5 ಅತ್ಯುತ್ತಮ ಟಾರಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು 2022

Updated on March 29, 2026 , 2044 views

ನೀಡುವ ಉತ್ಪನ್ನಗಳುಟಾರಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಗ್ರಾಹಕರ ಹೂಡಿಕೆ ಅಗತ್ಯಗಳ ಸುತ್ತ ನಿರ್ಮಿಸಲಾಗಿದೆ. ಅವರು ವಿವಿಧ ನೀಡುತ್ತವೆಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಇಕ್ವಿಟಿ, ಸಾಲ, ಹೈಬ್ರಿಡ್ ಮುಂತಾದ ಯೋಜನೆಗಳುELSS,ದ್ರವ ನಿಧಿಗಳು, ಇತ್ಯಾದಿ. ಅವರು ನೀಡುವ ಯೋಜನೆಗಳು ಈ ರೀತಿಯ ಮೊದಲನೆಯದು ಮತ್ತು ಹೂಡಿಕೆದಾರರಿಗೆ ಸಮತೋಲಿತ ಪೋರ್ಟ್‌ಫೋಲಿಯೊವನ್ನು ಒದಗಿಸಲು ವಿನ್ಯಾಸಗೊಳಿಸಲಾಗಿದೆ. ಹೆಚ್ಚಿನ ಅಪಾಯ, ಹೆಚ್ಚಿನ ಆದಾಯವನ್ನು ನಂಬುವ ಹೂಡಿಕೆದಾರರು ಹೂಡಿಕೆ ಮಾಡಬಹುದುಈಕ್ವಿಟಿಗಳು.

ಸಾಲ ನಿಧಿ ಅಲ್ಪಾವಧಿಯ ಲಾಭಗಳಿಗೆ ಸೂಕ್ತವಾಗಿದೆ, ಮತ್ತುಹೈಬ್ರಿಡ್ ಫಂಡ್ ಒಂದೇ ಫಂಡ್‌ನಿಂದ ಸಾಲ ಮತ್ತು ಈಕ್ವಿಟಿ ಎರಡರಿಂದಲೂ ಲಾಭ ಪಡೆಯಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರಿಂದ ಆದ್ಯತೆ ನೀಡಲಾಗುತ್ತದೆ. ELSS ಇವೆತೆರಿಗೆ ಉಳಿತಾಯ ಯೋಜನೆ, ಇದರಲ್ಲಿ ನೀವು ತೆರಿಗೆಯನ್ನು ಪಡೆಯಬಹುದುಕಡಿತಗೊಳಿಸುವಿಕೆ INR 1,50 ವರೆಗೆ,000 ತೆರಿಗೆಯಿಂದಆದಾಯ ಅದರಂತೆಸೆಕೆಂಡ್ 80 ಸಿ ನಆದಾಯ ತೆರಿಗೆ ಕಾಯಿದೆ. ಹೂಡಿಕೆ ಮಾಡಲು ಬಯಸುವ ಹೂಡಿಕೆದಾರರು ಕೆಳಗೆ ಪಟ್ಟಿ ಮಾಡಲಾದ ಅತ್ಯುತ್ತಮ ಟಾರಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳಿಂದ ನಿಧಿಯನ್ನು ಆಯ್ಕೆ ಮಾಡಬಹುದು.

AUM ನಂತಹ ಕೆಲವು ನಿಯತಾಂಕಗಳನ್ನು ಕೈಗೊಳ್ಳುವ ಮೂಲಕ ಈ ಹಣವನ್ನು ಶಾರ್ಟ್‌ಲಿಸ್ಟ್ ಮಾಡಲಾಗಿದೆ,ಅವು ಅಲ್ಲ, ಹಿಂದಿನ ಪ್ರದರ್ಶನಗಳು, ಪೀರ್ ಸರಾಸರಿ ಆದಾಯ, ಇತ್ಯಾದಿ.

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ಟಾರಸ್ MF ಯೋಜನೆಗಳಲ್ಲಿ ಏಕೆ ಹೂಡಿಕೆ ಮಾಡಬೇಕು?

