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5 بہترین ٹورس میوچل فنڈ اسکیمیں 2022

Updated on September 2, 2025 , 1848 views

کی طرف سے پیش کردہ مصنوعاتٹورس میوچل فنڈ صارفین کی سرمایہ کاری کی ضروریات کے مطابق بنائے گئے ہیں۔ وہ مختلف پیش کرتے ہیں۔مشترکہ فنڈ اسکیمیں جیسے ایکویٹی، قرض، ہائبرڈ،ای ایل ایس ایس,مائع فنڈزوغیرہ۔ وہ جو اسکیمیں پیش کرتے ہیں وہ اپنی نوعیت کی پہلی ہیں اور سرمایہ کاروں کو متوازن پورٹ فولیو فراہم کرنے کے لیے ڈیزائن کی گئی ہیں۔ وہ سرمایہ کار جو زیادہ خطرے والے، زیادہ منافع پر یقین رکھتے ہیں وہ سرمایہ کاری کر سکتے ہیں۔ایکوئٹیز.

قرض فنڈ مختصر مدت کے فوائد کے لئے مثالی ہیں، اورہائبرڈ فنڈ ان سرمایہ کاروں کی طرف سے ترجیح دی جاتی ہے جو ایک ہی فنڈ سے قرض اور ایکویٹی دونوں سے فائدہ اٹھانا چاہتے ہیں۔ ELSS ہیں۔ٹیکس بچانے کی اسکیمجس میں آپ ٹیکس حاصل کر سکتے ہیں۔کٹوتی 1,50 روپے تک،000 قابل ٹیکس سےآمدنی فی کے طور پرسیکنڈ 80C کیانکم ٹیکس ایکٹ سرمایہ کاری کے خواہشمند سرمایہ کار نیچے دی گئی بہترین ٹورس میوچل فنڈ اسکیموں میں سے ایک فنڈ کا انتخاب کرسکتے ہیں۔

ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ اوسط واپسی، وغیرہ۔

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ٹورس ایم ایف اسکیموں میں کیوں سرمایہ کاری کریں؟

a اسکیموں کی وسیع رینج

کمپنی ایک وسیع پیش کرتا ہےرینج تمام قسم کے سرمایہ کاروں کو پورا کرنے کے لیے میوچل فنڈ اسکیموں کا۔ Taurus MF کمپنی بہت سے دوسرے لوگوں کے درمیان قرض، ایکویٹی، ہائبرڈ، مائع جیسے زمروں سے کچھ مشہور میوچل فنڈ اسکیمیں رکھتی ہے۔ ان اسکیموں کا مقصد سرمایہ کاروں کو زیادہ سے زیادہ منافع فراہم کرنا ہے۔

ب موثر پورٹ فولیو مینجمنٹ

ٹورس میوچل فنڈ کمپنی کو فنڈ مینیجرز کی باشعور اور ہنر مند ٹیم کی حمایت حاصل ہے جو پورٹ فولیو کے موثر انتظام کو یقینی بناتی ہے۔ ٹیم اس بات کو یقینی بناتی ہے کہ سرمایہ کاری کے خطرات کو کم کرنے کے لیے سرمایہ کاری کا صحیح مشورہ دیا جائے۔

c پرکشش واپسی۔

Taurus MF کمپنی کی طرف سے پیش کردہ میوچل فنڈ اسکیموں کو احتیاط سے ڈیزائن کیا گیا ہے اور اس بات کو یقینی بنانے کے لیے تصور کیا گیا ہے کہ وہ سرمایہ کاروں کو پرکشش منافع کے ساتھ مسلسل کارکردگی فراہم کرتی ہیں۔

