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5 ਸਰਬੋਤਮ ਟੌਰਸ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ 2022

ਫਿਨਕੈਸ਼ »ਟੌਰਸ ਮਿਉਚੁਅਲ ਫੰਡ »ਸਰਬੋਤਮ ਟੌਰਸ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ

5 ਸਰਬੋਤਮ ਟੌਰਸ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ 2022

Updated on April 28, 2025 , 1728 views

ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੇ ਗਏ ਉਤਪਾਦਟੌਰਸ ਮਿਉਚੁਅਲ ਫੰਡ ਗਾਹਕਾਂ ਦੀਆਂ ਨਿਵੇਸ਼ ਲੋੜਾਂ ਦੇ ਦੁਆਲੇ ਬਣਾਏ ਗਏ ਹਨ। ਉਹ ਵੱਖ-ਵੱਖ ਪੇਸ਼ਕਸ਼ ਕਰਦੇ ਹਨਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਜਿਵੇਂ ਕਿ ਇਕੁਇਟੀ, ਕਰਜ਼ਾ, ਹਾਈਬ੍ਰਿਡ,ELSS,ਤਰਲ ਫੰਡ, ਆਦਿ। ਉਹ ਜੋ ਸਕੀਮਾਂ ਪੇਸ਼ ਕਰਦੇ ਹਨ ਉਹ ਆਪਣੀ ਕਿਸਮ ਦੀਆਂ ਪਹਿਲੀਆਂ ਹਨ ਅਤੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਸੰਤੁਲਿਤ ਪੋਰਟਫੋਲੀਓ ਪ੍ਰਦਾਨ ਕਰਨ ਲਈ ਤਿਆਰ ਕੀਤੀਆਂ ਗਈਆਂ ਹਨ। ਨਿਵੇਸ਼ਕ ਜੋ ਉੱਚ-ਜੋਖਮ, ਉੱਚ-ਰਿਟਰਨ ਵਿੱਚ ਵਿਸ਼ਵਾਸ ਕਰਦੇ ਹਨ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਰ ਸਕਦੇ ਹਨਇਕੁਇਟੀ.

ਕਰਜ਼ਾ ਫੰਡ ਥੋੜ੍ਹੇ ਸਮੇਂ ਦੇ ਲਾਭਾਂ ਲਈ ਆਦਰਸ਼ ਹਨ, ਅਤੇਹਾਈਬ੍ਰਿਡ ਫੰਡ ਨਿਵੇਸ਼ਕਾਂ ਦੁਆਰਾ ਤਰਜੀਹ ਦਿੱਤੀ ਜਾਂਦੀ ਹੈ ਜੋ ਇੱਕ ਸਿੰਗਲ ਫੰਡ ਤੋਂ ਕਰਜ਼ੇ ਅਤੇ ਇਕੁਇਟੀ ਦੋਵਾਂ ਤੋਂ ਲਾਭ ਲੈਣਾ ਚਾਹੁੰਦੇ ਹਨ। ELSS ਹਨਟੈਕਸ ਸੇਵਿੰਗ ਸਕੀਮ, ਜਿਸ ਵਿੱਚ ਤੁਸੀਂ ਟੈਕਸ ਪ੍ਰਾਪਤ ਕਰ ਸਕਦੇ ਹੋਕਟੌਤੀ 1,50 ਰੁਪਏ ਤੱਕ,000 ਟੈਕਸਯੋਗ ਤੋਂਆਮਦਨ ਦੇ ਅਨੁਸਾਰਸਕਿੰਟ 80C ਦੇਆਮਦਨ ਟੈਕਸ ਐਕਟ. ਨਿਵੇਸ਼ ਕਰਨ ਦੀ ਇੱਛਾ ਰੱਖਣ ਵਾਲੇ ਨਿਵੇਸ਼ਕ ਹੇਠਾਂ ਸੂਚੀਬੱਧ ਸਭ ਤੋਂ ਵਧੀਆ ਟੌਰਸ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਵਿੱਚੋਂ ਇੱਕ ਫੰਡ ਚੁਣ ਸਕਦੇ ਹਨ।

