6 മികച്ച ടോറസ് എസ്‌ഐ‌പി ഫണ്ടുകൾ 2020

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

2. 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

3. 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 18% 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

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 12.4% 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

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.

Taurus Banking & Financial Services Fund is a Equity - Sectoral fund was launched on 22 May 12. It is a fund with High risk and has given a CAGR/Annualized return of 13.9% since its launch.  Ranked 38 in Sectoral category.  Return for 2023 was 16% , 2022 was 17.8% and 2021 was 11.4% .

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

6. 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