ٹورس میوچل فنڈز کی بہترین اسکیمیں

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2024 (%)
Taurus Discovery (Midcap) Fund Growth ₹120.84
↓ -0.54
₹130 5,000 1,000 019.5-7.517.420.78.411.3
Taurus Tax Shield Growth ₹185.03
↑ 0.26
₹78 500 500 0.911.2-1.718.118.91221.5
Taurus Largecap Equity Fund Growth ₹155.05
↑ 0.16
₹50 5,000 1,000 0.812.6-4.212.11710.718
Taurus Ethical Fund Growth ₹126.58
↓ -0.17
₹320 5,000 1,000 1.112-9.813.917.216.719.3
Taurus Banking & Financial Services Fund Growth ₹52.25
₹12 5,000 1,000 -2.9132.813.518.313.38.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 4 Sep 25

Research Highlights & Commentary of 5 Funds showcased

CommentaryTaurus Discovery (Midcap) FundTaurus Tax ShieldTaurus Largecap Equity FundTaurus Ethical FundTaurus Banking & Financial Services Fund
Point 1Upper mid AUM (₹130 Cr).Lower mid AUM (₹78 Cr).Bottom quartile AUM (₹50 Cr).Highest AUM (₹320 Cr).Bottom quartile AUM (₹12 Cr).
Point 2Oldest track record among peers (31 yrs).Established history (29+ yrs).Established history (30+ yrs).Established history (16+ yrs).Established history (13+ yrs).
Point 3Top rated.Rating: 2★ (upper mid).Rating: 2★ (lower mid).Rating: 2★ (bottom quartile).Rating: 1★ (bottom quartile).
Point 4Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: Moderately High.Risk profile: High.Risk profile: High.
Point 55Y return: 20.72% (top quartile).5Y return: 18.90% (upper mid).5Y return: 17.02% (bottom quartile).5Y return: 17.23% (bottom quartile).5Y return: 18.27% (lower mid).
Point 63Y return: 17.40% (upper mid).3Y return: 18.15% (top quartile).3Y return: 12.07% (bottom quartile).3Y return: 13.87% (lower mid).3Y return: 13.53% (bottom quartile).
Point 71Y return: -7.51% (bottom quartile).1Y return: -1.72% (upper mid).1Y return: -4.20% (lower mid).1Y return: -9.82% (bottom quartile).1Y return: 2.83% (top quartile).
Point 8Alpha: -6.42 (bottom quartile).Alpha: -0.34 (upper mid).Alpha: -4.08 (bottom quartile).Alpha: 0.00 (top quartile).Alpha: -0.72 (lower mid).
Point 9Sharpe: -0.66 (lower mid).Sharpe: -0.48 (upper mid).Sharpe: -0.70 (bottom quartile).Sharpe: -0.90 (bottom quartile).Sharpe: -0.01 (top quartile).
Point 10Information ratio: -1.11 (bottom quartile).Information ratio: 0.37 (upper mid).Information ratio: -0.04 (bottom quartile).Information ratio: 0.00 (lower mid).Information ratio: 0.65 (top quartile).

Taurus Discovery (Midcap) Fund

  • Upper mid AUM (₹130 Cr).
  • Oldest track record among peers (31 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.72% (top quartile).
  • 3Y return: 17.40% (upper mid).
  • 1Y return: -7.51% (bottom quartile).
  • Alpha: -6.42 (bottom quartile).
  • Sharpe: -0.66 (lower mid).
  • Information ratio: -1.11 (bottom quartile).

Taurus Tax Shield

  • Lower mid AUM (₹78 Cr).
  • Established history (29+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.90% (upper mid).
  • 3Y return: 18.15% (top quartile).
  • 1Y return: -1.72% (upper mid).
  • Alpha: -0.34 (upper mid).
  • Sharpe: -0.48 (upper mid).
  • Information ratio: 0.37 (upper mid).

Taurus Largecap Equity Fund

  • Bottom quartile AUM (₹50 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.02% (bottom quartile).
  • 3Y return: 12.07% (bottom quartile).
  • 1Y return: -4.20% (lower mid).
  • Alpha: -4.08 (bottom quartile).
  • Sharpe: -0.70 (bottom quartile).
  • Information ratio: -0.04 (bottom quartile).

