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5 മികച്ച ടോറസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2022

ഫിൻകാഷ് »ടോറസ് മ്യൂച്വൽ ഫണ്ട് »മികച്ച ടോറസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ

5 മികച്ച ടോറസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2022

Updated on November 26, 2024 , 1557 views

വാഗ്ദാനം ചെയ്യുന്ന ഉൽപ്പന്നങ്ങൾടോറസ് മ്യൂച്വൽ ഫണ്ട് ഉപഭോക്താക്കളുടെ നിക്ഷേപ ആവശ്യങ്ങൾക്ക് ചുറ്റുമാണ് നിർമ്മിച്ചിരിക്കുന്നത്. അവർ പലതരം വാഗ്ദാനം ചെയ്യുന്നുമ്യൂച്വൽ ഫണ്ട് ഇക്വിറ്റി, കടം, ഹൈബ്രിഡ് തുടങ്ങിയ പദ്ധതികൾELSS,ലിക്വിഡ് ഫണ്ടുകൾ, തുടങ്ങിയവ. അവർ വാഗ്ദാനം ചെയ്യുന്ന സ്കീമുകൾ ഇത്തരത്തിലുള്ള ആദ്യത്തേതും നിക്ഷേപകർക്ക് സമതുലിതമായ പോർട്ട്ഫോളിയോ നൽകുന്നതിന് രൂപകൽപ്പന ചെയ്തതുമാണ്. ഉയർന്ന റിസ്ക്, ഉയർന്ന റിട്ടേൺ എന്നിവയിൽ വിശ്വസിക്കുന്ന നിക്ഷേപകർക്ക് നിക്ഷേപിക്കാംഓഹരികൾ.

ഡെറ്റ് ഫണ്ട് ഹ്രസ്വകാല നേട്ടങ്ങൾക്ക് അനുയോജ്യമാണ്, കൂടാതെഹൈബ്രിഡ് ഫണ്ട് ഒരൊറ്റ ഫണ്ടിൽ നിന്ന് കടത്തിൽ നിന്നും ഇക്വിറ്റിയിൽ നിന്നും പ്രയോജനം നേടാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്ക് മുൻഗണന നൽകുന്നു. ELSS ആണ്നികുതി ലാഭിക്കൽ പദ്ധതി, അതിൽ നിങ്ങൾക്ക് നികുതി നേടാംകിഴിവ് 1,50 രൂപ വരെ,000 നികുതി ചുമത്തുന്നതിൽ നിന്ന്വരുമാനം പ്രകാരംസെക്ഷൻ 80 സി യുടെആദായ നികുതി നിയമം. നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർക്ക് താഴെ ലിസ്റ്റുചെയ്തിരിക്കുന്ന മികച്ച ടോറസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകളിൽ നിന്ന് ഒരു ഫണ്ട് തിരഞ്ഞെടുക്കാം.

AUM പോലുള്ള ചില പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്തിട്ടുണ്ട്,അല്ല, മുൻകാല പ്രകടനങ്ങൾ, ശരാശരി വരുമാനം മുതലായവ.

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എന്തുകൊണ്ടാണ് ടോറസ് എംഎഫ് സ്കീമുകളിൽ നിക്ഷേപിക്കുന്നത്?

എ. സ്കീമുകളുടെ വിശാലമായ ശ്രേണി

കമ്പനി വിശാലമായ വാഗ്ദാനം ചെയ്യുന്നുപരിധി എല്ലാത്തരം നിക്ഷേപകരെയും തൃപ്തിപ്പെടുത്തുന്നതിനുള്ള മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ. കടം, ഇക്വിറ്റി, ഹൈബ്രിഡ്, ലിക്വിഡ് തുടങ്ങിയ വിഭാഗങ്ങളിൽ നിന്നുള്ള ചില ജനപ്രിയ മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ ടോറസ് എംഎഫ് കമ്പനിയുടെ കൈവശമുണ്ട്. നിക്ഷേപകർക്ക് ഒപ്റ്റിമൽ റിട്ടേൺ നൽകുക എന്നതാണ് ഈ സ്കീമുകളുടെ ലക്ഷ്യം.

