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டாரஸ்SIP மூலம் அடைய உங்களுக்கு உதவுகிறதுநிதி இலக்குகள் முறையான சேமிப்பு மூலம். முதலீட்டாளர்கள் தங்கள் வசதிக்கு ஏற்ப மாதாந்திர, காலாண்டு அல்லது ஆண்டுதோறும் விருப்பமான முதலீட்டு முறையைத் தேர்ந்தெடுப்பதற்கான நெகிழ்வுத்தன்மையைக் கொண்டுள்ளனர். முதலீட்டாளர்கள் 1000 ரூபாய்க்கு குறைந்த தொகையை முதலீடு செய்து நீண்ட கால செல்வத்தை உருவாக்கலாம். மூலம்முதலீடு நீண்ட காலத்திற்கு ஒரு சிறிய தொகை, உங்கள் நிதி இலக்குகளை நீங்கள் அடையலாம்ஓய்வு, திருமணம், வீடு / கார் வாங்குவது போன்றவை முதலீடு செய்ய விரும்பும் முதலீட்டாளர்கள்பங்கு, SIP ஒரு சிறந்த வழியாகும். முறைப்படுத்தப்பட்டமுதலீட்டு திட்டம் பங்கு முதலீட்டின் ஆபத்துக்களை சமப்படுத்த முனைகிறது.
SIP நிதிகளில் ஏன் முதலீடு செய்ய வேண்டும்?
வேறு சிலமுதலீட்டின் நன்மைகள் ஒரு SIP இல்:
- கூட்டு சக்தி
- ரூபாய் செலவு சராசரி
- சந்தைக்கு நேரம் தேவையில்லை
- கட்டுப்படியாகக்கூடிய
- நீண்ட கால சேமிப்பு பழக்கம்
ஆர்வமுள்ள முதலீட்டாளர்கள்ஒரு SIP இல் முதலீடு செய்யுங்கள், பங்குகளில் முதலீடு செய்வதற்கான சிறந்த டாரஸ் எஸ்ஐபி நிதிகள் இங்கே. AUM, கடந்தகால செயல்திறன், சக சராசரி வருமானம், தகவல் விகிதம் போன்ற பல்வேறு அளவுருக்களை மேற்கொள்வதன் மூலம் இந்த நிதிகள் பட்டியலிடப்பட்டுள்ளன.
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பங்குகளுக்கான சிறந்த டாரஸ் எஸ்ஐபி மியூச்சுவல் ஃபண்ட்
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 ₹118.22
↓ -0.38 ₹133 1,000 1.7 13.3 -5.2 17.1 20.8 8.3 11.3 Taurus Largecap Equity Fund Growth ₹155.18
↓ -0.22 ₹51 1,000 1.4 9.4 -0.9 13.5 17.1 10.7 18 Taurus Ethical Fund Growth ₹123.7
↓ -0.37 ₹322 1,000 0.5 4.2 -7.4 13.3 16.7 16.6 19.3 Taurus Tax Shield Growth ₹185.4
↓ -0.04 ₹81 500 3.3 7.1 3.6 18.2 19 12 21.5 Taurus Banking & Financial Services Fund Growth ₹53.65
↑ 0.15 ₹12 1,000 1.6 13.8 9 15 19.8 13.5 8.6 Taurus Starshare (Multi Cap) Fund Growth ₹220.46
↓ -0.31 ₹366 1,000 0.8 5.4 -4.4 13.6 17 10.3 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 14 Aug 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 (₹133 Cr). Bottom quartile AUM (₹51 Cr). Upper mid AUM (₹322 Cr). Lower mid AUM (₹81 Cr). Bottom quartile AUM (₹12 Cr). Highest AUM (₹366 Cr). Point 2 Established history (30+ yrs). Established history (30+ yrs). Established history (16+ yrs). Established history (29+ yrs). Established history (13+ yrs). Oldest track record among peers (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: 20.79% (top quartile). 5Y return: 17.11% (lower mid). 5Y return: 16.72% (bottom quartile). 5Y return: 18.97% (upper mid). 5Y return: 19.80% (upper mid). 5Y return: 17.04% (bottom quartile). Point 6 3Y return: 17.14% (upper mid). 3Y return: 13.47% (bottom quartile). 3Y return: 13.29% (bottom quartile). 3Y return: 18.18% (top quartile). 3Y return: 14.95% (upper mid). 3Y return: 13.60% (lower mid). Point 7 1Y return: -5.15% (bottom quartile). 1Y return: -0.87% (upper mid). 1Y return: -7.38% (bottom quartile). 1Y return: 3.64% (upper mid). 1Y return: 9.04% (top quartile). 1Y return: -4.39% (lower mid). Point 8 Alpha: -5.34 (bottom quartile). Alpha: -2.95 (lower mid). Alpha: 0.00 (upper mid). Alpha: 4.55 (top quartile). Alpha: 0.82 (upper mid). Alpha: -4.96 (bottom quartile). Point 9 Sharpe: -0.20 (bottom quartile). Sharpe: -0.13 (upper mid). Sharpe: -0.20 (lower mid). Sharpe: 0.30 (top quartile). Sharpe: 0.26 (upper mid). Sharpe: -0.34 (bottom quartile). Point 10 Information ratio: -1.20 (bottom quartile). Information ratio: 0.08 (upper mid). Information ratio: 0.00 (lower mid). Information ratio: 0.17 (upper mid). Information