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5 सर्वश्रेष्ठ वृषभ म्यूचुअल फंड योजनाएं 2022

Updated on August 31, 2026 , 2297 views

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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वृषभ एमएफ योजनाओं में निवेश क्यों करें?

ए। योजनाओं की विस्तृत श्रृंखला

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।

बी। प्रभावी पोर्टफोलियो प्रबंधन

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।

सी। आकर्षक रिटर्न

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।

सर्वश्रेष्ठ वृषभ म्युचुअल फंड योजनाएं

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2025 (%)
Taurus Discovery (Midcap) Fund Growth ₹128.67
↓ -0.63
₹135 5,000 1,000 10.313.56.59.412.48.30.8
Taurus Largecap Equity Fund Growth ₹169.18
↑ 0.23
₹56 5,000 1,000 11.47.7101410.610.65.3
Taurus Ethical Fund Growth ₹127.75
↓ -0.58
₹434 5,000 1,000 1.93.31.39.48.515.70.3
Taurus Tax Shield Growth ₹183.5
↓ -0.58
₹73 500 500 5.85.30.410.610.311.6-0.6
Taurus Starshare (Multi Cap) Fund Growth ₹240.43
↓ -0.37
₹369 5,000 1,000 10.310.99.311.910.310.2-1.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 2 Sep 26

Research Highlights & Commentary of 5 Funds showcased

CommentaryTaurus Discovery (Midcap) FundTaurus Largecap Equity FundTaurus Ethical FundTaurus Tax ShieldTaurus Starshare (Multi Cap) Fund
Point 1Lower mid AUM (₹135 Cr).Bottom quartile AUM (₹56 Cr).Highest AUM (₹434 Cr).Bottom quartile AUM (₹73 Cr).Upper mid AUM (₹369 Cr).
Point 2Oldest track record among peers (32 yrs).Established history (31+ yrs).Established history (17+ yrs).Established history (30+ yrs).Established history (32+ 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: Moderately High.
Point 55Y return: 12.36% (top quartile).5Y return: 10.57% (upper mid).5Y return: 8.51% (bottom quartile).5Y return: 10.33% (lower mid).5Y return: 10.31% (bottom quartile).
Point 63Y return: 9.44% (bottom quartile).3Y return: 13.97% (top quartile).3Y return: 9.41% (bottom quartile).3Y return: 10.60% (lower mid).3Y return: 11.95% (upper mid).
Point 71Y return: 6.53% (lower mid).1Y return: 10.01% (top quartile).1Y return: 1.28% (bottom quartile).1Y return: 0.45% (bottom quartile).1Y return: 9.28% (upper mid).
Point 8Alpha: -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 9Sharpe: 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 10Information 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

  • Lower mid AUM (₹135 Cr).
  • Oldest track record among peers (32 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.36% (top quartile).
  • 3Y return: 9.44% (bottom quartile).
  • 1Y return: 6.53% (lower mid).
  • Alpha: -4.03 (bottom quartile).
  • Sharpe: 0.04 (lower mid).
  • Information ratio: -1.22 (bottom quartile).

Taurus Largecap Equity Fund

  • Bottom quartile AUM (₹56 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.57% (upper mid).
  • 3Y return: 13.97% (top quartile).
  • 1Y return: 10.01% (top quartile).
  • Alpha: 4.61 (top quartile).
  • Sharpe: 0.11 (upper mid).
  • Information ratio: 0.64 (top quartile).

Taurus Ethical Fund

  • Highest AUM (₹434 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 8.51% (bottom quartile).
  • 3Y return: 9.41% (bottom quartile).
  • 1Y return: 1.28% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.05 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Taurus Tax Shield

  • Bottom quartile AUM (₹73 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.33% (lower mid).
  • 3Y return: 10.60% (lower mid).
  • 1Y return: 0.45% (bottom quartile).
  • Alpha: -4.11 (bottom quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: -0.09 (bottom quartile).

Taurus Starshare (Multi Cap) Fund

  • Upper mid AUM (₹369 Cr).
  • Established history (32+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.31% (bottom quartile).
  • 3Y return: 11.95% (upper mid).
  • 1Y return: 9.28% (upper mid).
  • Alpha: 3.62 (upper mid).
  • Sharpe: 0.12 (top quartile).
  • Information ratio: 0.14 (upper mid).

