6 മികച്ച ടോറസ് എസ്‌ഐ‌പി ഫണ്ടുകൾ 2020

Updated on September 29, 2025 , 966 views

ഇടവംSIP നേടാൻ നിങ്ങളെ സഹായിക്കുന്നുസാമ്പത്തിക ലക്ഷ്യങ്ങൾ ചിട്ടയായ സമ്പാദ്യത്തിലൂടെ. നിക്ഷേപകർ‌ക്ക് അവരുടെ സ per കര്യത്തിനനുസരിച്ച് പ്രതിമാസ, ത്രൈമാസ അല്ലെങ്കിൽ വാർ‌ഷിക നിക്ഷേപം തിരഞ്ഞെടുക്കുന്നതിനുള്ള സ ibility കര്യമുണ്ട്. നിക്ഷേപകർ‌ക്ക് 1000 രൂപയിൽ‌ കുറഞ്ഞ തുക നിക്ഷേപിക്കാനും ദീർഘകാല സ്വത്ത് ഉണ്ടാക്കാനും കഴിയും. എഴുതിയത്നിക്ഷേപം ഒരു ദീർഘകാലത്തേക്ക് ഒരു ചെറിയ തുക, പോലുള്ള സാമ്പത്തിക ലക്ഷ്യങ്ങൾ നിങ്ങൾക്ക് നേടാൻ കഴിയുംവിരമിക്കൽ, വിവാഹം, ഒരു വീട് / കാർ വാങ്ങൽ തുടങ്ങിയവ. നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർഇക്വിറ്റികൾ, SIP ഒരു അനുയോജ്യമായ മാർഗമാണ്. സിസ്റ്റമാറ്റിക്നിക്ഷേപ പദ്ധതി ഇക്വിറ്റി നിക്ഷേപത്തിന്റെ അപാകതകൾ തുലനം ചെയ്യുന്ന പ്രവണത.

എസ്‌ഐ‌പി ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?

മറ്റ് ചിലത്നിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ ഒരു എസ്‌ഐ‌പിയിൽ:

കോമ്പൗണ്ടിംഗിന്റെ പവർ
രൂപ ചെലവ് ശരാശരി
വിപണിയിൽ സമയം കണ്ടെത്തേണ്ടതില്ല
താങ്ങാനാവുന്ന
ദീർഘകാല സേവിംഗ്സ് ശീലം

താൽപ്പര്യമുള്ള നിക്ഷേപകർഒരു എസ്‌ഐ‌പിയിൽ നിക്ഷേപിക്കുക, ഇക്വിറ്റികളിൽ നിക്ഷേപിക്കാനുള്ള മികച്ച ടോറസ് എസ്‌ഐ‌പി ഫണ്ടുകൾ ഇതാ. AUM, മുൻകാല പ്രകടനങ്ങൾ, പിയർ ശരാശരി വരുമാനം, വിവര അനുപാതം മുതലായ വിവിധ പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്‌തു.

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ഇക്വിറ്റികൾക്കുള്ള മികച്ച ടോറസ് എസ്‌ഐ‌പി മ്യൂച്വൽ ഫണ്ട്

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	₹120.57 ↑ 0.97	₹128	1,000	-3.7	11.9	-7.6	17.9	20.2	8.3	11.3
Taurus Largecap Equity Fund Growth	₹155.92 ↑ 1.30	₹49	1,000	-1.7	7.6	-5.6	13.4	16.7	10.7	18
Taurus Ethical Fund Growth	₹124.11 ↑ 0.77	₹327	1,000	-4.5	4.6	-12.3	13.3	16	16.5	19.3
Taurus Tax Shield Growth	₹183.49 ↑ 1.42	₹76	500	-3.7	6.3	-3.5	17.9	18.1	11.9	21.5
Taurus Banking & Financial Services Fund Growth	₹53.66 ↑ 0.66	₹11	1,000	-2.8	8.7	3.7	15.2	19.5	13.4	8.6
Taurus Starshare (Multi Cap) Fund Growth	₹222.35 ↑ 1.93	₹349	1,000	-2.8	6.8	-8.8	13.7	16.7	10.3	17.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Oct 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: 20.20% (top quartile).	5Y return: 16.68% (bottom quartile).	5Y return: 15.95% (bottom quartile).	5Y return: 18.14% (upper mid).	5Y return: 19.46% (upper mid).	5Y return: 16.74% (lower mid).
Point 6	3Y return: 17.85% (upper mid).	3Y return: 13.41% (bottom quartile).	3Y return: 13.31% (bottom quartile).	3Y return: 17.87% (top quartile).	3Y return: 15.19% (upper mid).	3Y return: 13.68% (lower mid).
Point 7	1Y return: -7.59% (lower mid).	1Y return: -5.57% (upper mid).	1Y return: -12.28% (bottom quartile).	1Y return: -3.53% (upper mid).	1Y return: 3.69% (top quartile).	1Y return: -8.83% (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

Upper mid AUM (₹128 Cr).
Oldest track record among peers (31 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.20% (top quartile).
3Y return: 17.85% (upper mid).
1Y return: -7.59% (lower mid).
Alpha: -4.47 (bottom quartile).
Sharpe: -0.71 (upper mid).
Information ratio: -0.84 (bottom quartile).