ਇਹਨਾਂ ਫੰਡਾਂ ਨੂੰ ਕੁਝ ਮਾਪਦੰਡ ਜਿਵੇਂ ਕਿ ਏ.ਯੂ.ਐਮ.ਨਹੀ ਹਨ, ਪਿਛਲੇ ਪ੍ਰਦਰਸ਼ਨ, ਪੀਅਰ ਔਸਤ ਰਿਟਰਨ, ਆਦਿ।

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ਟੌਰਸ ਐਮਐਫ ਸਕੀਮਾਂ ਵਿੱਚ ਨਿਵੇਸ਼ ਕਿਉਂ ਕਰੋ?

a ਸਕੀਮਾਂ ਦੀ ਵਿਸ਼ਾਲ ਸ਼੍ਰੇਣੀ

ਕੰਪਨੀ ਇੱਕ ਵਿਆਪਕ ਪੇਸ਼ਕਸ਼ ਕਰਦਾ ਹੈਰੇਂਜ ਹਰ ਕਿਸਮ ਦੇ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਪੂਰਾ ਕਰਨ ਲਈ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ। ਟੌਰਸ ਐੱਮਐੱਫ ਕੰਪਨੀ ਕਰਜ਼ੇ, ਇਕੁਇਟੀ, ਹਾਈਬ੍ਰਿਡ, ਤਰਲ ਵਰਗੀਆਂ ਸ਼੍ਰੇਣੀਆਂ ਵਿੱਚੋਂ ਕੁਝ ਪ੍ਰਸਿੱਧ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਰੱਖਦੀ ਹੈ, ਜਿਵੇਂ ਕਿ ਕਈ ਹੋਰਾਂ ਵਿੱਚ। ਇਹਨਾਂ ਸਕੀਮਾਂ ਦਾ ਉਦੇਸ਼ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਸਰਵੋਤਮ ਰਿਟਰਨ ਪ੍ਰਦਾਨ ਕਰਨਾ ਹੈ।

ਬੀ. ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਪੋਰਟਫੋਲੀਓ ਪ੍ਰਬੰਧਨ

ਟੌਰਸ ਮਿਉਚੁਅਲ ਫੰਡ ਕੰਪਨੀ ਨੂੰ ਫੰਡ ਪ੍ਰਬੰਧਕਾਂ ਦੀ ਜਾਣਕਾਰ ਅਤੇ ਕੁਸ਼ਲ ਟੀਮ ਦੁਆਰਾ ਸਮਰਥਨ ਪ੍ਰਾਪਤ ਹੈ ਜੋ ਪ੍ਰਭਾਵਸ਼ਾਲੀ ਪੋਰਟਫੋਲੀਓ ਪ੍ਰਬੰਧਨ ਨੂੰ ਯਕੀਨੀ ਬਣਾਉਂਦੇ ਹਨ। ਟੀਮ ਇਹ ਯਕੀਨੀ ਬਣਾਉਂਦੀ ਹੈ ਕਿ ਨਿਵੇਸ਼ ਦੇ ਜੋਖਮਾਂ ਨੂੰ ਘੱਟ ਕਰਨ ਲਈ ਸਹੀ ਨਿਵੇਸ਼ ਸਲਾਹ ਪਾਸ ਕੀਤੀ ਗਈ ਹੈ।

c. ਆਕਰਸ਼ਕ ਰਿਟਰਨ

ਟੌਰਸ ਐਮਐਫ ਕੰਪਨੀ ਦੁਆਰਾ ਪੇਸ਼ ਕੀਤੀਆਂ ਗਈਆਂ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ ਨੂੰ ਧਿਆਨ ਨਾਲ ਤਿਆਰ ਕੀਤਾ ਗਿਆ ਹੈ ਅਤੇ ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸੰਕਲਪਿਤ ਕੀਤਾ ਗਿਆ ਹੈ ਕਿ ਉਹ ਨਿਵੇਸ਼ਕਾਂ ਨੂੰ ਆਕਰਸ਼ਕ ਰਿਟਰਨ ਦੇ ਨਾਲ ਇਕਸਾਰ ਪ੍ਰਦਰਸ਼ਨ ਪ੍ਰਦਾਨ ਕਰਦੀਆਂ ਹਨ।