Taurus Ethical Fund

  • Highest AUM (₹320 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 17.23% (bottom quartile).
  • 3Y return: 13.87% (lower mid).
  • 1Y return: -9.82% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.90 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Taurus Banking & Financial Services Fund

  • Bottom quartile AUM (₹12 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.27% (lower mid).
  • 3Y return: 13.53% (bottom quartile).
  • 1Y return: 2.83% (top quartile).
  • Alpha: -0.72 (lower mid).
  • Sharpe: -0.01 (top quartile).
  • Information ratio: 0.65 (top 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 (₹130 Cr).
  • Oldest track record among peers (31 yrs).
  • Top rated.
  • Risk profile: Moderately High.
  • 5Y return: 20.72% (top quartile).
  • 3Y return: 17.40% (upper mid).
  • 1Y return: -7.51% (bottom quartile).
  • Alpha: -6.42 (bottom quartile).
  • Sharpe: -0.66 (lower mid).
  • Information ratio: -1.11 (bottom quartile).

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

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (04 Sep 25) ₹120.84 ↓ -0.54   (-0.44 %)
Net Assets (Cr) ₹130 on 31 Jul 25
Category Equity - Mid Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio -0.66
Information Ratio -1.11
Alpha Ratio -6.42
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
31 Aug 20₹10,000
31 Aug 21₹15,280
31 Aug 22₹16,124
31 Aug 23₹20,987
31 Aug 24₹28,307
31 Aug 25₹25,746

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 ₹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 4 Sep 25

DurationReturns
1 Month -0.1%
3 Month 0%
6 Month 19.5%
1 Year -7.5%
3 Year 17.4%
5 Year 20.7%
10 Year
15 Year
Since launch 8.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 232.22 Yr.
Hemanshu Srivastava18 Jul 241.12 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services21.31%
Consumer Cyclical17.07%
Industrials15.81%
Health Care10.59%
Basic Materials10.17%
Energy5.86%
Technology5.51%
Communication Services4.23%
Consumer Defensive2.98%
Real Estate2.95%
Asset Allocation
Asset ClassValue
Cash3.5%
Equity96.5%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 540691
4%₹5 Cr209,026
Linde India Ltd (Basic Materials)
Equity, Since 30 Apr 25 | 523457
4%₹5 Cr7,805
↑ 2,798
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 531344
4%₹5 Cr87,500
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 542216
4%₹5 Cr21,844
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA
4%₹5 Cr41,000
Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 532149
3%₹4 Cr401,241
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
3%₹4 Cr25,550
↑ 7,400
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | HINDPETRO
3%₹4 Cr102,997
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | 541770
3%₹4 Cr31,358
Kalpataru Ltd (Real Estate)
Equity, Since 30 Jun 25 | 544423
3%₹4 Cr96,624

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.

Research Highlights for Taurus Tax Shield

  • Lower mid AUM (₹78 Cr).
  • Established history (29+ yrs).
  • Rating: 2★ (upper mid).
  • Risk profile: Moderately High.
  • 5Y return: 18.90% (upper mid).
  • 3Y return: 18.15% (top quartile).
  • 1Y return: -1.72% (upper mid).
  • Alpha: -0.34 (upper mid).
  • Sharpe: -0.48 (upper mid).
  • Information ratio: 0.37 (upper mid).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield
Growth
Launch Date 31 Mar 96
NAV (04 Sep 25) ₹185.03 ↑ 0.26   (0.14 %)
Net Assets (Cr) ₹78 on 31 Jul 25
Category Equity - ELSS
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.46
Sharpe Ratio -0.48
Information Ratio 0.37
Alpha Ratio -0.34
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Aug 20₹10,000
31 Aug 21₹14,263
31 Aug 22₹14,490
31 Aug 23₹17,365
31 Aug 24₹24,088
31 Aug 25₹23,331

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 ₹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 4 Sep 25

DurationReturns
1 Month 0%
3 Month 0.9%
6 Month 11.2%
1 Year -1.7%
3 Year 18.1%
5 Year 18.9%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil7 Aug 232.07 Yr.