Taurus Largecap Equity Fund

Bottom quartile AUM (₹49 Cr).
Established history (30+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.68% (bottom quartile).
3Y return: 13.41% (bottom quartile).
1Y return: -5.57% (upper mid).
Alpha: -3.29 (lower mid).
Sharpe: -0.81 (lower mid).
Information ratio: -0.30 (lower mid).

Taurus Ethical Fund

Upper mid AUM (₹327 Cr).
Established history (16+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 15.95% (bottom quartile).
3Y return: 13.31% (bottom quartile).
1Y return: -12.28% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -1.07 (bottom quartile).
Information ratio: 0.00 (upper mid).

Taurus Tax Shield

Lower mid AUM (₹76 Cr).
Established history (29+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.14% (upper mid).
3Y return: 17.87% (top quartile).
1Y return: -3.53% (upper mid).
Alpha: -1.00 (upper mid).
Sharpe: -0.69 (upper mid).
Information ratio: 0.46 (upper mid).

Taurus Banking & Financial Services Fund

Bottom quartile AUM (₹11 Cr).
Established history (13+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 19.46% (upper mid).
3Y return: 15.19% (upper mid).
1Y return: 3.69% (top quartile).
Alpha: -1.19 (upper mid).
Sharpe: -0.22 (top quartile).
Information ratio: 0.57 (top quartile).

Taurus Starshare (Multi Cap) Fund

Highest AUM (₹349 Cr).
Established history (31+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.74% (lower mid).
3Y return: 13.68% (lower mid).
1Y return: -8.83% (bottom quartile).
Alpha: -5.41 (bottom quartile).
Sharpe: -1.01 (bottom quartile).
Information ratio: -0.45 (bottom quartile).

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 (₹128 Cr).
Oldest track record among peers (31 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 20.20% (top quartile).
3Y return: 17.85% (upper mid).
1Y return: -7.59% (lower mid).
Alpha: -4.47 (bottom quartile).
Sharpe: -0.71 (upper mid).
Information ratio: -0.84 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding Regaal Resources Ltd (~4.8%).

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

Taurus Discovery (Midcap) Fund Growth
Launch Date	5 Sep 94
NAV (01 Oct 25)	₹120.57 ↑ 0.97 (0.81 %)
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
30 Sep 20	₹10,000
30 Sep 21	₹15,512
30 Sep 22	₹15,397
30 Sep 23	₹20,443
30 Sep 24	₹27,195
30 Sep 25	₹25,000

Taurus Discovery (Midcap) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644 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 Oct 25

Duration	Returns
1 Month	-0.1%
3 Month	-3.7%
6 Month	11.9%
1 Year	-7.6%
3 Year	17.9%
5 Year	20.2%
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
Anuj Kapil	13 Jun 23	2.22 Yr.
Hemanshu Srivastava	18 Jul 24	1.12 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	19.18%
Industrials	15.11%
Consumer Cyclical	13.95%
Basic Materials	10.6%
Health Care	9.22%
Consumer Defensive	7.4%
Technology	5.57%
Energy	5.44%
Real Estate	2.88%
Communication Services	2.5%

Asset Allocation

Asset Class	Value
Cash	8.15%
Equity	91.85%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Regaal Resources Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| 544485	5%	₹6 Cr	539,280 ↑ 539,280
Dalmia Bharat Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 542216	4%	₹5 Cr	21,844
Linde India Ltd (Basic Materials) Equity, Since 30 Apr 25 \| 523457	4%	₹5 Cr	8,130 ↑ 325
Aditya Birla Capital Ltd (Financial Services) Equity, Since 31 Jul 24 \| 540691	4%	₹5 Cr	169,026 ↓ -40,000
Container Corporation of India Ltd (Industrials) Equity, Since 31 Jul 24 \| 531344	4%	₹5 Cr	87,500
Bank of India (Financial Services) Equity, Since 31 Dec 23 \| 532149	3%	₹4 Cr	401,241
Coforge Ltd (Technology) Equity, Since 31 May 22 \| 532541	3%	₹4 Cr	25,550
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| 524804	3%	₹4 Cr	41,000
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Apr 24 \| 500104	3%	₹4 Cr	102,997
Kalpataru Ltd (Real Estate) Equity, Since 30 Jun 25 \| 544423	3%	₹4 Cr	96,624