ਸਰਬੋਤਮ ਟੌਰਸ ਮਿਉਚੁਅਲ ਫੰਡ ਸਕੀਮਾਂ

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
Taurus Discovery (Midcap) Fund Growth ₹111.85
↓ -1.50
₹114 5,000 1,000 -0.8-7.9-5.814.7238.211.3
Taurus Tax Shield Growth ₹176.36
↓ -1.25
₹76 500 500 -0.3-2.96.716.120.81221.5
Taurus Largecap Equity Fund Growth ₹150.66
↓ -0.45
₹47 5,000 1,000 2.1-2.53.713.418.810.718
Taurus Ethical Fund Growth ₹120.53
↓ -0.56
₹274 5,000 1,000 -4.1-8.11.312.819.516.719.3
Taurus Nifty Index Fund Growth ₹46.089
↓ 0.00
₹5 5,000 1,000 3.40.37.612.52010.88.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 30 Apr 25

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.

Taurus Discovery (Midcap) Fund is a Equity - Mid Cap fund was launched on 5 Sep 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 8.2% since its launch.  Ranked 13 in Mid Cap category.  Return for 2024 was 11.3% , 2023 was 38.4% and 2022 was 6.7% .

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

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (30 Apr 25) ₹111.85 ↓ -1.50   (-1.32 %)
Net Assets (Cr) ₹114 on 31 Mar 25
Category Equity - Mid Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio -0.28
Information Ratio -1.2
Alpha Ratio -8.97
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,684
30 Apr 22₹18,671
30 Apr 23₹19,338
30 Apr 24₹29,869

Taurus Discovery (Midcap) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹530,691.
Net Profit of ₹230,691
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 30 Apr 25

DurationReturns
1 Month 3.9%
3 Month -0.8%
6 Month -7.9%
1 Year -5.8%
3 Year 14.7%
5 Year 23%
10 Year
15 Year
Since launch 8.2%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 7.8%
Fund Manager information for Taurus Discovery (Midcap) Fund
NameSinceTenure
Anuj Kapil13 Jun 231.8 Yr.
Hemanshu Srivastava18 Jul 240.7 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services24.75%
Consumer Cyclical17.46%
Industrials14.24%
Health Care10.19%
Technology9.38%
Communication Services7.96%
Basic Materials7.19%
Energy5.19%
Real Estate1.43%
Asset Allocation
Asset ClassValue
Cash2.21%
Equity97.79%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 532149
5%₹5 Cr501,241
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA
4%₹5 Cr41,000
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
4%₹4 Cr5,400
Voltas Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | VOLTAS
4%₹4 Cr29,484
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | 540611
4%₹4 Cr78,264
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 542216
3%₹4 Cr21,844
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 531344
3%₹4 Cr57,000
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 540691
3%₹4 Cr209,026
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | HINDPETRO
3%₹4 Cr102,997
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
3%₹4 Cr183,012

2. Taurus Tax Shield

To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares, besides tax benefits.

Taurus Tax Shield is a Equity - ELSS fund was launched on 31 Mar 96. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 12% since its launch.  Ranked 26 in ELSS category.  Return for 2024 was 21.5% , 2023 was 28.7% and 2022 was 6.6% .

Below is the key information for Taurus Tax Shield

Taurus Tax Shield
Growth
Launch Date 31 Mar 96
NAV (30 Apr 25) ₹176.36 ↓ -1.25   (-0.70 %)
Net Assets (Cr) ₹76 on 31 Mar 25
Category Equity - ELSS
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 0.2
Information Ratio 0.31
Alpha Ratio 2.57
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,068
30 Apr 22₹16,466
30 Apr 23₹17,672
30 Apr 24₹24,128

Taurus Tax Shield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 30 Apr 25

DurationReturns
1 Month 0.9%
3 Month -0.3%
6 Month -2.9%
1 Year 6.7%
3 Year 16.1%
5 Year 20.8%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 2.1%
Fund Manager information for Taurus Tax Shield
NameSinceTenure
Anuj Kapil7 Aug 231.65 Yr.

Data below for Taurus Tax Shield as on 31 Mar 25

Equity Sector Allocation
SectorValue
Financial Services36.44%
Technology17.72%
Health Care11.42%
Consumer Cyclical7.35%
Industrials5.74%
Consumer Defensive4.33%
Energy3.42%
Utility1.88%
Basic Materials1.25%
Communication Services1.1%
Asset Allocation
Asset ClassValue
Cash9.34%
Equity90.66%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
10%₹8 Cr41,375
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
9%₹6 Cr5,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
7%₹6 Cr41,805
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH
6%₹4 Cr28,191
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
5%₹4 Cr23,293
Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY
4%₹3 Cr21,339
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
4%₹3 Cr80,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
4%₹3 Cr28,650
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
3%₹3 Cr65,000
Punjab National Bank (Financial Services)
Equity, Since 30 Nov 24 | 532461
3%₹2 Cr258,600

3. 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.