ಎ. ಯೋಜನೆಗಳ ವ್ಯಾಪಕ ಶ್ರೇಣಿ

ಕಂಪನಿಯು ವಿಶಾಲವಾದ ಕೊಡುಗೆಗಳನ್ನು ನೀಡುತ್ತದೆಶ್ರೇಣಿ ಎಲ್ಲಾ ರೀತಿಯ ಹೂಡಿಕೆದಾರರನ್ನು ಪೂರೈಸಲು ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು. ಟಾರಸ್ MF ಕಂಪನಿಯು ಸಾಲ, ಇಕ್ವಿಟಿ, ಹೈಬ್ರಿಡ್, ಲಿಕ್ವಿಡ್ ಮುಂತಾದ ವರ್ಗಗಳಿಂದ ಕೆಲವು ಜನಪ್ರಿಯ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳನ್ನು ಹೊಂದಿದೆ. ಹೂಡಿಕೆದಾರರಿಗೆ ಅತ್ಯುತ್ತಮ ಆದಾಯವನ್ನು ಒದಗಿಸುವುದು ಈ ಯೋಜನೆಗಳ ಗುರಿಯಾಗಿದೆ.

ಬಿ. ಪರಿಣಾಮಕಾರಿ ಪೋರ್ಟ್ಫೋಲಿಯೋ ನಿರ್ವಹಣೆ

ಟಾರಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಕಂಪನಿಯು ಪರಿಣಾಮಕಾರಿ ಪೋರ್ಟ್‌ಫೋಲಿಯೊ ನಿರ್ವಹಣೆಯನ್ನು ಖಾತ್ರಿಪಡಿಸುವ ನಿಧಿ ವ್ಯವಸ್ಥಾಪಕರ ಜ್ಞಾನ ಮತ್ತು ನುರಿತ ತಂಡದಿಂದ ಬೆಂಬಲಿತವಾಗಿದೆ. ಹೂಡಿಕೆಯ ಅಪಾಯಗಳನ್ನು ಕಡಿಮೆ ಮಾಡಲು ಸರಿಯಾದ ಹೂಡಿಕೆ ಸಲಹೆಯನ್ನು ರವಾನಿಸಲಾಗಿದೆ ಎಂದು ತಂಡವು ಖಚಿತಪಡಿಸುತ್ತದೆ.

ಸಿ. ಆಕರ್ಷಕ ರಿಟರ್ನ್ಸ್

ಟಾರಸ್ MF ಕಂಪನಿಯು ನೀಡುವ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳನ್ನು ಎಚ್ಚರಿಕೆಯಿಂದ ವಿನ್ಯಾಸಗೊಳಿಸಲಾಗಿದೆ ಮತ್ತು ಹೂಡಿಕೆದಾರರಿಗೆ ಆಕರ್ಷಕ ಆದಾಯದೊಂದಿಗೆ ಸ್ಥಿರವಾದ ಕಾರ್ಯಕ್ಷಮತೆಯನ್ನು ನೀಡುತ್ತದೆ ಎಂದು ಖಚಿತಪಡಿಸಿಕೊಳ್ಳಲು ಪರಿಕಲ್ಪನೆ ಮಾಡಲಾಗಿದೆ.