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 (₹49 Cr).
Established history (30+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 16.68% (bottom quartile).
3Y return: 13.41% (bottom quartile).
1Y return: -5.57% (upper mid).
Alpha: -3.29 (lower mid).
Sharpe: -0.81 (lower mid).
Information ratio: -0.30 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding ITC Ltd (~8.6%).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund Growth
Launch Date	28 Feb 95
NAV (01 Oct 25)	₹155.92 ↑ 1.30 (0.84 %)
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
30 Sep 20	₹10,000
30 Sep 21	₹14,554
30 Sep 22	₹15,046
30 Sep 23	₹16,446
30 Sep 24	₹23,202
30 Sep 25	₹21,765

Taurus Largecap Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 Oct 25

Duration	Returns
1 Month	1.2%
3 Month	-1.7%
6 Month	7.6%
1 Year	-5.6%
3 Year	13.4%
5 Year	16.7%
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	2.22 Yr.

Data below for Taurus Largecap Equity Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	30.98%
Energy	12.59%
Consumer Defensive	11.05%
Health Care	10.29%
Consumer Cyclical	10.18%
Technology	7.48%
Communication Services	4.06%
Industrials	3.47%
Utility	3.26%
Real Estate	2.74%
Basic Materials	1.93%

Asset Allocation

Asset Class	Value
Cash	1.96%
Equity	98.04%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| ITC	9%	₹4 Cr	103,545
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 23 \| 500180	8%	₹4 Cr	43,124
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	6%	₹3 Cr	22,452
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 20 \| 500520	6%	₹3 Cr	9,520
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| 500112	5%	₹3 Cr	32,804
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| 500325	4%	₹2 Cr	16,131
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 24 \| 532454	4%	₹2 Cr	10,564
Indian Oil Corp Ltd (Energy) Equity, Since 30 Jun 24 \| 530965	4%	₹2 Cr	132,331
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Nov 23 \| 532898	3%	₹2 Cr	58,197
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| 532215	3%	₹2 Cr	14,966

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

Upper mid AUM (₹327 Cr).
Established history (16+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 15.95% (bottom quartile).
3Y return: 13.31% (bottom quartile).
1Y return: -12.28% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -1.07 (bottom quartile).
Information ratio: 0.00 (upper mid).
Higher exposure to Energy vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~94%).
Largest holding Reliance Industries Ltd (~7.3%).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund Growth
Launch Date	6 Apr 09
NAV (01 Oct 25)	₹124.11 ↑ 0.77 (0.62 %)
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
30 Sep 20	₹10,000
30 Sep 21	₹14,623
30 Sep 22	₹14,474
30 Sep 23	₹16,698
30 Sep 24	₹23,926
30 Sep 25	₹20,926

Taurus Ethical Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579 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 Oct 25

Duration	Returns
1 Month	-1.3%
3 Month	-4.5%
6 Month	4.6%
1 Year	-12.3%
3 Year	13.3%
5 Year	16%
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	2.84 Yr.

Data below for Taurus Ethical Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Energy	18.55%
Technology	16.37%
Health Care	13.12%
Industrials	12.54%
Consumer Defensive	12.49%
Consumer Cyclical	9.04%
Basic Materials	7.66%
Utility	2.32%
Real Estate	1.55%

Asset Allocation

Asset Class	Value
Cash	6.36%
Equity	93.64%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| 500325	7%	₹24 Cr	175,980 ↓ -14,300
Infosys Ltd (Technology) Equity, Since 31 Dec 10 \| 500209	4%	₹12 Cr	82,019
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 11 \| 532540	3%	₹11 Cr	36,242
Polycab India Ltd (Industrials) Equity, Since 31 Jan 25 \| 542652	3%	₹11 Cr	15,629
Colgate-Palmolive (India) Ltd (Consumer Defensive) Equity, Since 31 Jan 25 \| 500830	3%	₹11 Cr	46,361 ↑ 8,330
Narayana Hrudayalaya Ltd (Healthcare) Equity, Since 31 Jul 22 \| 539551	3%	₹10 Cr	59,765
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Dec 22 \| 500696	3%	₹10 Cr	38,951
Coal India Ltd (Energy) Equity, Since 30 Apr 24 \| 533278	3%	₹10 Cr	264,116 ↑ 103,500
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Jan 25 \| 500520	3%	₹10 Cr	30,295
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 24 \| BPCL	3%	₹10 Cr	310,830 ↓ -60,775

