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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।
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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 ₹123.13
↑ 0.46 ₹128 1,000 3.1 9.9 0.2 17.1 20.3 8.4 11.3 Taurus Largecap Equity Fund Growth ₹160.9
↓ -0.21 ₹49 1,000 4.1 6.2 2.9 13.6 16 10.7 18 Taurus Ethical Fund Growth ₹126.98
↓ -0.05 ₹327 1,000 2.9 5 -4.5 13 15.8 16.5 19.3 Taurus Tax Shield Growth ₹187.53
↓ -0.10 ₹76 500 2.4 6.3 1.7 16.6 17.5 12 21.5 Taurus Banking & Financial Services Fund Growth ₹55.37
↑ 0.27 ₹11 1,000 3.6 6.2 8.9 13.6 16.6 13.6 8.6 Taurus Starshare (Multi Cap) Fund Growth ₹228.03
↑ 0.24 ₹349 1,000 3.5 5.9 -0.8 13.8 16.3 10.3 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 7 Nov 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 (₹128 Cr). Bottom quartile AUM (₹49 Cr). Upper mid AUM (₹327 Cr). Lower mid AUM (₹76 Cr). Bottom quartile AUM (₹11 Cr). Highest AUM (₹349 Cr). Point 2 Oldest track record among peers (31 yrs). Established history (30+ yrs). Established history (16+ yrs). Established history (29+ yrs). Established history (13+ yrs). Established history (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: 20.34% (top quartile). 5Y return: 16.01% (bottom quartile). 5Y return: 15.82% (bottom quartile). 5Y return: 17.46% (upper mid). 5Y return: 16.56% (upper mid). 5Y return: 16.27% (lower mid). Point 6 3Y return: 17.09% (top quartile). 3Y return: 13.56% (lower mid). 3Y return: 12.96% (bottom quartile). 3Y return: 16.62% (upper mid). 3Y return: 13.56% (bottom quartile). 3Y return: 13.76% (upper mid). Point 7 1Y return: 0.16% (lower mid). 1Y return: 2.88% (upper mid). 1Y return: -4.49% (bottom quartile). 1Y return: 1.69% (upper mid). 1Y return: 8.89% (top quartile). 1Y return: -0.80% (bottom quartile). Point 8 Alpha: -4.47 (bottom quartile). Alpha: -3.29 (lower mid). Alpha: 0.00 (top quartile). Alpha: -1.00 (upper mid). Alpha: -1.19 (upper mid). Alpha: -5.41 (bottom quartile). Point 9 Sharpe: -0.71 (upper mid). Sharpe: -0.81 (lower mid). Sharpe: -1.07 (bottom quartile). Sharpe: -0.69 (upper mid). Sharpe: -0.22 (top quartile). Sharpe: -1.01 (bottom quartile). Point 10 Information ratio: -0.84 (bottom quartile). Information ratio: -0.30 (lower mid). Information ratio: 0.00 (upper mid). Information ratio: 0.46 (upper mid). Information ratio: 0.57 (top quartile). Information ratio: -0.45 (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 (07 Nov 25) ₹123.13 ↑ 0.46 (0.37 %) Net Assets (Cr) ₹128 on 31 Aug 25 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio -0.71 Information Ratio -0.84 Alpha Ratio -4.47 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 Oct 20 ₹10,000 31 Oct 21 ₹15,813 31 Oct 22 ₹16,086 31 Oct 23 ₹20,046 31 Oct 24 ₹25,648 31 Oct 25 ₹26,160 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 25 Duration Returns 1 Month 1.2% 3 Month 3.1% 6 Month 9.9% 1 Year 0.2% 3 Year 17.1% 5 Year 20.3% 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 2.3 Yr. Hemanshu Srivastava 18 Jul 24 1.2 Yr. Data below for Taurus Discovery (Midcap) Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 18.96% Industrials 16.45% Consumer Cyclical 14.14% Technology 11.66% Basic Materials 10.24% Health Care 7.92% Consumer Defensive 6.17% Energy 6.04% Communication Services 2.99% Real Estate 2.52% Asset Allocation
Asset Class Value Cash 2.91% Equity 97.09% Top Securities Holdings / Portfolio
Name Holding Value Quantity Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | PACEDIGITK5% ₹6 Cr 274,040
↑ 274,040 Coforge Ltd (Technology)
Equity, Since 31 May 22 | 5325414% ₹5 Cr 33,050
↑ 7,500 Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 5234574% ₹5 Cr 8,130 Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321494% ₹5 Cr 401,241 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5422164% ₹5 Cr 21,844 Regaal Resources Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 5444854% ₹5 Cr 539,280 LIC Housing Finance Ltd (Financial Services)
Equity, Since 28 Feb 23 | LICHSGFIN4% ₹5 Cr 83,511
↑ 41,000 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 5313444% ₹5 Cr 87,500 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | HINDPETRO4% ₹5 Cr 102,997 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA3% ₹4 Cr 41,000 2. Taurus Largecap Equity Fund
Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (07 Nov 25) ₹160.9 ↓ -0.21 (-0.13 %) Net Assets (Cr) ₹49 on 31 Aug 25 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio -0.82 Information Ratio -0.3 Alpha Ratio -3.29 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 Oct 20 ₹10,000 31 Oct 21 ₹14,093 31 Oct 22 ₹14,604 31 Oct 23 ₹15,286 31 Oct 24 ₹20,996 31 Oct 25 ₹22,027 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 25 Duration Returns 1 Month 2.2% 3 Month 4.1% 6 Month 6.2% 1 Year 2.9% 3 Year 13.6% 5 Year 16% 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 2.3 Yr. Data below for Taurus Largecap Equity Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 32.73% Energy 13.01% Consumer Cyclical 11.95% Health Care 9.79% Consumer Defensive 9.66% Technology 7.03% Communication Services 4% Industrials 3.5% Utility 3.29% Basic Materials 1.91% Real Estate 1.72% Asset Allocation
Asset Class Value Cash 1.4% Equity 98.6% Top Securities Holdings / Portfolio
Name Holding Value Quantity ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC8% ₹4 Cr 103,545 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK8% ₹4 Cr 43,124 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M7% ₹3 Cr 9,520 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5321746% ₹3 Cr 22,452 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN6% ₹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 Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | IOC4% ₹2 Cr 132,331 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322153% ₹2 Cr 14,966 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Nov 23 | 5328983% ₹2 Cr 58,197 3. Taurus Ethical Fund
Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (07 Nov 25) ₹126.98 ↓ -0.05 (-0.04 %) Net Assets (Cr) ₹327 on 31 Aug 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio -1.07 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 Oct 20 ₹10,000 31 Oct 21 ₹14,374 31 Oct 22 ₹14,781 31 Oct 23 ₹15,999 31 Oct 24 ₹22,076 31 Oct 25 ₹21,592 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 25 Duration Returns 1 Month 0.8% 3 Month 2.9% 6 Month 5% 1 Year -4.5% 3 Year 13% 5 Year 15.8% 10 Year 15 Year Since launch 16.5% 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 2.92 Yr. Data below for Taurus Ethical Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Technology 21.92% Energy 18.78% Health Care 14.26% Industrials 13.09% Consumer Cyclical 9.87% Consumer Defensive 8.88% Basic Materials 5.42% Utility 3.04% Asset Allocation
Asset Class Value Cash 4.73% Equity 95.27% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE7% ₹22 Cr 162,180
↓ -13,800 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS5% ₹18 Cr 61,014
↑ 24,772 Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY4% ₹15 Cr 103,268
↑ 21,249 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 25 | 5426523% ₹11 Cr 15,629 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 5005473% ₹11 Cr 310,830 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5008303% ₹10 Cr 46,361 Coal India Ltd (Energy)
Equity, Since 30 Apr 24 | COALINDIA3% ₹10 Cr 264,116 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 5006963% ₹10 Cr 38,951 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003123% ₹10 Cr 398,002
↑ 82,900 Oracle Financial Services Software Ltd (Technology)
Equity, Since 31 Jan 25 | 5324663% ₹9 Cr 11,286
↑ 2,831 4. Taurus Tax Shield
Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (07 Nov 25) ₹187.53 ↓ -0.10 (-0.05 %) Net Assets (Cr) ₹76 on 31 Aug 25 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.69 Information Ratio 0.46 Alpha Ratio -1 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Oct 20 ₹10,000 31 Oct 21 ₹14,123 31 Oct 22 ₹14,621 31 Oct 23 ₹16,506 31 Oct 24 ₹22,524 31 Oct 25 ₹23,361 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 25 Duration Returns 1 Month 1.4% 3 Month 2.4% 6 Month 6.3% 1 Year 1.7% 3 Year 16.6% 5 Year 17.5% 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 2.15 Yr. Data below for Taurus Tax Shield as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 37.12% Technology 16.68% Consumer Defensive 11.72% Health Care 11.02% Energy 5.18% Consumer Cyclical 4.78% Utility 4.22% Industrials 2.86% Basic Materials 2.23% Communication Services 2.19% Asset Allocation