ಅತ್ಯುತ್ತಮ ಟಾರಸ್ ಮ್ಯೂಚುಯಲ್ ಫಂಡ್ ಯೋಜನೆಗಳು

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	₹106.09 ↑ 3.69	₹123	5,000	1,000	-14.8	-14.4	-4.9	12.6	11	7.6	0.8
Taurus Largecap Equity Fund Growth	₹146.42 ↑ 2.68	₹51	5,000	1,000	-11.5	-7	-1.6	13.6	10.4	10.2	5.3
Taurus Ethical Fund Growth	₹116.23 ↑ 2.37	₹373	5,000	1,000	-11.9	-7.7	-4.9	12.7	10	15.4	0.3
Taurus Tax Shield Growth	₹162.14 ↑ 3.37	₹72	500	500	-13.6	-12.8	-9.2	10.4	10.6	11.2	-0.6
Taurus Banking & Financial Services Fund Growth	₹49.04 ↑ 1.26	₹12	5,000	1,000	-13.1	-9.8	-4.6	9.2	9	11.9	10.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Taurus Discovery (Midcap) Fund	Taurus Largecap Equity Fund	Taurus Ethical Fund	Taurus Tax Shield	Taurus Banking & Financial Services Fund
Point 1	Upper mid AUM (₹123 Cr).	Bottom quartile AUM (₹51 Cr).	Highest AUM (₹373 Cr).	Lower mid AUM (₹72 Cr).	Bottom quartile AUM (₹12 Cr).
Point 2	Oldest track record among peers (31 yrs).	Established history (31+ yrs).	Established history (17+ yrs).	Established history (30+ 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: High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 10.97% (top quartile).	5Y return: 10.37% (lower mid).	5Y return: 9.96% (bottom quartile).	5Y return: 10.63% (upper mid).	5Y return: 9.04% (bottom quartile).
Point 6	3Y return: 12.55% (lower mid).	3Y return: 13.59% (top quartile).	3Y return: 12.71% (upper mid).	3Y return: 10.36% (bottom quartile).	3Y return: 9.23% (bottom quartile).
Point 7	1Y return: -4.90% (bottom quartile).	1Y return: -1.57% (top quartile).	1Y return: -4.90% (lower mid).	1Y return: -9.19% (bottom quartile).	1Y return: -4.61% (upper mid).
Point 8	Alpha: -6.79 (bottom quartile).	Alpha: -0.41 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: -9.65 (bottom quartile).	Alpha: -4.82 (lower mid).
Point 9	Sharpe: 0.74 (lower mid).	Sharpe: 0.90 (upper mid).	Sharpe: 0.53 (bottom quartile).	Sharpe: 0.05 (bottom quartile).	Sharpe: 1.02 (top quartile).
Point 10	Information ratio: -1.72 (bottom quartile).	Information ratio: 0.43 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.64 (bottom quartile).	Information ratio: -0.23 (lower mid).

Taurus Discovery (Midcap) Fund

Upper mid AUM (₹123 Cr).
Oldest track record among peers (31 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.97% (top quartile).
3Y return: 12.55% (lower mid).
1Y return: -4.90% (bottom quartile).
Alpha: -6.79 (bottom quartile).
Sharpe: 0.74 (lower mid).
Information ratio: -1.72 (bottom quartile).

Taurus Largecap Equity Fund

Bottom quartile AUM (₹51 Cr).
Established history (31+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.37% (lower mid).
3Y return: 13.59% (top quartile).
1Y return: -1.57% (top quartile).
Alpha: -0.41 (upper mid).
Sharpe: 0.90 (upper mid).
Information ratio: 0.43 (top quartile).

Taurus Ethical Fund

Highest AUM (₹373 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 9.96% (bottom quartile).
3Y return: 12.71% (upper mid).
1Y return: -4.90% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.53 (bottom quartile).
Information ratio: 0.00 (upper mid).

Taurus Tax Shield

Lower mid AUM (₹72 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.63% (upper mid).
3Y return: 10.36% (bottom quartile).
1Y return: -9.19% (bottom quartile).
Alpha: -9.65 (bottom quartile).
Sharpe: 0.05 (bottom quartile).
Information ratio: -0.64 (bottom quartile).

Taurus Banking & Financial Services Fund

Bottom quartile AUM (₹12 Cr).
Established history (13+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 9.04% (bottom quartile).
3Y return: 9.23% (bottom quartile).
1Y return: -4.61% (upper mid).
Alpha: -4.82 (lower mid).
Sharpe: 1.02 (top quartile).
Information ratio: -0.23 (lower 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

Upper mid AUM (₹123 Cr).
Oldest track record among peers (31 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.97% (top quartile).
3Y return: 12.55% (lower mid).
1Y return: -4.90% (bottom quartile).
Alpha: -6.79 (bottom quartile).
Sharpe: 0.74 (lower mid).
Information ratio: -1.72 (bottom quartile).