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 (₹76 Cr).
Established history (29+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.14% (upper mid).
3Y return: 17.87% (top quartile).
1Y return: -3.53% (upper mid).
Alpha: -1.00 (upper mid).
Sharpe: -0.69 (upper mid).
Information ratio: 0.46 (upper mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~95%).
Largest holding HDFC Bank Ltd (~9.5%).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield Growth
Launch Date	31 Mar 96
NAV (01 Oct 25)	₹183.49 ↑ 1.42 (0.78 %)
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
30 Sep 20	₹10,000
30 Sep 21	₹14,449
30 Sep 22	₹14,200
30 Sep 23	₹17,379
30 Sep 24	₹24,033
30 Sep 25	₹23,076

Taurus Tax Shield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 Oct 25

Duration	Returns
1 Month	0.3%
3 Month	-3.7%
6 Month	6.3%
1 Year	-3.5%
3 Year	17.9%
5 Year	18.1%
10 Year
15 Year
Since launch	11.9%

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	2.07 Yr.

Data below for Taurus Tax Shield as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	34.8%
Technology	13.32%
Consumer Defensive	11.57%
Health Care	11.37%
Consumer Cyclical	7.93%
Energy	4.77%
Utility	4.15%
Industrials	2.76%
Communication Services	2.2%
Basic Materials	2.15%

Asset Allocation

Asset Class	Value
Cash	4.98%
Equity	95.02%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| 500180	10%	₹7 Cr	76,490
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	9%	₹7 Cr	5,200
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 16 \| ITC	8%	₹6 Cr	147,908
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 09 \| 532174	8%	₹6 Cr	41,805
Narayana Hrudayalaya Ltd (Healthcare) Equity, Since 31 Jul 22 \| 539551	5%	₹4 Cr	23,293
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Mar 25 \| 532898	4%	₹3 Cr	114,996
Vikram Solar Ltd (Technology) Equity, Since 31 Aug 25 \| VIKRAMSOLR	4%	₹3 Cr	90,825 ↑ 90,825
Axis Bank Ltd (Financial Services) Equity, Since 31 May 22 \| 532215	4%	₹3 Cr	28,650
CarTrade Tech Ltd (Consumer Cyclical) Equity, Since 30 Jun 25 \| 543333	4%	₹3 Cr	11,296 ↓ -674
Coal India Ltd (Energy) Equity, Since 31 Jan 23 \| 533278	3%	₹2 Cr	65,000

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 (₹11 Cr).
Established history (13+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 19.46% (upper mid).
3Y return: 15.19% (upper mid).
1Y return: 3.69% (top quartile).
Alpha: -1.19 (upper mid).
Sharpe: -0.22 (top quartile).
Information ratio: 0.57 (top quartile).
Higher exposure to Financial Services vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding ICICI Bank Ltd (~21.8%).
Top-3 holdings concentration ~55.1%.

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

Taurus Banking & Financial Services Fund Growth
Launch Date	22 May 12
NAV (01 Oct 25)	₹53.66 ↑ 0.66 (1.25 %)
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
30 Sep 20	₹10,000
30 Sep 21	₹16,428
30 Sep 22	₹16,414
30 Sep 23	₹19,743
30 Sep 24	₹24,170
30 Sep 25	₹24,778

Taurus Banking & Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹493,520.
Net Profit of ₹193,520 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 Oct 25

Duration	Returns
1 Month	2.9%
3 Month	-2.8%
6 Month	8.7%
1 Year	3.7%
3 Year	15.2%
5 Year	19.5%
10 Year
15 Year
Since launch	13.4%

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	2.22 Yr.

Data below for Taurus Banking & Financial Services Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	92.44%

Asset Allocation

Asset Class	Value
Cash	7.56%
Equity	92.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	22%	₹2 Cr	17,739
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 500180	22%	₹2 Cr	25,896
State Bank of India (Financial Services) Equity, Since 31 May 12 \| 500112	12%	₹1 Cr	16,534
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 13 \| 532215	10%	₹1 Cr	11,341
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 13 \| KOTAKBANK	9%	₹1 Cr	5,289
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Jul 25 \| 532810	5%	₹1 Cr	14,288
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| BAJAJHLDNG	3%	₹0 Cr	300
Dam Capital Advisors Ltd (Financial Services) Equity, Since 31 Aug 25 \| 544316	3%	₹0 Cr	14,963 ↑ 14,963
General Insurance Corp of India (Financial Services) Equity, Since 30 Jun 25 \| 540755	2%	₹0 Cr	5,704
Bank of Baroda (Financial Services) Equity, Since 30 Jun 25 \| BANKBARODA	1%	₹0 Cr	5,858 ↓ -4,800

