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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 ₹122.9
↑ 0.98 ₹128 1,000 -1.9 11 -3.1 18 20.9 8.4 11.3 Taurus Largecap Equity Fund Growth ₹161.73
↑ 0.90 ₹49 1,000 2.6 8.2 0.8 14.8 16.7 10.8 18 Taurus Ethical Fund Growth ₹127.79
↑ 0.96 ₹327 1,000 -0.9 7.9 -6.7 14.1 16.3 16.6 19.3 Taurus Tax Shield Growth ₹189.18
↑ 0.66 ₹76 500 1.1 7.4 1.1 18 18.3 12 21.5 Taurus Banking & Financial Services Fund Growth ₹55.81
↑ 0.19 ₹11 1,000 3.4 6.4 9.5 15.5 18.9 13.7 8.6 Taurus Starshare (Multi Cap) Fund Growth ₹228.61
↑ 1.13 ₹349 1,000 0.7 7 -3.2 14.9 16.7 10.4 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 20 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: 20.87% (top quartile). 5Y return: 16.68% (bottom quartile). 5Y return: 16.26% (bottom quartile). 5Y return: 18.27% (upper mid). 5Y return: 18.87% (upper mid). 5Y return: 16.74% (lower mid). Point 6 3Y return: 18.04% (top quartile). 3Y return: 14.78% (bottom quartile). 3Y return: 14.05% (bottom quartile). 3Y return: 18.03% (upper mid). 3Y return: 15.51% (upper mid). 3Y return: 14.88% (lower mid). Point 7 1Y return: -3.07% (lower mid). 1Y return: 0.80% (upper mid). 1Y return: -6.70% (bottom quartile). 1Y return: 1.06% (upper mid). 1Y return: 9.50% (top quartile). 1Y return: -3.24% (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 (20 Oct 25) ₹122.9 ↑ 0.98 (0.80 %) 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 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month -1.4% 3 Month -1.9% 6 Month 11% 1 Year -3.1% 3 Year 18% 5 Year 20.9% 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 2.22 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 | 5444855% ₹6 Cr 539,280
↑ 539,280 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5422164% ₹5 Cr 21,844 Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 5234574% ₹5 Cr 8,130
↑ 325 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5406914% ₹5 Cr 169,026
↓ -40,000 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 5313444% ₹5 Cr 87,500 Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321493% ₹4 Cr 401,241 Coforge Ltd (Technology)
Equity, Since 31 May 22 | 5325413% ₹4 Cr 25,550 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5248043% ₹4 Cr 41,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | 5001043% ₹4 Cr 102,997 Kalpataru Ltd (Real Estate)
Equity, Since 30 Jun 25 | 5444233% ₹4 Cr 96,624 2. Taurus Largecap Equity Fund
Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (20 Oct 25) ₹161.73 ↑ 0.90 (0.56 %) 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 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month 1.6% 3 Month 2.6% 6 Month 8.2% 1 Year 0.8% 3 Year 14.8% 5 Year 16.7% 10 Year 15 Year Since launch 10.8% 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 | ITC9% ₹4 Cr 103,545 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | 5001808% ₹4 Cr 43,124 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5321746% ₹3 Cr 22,452 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | 5005206% ₹3 Cr 9,520 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | 5001125% ₹3 Cr 32,804 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | 5003254% ₹2 Cr 16,131 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | 5324544% ₹2 Cr 10,564 Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | 5309654% ₹2 Cr 132,331 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Nov 23 | 5328983% ₹2 Cr 58,197 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322153% ₹2 Cr 14,966 3. Taurus Ethical Fund
Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (20 Oct 25) ₹127.79 ↑ 0.96 (0.76 %) 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 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month -0.7% 3 Month -0.9% 6 Month 7.9% 1 Year -6.7% 3 Year 14.1% 5 Year 16.3% 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 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 | 5003257% ₹24 Cr 175,980
↓ -14,300 Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | 5002094% ₹12 Cr 82,019 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | 5325403% ₹11 Cr 36,242 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 25 | 5426523% ₹11 Cr 15,629 Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 5008303% ₹11 Cr 46,361