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

Taurus Discovery (Midcap) Fund Growth
Launch Date	5 Sep 94
NAV (01 Apr 26)	₹106.09 ↑ 3.69 (3.60 %)
Net Assets (Cr)	₹123 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.57
Sharpe Ratio	0.74
Information Ratio	-1.72
Alpha Ratio	-6.79
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 Mar 21	₹10,000
31 Mar 22	₹11,959
31 Mar 23	₹11,801
31 Mar 24	₹17,917
31 Mar 25	₹17,693
31 Mar 26	₹16,826

Taurus Discovery (Midcap) Fund SIP 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 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 1 Apr 26

Duration	Returns
1 Month	-11.6%
3 Month	-14.8%
6 Month	-14.4%
1 Year	-4.9%
3 Year	12.6%
5 Year	11%
10 Year
15 Year
Since launch	7.6%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.8%
2023	11.3%
2022	38.4%
2021	6.7%
2020	32.7%
2019	25.5%
2018	1.6%
2017	-7%
2016	46.1%
2015	3.2%

Fund Manager information for Taurus Discovery (Midcap) Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.72 Yr.
Hemanshu Srivastava	18 Jul 24	1.62 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	19.3%
Industrials	15.95%
Basic Materials	12.94%
Technology	12.04%
Health Care	8.21%
Consumer Cyclical	7.97%
Energy	7.34%
Consumer Defensive	5.27%
Communication Services	4.04%
Utility	2.48%

Asset Allocation

Asset Class	Value
Cash	4.46%
Equity	95.54%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Linde India Ltd (Basic Materials) Equity, Since 30 Apr 25 \| 523457	6%	₹7 Cr	10,130
Bank of India (Financial Services) Equity, Since 31 Dec 23 \| 532149	5%	₹6 Cr	321,241
Petronet LNG Ltd (Energy) Equity, Since 31 Jul 25 \| 532522	5%	₹6 Cr	175,000
The Federal Bank Ltd (Financial Services) Equity, Since 31 Aug 20 \| 500469	4%	₹5 Cr	183,012
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	4%	₹5 Cr	299,040 ↑ 25,000
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| 524804	4%	₹5 Cr	41,000
REC Ltd (Financial Services) Equity, Since 31 Jan 23 \| 532955	4%	₹5 Cr	140,000
GMR Airports Ltd (Industrials) Equity, Since 31 Oct 24 \| 532754	4%	₹5 Cr	450,000
Container Corporation of India Ltd (Industrials) Equity, Since 31 Jul 24 \| 531344	4%	₹4 Cr	87,500
PI Industries Ltd (Basic Materials) Equity, Since 30 Nov 25 \| 523642	3%	₹4 Cr	13,500

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 (₹51 Cr).
Established history (31+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 10.37% (lower mid).
3Y return: 13.59% (top quartile).
1Y return: -1.57% (top quartile).
Alpha: -0.41 (upper mid).
Sharpe: 0.90 (upper mid).
Information ratio: 0.43 (top quartile).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund Growth
Launch Date	28 Feb 95
NAV (01 Apr 26)	₹146.42 ↑ 2.68 (1.86 %)
Net Assets (Cr)	₹51 on 28 Feb 26
Category	Equity - Large Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.61
Sharpe Ratio	0.9
Information Ratio	0.43
Alpha Ratio	-0.41
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 Mar 21	₹10,000
31 Mar 22	₹11,724
31 Mar 23	₹11,177
31 Mar 24	₹16,096
31 Mar 25	₹16,643
31 Mar 26	₹16,381

Taurus Largecap Equity Fund SIP 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 1 Apr 26

Duration	Returns
1 Month	-9.1%
3 Month	-11.5%
6 Month	-7%
1 Year	-1.6%
3 Year	13.6%
5 Year	10.4%
10 Year
15 Year
Since launch	10.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.3%
2023	18%
2022	21.8%
2021	6.7%
2020	18%
2019	10.2%
2018	8.5%
2017	-6.2%
2016	25.6%
2015	-1.6%

Fund Manager information for Taurus Largecap Equity Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.72 Yr.

Data below for Taurus Largecap Equity Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	30.6%
Consumer Defensive	9.97%
Health Care	9.39%
Energy	8.24%
Consumer Cyclical	6.83%
Communication Services	6.35%
Technology	4.4%
Industrials	3.88%
Basic Materials	3.68%
Utility	3.43%
Real Estate	2.3%

