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ഫിൻ‌കാഷ് »ടോറസ് മ്യൂച്വൽ ഫണ്ട് »മികച്ച ടോറസ് എസ്‌ഐ‌പി ഫണ്ടുകൾ
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6 മികച്ച ടോറസ് എസ്‌ഐ‌പി ഫണ്ടുകൾ 2020
ഇടവംSIP നേടാൻ നിങ്ങളെ സഹായിക്കുന്നുസാമ്പത്തിക ലക്ഷ്യങ്ങൾ ചിട്ടയായ സമ്പാദ്യത്തിലൂടെ. നിക്ഷേപകർ‌ക്ക് അവരുടെ സ per കര്യത്തിനനുസരിച്ച് പ്രതിമാസ, ത്രൈമാസ അല്ലെങ്കിൽ വാർ‌ഷിക നിക്ഷേപം തിരഞ്ഞെടുക്കുന്നതിനുള്ള സ ibility കര്യമുണ്ട്. നിക്ഷേപകർ‌ക്ക് 1000 രൂപയിൽ കുറഞ്ഞ തുക നിക്ഷേപിക്കാനും ദീർഘകാല സ്വത്ത് ഉണ്ടാക്കാനും കഴിയും. എഴുതിയത്നിക്ഷേപം ഒരു ദീർഘകാലത്തേക്ക് ഒരു ചെറിയ തുക, പോലുള്ള സാമ്പത്തിക ലക്ഷ്യങ്ങൾ നിങ്ങൾക്ക് നേടാൻ കഴിയുംവിരമിക്കൽ, വിവാഹം, ഒരു വീട് / കാർ വാങ്ങൽ തുടങ്ങിയവ. നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന നിക്ഷേപകർഇക്വിറ്റികൾ, SIP ഒരു അനുയോജ്യമായ മാർഗമാണ്. സിസ്റ്റമാറ്റിക്നിക്ഷേപ പദ്ധതി ഇക്വിറ്റി നിക്ഷേപത്തിന്റെ അപാകതകൾ തുലനം ചെയ്യുന്ന പ്രവണത.
എസ്‌ഐ‌പി ഫണ്ടുകളിൽ നിക്ഷേപിക്കുന്നത് എന്തുകൊണ്ട്?
മറ്റ് ചിലത്നിക്ഷേപത്തിന്റെ നേട്ടങ്ങൾ ഒരു എസ്‌ഐ‌പിയിൽ:
- കോമ്പൗണ്ടിംഗിന്റെ പവർ
- രൂപ ചെലവ് ശരാശരി
- വിപണിയിൽ സമയം കണ്ടെത്തേണ്ടതില്ല
- താങ്ങാനാവുന്ന
- ദീർഘകാല സേവിംഗ്സ് ശീലം
താൽപ്പര്യമുള്ള നിക്ഷേപകർഒരു എസ്‌ഐ‌പിയിൽ നിക്ഷേപിക്കുക, ഇക്വിറ്റികളിൽ നിക്ഷേപിക്കാനുള്ള മികച്ച ടോറസ് എസ്‌ഐ‌പി ഫണ്ടുകൾ ഇതാ. AUM, മുൻകാല പ്രകടനങ്ങൾ, പിയർ ശരാശരി വരുമാനം, വിവര അനുപാതം മുതലായ വിവിധ പാരാമീറ്ററുകൾ ഏറ്റെടുത്ത് ഈ ഫണ്ടുകൾ ഷോർട്ട്‌ലിസ്റ്റ് ചെയ്‌തു.
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ഇക്വിറ്റികൾക്കുള്ള മികച്ച ടോറസ് എസ്‌ഐ‌പി മ്യൂച്വൽ ഫണ്ട്
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2023 (%) Taurus Discovery (Midcap) Fund Growth ₹116.33
↓ -1.49 ₹130 1,000 -8.1 -8.5 6.4 16.2 21.5 8.4 11.3 Taurus Largecap Equity Fund Growth ₹151.73
↓ -1.20 ₹50 1,000 -5.2 -4.1 15.5 13.9 14.3 10.8 18 Taurus Ethical Fund Growth ₹128.28
↓ -0.81 ₹263 1,000 -7 -3.1 18 14.1 19.4 17.6 19.3 Taurus Tax Shield Growth ₹181.13
↓ -1.38 ₹81 500 -2.9 -0.3 17.2 17 17.2 12.2 21.5 Taurus Banking & Financial Services Fund Growth ₹48.28
↓ -0.41 ₹11 1,000 -3.7 -5.9 6.3 11.1 10.4 13.3 8.6 Taurus Starshare (Multi Cap) Fund Growth ₹224.94
↓ -1.38 ₹371 1,000 -5 -4.7 15 14.7 14.9 10.6 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 9 Jan 25
(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 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. 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 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. 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 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. 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 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. 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 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. 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 Below is the key information for Taurus Starshare (Multi Cap) Fund Returns up to 1 year are on 1. Taurus Discovery (Midcap) Fund
CAGR/Annualized return of 8.4% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 11.3% , 2023 was 38.4% and 2022 was 6.7% . Taurus Discovery (Midcap) Fund
Growth Launch Date 5 Sep 94 NAV (09 Jan 25) ₹116.33 ↓ -1.49 (-1.26 %) 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 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jan 25 Duration Returns 1 Month -7.3% 3 Month -8.1% 6 Month -8.5% 1 Year 6.4% 3 Year 16.2% 5 Year 21.5% 10 Year 15 Year Since launch 8.4% 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 | BANKINDIA4% ₹6 Cr 501,241 Coforge Ltd (Technology)
Equity, Since 31 May 22 | 5325414% ₹5 Cr 5,400 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 5248044% ₹5 Cr 36,000
↑ 27,000 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 5008503% ₹4 Cr 52,528 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5406913% ₹4 Cr 209,026 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5422163% ₹4 Cr 21,844 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5004693% ₹4 Cr 183,012 Inox Wind Energy Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | 5432973% ₹4 Cr 3,539 Astral Ltd (Industrials)