ratio: 0.62 (top quartile). Information ratio: -0.30 (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 (14 Aug 25) ₹118.22 ↓ -0.38 (-0.32 %) Net Assets (Cr) ₹133 on 30 Jun 25 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio -0.2 Information Ratio -1.2 Alpha Ratio -5.34 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 Jul 20 ₹10,000 31 Jul 21 ₹16,231 31 Jul 22 ₹16,313 31 Jul 23 ₹21,005 31 Jul 24 ₹29,955 31 Jul 25 ₹27,552 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -5.6% 3 Month 1.7% 6 Month 13.3% 1 Year -5.2% 3 Year 17.1% 5 Year 20.8% 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 2.14 Yr. Hemanshu Srivastava 18 Jul 24 1.04 Yr. Data below for Taurus Discovery (Midcap) Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 21.65% Consumer Cyclical 17.49% Industrials 16.42% Health Care 10.92% Basic Materials 9.07% Energy 4.25% Communication Services 4.21% Real Estate 3.57% Technology 3.43% Consumer Defensive 2.18% Asset Allocation
Asset Class Value Cash 6.82% Equity 93.18% Top Securities Holdings / Portfolio
Name Holding Value Quantity Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5406914% ₹6 Cr 209,026 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 5313444% ₹5 Cr 70,000
↑ 13,000 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5422164% ₹5 Cr 21,844 Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321494% ₹5 Cr 401,241 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA3% ₹5 Cr 41,000 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | HINDPETRO3% ₹5 Cr 102,997 Kalpataru Ltd (Real Estate)
Equity, Since 30 Jun 25 | KALPATARU3% ₹4 Cr 96,624
↑ 96,624 Inox Wind Ltd (Industrials)
Equity, Since 30 Jun 25 | 5390833% ₹4 Cr 223,664
↓ -01 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5004693% ₹4 Cr 183,012 Voltas Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | VOLTAS3% ₹4 Cr 29,484 2. Taurus Largecap Equity Fund
Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (14 Aug 25) ₹155.18 ↓ -0.22 (-0.14 %) Net Assets (Cr) ₹51 on 30 Jun 25 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.62 Sharpe Ratio -0.13 Information Ratio 0.08 Alpha Ratio -2.95 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 Jul 20 ₹10,000 31 Jul 21 ₹13,781 31 Jul 22 ₹14,606 31 Jul 23 ₹16,136 31 Jul 24 ₹23,334 31 Jul 25 ₹22,352 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.4% 3 Month 1.4% 6 Month 9.4% 1 Year -0.9% 3 Year 13.5% 5 Year 17.1% 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 2.14 Yr. Data below for Taurus Largecap Equity Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 30.46% Energy 14.95% Consumer Defensive 10.7% Consumer Cyclical 9.81% Health Care 9.42% Technology 5.74% Utility 3.43% Communication Services 3.21% Real Estate 3% Industrials 2.08% Basic Materials 0.96% Asset Allocation
Asset Class Value Cash 6.24% Equity 93.76% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK8% ₹4 Cr 21,562 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC8% ₹4 Cr 103,545 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 | M&M6% ₹3 Cr 9,520 Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | IOC6% ₹3 Cr 196,230 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN5% ₹3 Cr 32,804 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE5% ₹2 Cr 16,131 Laurus Labs Ltd (Healthcare)
Equity, Since 31 May 25 | 5402224% ₹2 Cr 27,125
↑ 15,204 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322154% ₹2 Cr 14,966 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Nov 23 | 5328983% ₹2 Cr 58,197 3. Taurus Ethical Fund
Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (14 Aug 25) ₹123.7 ↓ -0.37 (-0.30 %) Net Assets (Cr) ₹322 on 30 Jun 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio -0.2 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 Jul 20 ₹10,000 31 Jul 21 ₹14,736 31 Jul 22 ₹14,893 31 Jul 23 ₹16,988 31 Jul 24 ₹24,964 31 Jul 25 ₹22,707 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -4.2% 3 Month 0.5% 6 Month 4.2% 1 Year -7.4% 3 Year 13.3% 5 Year 16.7% 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 2.75 Yr. Data below for Taurus Ethical Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Energy 19.45% Technology 17.74% Health Care 12.91% Industrials 11.63% Consumer Defensive 10.58% Basic Materials 8.32% Consumer Cyclical 7.93% Utility 1.88% Real Estate 1.78% Asset Allocation
Asset Class Value Cash 7.77% Equity 92.23% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE9% ₹29 Cr 190,280 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395514% ₹14 Cr 64,759 Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY4% ₹13 Cr 82,019 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS4% ₹13 Cr 36,242 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 5005474% ₹12 Cr 371,605 Polycab India Ltd (Industrials)
Equity, Since 31 Jan 25 | 5426523% ₹11 Cr 16,869 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M3% ₹10 Cr 30,295 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 5006963% ₹9 Cr 38,951 Asian Paints Ltd (Basic Materials)
Equity, Since 31 May 24 | 5008202% ₹8 Cr 34,019 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003122% ₹8 Cr 315,102 4. Taurus Tax Shield
Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (14 Aug 25) ₹185.4 ↓ -0.04 (-0.02 %) Net Assets (Cr) ₹81 on 30 Jun 25 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.44 Sharpe Ratio 0.3 Information Ratio 0.17 Alpha Ratio 4.55 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹13,935 31 Jul 22 ₹14,321 31 Jul 23 ₹17,377 31 Jul 24 ₹24,342 31 Jul 25 ₹24,269 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.6% 3 Month 3.3% 6 Month 7.1% 1 Year 3.6% 3 Year 18.2% 5 Year 19% 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 1.99 Yr. Data below for Taurus Tax Shield as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 34.23% Health Care 11.71% Consumer Defensive 11.09% Technology 9.95% Energy 6.81% Consumer Cyclical 5.94% Industrials 4.87% Utility 4.26% Communication Services 2.2% Basic Materials 2.13% Asset Allocation
Asset Class Value Cash 6.8% Equity 93.2% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK9% ₹8 Cr 38,245 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 | 5321747% ₹6 Cr 41,805 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395516% ₹5 Cr 23,293 Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 5328984% ₹3 Cr 114,996
↑ 18,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322154% ₹3 Cr 28,650 Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 31 May 25 | HINDPETRO4% ₹3 Cr 67,742
↑ 19,400 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA3% ₹3 Cr 65,000 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH3% ₹2 Cr 14,191 5. Taurus Banking & Financial Services Fund
Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (14 Aug 25) ₹53.65 ↑ 0.15 (0.28 %) Net Assets (Cr) ₹12 on 30 Jun 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.26 Information Ratio 0.62 Alpha Ratio 0.82 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 Jul 20 ₹10,000 31 Jul 21 ₹14,841 31 Jul 22 ₹15,647 31 Jul 23 ₹19,586 31 Jul 24 ₹23,465 31 Jul 25 ₹24,795 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -1.8% 3 Month 1.6% 6 Month 13.8% 1 Year 9% 3 Year 15% 5 Year 19.8% 10 Year 15 Year Since launch 13.5% 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 2.14 Yr. Data below for Taurus Banking & Financial Services Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 97.35% Technology 1.52% Asset Allocation
Asset Class Value Cash 1.13% Equity 98.87% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK21% ₹3 Cr 12,948 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 53217421% ₹3 Cr 17,739 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221511% ₹1 Cr 11,341 State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN11% ₹1 Cr 16,534
↑ 1,255 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK8% ₹1 Cr 4,719 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004904% ₹0 Cr 300 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 23 | 5417703% ₹0 Cr 3,356 Shriram Finance Ltd (Financial Services)
Equity, Since 31 May 25 | SHRIRAMFIN3% ₹0 Cr 5,587
↑ 2,145 Union Bank of India (Financial Services)
Equity, Since 31 Dec 24 | 5324773% ₹0 Cr 23,397 Bank of Baroda (Financial Services)
Equity, Since 30 Jun 25 | 5321342% ₹0 Cr 10,658
↑ 10,658 6. Taurus Starshare (Multi Cap) Fund
Taurus Starshare (Multi Cap) Fund
Growth Launch Date 29 Jan 94 NAV (14 Aug 25) ₹220.46 ↓ -0.31 (-0.14 %) Net Assets (Cr) ₹366 on 30 Jun 25 Category Equity - Multi Cap AMC Taurus Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.64 Sharpe Ratio -0.34 Information Ratio -0.3 Alpha Ratio -4.96 Min Investment 5,000 Min SIP Investment 1,000 Exit Load 0-180 Days (0.5%),180 Days and above(NIL) Sub Cat. Multi Cap Growth of 10,000 investment over the years.
Date Value 31 Jul 20 ₹10,000 31 Jul 21 ₹14,057 31 Jul 22 ₹14,787 31 Jul 23 ₹16,707 31 Jul 24 ₹24,462 31 Jul 25 ₹22,414 Returns for Taurus Starshare (Multi Cap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 14 Aug 25 Duration Returns 1 Month -2.7% 3 Month 0.8% 6 Month 5.4% 1 Year -4.4% 3 Year 13.6% 5 Year 17% 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 2.14 Yr. Data below for Taurus Starshare (Multi Cap) Fund as on 30 Jun 25
Equity Sector Allocation
Sector Value Financial Services 29.88% Consumer Cyclical 12.77% Consumer Defensive 10.67% Industrials 9.68% Energy 7.1% Technology 5.89% Health Care 5.83% Real Estate 4.53% Communication Services 4.38% Utility 4.14% Basic Materials 2.31% Asset Allocation
Asset Class Value Cash 2.81% Equity 97.19% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | HDFCBANK10% ₹36 Cr 178,482 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC8% ₹28 Cr 684,006 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | M&M5% ₹19 Cr 59,091 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321745% ₹17 Cr 116,272 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322154% ₹15 Cr 125,242 Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Apr 24 | BHARTIARTL4% ₹14 Cr 67,614 KEI Industries Ltd (Industrials)
Equity, Since 31 Jan 25 | 5175693% ₹12 Cr 32,357
↓ -4,000 DLF Ltd (Real Estate)
Equity, Since 30 Apr 22 | 5328683% ₹11 Cr 131,230 Coal India Ltd (Energy)
Equity, Since 30 Apr 23 | COALINDIA3% ₹10 Cr 256,670 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN3% ₹10 Cr 119,156
SIP முதலீடு எவ்வாறு வளர்கிறது?