ബി. ഫലപ്രദമായ പോർട്ട്ഫോളിയോ മാനേജ്മെന്റ്

ഫലപ്രദമായ പോർട്ട്‌ഫോളിയോ മാനേജ്‌മെന്റ് ഉറപ്പാക്കുന്ന, അറിവും നൈപുണ്യവുമുള്ള ഫണ്ട് മാനേജർമാരുടെ ടീമാണ് ടോറസ് മ്യൂച്വൽ ഫണ്ട് കമ്പനിയെ പിന്തുണയ്ക്കുന്നത്. നിക്ഷേപ അപകടസാധ്യതകൾ കുറയ്ക്കുന്നതിന് ശരിയായ നിക്ഷേപ ഉപദേശം പാസാക്കിയിട്ടുണ്ടെന്ന് ടീം ഉറപ്പാക്കുന്നു.

സി. ആകർഷകമായ റിട്ടേണുകൾ

ടോറസ് എംഎഫ് കമ്പനി വാഗ്ദാനം ചെയ്യുന്ന മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ നിക്ഷേപകർക്ക് ആകർഷകമായ ആദായത്തോടൊപ്പം സ്ഥിരതയാർന്ന പ്രകടനവും നൽകുന്നുണ്ടെന്ന് ഉറപ്പാക്കാൻ ശ്രദ്ധാപൂർവം രൂപകൽപന ചെയ്യുകയും ആശയപരമായി രൂപകൽപന ചെയ്യുകയും ചെയ്തിട്ടുണ്ട്.

മികച്ച ടോറസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
Taurus Discovery (Midcap) Fund Growth ₹121.68
↓ -0.10
₹129 5,000 1,000 -7.30.822.219.222.98.638.4
Taurus Ethical Fund Growth ₹130.98
↓ -1.29
₹251 5,000 1,000 -6.36.6311620.217.828.4
Taurus Largecap Equity Fund Growth ₹155.03
↓ -1.45
₹50 5,000 1,000 -4.24.329.615.814.91121.8
Taurus Tax Shield Growth ₹183.13
↓ -1.49
₹80 500 500 -1.89.52918.817.612.328.7
Taurus Starshare (Multi Cap) Fund Growth ₹228.66
↓ -1.79
₹367 5,000 1,000 -44.42816.315.310.726.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Nov 24

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 8.6% since its launch.  Ranked 13 in Mid Cap category.  Return for 2023 was 38.4% , 2022 was 6.7% and 2021 was 32.7% .

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

Taurus Discovery (Midcap) Fund
Growth
Launch Date 5 Sep 94
NAV (28 Nov 24) ₹121.68 ↓ -0.10   (-0.08 %)
Net Assets (Cr) ₹129 on 31 Oct 24
Category Equity - Mid Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 1.18
Information Ratio -1
Alpha Ratio -11.55
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 Oct 19₹10,000
31 Oct 20₹10,966
31 Oct 21₹17,341
31 Oct 22₹17,640
31 Oct 23₹21,983
31 Oct 24₹28,126

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 28 Nov 24

DurationReturns
1 Month 1.4%
3 Month -7.3%
6 Month 0.8%
1 Year 22.2%
3 Year 19.2%
5 Year 22.9%
10 Year
15 Year
Since launch 8.6%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 60.7%
Fund Manager information for Taurus Discovery (Midcap) Fund
NameSinceTenure
Anuj Kapil13 Jun 231.39 Yr.
Hemanshu Srivastava18 Jul 240.29 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services20.68%
Consumer Cyclical16.35%
Industrials14.95%
Basic Materials13.18%
Health Care7.47%
Communication Services6.96%
Technology6.88%
Real Estate3.63%
Energy3.41%
Utility1.4%
Consumer Defensive1.1%
Asset Allocation
Asset ClassValue
Cash3.99%
Equity96.01%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 532149
4%₹6 Cr514,651
Inox Wind Energy Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | 543297
3%₹4 Cr3,539
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 540691
3%₹4 Cr184,755
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 542216
3%₹4 Cr21,844
Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | 500113
3%₹4 Cr284,667
Astral Ltd (Industrials)
Equity, Since 31 Aug 17 | 532830
3%₹4 Cr19,958
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
3%₹4 Cr198,012
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
3%₹4 Cr5,400
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | 541770
3%₹4 Cr31,358
Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 24 | 532822
3%₹4 Cr3,621,441
↑ 1,000,000

2. 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 17.8% since its launch.  Ranked 67 in Sectoral category.  Return for 2023 was 28.4% , 2022 was -2.3% and 2021 was 28.9% .