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

  • Lower mid AUM (₹135 Cr).
  • Oldest track record among peers (32 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 12.36% (top quartile).
  • 3Y return: 9.44% (bottom quartile).
  • 1Y return: 6.53% (lower mid).
  • Alpha: -4.03 (bottom quartile).
  • Sharpe: 0.04 (lower mid).
  • Information ratio: -1.22 (bottom quartile).

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

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (02 Sep 26) ₹128.67 ↓ -0.63   (-0.49 %)
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.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,553
31 Aug 23₹13,735
31 Aug 24₹18,526
31 Aug 25₹16,850
31 Aug 26₹18,339

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 ₹415,684.
Net Profit of ₹115,684
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 2 Sep 26

DurationReturns
1 Month 1.8%
3 Month 10.3%
6 Month 13.5%
1 Year 6.5%
3 Year 9.4%
5 Year 12.4%
10 Year
15 Year
Since launch 8.3%
Historical performance (Yearly) on absolute basis
YearReturns
2025 0.8%
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%
Fund Manager information for Taurus Discovery (Midcap) Fund
NameSinceTenure
Anuj Kapil13 Jun 233.22 Yr.
Hemanshu Srivastava18 Jul 242.12 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Technology20.01%
Industrials19.18%
Basic Materials15.65%
Consumer Cyclical14.72%
Financial Services10.7%
Health Care8.88%
Energy2.91%
Utility1.36%
Consumer Defensive0.81%
Asset Allocation
Asset ClassValue
Cash5.79%
Equity94.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Sigma Advanced Systems Ltd (Industrials)
Equity, Since 31 Jul 26 | 532408
7%₹9 Cr144,092
↑ 144,092
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 25 | PERSISTENT
6%₹8 Cr14,000
Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 523457
5%₹7 Cr10,130
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | FEDERALBNK
5%₹7 Cr183,012
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA
5%₹6 Cr41,000
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
5%₹6 Cr36,550
Ratnaveer Precision Engineering Ltd (Basic Materials)
Equity, Since 31 May 26 | RATNAVEER
4%₹6 Cr308,435
GMR Airports Ltd (Industrials)
Equity, Since 31 Oct 24 | GMRAIRPORT
4%₹5 Cr450,000
Abbott India Ltd (Healthcare)
Equity, Since 31 May 24 | ABBOTINDIA
3%₹5 Cr1,700
↑ 415
REC Ltd (Financial Services)
Equity, Since 31 Jan 23 | 532955
3%₹5 Cr126,000

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 (₹56 Cr).
  • Established history (31+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 10.57% (upper mid).
  • 3Y return: 13.97% (top quartile).
  • 1Y return: 10.01% (top quartile).
  • Alpha: 4.61 (top quartile).
  • Sharpe: 0.11 (upper mid).
  • Information ratio: 0.64 (top quartile).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund
Growth
Launch Date 28 Feb 95
NAV (02 Sep 26) ₹169.18 ↑ 0.23   (0.14 %)
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.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,805
31 Aug 23₹11,119
31 Aug 24₹16,010
31 Aug 25₹15,049
31 Aug 26₹16,661

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 ₹395,578.
Net Profit of ₹95,578
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 2 Sep 26

DurationReturns
1 Month 1.8%
3 Month 11.4%
6 Month 7.7%
1 Year 10%
3 Year 14%
5 Year 10.6%
10 Year
15 Year
Since launch 10.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 5.3%
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%
Fund Manager information for Taurus Largecap Equity Fund
NameSinceTenure
Anuj Kapil13 Jun 233.22 Yr.

