5 മികച്ച ടോറസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2022

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എന്തുകൊണ്ടാണ് ടോറസ് എംഎഫ് സ്കീമുകളിൽ നിക്ഷേപിക്കുന്നത്?
മികച്ച ടോറസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ
ടോറസ് മ്യൂച്വൽ ഫണ്ടിൽ ഓൺലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
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5 മികച്ച ടോറസ് മ്യൂച്വൽ ഫണ്ട് സ്കീമുകൾ 2022

Updated on January 4, 2025 , 1604 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

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2023 (%)
Taurus Discovery (Midcap) Fund Growth	₹117.22 ↓ -3.70	₹130	5,000	1,000	-8	-8.2	6.9	16.7	22.2	8.5	11.3
Taurus Ethical Fund Growth	₹128.29 ↓ -2.20	₹263	5,000	1,000	-6.9	-2.6	17.7	14.2	19.9	17.6	19.3
Taurus Tax Shield Growth	₹182.07 ↓ -3.85	₹81	500	500	-2.3	1.2	17.4	17.3	17.9	12.2	21.5
Taurus Largecap Equity Fund Growth	₹153.22 ↓ -3.20	₹50	5,000	1,000	-4.3	-2.1	16.5	14.4	15	10.9	18
Taurus Starshare (Multi Cap) Fund Growth	₹226.72 ↓ -5.32	₹371	5,000	1,000	-4.2	-3.2	15.3	15.1	15.5	10.6	17.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 6 Jan 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 8.5% 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 (06 Jan 25)	₹117.22 ↓ -3.70 (-3.06 %)
Net Assets (Cr)	₹130 on 30 Nov 24
Category	Equity - Mid Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.57
Sharpe Ratio	0.8
Information Ratio	-0.82
Alpha Ratio	-10.15
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 Dec 19	₹10,000
31 Dec 20	₹12,553
31 Dec 21	₹16,654
31 Dec 22	₹17,777
31 Dec 23	₹24,599
31 Dec 24	₹27,385

Taurus Discovery (Midcap) Fund SIP 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 6 Jan 25

Duration	Returns
1 Month	-6.6%
3 Month	-8%
6 Month	-8.2%
1 Year	6.9%
3 Year	16.7%
5 Year	22.2%
10 Year
15 Year
Since launch	8.5%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Anuj Kapil	13 Jun 23	1.55 Yr.
Hemanshu Srivastava	18 Jul 24	0.45 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	23.52%
Consumer Cyclical	16.51%
Industrials	14.49%
Technology	10.69%
Basic Materials	10.17%
Health Care	7.5%
Communication Services	6.3%
Energy	4.11%
Real Estate	3.26%
Utility	1.35%
Consumer Defensive	0.55%

Asset Allocation

Asset Class	Value
Cash	1.55%
Equity	98.45%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Bank of India (Financial Services) Equity, Since 31 Dec 23 \| BANKINDIA	4%	₹6 Cr	501,241
Coforge Ltd (Technology) Equity, Since 31 May 22 \| 532541	4%	₹5 Cr	5,400
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| 524804	4%	₹5 Cr	36,000 ↑ 27,000
Indian Hotels Co Ltd (Consumer Cyclical) Equity, Since 31 Jul 22 \| 500850	3%	₹4 Cr	52,528
Aditya Birla Capital Ltd (Financial Services) Equity, Since 31 Jul 24 \| 540691	3%	₹4 Cr	209,026
Dalmia Bharat Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 542216	3%	₹4 Cr	21,844
The Federal Bank Ltd (Financial Services) Equity, Since 31 Aug 20 \| 500469	3%	₹4 Cr	183,012
Inox Wind Energy Ltd Ordinary Shares (Industrials) Equity, Since 31 Jul 24 \| 543297	3%	₹4 Cr	3,539
Astral Ltd (Industrials) Equity, Since 31 Aug 17 \| 532830	3%	₹4 Cr	19,958
Steel Authority Of India Ltd (Basic Materials) Equity, Since 29 Feb 24 \| 500113	3%	₹3 Cr	284,667

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 17.6% 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 (06 Jan 25)	₹128.29 ↓ -2.20 (-1.69 %)
Net Assets (Cr)	₹263 on 30 Nov 24
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	High
Expense Ratio	2.42
Sharpe Ratio	1.47
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 Dec 19	₹10,000
31 Dec 20	₹12,814
31 Dec 21	₹16,514
31 Dec 22	₹16,131
31 Dec 23	₹20,712
31 Dec 24	₹24,715

Taurus Ethical Fund SIP 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 6 Jan 25

Duration	Returns
1 Month	-5.1%
3 Month	-6.9%
6 Month	-2.6%
1 Year	17.7%
3 Year	14.2%
5 Year	19.9%
10 Year
15 Year
Since launch	17.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Anuj Kapil	1 Nov 22	2.17 Yr.