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund
Growth
Launch Date 6 Apr 09
NAV (28 Nov 24) ₹130.98 ↓ -1.29   (-0.98 %)
Net Assets (Cr) ₹251 on 31 Oct 24
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio 1.82
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 Oct 19₹10,000
31 Oct 20₹11,085
31 Oct 21₹15,934
31 Oct 22₹16,386
31 Oct 23₹17,736
31 Oct 24₹24,472

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 ₹505,644.
Net Profit of ₹205,644
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 28 Nov 24

DurationReturns
1 Month -0.3%
3 Month -6.3%
6 Month 6.6%
1 Year 31%
3 Year 16%
5 Year 20.2%
10 Year
15 Year
Since launch 17.8%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 42.7%
Fund Manager information for Taurus Ethical Fund
NameSinceTenure
Anuj Kapil1 Nov 222 Yr.

Data below for Taurus Ethical Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Technology29.92%
Energy18.07%
Industrials11.18%
Health Care9.14%
Consumer Cyclical8.91%
Basic Materials8.24%
Consumer Defensive5.72%
Utility2.47%
Real Estate1.89%
Communication Services1.77%
Asset Allocation
Asset ClassValue
Cash2.69%
Equity97.31%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
8%₹21 Cr155,004
↑ 51,086
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
8%₹19 Cr109,959
↑ 18,245
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH
4%₹10 Cr57,978
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS
4%₹10 Cr23,968
↑ 3,280
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
3%₹8 Cr284,226
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON
3%₹7 Cr394,790
↑ 109,172
Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 22 | 532755
3%₹7 Cr42,955
↑ 7,817
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 30 Apr 23 | 543232
3%₹6 Cr14,275
↓ -2,500
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MARUTI
2%₹6 Cr5,452
Cipla Ltd (Healthcare)
Equity, Since 30 Nov 22 | 500087
2%₹6 Cr38,572
↑ 9,200

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 11% since its launch.  Ranked 67 in Large Cap category.  Return for 2023 was 21.8% , 2022 was 6.7% and 2021 was 18% .

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund
Growth
Launch Date 28 Feb 95
NAV (28 Nov 24) ₹155.03 ↓ -1.45   (-0.93 %)
Net Assets (Cr) ₹50 on 31 Oct 24
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.62
Sharpe Ratio 1.91
Information Ratio 0.02
Alpha Ratio 5.17
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 Oct 19₹10,000
31 Oct 20₹9,653
31 Oct 21₹13,603
31 Oct 22₹14,097
31 Oct 23₹14,755
31 Oct 24₹20,266

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 ₹436,710.
Net Profit of ₹136,710
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 28 Nov 24

DurationReturns
1 Month 0.4%
3 Month -4.2%
6 Month 4.3%
1 Year 29.6%
3 Year 15.8%
5 Year 14.9%
10 Year
15 Year
Since launch 11%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 38.4%
Fund Manager information for Taurus Largecap Equity Fund
NameSinceTenure
Anuj Kapil13 Jun 231.39 Yr.

Data below for Taurus Largecap Equity Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services28.87%
Consumer Cyclical15.08%
Technology14.22%
Energy10.12%
Consumer Defensive8.77%
Industrials6.38%
Health Care5.7%
Utility4.69%
Basic Materials3.1%
Real Estate1.71%
Asset Allocation
Asset ClassValue
Cash1.36%
Equity98.64%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK
9%₹5 Cr26,985
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN
5%₹3 Cr32,804
↓ -1,600
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
5%₹3 Cr54,880
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | HCLTECH
5%₹3 Cr14,147
↓ -1,430
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
5%₹2 Cr19,245
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 532215
5%₹2 Cr19,761
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M
4%₹2 Cr7,910
↓ -500
Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT
4%₹2 Cr5,056
Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY
3%₹2 Cr9,839
↑ 1,692
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MARUTI
3%₹2 Cr1,553

4. 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 12.3% since its launch.  Ranked 26 in ELSS category.  Return for 2023 was 28.7% , 2022 was 6.6% and 2021 was 20.1% .