உங்கள் எப்படி என்பதை அறிய விரும்புகிறேன்SIP முதலீடு ஒரு குறிப்பிட்ட காலத்திற்கு நீங்கள் ஒரு குறிப்பிட்ட தொகையை மாதந்தோறும் முதலீடு செய்தால் வளருமா? நாங்கள் உங்களுக்கு ஒரு எடுத்துக்காட்டுடன் விளக்குவோம்.
SIP கால்குலேட்டர் அல்லது SIP ரிட்டர்ன் கால்குலேட்டர்
எஸ்ஐபி கால்குலேட்டர்கள் வழக்கமாக ஒருவர் முதலீடு செய்ய விரும்பும் எஸ்ஐபி முதலீட்டு தொகை (இலக்கு), தேவைப்படும் முதலீட்டின் எண்ணிக்கை, எதிர்பார்க்கப்படும் போன்ற உள்ளீடுகளை எடுத்துக்கொள்கிறார்வீக்கம் விகிதங்கள் (இதைக் கணக்கிட வேண்டும்!) மற்றும் எதிர்பார்க்கப்படும் வருமானம். எனவே, ஒரு இலக்கை அடைய தேவையான SIP வருமானத்தை ஒருவர் கணக்கிட முடியும்!
நீங்கள் 10 ஆண்டுகளுக்கு 10,000 ரூபாய் முதலீடு செய்தால், உங்கள் SIP முதலீடு எவ்வாறு வளர்கிறது என்று பாருங்கள்-
மாத முதலீடு: ரூ .10,000
முதலீட்டு காலம்: 10 ஆண்டுகள்
முதலீடு செய்யப்பட்ட மொத்த தொகை: ரூ .12,00,000
நீண்ட கால வளர்ச்சி விகிதம் (தோராயமாக): 15%
படி எதிர்பார்க்கப்படும் வருமானம்sip கால்குலேட்டர்: INR 27,86,573
நிகர லாபம்: INR 15,86,573 (முழுமையான வருவாய்= 132.2%)
மேற்கூறிய கணக்கீடுகள் நீங்கள் 10 வருடங்களுக்கு 10,000 ரூபாய் முதலீடு செய்தால் (மொத்தம் INR12,00,000) நீங்கள் சம்பாதிப்பீர்கள்INR 27,86,573, அதாவது நீங்கள் செய்யும் நிகர லாபம்ரூ .15,86,573. இது சிறந்ததல்லவா!
டாரஸ் மியூச்சுவல் ஃபண்ட் எஸ்ஐபி ஆன்லைனில் முதலீடு செய்வது எப்படி?
ஃபின்காஷ்.காமில் வாழ்நாள் முழுவதும் இலவச முதலீட்டு கணக்கைத் திறக்கவும்.
உங்கள் பதிவு மற்றும் KYC செயல்முறையை முடிக்கவும்
பதிவேற்ற ஆவணங்கள் (பான், ஆதார் போன்றவை).மேலும், நீங்கள் முதலீடு செய்யத் தயாராக உள்ளீர்கள்!
இங்கு வழங்கப்பட்ட தகவல்கள் துல்லியமானவை என்பதை உறுதிப்படுத்த அனைத்து முயற்சிகளும் மேற்கொள்ளப்பட்டுள்ளன. இருப்பினும், தரவின் சரியான தன்மை குறித்து எந்த உத்தரவாதமும் அளிக்கப்படவில்லை. எந்தவொரு முதலீடும் செய்வதற்கு முன் திட்ட தகவல் ஆவணத்துடன் சரிபார்க்கவும்.
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