Asset Allocation

Asset Class	Value
Cash	10.95%
Equity	89.05%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| ITC	9%	₹5 Cr	152,721 ↑ 14,926
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 23 \| 500180	8%	₹4 Cr	44,499
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 25 \| 532488	8%	₹4 Cr	6,018
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| 500112	7%	₹3 Cr	28,304
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	6%	₹3 Cr	22,452
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 24 \| 532454	5%	₹2 Cr	12,779
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Nov 23 \| 532898	3%	₹2 Cr	58,197
Mazagon Dock Shipbuilders Ltd (Industrials) Equity, Since 31 Oct 25 \| 543237	3%	₹2 Cr	7,390
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| 500325	3%	₹2 Cr	11,541
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 24 \| 500312	3%	₹2 Cr	55,738 ↓ -18,000

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 (₹373 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 9.96% (bottom quartile).
3Y return: 12.71% (upper mid).
1Y return: -4.90% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.53 (bottom quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund Growth
Launch Date	6 Apr 09
NAV (01 Apr 26)	₹116.23 ↑ 2.37 (2.08 %)
Net Assets (Cr)	₹373 on 28 Feb 26
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	High
Expense Ratio	2.42
Sharpe Ratio	0.53
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 Mar 21	₹10,000
31 Mar 22	₹11,943
31 Mar 23	₹11,228
31 Mar 24	₹16,529
31 Mar 25	₹16,906
31 Mar 26	₹16,077

Taurus Ethical Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 1 Apr 26

Duration	Returns
1 Month	-9.3%
3 Month	-11.9%
6 Month	-7.7%
1 Year	-4.9%
3 Year	12.7%
5 Year	10%
10 Year
15 Year
Since launch	15.4%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.3%
2023	19.3%
2022	28.4%
2021	-2.3%
2020	28.9%
2019	28.1%
2018	4.1%
2017	-1%
2016	31.1%
2015	-2.1%

Fund Manager information for Taurus Ethical Fund

Name	Since	Tenure
Anuj Kapil	1 Nov 22	3.33 Yr.

Data below for Taurus Ethical Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Technology	21.68%
Energy	16.65%
Industrials	12.89%
Consumer Cyclical	12.01%
Health Care	10.44%
Basic Materials	9.1%
Consumer Defensive	7.77%
Utility	2.79%
Communication Services	0.57%

Asset Allocation

Asset Class	Value
Cash	6.09%
Equity	93.91%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| 500325	7%	₹25 Cr	181,530
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 11 \| 532540	6%	₹21 Cr	80,944 ↑ 7,300
Infosys Ltd (Technology) Equity, Since 31 Dec 10 \| 500209	5%	₹19 Cr	145,720 ↑ 27,030
Coal India Ltd (Energy) Equity, Since 30 Apr 24 \| 533278	3%	₹12 Cr	282,616 ↓ -137,000
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 25 \| 540762	3%	₹11 Cr	39,878
Linde India Ltd (Basic Materials) Equity, Since 31 Aug 25 \| 523457	3%	₹11 Cr	16,131 ↑ 6,570
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Nov 25 \| 540699	3%	₹10 Cr	9,927
Colgate-Palmolive (India) Ltd (Consumer Defensive) Equity, Since 31 Jan 25 \| 500830	3%	₹10 Cr	46,361
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 24 \| 500547	3%	₹10 Cr	259,830 ↓ -51,000
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 26 \| 532343	3%	₹10 Cr	25,330 ↑ 25,330

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

Lower mid AUM (₹72 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.63% (upper mid).
3Y return: 10.36% (bottom quartile).
1Y return: -9.19% (bottom quartile).
Alpha: -9.65 (bottom quartile).
Sharpe: 0.05 (bottom quartile).
Information ratio: -0.64 (bottom quartile).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield Growth
Launch Date	31 Mar 96
NAV (01 Apr 26)	₹162.14 ↑ 3.37 (2.12 %)
Net Assets (Cr)	₹72 on 28 Feb 26
Category	Equity - ELSS
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.46
Sharpe Ratio	0.05
Information Ratio	-0.64
Alpha Ratio	-9.65
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹11,767
31 Mar 23	₹12,330
31 Mar 24	₹16,747
31 Mar 25	₹18,252
31 Mar 26	₹16,575

Taurus Tax Shield SIP 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 1 Apr 26

Duration	Returns
1 Month	-9.9%
3 Month	-13.6%
6 Month	-12.8%
1 Year	-9.2%
3 Year	10.4%
5 Year	10.6%
10 Year
15 Year
Since launch	11.2%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.6%
2023	21.5%
2022	28.7%
2021	6.6%
2020	20.1%
2019	13.7%
2018	7.7%
2017	0%
2016	38%
2015	3.2%

Fund Manager information for Taurus Tax Shield

Name	Since	Tenure
Anuj Kapil	7 Aug 23	2.56 Yr.