Below is the key information for Taurus Tax Shield

Taurus Tax Shield
Growth
Launch Date 31 Mar 96
NAV (28 Nov 24) ₹183.13 ↓ -1.49   (-0.81 %)
Net Assets (Cr) ₹80 on 31 Oct 24
Category Equity - ELSS
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 1.91
Information Ratio 0.18
Alpha Ratio 4.06
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Oct 19₹10,000
31 Oct 20₹10,076
31 Oct 21₹14,230
31 Oct 22₹14,733
31 Oct 23₹16,632
31 Oct 24₹22,696

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 ₹470,047.
Net Profit of ₹170,047
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 28 Nov 24

DurationReturns
1 Month 0.9%
3 Month -1.8%
6 Month 9.5%
1 Year 29%
3 Year 18.8%
5 Year 17.6%
10 Year
15 Year
Since launch 12.3%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 35.1%
Fund Manager information for Taurus Tax Shield
NameSinceTenure
Anuj Kapil7 Aug 231.24 Yr.

Data below for Taurus Tax Shield as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services30.43%
Technology20.59%
Health Care9.2%
Industrials8.76%
Basic Materials7.31%
Consumer Cyclical5.3%
Consumer Defensive4.9%
Energy4.54%
Utility1.66%
Asset Allocation
Asset ClassValue
Cash7.29%
Equity92.71%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
10%₹8 Cr46,969
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH
9%₹7 Cr40,809
↓ -4,229
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
7%₹5 Cr5,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
6%₹5 Cr36,000
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
5%₹4 Cr80,000
Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY
5%₹4 Cr21,339
↑ 4,100
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 22 | 532755
5%₹4 Cr22,792
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
5%₹4 Cr80,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
4%₹3 Cr28,650
Swan Energy Ltd (Industrials)
Equity, Since 31 May 24 | 503310
3%₹2 Cr45,643

5. Taurus Starshare (Multi Cap) Fund

(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.

Taurus Starshare (Multi Cap) Fund is a Equity - Multi Cap fund was launched on 29 Jan 94. It is a fund with Moderately High risk and has given a CAGR/Annualized return of 10.7% since its launch.  Ranked 69 in Multi Cap category.  Return for 2023 was 26.9% , 2022 was 4.8% and 2021 was 22.1% .

Below is the key information for Taurus Starshare (Multi Cap) Fund

Taurus Starshare (Multi Cap) Fund
Growth
Launch Date 29 Jan 94
NAV (28 Nov 24) ₹228.66 ↓ -1.79   (-0.78 %)
Net Assets (Cr) ₹367 on 31 Oct 24
Category Equity - Multi Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio 1.72
Information Ratio -0.15
Alpha Ratio -0.65
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.

DateValue
31 Oct 19₹10,000
31 Oct 20₹9,311
31 Oct 21₹13,527
31 Oct 22₹13,693
31 Oct 23₹15,225
31 Oct 24₹20,492

Taurus Starshare (Multi Cap) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹447,579.
Net Profit of ₹147,579
Invest Now

Returns for Taurus Starshare (Multi Cap) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 28 Nov 24

DurationReturns
1 Month 0.5%
3 Month -4%
6 Month 4.4%
1 Year 28%
3 Year 16.3%
5 Year 15.3%
10 Year
15 Year
Since launch 10.7%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 38.6%
Fund Manager information for Taurus Starshare (Multi Cap) Fund
NameSinceTenure
Anuj Kapil13 Jun 231.39 Yr.

Data below for Taurus Starshare (Multi Cap) Fund as on 31 Oct 24

Equity Sector Allocation
SectorValue
Financial Services28.93%
Technology15.35%
Consumer Cyclical12.54%
Health Care6.84%
Industrials6.71%
Consumer Defensive6.65%
Energy6.1%
Basic Materials5.23%
Utility3.77%
Real Estate2.67%
Communication Services2.12%
Asset Allocation
Asset ClassValue
Cash3.1%
Equity96.9%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | HDFCBANK
10%₹36 Cr209,483
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | HCLTECH
6%₹21 Cr116,710
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
5%₹18 Cr368,061
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | M&M
5%₹18 Cr65,791
↓ -12,725
Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY
4%₹16 Cr92,691
↑ 5,313
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 532215
4%₹16 Cr140,242
Coal India Ltd (Energy)
Equity, Since 30 Apr 23 | COALINDIA
4%₹15 Cr338,000
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
4%₹13 Cr101,972
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN
3%₹11 Cr134,156
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | 543232
3%₹11 Cr24,082
↓ -3,500

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