+91-22-489139096 बेस्ट टॉरस एसआईपी फंड्स 2022
वृषभसिप आपको हासिल करने में मदद करता हैवित्तीय लक्ष्यों व्यवस्थित बचत के माध्यम से। निवेशकों के पास अपनी सुविधा के अनुसार मासिक, त्रैमासिक या वार्षिक जैसे निवेश का पसंदीदा तरीका चुनने का लचीलापन है। निवेशक INR 1000 जितनी कम राशि का निवेश कर सकते हैं और लंबी अवधि की संपत्ति बना सकते हैं। द्वारानिवेश लंबी अवधि के लिए एक छोटी राशि, आप अपने वित्तीय लक्ष्यों को प्राप्त कर सकते हैं जैसेनिवृत्ति, शादी, घर/कार की खरीद आदि। निवेशक जो निवेश करना चाहते हैंइक्विटीजएसआईपी एक आदर्श तरीका है। व्यवस्थितनिवेश योजना इक्विटी निवेश के नुकसान को संतुलित करता है।
एसआईपी फंड में निवेश क्यों करें?
कुछ अन्यनिवेश के लाभ एक एसआईपी में हैं:
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- रुपया लागत औसत
- समय की आवश्यकता नहीं हैमंडी
- सस्ती
- लंबी अवधि की बचत की आदत
निवेशक जो इच्छुक हैंSIP में निवेश करें, इक्विटी में निवेश करने के लिए यहां कुछ बेहतरीन टॉरस एसआईपी फंड हैं। इन फंडों को एयूएम, पिछले प्रदर्शन, सहकर्मी औसत रिटर्न, सूचना अनुपात इत्यादि जैसे विभिन्न मानकों को पूरा करके शॉर्टलिस्ट किया गया है।
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इक्विटी के लिए बेस्ट टॉरस एसआईपी म्यूचुअल फंड
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Taurus Discovery (Midcap) Fund Growth ₹118.22
↓ -0.38 ₹133 1,000 1.7 13.3 -5.2 17.1 20.8 8.3 11.3 Taurus Largecap Equity Fund Growth ₹155.18
↓ -0.22 ₹51 1,000 1.4 9.4 -0.9 13.5 17.1 10.7 18 Taurus Ethical Fund Growth ₹123.7
↓ -0.37 ₹322 1,000 0.5 4.2 -7.4 13.3 16.7 16.6 19.3 Taurus Tax Shield Growth ₹185.4
↓ -0.04 ₹81 500 3.3 7.1 3.6 18.2 19 12 21.5 Taurus Banking & Financial Services Fund Growth ₹53.65
↑ 0.15 ₹12 1,000 1.6 13.8 9 15 19.8 13.5 8.6 Taurus Starshare (Multi Cap) Fund Growth ₹220.46
↓ -0.31 ₹366 1,000 0.8 5.4 -4.4 13.6 17 10.3 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 25 Research Highlights & Commentary of 6 Funds showcased
Commentary Taurus Discovery (Midcap) Fund Taurus Largecap Equity Fund Taurus Ethical Fund Taurus Tax Shield Taurus Banking & Financial Services Fund Taurus Starshare (Multi Cap) Fund Point 1 Upper mid AUM (₹133 Cr). Bottom quartile AUM (₹51 Cr). Upper mid AUM (₹322 Cr). Lower mid AUM (₹81 Cr). Bottom quartile AUM (₹12 Cr). Highest AUM (₹366 Cr). Point 2 Established history (30+ yrs). Established history (30+ yrs). Established history (16+ yrs). Established history (29+ yrs). Established history (13+ yrs). Oldest track record among peers (31 yrs). Point 3 Top rated. Rating: 2★ (upper mid). Rating: 2★ (upper mid). Rating: 2★ (lower mid). Rating: 1★ (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: High. Risk profile: Moderately High. Point 5 5Y return: 20.79% (top quartile). 5Y return: 17.11% (lower mid). 5Y return: 16.72% (bottom quartile). 5Y return: 18.97% (upper mid). 5Y return: 19.80% (upper mid). 5Y return: 17.04% (bottom quartile). Point 6 3Y return: 17.14% (upper mid). 3Y return: 13.47% (bottom quartile). 3Y return: 13.29% (bottom quartile). 3Y return: 18.18% (top quartile). 3Y return: 14.95% (upper mid). 3Y return: 13.60% (lower mid). Point 7 1Y return: -5.15% (bottom quartile). 1Y return: -0.87% (upper mid). 1Y return: -7.38% (bottom quartile). 1Y return: 3.64% (upper mid). 1Y return: 9.04% (top quartile). 1Y return: -4.39% (lower mid). Point 8 Alpha: -5.34 (bottom quartile). Alpha: -2.95 (lower mid). Alpha: 0.00 (upper mid). Alpha: 4.55 (top quartile). Alpha: 0.82 (upper mid). Alpha: -4.96 (bottom quartile). Point 9 Sharpe: -0.20 (bottom quartile). Sharpe: -0.13 (upper mid). Sharpe: -0.20 (lower mid). Sharpe: 0.30 (top quartile). Sharpe: 0.26 (upper mid). Sharpe: -0.34 (bottom quartile). Point 10 Information ratio: -1.20 (bottom quartile). Information ratio: 0.08 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.17 (upper mid). Information ratio: 0.62 (top quartile). Information ratio: -0.30 (bottom quartile). Taurus Discovery (Midcap) Fund
Taurus Largecap Equity Fund
Taurus Ethical Fund
Taurus Tax Shield
Taurus Banking & Financial Services Fund
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 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 (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 (14 Aug 25) ₹118.22 ↓ -0.38 (-0.32 %) Net Assets (Cr) ₹133 on 30 Jun 25 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio -0.2 Information Ratio -1.2 Alpha Ratio -5.34 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 14 Aug 25 Duration Returns 1 Month -5.6% 3 Month 1.7% 6 Month 13.3% 1 Year -5.2% 3 Year 17.1% 5 Year 20.8% 10 Year 15 Year Since launch 8.3% 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 Data below for Taurus Discovery (Midcap) Fund as on 30 Jun 25