Data below for Taurus Tax Shield as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	34.34%
Technology	13.29%
Health Care	11.92%
Consumer Defensive	9.57%
Energy	6.15%
Utility	6.02%
Industrials	4.79%
Consumer Cyclical	3.47%
Communication Services	2.32%
Basic Materials	1.55%

Asset Allocation

Asset Class	Value
Cash	6.58%
Equity	93.42%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| 500180	9%	₹6 Cr	69,220
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 16 \| ITC	8%	₹6 Cr	190,569 ↑ 42,661
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	8%	₹6 Cr	5,200
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 09 \| 532174	7%	₹5 Cr	36,470
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Mar 25 \| 532898	6%	₹4 Cr	144,894
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jan 23 \| 532488	6%	₹4 Cr	6,224 ↑ 1,082
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	5%	₹4 Cr	222,716 ↑ 25,000
Narayana Hrudayalaya Ltd (Healthcare) Equity, Since 31 Jul 22 \| 539551	5%	₹4 Cr	19,453
Indian Energy Exchange Ltd (Financial Services) Equity, Since 31 Oct 25 \| 540750	5%	₹3 Cr	270,045
Coal India Ltd (Energy) Equity, Since 31 Jan 23 \| 533278	4%	₹3 Cr	70,025

5. Taurus Banking & Financial Services Fund

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

Bottom quartile AUM (₹12 Cr).
Established history (13+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 9.04% (bottom quartile).
3Y return: 9.23% (bottom quartile).
1Y return: -4.61% (upper mid).
Alpha: -4.82 (lower mid).
Sharpe: 1.02 (top quartile).
Information ratio: -0.23 (lower mid).

Below is the key information for Taurus Banking & Financial Services Fund

Taurus Banking & Financial Services Fund Growth
Launch Date	22 May 12
NAV (01 Apr 26)	₹49.04 ↑ 1.26 (2.64 %)
Net Assets (Cr)	₹12 on 28 Feb 26
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆
Risk	High
Expense Ratio	2.45
Sharpe Ratio	1.02
Information Ratio	-0.23
Alpha Ratio	-4.82
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
31 Mar 21	₹10,000
31 Mar 22	₹10,784
31 Mar 23	₹11,826
31 Mar 24	₹14,955
31 Mar 25	₹16,158
31 Mar 26	₹15,413

Taurus Banking & Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for Taurus Banking & Financial Services Fund

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

Duration	Returns
1 Month	-12.9%
3 Month	-13.1%
6 Month	-9.8%
1 Year	-4.6%
3 Year	9.2%
5 Year	9%
10 Year
15 Year
Since launch	11.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.9%
2023	8.6%
2022	16%
2021	17.8%
2020	11.4%
2019	1.7%
2018	25.1%
2017	4.3%
2016	37.6%
2015	5.1%

Fund Manager information for Taurus Banking & Financial Services Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.72 Yr.

Data below for Taurus Banking & Financial Services Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	93.74%

Asset Allocation

Asset Class	Value
Cash	6.26%
Equity	93.74%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	18%	₹2 Cr	15,267
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 500180	16%	₹2 Cr	21,388
State Bank of India (Financial Services) Equity, Since 31 May 12 \| 500112	10%	₹1 Cr	9,932 ↓ -2,052
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 13 \| 532215	8%	₹1 Cr	6,944 ↓ -811
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 13 \| 500247	7%	₹1 Cr	21,269 ↓ -2,500
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Jul 25 \| 532810	5%	₹1 Cr	14,671 ↓ -2,762
Dam Capital Advisors Ltd (Financial Services) Equity, Since 31 Aug 25 \| 544316	4%	₹0 Cr	30,629
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| 500034	4%	₹0 Cr	4,487
Karnataka Bank Ltd (Financial Services) Equity, Since 30 Nov 25 \| 532652	4%	₹0 Cr	21,319
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	3%	₹0 Cr	300

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