Data below for Taurus Ethical Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Technology	30.51%
Energy	16.87%
Industrials	12.84%
Consumer Cyclical	9.2%
Health Care	8.97%
Basic Materials	8.82%
Consumer Defensive	5.11%
Utility	1.86%
Real Estate	1.81%
Communication Services	1.67%

Asset Allocation

Asset Class	Value
Cash	2.33%
Equity	97.67%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Infosys Ltd (Technology) Equity, Since 31 Dec 10 \| 500209	8%	₹20 Cr	109,959
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| 500325	8%	₹20 Cr	155,004
HCL Technologies Ltd (Technology) Equity, Since 31 May 22 \| 532281	4%	₹11 Cr	57,978
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 11 \| 532540	4%	₹10 Cr	23,968
Samvardhana Motherson International Ltd (Consumer Cyclical) Equity, Since 31 Aug 24 \| 517334	3%	₹8 Cr	482,903 ↑ 88,113
Tech Mahindra Ltd (Technology) Equity, Since 30 Nov 22 \| 532755	3%	₹7 Cr	42,955
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500312	3%	₹7 Cr	284,226
Computer Age Management Services Ltd Ordinary Shares (Technology) Equity, Since 30 Apr 23 \| 543232	3%	₹7 Cr	14,275
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 532500	2%	₹6 Cr	5,452
LTIMindtree Ltd (Technology) Equity, Since 31 Dec 23 \| 540005	2%	₹6 Cr	9,758

3. 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 12.2% 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 (06 Jan 25)	₹182.07 ↓ -3.85 (-2.07 %)
Net Assets (Cr)	₹81 on 30 Nov 24
Category	Equity - ELSS
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.44
Sharpe Ratio	1.58
Information Ratio	0.37
Alpha Ratio	4.77
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
31 Dec 19	₹10,000
31 Dec 20	₹11,366
31 Dec 21	₹13,652
31 Dec 22	₹14,555
31 Dec 23	₹18,734
31 Dec 24	₹22,754

Taurus Tax Shield SIP 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 6 Jan 25

Duration	Returns
1 Month	-4.1%
3 Month	-2.3%
6 Month	1.2%
1 Year	17.4%
3 Year	17.3%
5 Year	17.9%
10 Year
15 Year
Since launch	12.2%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Anuj Kapil	7 Aug 23	1.4 Yr.

Data below for Taurus Tax Shield as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	32.55%
Technology	21.59%
Industrials	9.45%
Health Care	9.07%
Basic Materials	7.25%
Consumer Defensive	4.74%
Consumer Cyclical	4.16%
Energy	4.14%
Utility	2.48%

Asset Allocation

Asset Class	Value
Cash	4.56%
Equity	95.44%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| 500180	10%	₹8 Cr	44,725 ↓ -2,244
HCL Technologies Ltd (Technology) Equity, Since 31 May 22 \| 532281	9%	₹8 Cr	40,809
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	7%	₹5 Cr	5,200
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 09 \| 532174	7%	₹5 Cr	41,805 ↑ 5,805
Infosys Ltd (Technology) Equity, Since 31 Mar 23 \| 500209	5%	₹4 Cr	21,339
Tech Mahindra Ltd (Technology) Equity, Since 31 Jul 22 \| 532755	5%	₹4 Cr	22,792
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 16 \| 500875	5%	₹4 Cr	80,000
Coal India Ltd (Energy) Equity, Since 31 Jan 23 \| 533278	4%	₹3 Cr	80,000
Axis Bank Ltd (Financial Services) Equity, Since 31 May 22 \| 532215	4%	₹3 Cr	28,650
Narayana Hrudayalaya Ltd (Healthcare) Equity, Since 31 Jul 22 \| 539551	3%	₹2 Cr	17,513

4. 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 10.9% 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 (06 Jan 25)	₹153.22 ↓ -3.20 (-2.05 %)
Net Assets (Cr)	₹50 on 30 Nov 24
Category	Equity - Large Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.62
Sharpe Ratio	1.53
Information Ratio	0.14
Alpha Ratio	4.5
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 Dec 19	₹10,000
31 Dec 20	₹11,015
31 Dec 21	₹12,994
31 Dec 22	₹13,862
31 Dec 23	₹16,885
31 Dec 24	₹19,932

Taurus Largecap Equity Fund SIP 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 6 Jan 25

Duration	Returns
1 Month	-4%
3 Month	-4.3%
6 Month	-2.1%
1 Year	16.5%
3 Year	14.4%
5 Year	15%
10 Year
15 Year
Since launch	10.9%

Historical performance (Yearly) on absolute basis

Year	Returns
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

Name	Since	Tenure
Anuj Kapil	13 Jun 23	1.55 Yr.