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 (14 Aug 25) ₹155.18 ↓ -0.22 (-0.14 %) Net Assets (Cr) ₹51 on 30 Jun 25 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.62 Sharpe Ratio -0.13 Information Ratio 0.08 Alpha Ratio -2.95 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 14 Aug 25 Duration Returns 1 Month -1.4% 3 Month 1.4% 6 Month 9.4% 1 Year -0.9% 3 Year 13.5% 5 Year 17.1% 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 Data below for Taurus Largecap Equity Fund as on 30 Jun 25
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 (14 Aug 25) ₹123.7 ↓ -0.37 (-0.30 %) Net Assets (Cr) ₹322 on 30 Jun 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio -0.2 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 14 Aug 25 Duration Returns 1 Month -4.2% 3 Month 0.5% 6 Month 4.2% 1 Year -7.4% 3 Year 13.3% 5 Year 16.7% 10 Year 15 Year Since launch 16.6% 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 Data below for Taurus Ethical Fund as on 30 Jun 25
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 (14 Aug 25) ₹185.4 ↓ -0.04 (-0.02 %) Net Assets (Cr) ₹81 on 30 Jun 25 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 0.3 Information Ratio 0.17 Alpha Ratio 4.55 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 14 Aug 25 Duration Returns 1 Month -1.6% 3 Month 3.3% 6 Month 7.1% 1 Year 3.6% 3 Year 18.2% 5 Year 19% 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 Data below for Taurus Tax Shield as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Taurus Banking & Financial Services Fund
Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (14 Aug 25) ₹53.65 ↑ 0.15 (0.28 %) Net Assets (Cr) ₹12 on 30 Jun 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.26 Information Ratio 0.62 Alpha Ratio 0.82 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 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.8% 3 Month 1.6% 6 Month 13.8% 1 Year 9% 3 Year 15% 5 Year 19.8% 10 Year 15 Year Since launch 13.5% 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 Data below for Taurus Banking & Financial Services Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Taurus Starshare (Multi Cap) Fund
Taurus Starshare (Multi Cap) Fund
Growth Launch Date 29 Jan 94 NAV (14 Aug 25) ₹220.46 ↓ -0.31 (-0.14 %) Net Assets (Cr) ₹366 on 30 Jun 25 Category Equity - Multi Cap AMC Taurus Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.64 Sharpe Ratio -0.34 Information Ratio -0.3 Alpha Ratio -4.96 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 14 Aug 25 Duration Returns 1 Month -2.7% 3 Month 0.8% 6 Month 5.4% 1 Year -4.4% 3 Year 13.6% 5 Year 17% 10 Year 15 Year Since launch 10.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2015 -1.3% Fund Manager information for Taurus Starshare (Multi Cap) Fund
Name Since Tenure Data below for Taurus Starshare (Multi Cap) Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
एसआईपी निवेश कैसे बढ़ता है?
जानना चाहते हैं कि कैसे आपकाएसआईपी निवेश यदि आप एक निश्चित अवधि के लिए मासिक रूप से एक निश्चित राशि का निवेश करते हैं तो वृद्धि होगी? हम आपको एक उदाहरण के साथ समझाएंगे।
एसआईपी कैलकुलेटर या एसआईपी रिटर्न कैलकुलेटर
एसआईपी कैलकुलेटर आमतौर पर एसआईपी निवेश राशि (लक्ष्य) जैसे इनपुट लेते हैं, निवेश करने के लिए आवश्यक वर्षों की संख्या, अपेक्षितमुद्रास्फीति दरों (इसके लिए एक खाते की जरूरत है!) और अपेक्षित रिटर्न। इसलिए, कोई लक्ष्य प्राप्त करने के लिए आवश्यक एसआईपी रिटर्न की गणना कर सकता है!
मान लीजिए, यदि आप INR 10 का निवेश करते हैं,000 10 साल के लिए देखें आपका SIP निवेश कैसे बढ़ता है-
मासिक निवेश: INR 10,000
निवेश अवधि: 10 साल
निवेश की गई कुल राशि: INR 12,00,000
दीर्घकालिक विकास दर (लगभग): 15%
के अनुसार अपेक्षित रिटर्नघूंट कैलकुलेटर: INR 27,86,573
शुद्ध लाभ: INR 15,86,573 (निरपेक्ष रिटर्न= 132.2%)
उपरोक्त गणनाओं से पता चलता है कि यदि आप 10 वर्षों के लिए 10,000 रुपये मासिक निवेश करते हैं (कुल INR12,00,000) आप कामाएंगेINR 27,86,573, जिसका अर्थ है कि आप जो शुद्ध लाभ कमाते हैं वह हैINR 15,86,573. बढ़िया है ना!
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Research Highlights for Taurus Discovery (Midcap) Fund