Data below for Taurus Largecap Equity Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Financial Services26.86%
Consumer Cyclical14.53%
Technology10.89%
Health Care10.24%
Consumer Defensive9.13%
Industrials8.07%
Energy5.68%
Communication Services4.46%
Utility4.46%
Real Estate2.77%
Basic Materials2.27%
Asset Allocation
Asset ClassValue
Cash0.64%
Equity99.36%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Mar 25 | 532488
9%₹5 Cr6,018
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
8%₹4 Cr152,721
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
7%₹4 Cr26,705
↑ 2,313
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK
6%₹3 Cr41,827
Sigma Advanced Systems Ltd (Industrials)
Equity, Since 31 Jul 26 | 532408
5%₹3 Cr43,227
↑ 43,227
Advit Jewels Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | 544803
5%₹3 Cr145,000
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL
4%₹3 Cr12,779
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
4%₹2 Cr17,135
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN
4%₹2 Cr19,735
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | HCLTECH
3%₹2 Cr14,585
↑ 2,700

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 (₹434 Cr).
  • Established history (17+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: High.
  • 5Y return: 8.51% (bottom quartile).
  • 3Y return: 9.41% (bottom quartile).
  • 1Y return: 1.28% (bottom quartile).
  • Alpha: 0.00 (lower mid).
  • Sharpe: -0.05 (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 (02 Sep 26) ₹127.75 ↓ -0.58   (-0.45 %)
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.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,276
31 Aug 23₹11,521
31 Aug 24₹16,716
31 Aug 25₹14,818
31 Aug 26₹15,363

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 ₹376,357.
Net Profit of ₹76,357
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 2 Sep 26

DurationReturns
1 Month -1.6%
3 Month 1.9%
6 Month 3.3%
1 Year 1.3%
3 Year 9.4%
5 Year 8.5%
10 Year
15 Year
Since launch 15.7%
Historical performance (Yearly) on absolute basis
YearReturns
2025 0.3%
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%
Fund Manager information for Taurus Ethical Fund
NameSinceTenure
Anuj Kapil1 Nov 223.75 Yr.

Data below for Taurus Ethical Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Technology29.31%
Consumer Cyclical15.09%
Energy13.86%
Health Care10.07%
Industrials9.71%
Basic Materials9.65%
Consumer Defensive6.34%
Utility2.89%
Real Estate2.26%
Communication Services0.71%
Asset Allocation
Asset ClassValue
Cash0.1%
Equity99.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
7%₹32 Cr248,530
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS
5%₹23 Cr95,444
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
4%₹20 Cr172,656
Dixon Technologies (India) Ltd (Technology)
Equity, Since 30 Nov 25 | 540699
3%₹14 Cr10,002
↓ -1,425
TVS Motor Co Ltd (Consumer Cyclical)
Equity, Since 28 Feb 26 | 532343
3%₹14 Cr32,005
Persistent Systems Ltd (Technology)
Equity, Since 31 Jul 25 | PERSISTENT
3%₹13 Cr23,465
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 500696
3%₹13 Cr60,682
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
3%₹13 Cr37,495
↑ 6,200
PG Electroplast Ltd (Technology)
Equity, Since 28 Feb 26 | 533581
3%₹13 Cr206,692
↑ 103,692
Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Jan 25 | OFSS
3%₹12 Cr11,175
↓ -1,200

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

  • Bottom quartile AUM (₹73 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.33% (lower mid).
  • 3Y return: 10.60% (lower mid).
  • 1Y return: 0.45% (bottom quartile).
  • Alpha: -4.11 (bottom quartile).
  • Sharpe: -0.30 (bottom quartile).
  • Information ratio: -0.09 (bottom quartile).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield
Growth
Launch Date 31 Mar 96
NAV (02 Sep 26) ₹183.5 ↓ -0.58   (-0.32 %)
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.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,159
31 Aug 23₹12,175
31 Aug 24₹16,888
31 Aug 25₹16,357
31 Aug 26₹16,613

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 ₹395,578.
Net Profit of ₹95,578
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 2 Sep 26

DurationReturns
1 Month -0.2%
3 Month 5.8%
6 Month 5.3%
1 Year 0.4%
3 Year 10.6%
5 Year 10.3%
10 Year
15 Year
Since launch 11.6%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -0.6%
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%
Fund Manager information for Taurus Tax Shield
NameSinceTenure
Anuj Kapil7 Aug 233.07 Yr.