Taurus Largecap Equity Fund is a Equity - Large Cap fund was launched on 28 Feb 95. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.7% since its launch.  Ranked 67 in Large Cap category.  Return for 2024 was 18% , 2023 was 21.8% and 2022 was 6.7% .

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund
Growth
Launch Date 28 Feb 95
NAV (30 Apr 25) ₹150.66 ↓ -0.45   (-0.30 %)
Net Assets (Cr) ₹47 on 31 Mar 25
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.62
Sharpe Ratio -0.14
Information Ratio -0.1
Alpha Ratio -3.18
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹13,819
30 Apr 22₹16,228
30 Apr 23₹16,384
30 Apr 24₹22,850

Taurus Largecap Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 30 Apr 25

DurationReturns
1 Month 3.2%
3 Month 2.1%
6 Month -2.5%
1 Year 3.7%
3 Year 13.4%
5 Year 18.8%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 3.2%
Fund Manager information for Taurus Largecap Equity Fund
NameSinceTenure
Anuj Kapil13 Jun 231.8 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services34.43%
Consumer Cyclical17.52%
Energy13.81%
Consumer Defensive7.15%
Technology6.46%
Health Care5.28%
Utility4.86%
Industrials3.01%
Real Estate2.64%
Communication Services2.04%
Asset Allocation
Asset ClassValue
Cash2.82%
Equity97.18%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK
8%₹4 Cr21,562
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
6%₹3 Cr22,452
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M
5%₹3 Cr9,520
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN
5%₹3 Cr32,804
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | IOC
4%₹2 Cr164,230
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
4%₹2 Cr16,131
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
4%₹2 Cr49,580
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Nov 23 | 532898
4%₹2 Cr58,197
↑ 10,000
Eternal Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | 543320
4%₹2 Cr83,623
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 532215
4%₹2 Cr14,966

4. 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.

Taurus Ethical Fund is a Equity - Sectoral fund was launched on 6 Apr 09. It is a fund with High risk and has given a CAGR/Annualized return of 16.7% since its launch.  Ranked 67 in Sectoral category.  Return for 2024 was 19.3% , 2023 was 28.4% and 2022 was -2.3% .

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund
Growth
Launch Date 6 Apr 09
NAV (30 Apr 25) ₹120.53 ↓ -0.56   (-0.46 %)
Net Assets (Cr) ₹274 on 31 Mar 25
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio -0.16
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.

DateValue
30 Apr 20₹10,000
30 Apr 21₹14,424
30 Apr 22₹16,947
30 Apr 23₹16,361
30 Apr 24₹24,024

Taurus Ethical Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 30 Apr 25

DurationReturns
1 Month 0.7%
3 Month -4.1%
6 Month -8.1%
1 Year 1.3%
3 Year 12.8%
5 Year 19.5%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 3%
Fund Manager information for Taurus Ethical Fund
NameSinceTenure
Anuj Kapil1 Nov 222.41 Yr.

Data below for Taurus Ethical Fund as on 31 Mar 25

Equity Sector Allocation
SectorValue
Technology21.46%
Energy18.99%
Industrials12.2%
Consumer Cyclical12.06%
Health Care11.84%
Basic Materials8.52%
Consumer Defensive8.23%
Real Estate1.7%
Communication Services1.59%
Utility1.42%
Asset Allocation
Asset ClassValue
Cash2%
Equity98%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
9%₹26 Cr204,060
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
6%₹17 Cr109,959
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON
4%₹10 Cr780,013
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
3%₹9 Cr55,174
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH
3%₹9 Cr57,978
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS
3%₹9 Cr25,258
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 25 | 542652
3%₹9 Cr16,869
↑ 7,017
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
3%₹7 Cr27,578
Asian Paints Ltd (Basic Materials)
Equity, Since 31 May 24 | 500820
3%₹7 Cr31,150
↑ 6,900
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
3%₹7 Cr284,226

5. Taurus Nifty Index Fund

The investment objective of the scheme is to replicate the S&P Nifty 50 by investing in securities of the Nifty 50 in the same proportion/weightage.