Asset Class Value Cash 2% Equity 98% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK10% ₹7 Cr 76,490 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004908% ₹6 Cr 5,200 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC8% ₹6 Cr 147,908 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 5321747% ₹6 Cr 41,805 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395515% ₹4 Cr 23,293 Pace Digitek Ltd (Technology)
Equity, Since 30 Sep 25 | PACEDIGITK5% ₹4 Cr 182,716
↑ 182,716 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322154% ₹3 Cr 28,650 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 5328984% ₹3 Cr 114,996 Dam Capital Advisors Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5443164% ₹3 Cr 122,125
↑ 40,792 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA3% ₹3 Cr 65,000 5. Taurus Banking & Financial Services Fund
Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (07 Nov 25) ₹55.37 ↑ 0.27 (0.49 %) Net Assets (Cr) ₹11 on 31 Aug 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio -0.22 Information Ratio 0.57 Alpha Ratio -1.19 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 Oct 20 ₹10,000 31 Oct 21 ₹15,665 31 Oct 22 ₹15,891 31 Oct 23 ₹17,379 31 Oct 24 ₹21,590 31 Oct 25 ₹23,523 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 25 Duration Returns 1 Month 1.8% 3 Month 3.6% 6 Month 6.2% 1 Year 8.9% 3 Year 13.6% 5 Year 16.6% 10 Year 15 Year Since launch 13.6% 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 2.3 Yr. Data below for Taurus Banking & Financial Services Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 97.68% Asset Allocation
Asset Class Value Cash 2.32% Equity 97.68% Top Securities Holdings / Portfolio
Name Holding Value Quantity ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 53217420% ₹2 Cr 16,936
↓ -803 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK19% ₹2 Cr 23,577
↓ -2,319 State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN12% ₹1 Cr 16,534 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221511% ₹1 Cr 11,341 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK9% ₹1 Cr 5,289 Dam Capital Advisors Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5443168% ₹1 Cr 39,166
↑ 24,203 Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5328105% ₹1 Cr 14,288 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004903% ₹0 Cr 300 LIC Housing Finance Ltd (Financial Services)
Equity, Since 30 Sep 25 | LICHSGFIN2% ₹0 Cr 3,843
↑ 3,843 General Insurance Corp of India (Financial Services)
Equity, Since 30 Jun 25 | 5407552% ₹0 Cr 5,704 6. Taurus Starshare (Multi Cap) Fund
Taurus Starshare (Multi Cap) Fund
Growth Launch Date 29 Jan 94 NAV (07 Nov 25) ₹228.03 ↑ 0.24 (0.11 %) Net Assets (Cr) ₹349 on 31 Aug 25 Category Equity - Multi Cap AMC Taurus Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.64 Sharpe Ratio -1.01 Information Ratio -0.45 Alpha Ratio -5.41 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 31 Oct 20 ₹10,000 31 Oct 21 ₹14,527 31 Oct 22 ₹14,705 31 Oct 23 ₹16,352 31 Oct 24 ₹22,008 31 Oct 25 ₹22,067 Returns for Taurus Starshare (Multi Cap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 7 Nov 25 Duration Returns 1 Month 1.6% 3 Month 3.5% 6 Month 5.9% 1 Year -0.8% 3 Year 13.8% 5 Year 16.3% 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 Anuj Kapil 13 Jun 23 2.3 Yr. Data below for Taurus Starshare (Multi Cap) Fund as on 31 Aug 25
Equity Sector Allocation
Sector Value Financial Services 35.82% Consumer Cyclical 13.85% Consumer Defensive 12.68% Industrials 10.76% Energy 5.92% Communication Services 4.38% Technology 4.28% Real Estate 3.94% Utility 3.52% Health Care 2.74% Basic Materials 1.9% Asset Allocation
Asset Class Value Cash 0.22% Equity 99.78% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | HDFCBANK10% ₹34 Cr 356,964 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC8% ₹28 Cr 695,506 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | M&M5% ₹18 Cr 53,591
↓ -5,500 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321744% ₹16 Cr 116,272 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322154% ₹14 Cr 125,242 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL4% ₹13 Cr 67,614 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | 5175693% ₹12 Cr 28,570 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN3% ₹10 Cr 119,156 Coal India Ltd (Energy)
Equity, Since 30 Apr 23 | COALINDIA3% ₹10 Cr 256,670 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 29 Feb 24 | KOTAKBANK3% ₹10 Cr 49,579
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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