↑ 8,330 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395513% ₹10 Cr 59,765 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 5006963% ₹10 Cr 38,951 Coal India Ltd (Energy)
Equity, Since 30 Apr 24 | 5332783% ₹10 Cr 264,116
↑ 103,500 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | 5005203% ₹10 Cr 30,295 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | BPCL3% ₹10 Cr 310,830
↓ -60,775 4. Taurus Tax Shield
Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (20 Oct 25) ₹189.18 ↑ 0.66 (0.35 %) 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 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month -0.1% 3 Month 1.1% 6 Month 7.4% 1 Year 1.1% 3 Year 18% 5 Year 18.3% 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 2.07 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 | 50018010% ₹7 Cr 76,490 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004909% ₹7 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 | 5321748% ₹6 Cr 41,805 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395515% ₹4 Cr 23,293 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 5328984% ₹3 Cr 114,996 Vikram Solar Ltd (Technology)
Equity, Since 31 Aug 25 | VIKRAMSOLR4% ₹3 Cr 90,825
↑ 90,825 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322154% ₹3 Cr 28,650 CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | 5433334% ₹3 Cr 11,296
↓ -674 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | 5332783% ₹2 Cr 65,000 5. Taurus Banking & Financial Services Fund
Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (20 Oct 25) ₹55.81 ↑ 0.19 (0.34 %) 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 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month 3.4% 3 Month 3.4% 6 Month 6.4% 1 Year 9.5% 3 Year 15.5% 5 Year 18.9% 10 Year 15 Year Since launch 13.7% 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 | 53217422% ₹2 Cr 17,739 HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 50018022% ₹2 Cr 25,896 State Bank of India (Financial Services)
Equity, Since 31 May 12 | 50011212% ₹1 Cr 16,534 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221510% ₹1 Cr 11,341 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK9% ₹1 Cr 5,289 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 | BAJAJHLDNG3% ₹0 Cr 300 Dam Capital Advisors Ltd (Financial Services)
Equity, Since 31 Aug 25 | 5443163% ₹0 Cr 14,963
↑ 14,963 General Insurance Corp of India (Financial Services)
Equity, Since 30 Jun 25 | 5407552% ₹0 Cr 5,704 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 25 | BANKBARODA1% ₹0 Cr 5,858
↓ -4,800 6. Taurus Starshare (Multi Cap) Fund
Taurus Starshare (Multi Cap) Fund
Growth Launch Date 29 Jan 94 NAV (20 Oct 25) ₹228.61 ↑ 1.13 (0.50 %) 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 Returns for Taurus Starshare (Multi Cap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 20 Oct 25 Duration Returns 1 Month -0.2% 3 Month 0.7% 6 Month 7% 1 Year -3.2% 3 Year 14.9% 5 Year 16.7% 10 Year 15 Year Since launch 10.4% 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 | 50018010% ₹34 Cr 356,964 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC8% ₹28 Cr 695,506
↑ 11,500 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5005205% ₹19 Cr 59,091 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321745% ₹16 Cr 116,272 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322154% ₹13 Cr 125,242 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | 5324544% ₹13 Cr 67,614 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | 5175693% ₹11 Cr 28,570
↓ -3,787 Regaal Resources Ltd (Consumer Defensive)
Equity, Since 31 Aug 25 | 5444853% ₹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 | 5002473% ₹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?
ഫിൻ‌കാഷ് ഡോട്ട് കോമിൽ ആജീവനാന്ത സ Invest ജന്യ നിക്ഷേപ അക്ക Open ണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും കെ‌വൈ‌സി പ്രക്രിയയും പൂർത്തിയാക്കുക
പ്രമാണങ്ങൾ അപ്‌ലോഡുചെയ്യുക (പാൻ, ആധാർ മുതലായവ).നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തി. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് ഒരു ഉറപ്പുമില്ല. നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് ദയവായി സ്കീം വിവര പ്രമാണം ഉപയോഗിച്ച് പരിശോധിക്കുക.
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Research Highlights for Taurus Discovery (Midcap) Fund