Data below for Taurus Tax Shield as on 31 Jul 25

Equity Sector Allocation
SectorValue
Financial Services35.67%
Health Care11.64%
Consumer Defensive11.3%
Technology9.2%
Consumer Cyclical7.66%
Energy4.83%
Utility4.27%
Industrials3.19%
Communication Services2.17%
Basic Materials2.11%
Asset Allocation
Asset ClassValue
Cash7.97%
Equity92.03%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
10%₹8 Cr38,245
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
9%₹7 Cr5,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
8%₹6 Cr41,805
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
8%₹6 Cr147,908
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
6%₹4 Cr23,293
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 31 Mar 25 | 532898
4%₹3 Cr114,996
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
4%₹3 Cr28,650
CarTrade Tech Ltd (Consumer Cyclical)
Equity, Since 30 Jun 25 | 543333
3%₹3 Cr11,970
↑ 3,970
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
3%₹2 Cr65,000
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 28 Feb 25 | M&M
3%₹2 Cr7,337

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.

Research Highlights for Taurus Largecap Equity Fund

  • Bottom quartile AUM (₹50 Cr).
  • Established history (30+ yrs).
  • Rating: 2★ (lower mid).
  • Risk profile: Moderately High.
  • 5Y return: 17.02% (bottom quartile).
  • 3Y return: 12.07% (bottom quartile).
  • 1Y return: -4.20% (lower mid).
  • Alpha: -4.08 (bottom quartile).
  • Sharpe: -0.70 (bottom quartile).
  • Information ratio: -0.04 (bottom quartile).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund
Growth
Launch Date 28 Feb 95
NAV (04 Sep 25) ₹155.05 ↑ 0.16   (0.10 %)
Net Assets (Cr) ₹50 on 31 Jul 25
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.61
Sharpe Ratio -0.7
Information Ratio -0.04
Alpha Ratio -4.08
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
31 Aug 20₹10,000
31 Aug 21₹14,358
31 Aug 22₹15,513
31 Aug 23₹15,964
31 Aug 24₹22,988
31 Aug 25₹21,608

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 ₹470,047.
Net Profit of ₹170,047
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 4 Sep 25

DurationReturns
1 Month -0.4%
3 Month 0.8%
6 Month 12.6%
1 Year -4.2%
3 Year 12.1%
5 Year 17%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 232.22 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services31.53%
Energy12.75%
Consumer Defensive11.04%
Consumer Cyclical9.78%
Health Care9.36%
Technology4.41%
Communication Services4.03%
Utility3.37%
Real Estate2.84%
Industrials2.58%
Basic Materials1.88%
Asset Allocation
Asset ClassValue
Cash6.43%
Equity93.57%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK
9%₹4 Cr21,562
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
8%₹4 Cr103,545
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
7%₹3 Cr22,452
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M
6%₹3 Cr9,520
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN
5%₹3 Cr32,804
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
4%₹2 Cr16,131
Bharti Airtel Ltd (Communication Services)
Equity, Since 30 Nov 24 | BHARTIARTL
4%₹2 Cr10,564
↑ 2,438
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | IOC
4%₹2 Cr132,331
↓ -63,899
Laurus Labs Ltd (Healthcare)
Equity, Since 31 May 25 | 540222
4%₹2 Cr21,000
↓ -6,125
Power Grid Corp Of India Ltd (Utilities)
Equity, Since 30 Nov 23 | 532898
3%₹2 Cr58,197

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.

