+91-22-489139096 ఉత్తమ వృషభం SIP నిధులు 2020
వృషభంSIP సాధించడానికి మీకు సహాయపడుతుందిఆర్థిక లక్ష్యాలు క్రమబద్ధమైన పొదుపు ద్వారా. పెట్టుబడిదారులకు వారి సౌలభ్యం ప్రకారం నెలవారీ, త్రైమాసిక లేదా వార్షిక వంటి ఇష్టపడే పెట్టుబడి పద్ధతిని ఎంచుకునే సౌలభ్యం ఉంది. పెట్టుబడిదారులు INR 1000 కంటే తక్కువ మొత్తాన్ని పెట్టుబడి పెట్టవచ్చు మరియు దీర్ఘకాలిక సంపదను నిర్మించవచ్చు. ద్వారాఇన్వెస్టింగ్ ఎక్కువ కాలం పాటు చిన్న మొత్తం, మీరు మీ ఆర్థిక లక్ష్యాలను సాధించవచ్చువిరమణ, వివాహం, ఇల్లు / కారు కొనుగోలు మొదలైనవి పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులుఈక్విటీల, SIP ఒక ఆదర్శ మార్గం. సిస్టమాటిక్పెట్టుబడి ప్రణాళిక ఈక్విటీ పెట్టుబడి యొక్క ఆపదలను సమతుల్యం చేస్తుంది.
SIP ఫండ్లలో ఎందుకు పెట్టుబడి పెట్టాలి?
మరికొన్నిపెట్టుబడి యొక్క ప్రయోజనాలు SIP లో:
- కాంపౌండింగ్ యొక్క శక్తి
- రూపాయి ఖర్చు సగటు
- మార్కెట్ సమయం అవసరం లేదు
- స్థోమత
- దీర్ఘకాలిక పొదుపు అలవాటు
ఆసక్తి ఉన్న పెట్టుబడిదారులుSIP లో పెట్టుబడి పెట్టండి, ఈక్విటీలలో పెట్టుబడులు పెట్టడానికి ఉత్తమమైన వృషభం SIP ఫండ్లు ఇక్కడ ఉన్నాయి. ఈ నిధులు AUM, గత ప్రదర్శనలు, తోటి సగటు రాబడి, సమాచార నిష్పత్తి మొదలైన వివిధ పారామితులను చేపట్టడం ద్వారా షార్ట్లిస్ట్ చేయబడ్డాయి.
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ఈక్విటీల కోసం ఉత్తమ వృషభం SIP మ్యూచువల్ ఫండ్
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 ₹115.51
↑ 2.13 ₹129 1,000 -9.1 -7.2 3.6 15.2 15.9 8 0.8 Taurus Largecap Equity Fund Growth ₹156.9
↑ 2.59 ₹52 1,000 -5.3 -1.4 8.1 15.4 12.6 10.5 5.3 Taurus Ethical Fund Growth ₹125.47
↑ 1.48 ₹370 1,000 -3.9 -1.4 1.7 15 12.9 16.1 0.3 Taurus Tax Shield Growth ₹175.81
↑ 2.63 ₹76 500 -9.3 -7 1.2 13.9 13.4 11.6 -0.6 Taurus Banking & Financial Services Fund Growth ₹54.02
↑ 0.68 ₹12 1,000 -4.4 -1.8 14.5 12.9 13.1 13 10.9 Taurus Starshare (Multi Cap) Fund Growth ₹216.22
↑ 3.40 ₹357 1,000 -7.7 -4.9 0.7 13.5 12.2 10 -1.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Jan 26 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 (₹129 Cr). Bottom quartile AUM (₹52 Cr). Highest AUM (₹370 Cr). Lower mid AUM (₹76 Cr). Bottom quartile AUM (₹12 Cr). Upper mid AUM (₹357 Cr). Point 2 Established history (31+ yrs). Established history (30+ yrs). Established history (16+ yrs). Established history (29+ yrs). Established history (13+ yrs). Oldest track record among peers (32 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: 15.87% (top quartile). 5Y return: 12.59% (bottom quartile). 5Y return: 12.88% (lower mid). 5Y return: 13.41% (upper mid). 5Y return: 13.06% (upper mid). 5Y return: 12.21% (bottom quartile). Point 6 3Y return: 15.23% (upper mid). 3Y return: 15.40% (top quartile). 3Y return: 15.02% (upper mid). 3Y return: 13.92% (lower mid). 3Y return: 12.95% (bottom quartile). 3Y return: 13.49% (bottom quartile). Point 7 1Y return: 3.60% (upper mid). 1Y return: 8.14% (upper mid). 1Y return: 1.71% (lower mid). 1Y return: 1.17% (bottom quartile). 1Y return: 14.49% (top quartile). 