Data below for Taurus Tax Shield as on 31 Jul 26

Equity Sector Allocation
SectorValue
Financial Services31.03%
Health Care13.69%
Technology12.91%
Energy8.02%
Industrials7.58%
Consumer Defensive7.34%
Utility5.65%
Consumer Cyclical4.91%
Basic Materials4.42%
Communication Services2.82%
Asset Allocation
Asset ClassValue
Cash1.63%
Equity98.37%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
7%₹5 Cr190,569
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
7%₹5 Cr36,470
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
7%₹5 Cr69,220
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
7%₹5 Cr4,555
Divi's Laboratories Ltd (Healthcare)
Equity, Since 31 Jan 23 | 532488
7%₹5 Cr6,224
Indian Energy Exchange Ltd (Financial Services)
Equity, Since 31 Oct 25 | 540750
6%₹4 Cr319,635
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
6%₹4 Cr144,894
Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | PACEDIGITK
5%₹3 Cr160,579
↓ -31,137
Reliance Industries Ltd (Energy)
Equity, Since 30 Apr 26 | RELIANCE
4%₹3 Cr22,574
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
4%₹3 Cr70,025

5. Taurus Starshare (Multi Cap) Fund

(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

  • Upper mid AUM (₹369 Cr).
  • Established history (32+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: Moderately High.
  • 5Y return: 10.31% (bottom quartile).
  • 3Y return: 11.95% (upper mid).
  • 1Y return: 9.28% (upper mid).
  • Alpha: 3.62 (upper mid).
  • Sharpe: 0.12 (top quartile).
  • Information ratio: 0.14 (upper mid).

Below is the key information for Taurus Starshare (Multi Cap) Fund

Taurus Starshare (Multi Cap) Fund
Growth
Launch Date 29 Jan 94
NAV (02 Sep 26) ₹240.43 ↓ -0.37   (-0.15 %)
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.

DateValue
31 Aug 21₹10,000
31 Aug 22₹10,632
31 Aug 23₹11,663
31 Aug 24₹16,478
31 Aug 25₹15,003
31 Aug 26₹16,622

Taurus Starshare (Multi Cap) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578
Invest Now

Returns for Taurus Starshare (Multi Cap) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 2 Sep 26

DurationReturns
1 Month 1.9%
3 Month 10.3%
6 Month 10.9%
1 Year 9.3%
3 Year 11.9%
5 Year 10.3%
10 Year
15 Year
Since launch 10.2%
Historical performance (Yearly) on absolute basis
YearReturns
2025 -1.3%
2024 17.3%
2023 26.9%
2022 4.8%
2021 22.1%
2020 6.6%
2019 4.1%
2018 -8.3%
2017 32.5%
2016 0.2%
Fund Manager information for Taurus Starshare (Multi Cap) Fund
NameSinceTenure
Anuj Kapil13 Jun 233.14 Yr.

Data below for Taurus Starshare (Multi Cap) Fund as on 31 Jul 26

Equity Sector Allocation
SectorValue
Financial Services24.77%
Consumer Cyclical16.23%
Health Care14.3%
Technology9.46%
Consumer Defensive8.64%
Industrials6.78%
Basic Materials6.16%
Energy5.06%
Communication Services3.61%
Utility2.58%
Real Estate1.09%
Asset Allocation
Asset ClassValue
Cash1.33%
Equity98.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | HDFCBANK
7%₹27 Cr364,693
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
7%₹24 Cr868,506
Sigma Advanced Systems Ltd (Industrials)
Equity, Since 31 Jul 26 | 532408
6%₹22 Cr345,821
↑ 345,821
Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Sep 23 | 532488
5%₹20 Cr24,474
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
5%₹17 Cr116,272
Park Medi World Ltd (Healthcare)
Equity, Since 31 Dec 25 | PARKHOSPS
4%₹16 Cr535,053
SAMHI Hotels Ltd (Consumer Cyclical)
Equity, Since 31 Aug 25 | SAMHI
4%₹15 Cr808,185
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL
4%₹13 Cr67,614
Advit Jewels Ltd (Consumer Cyclical)
Equity, Since 30 Jun 26 | 544803
4%₹13 Cr735,000
↓ -22,627
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | M&M
3%₹13 Cr37,582

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