Equity, Since 31 Aug 17 | 5328303% ₹4 Cr 19,958 Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | 5001133% ₹3 Cr 284,667 2. Taurus Largecap Equity Fund
CAGR/Annualized return of 10.8% since its launch. Ranked 67 in Large Cap category. Return for 2024 was 18% , 2023 was 21.8% and 2022 was 6.7% . Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (09 Jan 25) ₹151.73 ↓ -1.20 (-0.78 %) 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 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jan 25 Duration Returns 1 Month -4.9% 3 Month -5.2% 6 Month -4.1% 1 Year 15.5% 3 Year 13.9% 5 Year 14.3% 10 Year 15 Year Since launch 10.8% 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 | 50018010% ₹5 Cr 26,985 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | 5001125% ₹3 Cr 32,804 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | 5322815% ₹3 Cr 14,147 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5321745% ₹3 Cr 19,245 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 5008755% ₹2 Cr 49,580
↓ -5,300 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | 5005205% ₹2 Cr 7,910 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | 5002094% ₹2 Cr 9,839 Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 23 | 5401803% ₹2 Cr 28,215 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5325003% ₹2 Cr 1,553 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322153% ₹2 Cr 14,966
↓ -4,795 3. Taurus Ethical Fund
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% . Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (09 Jan 25) ₹128.28 ↓ -0.81 (-0.63 %) 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 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jan 25 Duration Returns 1 Month -5% 3 Month -7% 6 Month -3.1% 1 Year 18% 3 Year 14.1% 5 Year 19.4% 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 | 5002098% ₹20 Cr 109,959 Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | 5003258% ₹20 Cr 155,004 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | 5322814% ₹11 Cr 57,978 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | 5325404% ₹10 Cr 23,968 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 5173343% ₹8 Cr 482,903
↑ 88,113 Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 22 | 5327553% ₹7 Cr 42,955 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003123% ₹7 Cr 284,226 Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 30 Apr 23 | 5432323% ₹7 Cr 14,275 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 5325002% ₹6 Cr 5,452 LTIMindtree Ltd (Technology)
Equity, Since 31 Dec 23 | 5400052% ₹6 Cr 9,758 4. Taurus Tax Shield
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% . Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (09 Jan 25) ₹181.13 ↓ -1.38 (-0.76 %) 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 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jan 25 Duration Returns 1 Month -4.9% 3 Month -2.9% 6 Month -0.3% 1 Year 17.2% 3 Year 17% 5 Year 17.2% 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 | 50018010% ₹8 Cr 44,725
↓ -2,244 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | 5322819% ₹8 Cr 40,809 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004907% ₹5 Cr 5,200 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 5321747% ₹5 Cr 41,805
↑ 5,805 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | 5002095% ₹4 Cr 21,339 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 22 | 5327555% ₹4 Cr 22,792 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | 5008755% ₹4 Cr 80,000 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | 5332784% ₹3 Cr 80,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322154% ₹3 Cr 28,650 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395513% ₹2 Cr 17,513 5. Taurus Banking & Financial Services Fund