Data below for Taurus Largecap Equity Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	27.79%
Technology	14.81%
Consumer Cyclical	14.17%
Energy	8.77%
Consumer Defensive	8.16%
Health Care	6.8%
Utility	5.34%
Industrials	4.35%
Basic Materials	3.02%
Real Estate	1.69%
Communication Services	0.84%

Asset Allocation

Asset Class	Value
Cash	4.28%
Equity	95.72%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 23 \| 500180	10%	₹5 Cr	26,985
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| 500112	5%	₹3 Cr	32,804
HCL Technologies Ltd (Technology) Equity, Since 30 Apr 23 \| 532281	5%	₹3 Cr	14,147
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	5%	₹3 Cr	19,245
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| 500875	5%	₹2 Cr	49,580 ↓ -5,300
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 20 \| 500520	5%	₹2 Cr	7,910
Infosys Ltd (Technology) Equity, Since 31 Mar 23 \| 500209	4%	₹2 Cr	9,839
Varun Beverages Ltd (Consumer Defensive) Equity, Since 31 Oct 23 \| 540180	3%	₹2 Cr	28,215
Maruti Suzuki India Ltd (Consumer Cyclical) Equity, Since 31 Aug 23 \| 532500	3%	₹2 Cr	1,553
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| 532215	3%	₹2 Cr	14,966 ↓ -4,795

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 10.6% since its launch. Ranked 69 in Multi Cap category. Return for 2024 was 17.3% , 2023 was 26.9% and 2022 was 4.8% .

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

Taurus Starshare (Multi Cap) Fund Growth
Launch Date	29 Jan 94
NAV (06 Jan 25)	₹226.72 ↓ -5.32 (-2.29 %)
Net Assets (Cr)	₹371 on 30 Nov 24
Category	Equity - Multi Cap
AMC	Taurus Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.64
Sharpe Ratio	1.37
Information Ratio	0
Alpha Ratio	0.52
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 Dec 19	₹10,000
31 Dec 20	₹10,661
31 Dec 21	₹13,015
31 Dec 22	₹13,638
31 Dec 23	₹17,306
31 Dec 24	₹20,306

Taurus Starshare (Multi Cap) Fund SIP 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 6 Jan 25

Duration	Returns
1 Month	-3.9%
3 Month	-4.2%
6 Month	-3.2%
1 Year	15.3%
3 Year	15.1%
5 Year	15.5%
10 Year
15 Year
Since launch	10.6%

Historical performance (Yearly) on absolute basis

Year	Returns
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%
2014	-1.3%

Fund Manager information for Taurus Starshare (Multi Cap) Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	1.55 Yr.

Data below for Taurus Starshare (Multi Cap) Fund as on 30 Nov 24

Equity Sector Allocation

Sector	Value
Financial Services	29.61%
Technology	16.18%
Consumer Cyclical	13.21%
Industrials	8.19%
Consumer Defensive	6.4%
Health Care	6.08%
Energy	5.14%
Basic Materials	5.03%
Utility	3.14%
Real Estate	2.65%
Communication Services	2.14%

Asset Allocation

Asset Class	Value
Cash	2.24%
Equity	97.76%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 23 \| 500180	10%	₹38 Cr	209,483
HCL Technologies Ltd (Technology) Equity, Since 30 Apr 23 \| 532281	6%	₹22 Cr	116,710
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 500520	5%	₹20 Cr	65,791
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| 500875	5%	₹18 Cr	368,061
Infosys Ltd (Technology) Equity, Since 31 Mar 23 \| 500209	5%	₹17 Cr	92,691
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	4%	₹15 Cr	116,272 ↑ 14,300
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| 532215	4%	₹14 Cr	125,242 ↓ -15,000
Coal India Ltd (Energy) Equity, Since 30 Apr 23 \| 533278	3%	₹12 Cr	291,670 ↓ -46,330
Computer Age Management Services Ltd Ordinary Shares (Technology) Equity, Since 31 Mar 23 \| 543232	3%	₹12 Cr	24,082
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| 500112	3%	₹11 Cr	134,156

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