1Y return: 0.69% (bottom quartile). Point 8 Alpha: -5.00 (lower mid). Alpha: -4.88 (upper mid). Alpha: 0.00 (top quartile). Alpha: -7.85 (bottom quartile). Alpha: -4.81 (upper mid). Alpha: -8.60 (bottom quartile). Point 9 Sharpe: -0.18 (upper mid). Sharpe: 0.01 (upper mid). Sharpe: -0.30 (lower mid). Sharpe: -0.47 (bottom quartile). Sharpe: 0.40 (top quartile). Sharpe: -0.46 (bottom quartile). Point 10 Information ratio: -1.62 (bottom quartile). Information ratio: -0.14 (lower mid). Information ratio: 0.00 (top quartile). Information ratio: -0.10 (upper mid). Information ratio: -0.03 (upper mid). Information ratio: -0.59 (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 (28 Jan 26) ₹115.51 ↑ 2.13 (1.88 %) Net Assets (Cr) ₹129 on 31 Dec 25 Category Equity - Mid Cap AMC Taurus Asset Management Company Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 2.57 Sharpe Ratio -0.18 Information Ratio -1.62 Alpha Ratio -5 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 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -5.8% 3 Month -9.1% 6 Month -7.2% 1 Year 3.6% 3 Year 15.2% 5 Year 15.9% 10 Year 15 Year Since launch 8% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.8% 2023 11.3% 2022 38.4% 2021 6.7% 2020 32.7% 2019 25.5% 2018 1.6% 2017 -7% 2016 46.1% 2015 3.2% Fund Manager information for Taurus Discovery (Midcap) Fund
Name Since Tenure Data below for Taurus Discovery (Midcap) Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 2. Taurus Largecap Equity Fund
Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (28 Jan 26) ₹156.9 ↑ 2.59 (1.68 %) Net Assets (Cr) ₹52 on 31 Dec 25 Category Equity - Large Cap AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.61 Sharpe Ratio 0.01 Information Ratio -0.14 Alpha Ratio -4.88 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 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -4.7% 3 Month -5.3% 6 Month -1.4% 1 Year 8.1% 3 Year 15.4% 5 Year 12.6% 10 Year 15 Year Since launch 10.5% Historical performance (Yearly) on absolute basis
Year Returns 2024 5.3% 2023 18% 2022 21.8% 2021 6.7% 2020 18% 2019 10.2% 2018 8.5% 2017 -6.2% 2016 25.6% 2015 -1.6% Fund Manager information for Taurus Largecap Equity Fund
Name Since Tenure Data below for Taurus Largecap Equity Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 3. Taurus Ethical Fund
Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (28 Jan 26) ₹125.47 ↑ 1.48 (1.19 %) Net Assets (Cr) ₹370 on 31 Dec 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆☆ Risk High Expense Ratio 2.42 Sharpe Ratio -0.3 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 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -3.9% 3 Month -3.9% 6 Month -1.4% 1 Year 1.7% 3 Year 15% 5 Year 12.9% 10 Year 15 Year Since launch 16.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 0.3% 2023 19.3% 2022 28.4% 2021 -2.3% 2020 28.9% 2019 28.1% 2018 4.1% 2017 -1% 2016 31.1% 2015 -2.1% Fund Manager information for Taurus Ethical Fund
Name Since Tenure Data below for Taurus Ethical Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 4. Taurus Tax Shield
Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (28 Jan 26) ₹175.81 ↑ 2.63 (1.52 %) Net Assets (Cr) ₹76 on 31 Dec 25 Category Equity - ELSS AMC Taurus Asset Management Company Limited Rating ☆☆ Risk Moderately High Expense Ratio 2.46 Sharpe Ratio -0.47 Information Ratio -0.1 Alpha Ratio -7.85 Min Investment 500 Min SIP Investment 500 Exit Load NIL Sub Cat. ELSS Growth of 10,000 investment over the years.