Taurus Nifty Index Fund is a Others - Index Fund fund was launched on 19 Jun 10. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.8% since its launch.  Ranked 81 in Index Fund category.  Return for 2024 was 8.6% , 2023 was 19.4% and 2022 was 5.1% .

Below is the key information for Taurus Nifty Index Fund

Taurus Nifty Index Fund
Growth
Launch Date 19 Jun 10
NAV (30 Apr 25) ₹46.089 ↓ 0.00   (-0.01 %)
Net Assets (Cr) ₹5 on 31 Mar 25
Category Others - Index Fund
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 1.05
Sharpe Ratio -0.06
Information Ratio -2.94
Alpha Ratio -1.38
Min Investment 5,000
Min SIP Investment 1,000
Exit Load 0-180 Days (0.5%),180 Days and above(NIL)
Sub Cat. Index Fund

Growth of 10,000 investment over the years.

DateValue
30 Apr 20₹10,000
30 Apr 21₹15,065
30 Apr 22₹17,498
30 Apr 23₹18,589
30 Apr 24₹23,165
30 Apr 25₹24,915

Taurus Nifty Index Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 Nifty Index Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 30 Apr 25

DurationReturns
1 Month 3.4%
3 Month 3.4%
6 Month 0.3%
1 Year 7.6%
3 Year 12.5%
5 Year 20%
10 Year
15 Year
Since launch 10.8%
Historical performance (Yearly) on absolute basis
YearReturns
2023 8.6%
2022 19.4%
2021 5.1%
2020 24.8%
2019 17.1%
2018 10.6%
2017 5.1%
2016 27.2%
2015 2.8%
2014 -4.2%
Fund Manager information for Taurus Nifty Index Fund
NameSinceTenure
Anuj Kapil7 Aug 231.65 Yr.

Data below for Taurus Nifty Index Fund as on 31 Mar 25

Asset Allocation
Asset ClassValue
Cash0.45%
Equity99.55%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | HDFCBANK
13%₹1 Cr3,831
↑ 169
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | ICICIBANK
9%₹0 Cr3,583
↑ 185
Reliance Industries Ltd (Energy)
Equity, Since 30 Jun 10 | RELIANCE
8%₹0 Cr3,431
↑ 162
Infosys Ltd (Technology)
Equity, Since 30 Jun 10 | INFY
5%₹0 Cr1,825
↑ 90
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Jun 10 | BHARTIARTL
4%₹0 Cr1,371
↑ 79
Larsen & Toubro Ltd (Industrials)
Equity, Since 29 Feb 12 | LT
4%₹0 Cr589
↑ 22
ITC Ltd (Consumer Defensive)
Equity, Since 31 Jan 12 | ITC
4%₹0 Cr4,707
↑ 230
Tata Consultancy Services Ltd (Technology)
Equity, Since 30 Jun 10 | TCS
3%₹0 Cr517
↑ 25
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | KOTAKBANK
3%₹0 Cr751
↑ 44
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 10 | 532215
3%₹0 Cr1,448
↑ 75

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ਇਹ ਯਕੀਨੀ ਬਣਾਉਣ ਲਈ ਸਾਰੇ ਯਤਨ ਕੀਤੇ ਗਏ ਹਨ ਕਿ ਇੱਥੇ ਦਿੱਤੀ ਗਈ ਜਾਣਕਾਰੀ ਸਹੀ ਹੈ। ਹਾਲਾਂਕਿ, ਡੇਟਾ ਦੀ ਸ਼ੁੱਧਤਾ ਬਾਰੇ ਕੋਈ ਗਾਰੰਟੀ ਨਹੀਂ ਦਿੱਤੀ ਗਈ ਹੈ। ਕਿਰਪਾ ਕਰਕੇ ਕੋਈ ਵੀ ਨਿਵੇਸ਼ ਕਰਨ ਤੋਂ ਪਹਿਲਾਂ ਸਕੀਮ ਜਾਣਕਾਰੀ ਦਸਤਾਵੇਜ਼ ਨਾਲ ਤਸਦੀਕ ਕਰੋ।
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