6. 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

Highest AUM (₹349 Cr).
Established history (31+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 16.74% (lower mid).
3Y return: 13.68% (lower mid).
1Y return: -8.83% (bottom quartile).
Alpha: -5.41 (bottom quartile).
Sharpe: -1.01 (bottom quartile).
Information ratio: -0.45 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~98%).
Largest holding HDFC Bank Ltd (~9.7%).

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

Taurus Starshare (Multi Cap) Fund Growth
Launch Date	29 Jan 94
NAV (01 Oct 25)	₹222.35 ↑ 1.93 (0.88 %)
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
30 Sep 20	₹10,000
30 Sep 21	₹14,692
30 Sep 22	₹14,932
30 Sep 23	₹17,275
30 Sep 24	₹23,963
30 Sep 25	₹21,744

Taurus Starshare (Multi Cap) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 1 Oct 25

Duration	Returns
1 Month	1%
3 Month	-2.8%
6 Month	6.8%
1 Year	-8.8%
3 Year	13.7%
5 Year	16.7%
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	2.22 Yr.

Data below for Taurus Starshare (Multi Cap) Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	30.88%
Consumer Defensive	14.17%
Consumer Cyclical	13.46%
Industrials	8.03%
Energy	6.01%
Technology	4.41%
Communication Services	4.28%
Real Estate	4.27%
Utility	3.54%
Health Care	3.44%
Basic Materials	2.39%

Asset Allocation

Asset Class	Value
Cash	2.25%
Equity	97.75%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 23 \| 500180	10%	₹34 Cr	356,964
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| ITC	8%	₹28 Cr	695,506 ↑ 11,500
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 500520	5%	₹19 Cr	59,091
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	5%	₹16 Cr	116,272
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| 532215	4%	₹13 Cr	125,242
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| 532454	4%	₹13 Cr	67,614
KEI Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| 517569	3%	₹11 Cr	28,570 ↓ -3,787
Regaal Resources Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| 544485	3%	₹11 Cr	931,392 ↑ 931,392
Vikran Engnrg Equity, Since 31 Aug 25 \| -	3%	₹10 Cr	1,030,968 ↑ 1,030,968
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 29 Feb 24 \| 500247	3%	₹10 Cr	49,579

എസ്‌ഐ‌പി നിക്ഷേപം എങ്ങനെ വളരുന്നു?

എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം ഒരു നിശ്ചിത സമയത്തേക്ക് നിങ്ങൾ ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണം ഉപയോഗിച്ച് ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.

SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ

എസ്‌ഐ‌പി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്‌ഐ‌പി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ വർഷങ്ങളുടെ എണ്ണം, പ്രതീക്ഷിക്കുന്നത്പണപ്പെരുപ്പം നിരക്കുകളും (ഇതിന് ഒരാൾ കണക്കാക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP വരുമാനം കണക്കാക്കാൻ ഒരാൾക്ക് കഴിയും!

10 വർഷത്തേക്ക് 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ, നിങ്ങളുടെ എസ്‌ഐ‌പി നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് നോക്കാം.

പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ

നിക്ഷേപ കാലയളവ്: 10 വർഷം

നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ

ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%

അനുസരിച്ച് പ്രതീക്ഷിത വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: INR 27,86,573

മൊത്ത ലാഭം: 15,86,573 രൂപ (സമ്പൂർണ്ണ വരുമാനം= 132.2%)

മുകളിലുള്ള കണക്കുകൂട്ടലുകൾ കാണിക്കുന്നത് നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (ആകെ INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. ഇത് മികച്ചതല്ലേ!

ടോറസ് മ്യൂച്വൽ ഫണ്ട് എസ്‌ഐ‌പി ഓൺ‌ലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?

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നിങ്ങളുടെ രജിസ്ട്രേഷനും കെ‌വൈ‌സി പ്രക്രിയയും പൂർത്തിയാക്കുക

പ്രമാണങ്ങൾ അപ്‌ലോഡുചെയ്യുക (പാൻ, ആധാർ മുതലായവ).നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!

തുടങ്ങി

Disclaimer:
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തി. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് ഒരു ഉറപ്പുമില്ല. നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് ദയവായി സ്കീം വിവര പ്രമാണം ഉപയോഗിച്ച് പരിശോധിക്കുക.