Date Value Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -5.4% 3 Month -9.3% 6 Month -7% 1 Year 1.2% 3 Year 13.9% 5 Year 13.4% 10 Year 15 Year Since launch 11.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 -0.6% 2023 21.5% 2022 28.7% 2021 6.6% 2020 20.1% 2019 13.7% 2018 7.7% 2017 0% 2016 38% 2015 3.2% Fund Manager information for Taurus Tax Shield
Name Since Tenure Data below for Taurus Tax Shield as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 5. Taurus Banking & Financial Services Fund
Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (28 Jan 26) ₹54.02 ↑ 0.68 (1.27 %) Net Assets (Cr) ₹12 on 31 Dec 25 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio 0.4 Information Ratio -0.03 Alpha Ratio -4.81 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 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -2.3% 3 Month -4.4% 6 Month -1.8% 1 Year 14.5% 3 Year 12.9% 5 Year 13.1% 10 Year 15 Year Since launch 13% Historical performance (Yearly) on absolute basis
Year Returns 2024 10.9% 2023 8.6% 2022 16% 2021 17.8% 2020 11.4% 2019 1.7% 2018 25.1% 2017 4.3% 2016 37.6% 2015 5.1% Fund Manager information for Taurus Banking & Financial Services Fund
Name Since Tenure Data below for Taurus Banking & Financial Services Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity 6. Taurus Starshare (Multi Cap) Fund
Taurus Starshare (Multi Cap) Fund
Growth Launch Date 29 Jan 94 NAV (28 Jan 26) ₹216.22 ↑ 3.40 (1.60 %) Net Assets (Cr) ₹357 on 31 Dec 25 Category Equity - Multi Cap AMC Taurus Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.64 Sharpe Ratio -0.46 Information Ratio -0.59 Alpha Ratio -8.6 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 Returns for Taurus Starshare (Multi Cap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Jan 26 Duration Returns 1 Month -5.4% 3 Month -7.7% 6 Month -4.9% 1 Year 0.7% 3 Year 13.5% 5 Year 12.2% 10 Year 15 Year Since launch 10% Historical performance (Yearly) on absolute basis
Year Returns 2024 -1.3% 2023 17.3% 2022 26.9% 2021 4.8% 2020 22.1% 2019 6.6% 2018 4.1% 2017 -8.3% 2016 32.5% 2015 0.2% Fund Manager information for Taurus Starshare (Multi Cap) Fund
Name Since Tenure Data below for Taurus Starshare (Multi Cap) Fund as on 31 Dec 25
Equity Sector Allocation
Sector Value Asset Allocation
Asset Class Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
SIP పెట్టుబడి ఎలా పెరుగుతుంది?
మీ ఎలా తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు ఒక నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్
SIP కాలిక్యులేటర్లు సాధారణంగా పెట్టుబడి పెట్టడానికి ప్రయత్నిస్తున్న SIP పెట్టుబడి మొత్తం (లక్ష్యం), అవసరమైన పెట్టుబడి సంవత్సరాల సంఖ్య, expected హించినవి వంటి ఇన్పుట్లను తీసుకుంటారుద్రవ్యోల్బణం రేట్లు (దీనికి ఒక ఖాతా అవసరం!) మరియు ఆశించిన రాబడి. అందువల్ల, లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు 10 సంవత్సరాలు INR 10,000 పెట్టుబడి పెడితే, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
మొత్తం పెట్టుబడి: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారు.): 15%
ప్రకారం ఆశించిన రాబడిసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
పై లెక్కల ప్రకారం మీరు నెలకు 10,000 రూపాయలు 10 సంవత్సరాలు పెట్టుబడి పెడితే (మొత్తం INR12,00,000) మీరు సంపాదిస్తారుINR 27,86,573అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
వృషభం మ్యూచువల్ ఫండ్ SIP ఆన్లైన్లో ఎలా పెట్టుబడి పెట్టాలి?
ఫిన్కాష్.కామ్లో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ నమోదు మరియు KYC ప్రాసెస్ను పూర్తి చేయండి
పత్రాలను అప్లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు జరిగాయి. ఏదేమైనా, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. ఏదైనా పెట్టుబడి పెట్టడానికి ముందు దయచేసి స్కీమ్ సమాచార పత్రంతో ధృవీకరించండి.
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Research Highlights for Taurus Discovery (Midcap) Fund