data below for Taurus Largecap Equity Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 27.45% Technology 19.07% Consumer Cyclical 14.27% Basic Materials 9.07% Health Care 8.5% Energy 6.87% Consumer Defensive 4.26% Utility 4.22% Industrials 3.28% Real Estate 2.16% Asset Allocation
Asset Class Value Cash 0.84% Equity 99.16% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK9% ₹3 Cr 21,331
↑ 996 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | HCLTECH7% ₹2 Cr 19,988 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN5% ₹2 Cr 34,404
↑ 12,078 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 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY5% ₹2 Cr 12,217
↓ -1,748 Hindalco Industries Ltd (Basic Materials)
Equity, Since 31 Dec 21 | HINDALCO4% ₹2 Cr 34,036
↑ 11,431 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M4% ₹2 Cr 9,811 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC4% ₹2 Cr 34,297 Tech Mahindra Ltd (Technology)
Equity, Since 30 Apr 23 | 5327554% ₹1 Cr 12,396
↓ -2,102 5. Taurus Banking & Financial Services Fund
CAGR/Annualized
return of 13.4% since its launch. Ranked 38 in Sectoral
category. Return for 2022 was 17.8% , 2021 was 11.4% and 2020 was 1.7% . Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (22 Aug 23) ₹41 ↑ 0.04 (0.10 %) Net Assets (Cr) ₹10 on 31 Jul 23 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio 1.31 Information Ratio -0.72 Alpha Ratio 4.77 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 30 Sep 18 ₹10,000 30 Sep 19 ₹12,266 30 Sep 20 ₹9,794 30 Sep 21 ₹16,090 30 Sep 22 ₹16,076 30 Sep 23 ₹19,336 Returns for Taurus Banking & Financial Services Fund
absolute basis
& more than 1 year are on CAGR (Compound Annual Growth Rate)
basis. as on 22 Aug 23 Duration Returns 1 Month -4% 3 Month 2.7% 6 Month 12.2% 1 Year 18.3% 3 Year 22.6% 5 Year 10.6% 10 Year 15 Year Since launch 13.4% Historical performance (Yearly) on absolute basis
Year Returns 2022 17.8% 2021 11.4% 2020 1.7% 2019 25.1% 2018 4.3% 2017 37.6% 2016 5.1% 2015 -16.3% 2014 59.6% 2013 -12.8% Fund Manager information for Taurus Banking & Financial Services Fund
Name Since Tenure Anuj Kapil 13 Jun 23 0.22 Yr. Data below for Taurus Banking & Financial Services Fund as on 31 Jul 23
Equity Sector Allocation
Sector Value Financial Services 98.73% Technology 0.49% Asset Allocation
Asset Class Value Cash 0.78% Equity 99.22% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK19% ₹2 Cr 11,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 53217417% ₹2 Cr 16,800 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221510% ₹1 Cr 9,625 State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN10% ₹1 Cr 16,568 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK9% ₹1 Cr 4,700 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK5% ₹0 Cr 3,250 Cholamandalam Investment and Finance Co Ltd (Financial Services)
Equity, Since 31 Oct 19 | CHOLAFIN3% ₹0 Cr 2,894
↓ -813 Union Bank of India (Financial Services)
Equity, Since 31 Aug 23 | UNIONBANK3% ₹0 Cr 35,180
↑ 35,180 Bank of Baroda (Financial Services)
Equity, Since 31 Jul 23 | 5321343% ₹0 Cr 15,383
↑ 8,848 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 22 | 5004693% ₹0 Cr 19,016
↓ -121
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