Research Highlights for Taurus Ethical Fund

  • Highest AUM (₹320 Cr).
  • Established history (16+ yrs).
  • Rating: 2★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 17.23% (bottom quartile).
  • 3Y return: 13.87% (lower mid).
  • 1Y return: -9.82% (bottom quartile).
  • Alpha: 0.00 (top quartile).
  • Sharpe: -0.90 (bottom quartile).
  • Information ratio: 0.00 (lower mid).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund
Growth
Launch Date 6 Apr 09
NAV (04 Sep 25) ₹126.58 ↓ -0.17   (-0.13 %)
Net Assets (Cr) ₹320 on 31 Jul 25
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio -0.9
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
31 Aug 20₹10,000
31 Aug 21₹14,882
31 Aug 22₹15,292
31 Aug 23₹17,146
31 Aug 24₹24,876
31 Aug 25₹22,053

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 ₹470,047.
Net Profit of ₹170,047
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 4 Sep 25

DurationReturns
1 Month 1%
3 Month 1.1%
6 Month 12%
1 Year -9.8%
3 Year 13.9%
5 Year 17.2%
10 Year
15 Year
Since launch 16.7%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil1 Nov 222.83 Yr.

Data below for Taurus Ethical Fund as on 31 Jul 25

Equity Sector Allocation
SectorValue
Energy19.68%
Technology17.54%
Health Care13.76%
Industrials13.05%
Consumer Defensive11.79%
Consumer Cyclical8.65%
Basic Materials8.39%
Utility2.53%
Real Estate1.68%
Asset Allocation
Asset ClassValue
Cash2.93%
Equity97.07%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
8%₹26 Cr190,280
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
4%₹12 Cr82,019
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 500547
4%₹12 Cr371,605
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
4%₹11 Cr59,765
↓ -4,994
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS
3%₹11 Cr36,242
Polycab India Ltd (Industrials)
Equity, Since 31 Jan 25 | 542652
3%₹11 Cr15,629
↓ -1,240
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 500696
3%₹10 Cr38,951
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M
3%₹10 Cr30,295
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Aug 24 | LT
3%₹9 Cr24,008
↑ 4,660
Colgate-Palmolive (India) Ltd (Consumer Defensive)
Equity, Since 31 Jan 25 | 500830
3%₹9 Cr38,031
↑ 14,020

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 (₹12 Cr).
  • Established history (13+ yrs).
  • Rating: 1★ (bottom quartile).
  • Risk profile: High.
  • 5Y return: 18.27% (lower mid).
  • 3Y return: 13.53% (bottom quartile).
  • 1Y return: 2.83% (top quartile).
  • Alpha: -0.72 (lower mid).
  • Sharpe: -0.01 (top quartile).
  • Information ratio: 0.65 (top quartile).

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

Taurus Banking & Financial Services Fund
Growth
Launch Date 22 May 12
NAV (04 Sep 25) ₹52.25
Net Assets (Cr) ₹12 on 31 Jul 25
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio -0.01
Information Ratio 0.65
Alpha Ratio -0.72
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.

DateValue
31 Aug 20₹10,000
31 Aug 21₹14,868
31 Aug 22₹15,509
31 Aug 23₹17,776
31 Aug 24₹21,920
31 Aug 25₹22,484

Taurus Banking & Financial Services 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 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 4 Sep 25

DurationReturns
1 Month -2.4%
3 Month -2.9%
6 Month 13%
1 Year 2.8%
3 Year 13.5%
5 Year 18.3%
10 Year
15 Year
Since launch 13.3%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 232.22 Yr.

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

Equity Sector Allocation
SectorValue
Financial Services97.21%
Asset Allocation
Asset ClassValue
Cash2.79%
Equity97.21%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
22%₹3 Cr17,739
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
22%₹3 Cr12,948
State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN
11%₹1 Cr16,534
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
10%₹1 Cr11,341
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK
9%₹1 Cr5,289
↑ 570
Power Finance Corp Ltd (Financial Services)
Equity, Since 31 Jul 25 | 532810
5%₹1 Cr14,288
↑ 14,288
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
4%₹0 Cr300
Bank of Baroda (Financial Services)
Equity, Since 30 Jun 25 | 532134
2%₹0 Cr10,658
General Insurance Corp of India (Financial Services)
Equity, Since 30 Jun 25 | 540755
2%₹0 Cr5,704
The South Indian Bank Ltd (Financial Services)
Equity, Since 30 Jun 25 | 532218
2%₹0 Cr75,000

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