CAGR/Annualized return of 13.3% since its launch. Ranked 38 in Sectoral category. Return for 2024 was 8.6% , 2023 was 16% and 2022 was 17.8% . Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (09 Jan 25) ₹48.28 ↓ -0.41 (-0.84 %) Net Assets (Cr) ₹11 on 30 Nov 24 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio 1.1 Information Ratio 0.04 Alpha Ratio 3.28 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 31 Dec 19 ₹10,000 31 Dec 20 ₹10,166 31 Dec 21 ₹11,322 31 Dec 22 ₹13,339 31 Dec 23 ₹15,468 31 Dec 24 ₹16,800 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jan 25 Duration Returns 1 Month -7.3% 3 Month -3.7% 6 Month -5.9% 1 Year 6.3% 3 Year 11.1% 5 Year 10.4% 10 Year 15 Year Since launch 13.3% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 -16.3% Fund Manager information for Taurus Banking & Financial Services Fund
Name Since Tenure Anuj Kapil 13 Jun 23 1.55 Yr. Data below for Taurus Banking & Financial Services Fund as on 30 Nov 24
Equity Sector Allocation
Sector Value Financial Services 96.18% Technology 2.37% Asset Allocation
Asset Class Value Cash 1.45% Equity 98.55% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 50018021% ₹2 Cr 12,955 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 53217420% ₹2 Cr 16,931 State Bank of India (Financial Services)
Equity, Since 31 May 12 | 50011212% ₹1 Cr 16,568 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221511% ₹1 Cr 10,320 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | 5002478% ₹1 Cr 5,278 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004903% ₹0 Cr 346 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 23 | 5417703% ₹0 Cr 3,356 Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Jul 23 | 5432322% ₹0 Cr 536 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | 5321872% ₹0 Cr 2,636 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5407772% ₹0 Cr 3,981 6. Taurus Starshare (Multi Cap) Fund
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% . Taurus Starshare (Multi Cap) Fund
Growth Launch Date 29 Jan 94 NAV (09 Jan 25) ₹224.94 ↓ -1.38 (-0.61 %) 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 Returns for Taurus Starshare (Multi Cap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 9 Jan 25 Duration Returns 1 Month -4.6% 3 Month -5% 6 Month -4.7% 1 Year 15% 3 Year 14.7% 5 Year 14.9% 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 | 50018010% ₹38 Cr 209,483 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | 5322816% ₹22 Cr 116,710 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 5005205% ₹20 Cr 65,791 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 5008755% ₹18 Cr 368,061 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | 5002095% ₹17 Cr 92,691 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321744% ₹15 Cr 116,272
↑ 14,300 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322154% ₹14 Cr 125,242
↓ -15,000 Coal India Ltd (Energy)
Equity, Since 30 Apr 23 | 5332783% ₹12 Cr 291,670
↓ -46,330 Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | 5432323% ₹12 Cr 24,082 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | 5001123% ₹11 Cr 134,156
എസ്‌ഐ‌പി നിക്ഷേപം എങ്ങനെ വളരുന്നു?
എങ്ങനെയെന്ന് അറിയാൻ ആഗ്രഹിക്കുന്നുSIP നിക്ഷേപം ഒരു നിശ്ചിത സമയത്തേക്ക് നിങ്ങൾ ഒരു നിശ്ചിത തുക പ്രതിമാസം നിക്ഷേപിച്ചാൽ വളരുമോ? ഒരു ഉദാഹരണം ഉപയോഗിച്ച് ഞങ്ങൾ നിങ്ങളെ വിശദീകരിക്കും.
SIP കാൽക്കുലേറ്റർ അല്ലെങ്കിൽ SIP റിട്ടേൺ കാൽക്കുലേറ്റർ
എസ്‌ഐ‌പി കാൽക്കുലേറ്ററുകൾ സാധാരണയായി നിക്ഷേപിക്കാൻ ആഗ്രഹിക്കുന്ന എസ്‌ഐ‌പി നിക്ഷേപ തുക (ലക്ഷ്യം), ആവശ്യമുള്ള നിക്ഷേപത്തിന്റെ വർഷങ്ങളുടെ എണ്ണം, പ്രതീക്ഷിക്കുന്നത്പണപ്പെരുപ്പം നിരക്കുകളും (ഇതിന് ഒരാൾ കണക്കാക്കേണ്ടതുണ്ട്!) പ്രതീക്ഷിക്കുന്ന വരുമാനവും. അതിനാൽ, ഒരു ലക്ഷ്യം നേടുന്നതിന് ആവശ്യമായ SIP വരുമാനം കണക്കാക്കാൻ ഒരാൾക്ക് കഴിയും!
10 വർഷത്തേക്ക് 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ, നിങ്ങളുടെ എസ്‌ഐ‌പി നിക്ഷേപം എങ്ങനെ വളരുന്നുവെന്ന് നോക്കാം.
പ്രതിമാസ നിക്ഷേപം: 10,000 രൂപ
നിക്ഷേപ കാലയളവ്: 10 വർഷം
നിക്ഷേപിച്ച ആകെ തുക: 12,00,000 രൂപ
ദീർഘകാല വളർച്ചാ നിരക്ക് (ഏകദേശം): 15%
അനുസരിച്ച് പ്രതീക്ഷിത വരുമാനംസിപ്പ് കാൽക്കുലേറ്റർ: INR 27,86,573
മൊത്ത ലാഭം: 15,86,573 രൂപ (സമ്പൂർണ്ണ വരുമാനം= 132.2%)
മുകളിലുള്ള കണക്കുകൂട്ടലുകൾ കാണിക്കുന്നത് നിങ്ങൾ 10 വർഷത്തേക്ക് പ്രതിമാസം 10,000 രൂപ നിക്ഷേപിക്കുകയാണെങ്കിൽ (ആകെ INR12,00,000) നിങ്ങൾ സമ്പാദിക്കും27,86,573 രൂപ, അതായത് നിങ്ങൾ ഉണ്ടാക്കുന്ന അറ്റാദായം15,86,573 രൂപ. ഇത് മികച്ചതല്ലേ!
ടോറസ് മ്യൂച്വൽ ഫണ്ട് എസ്‌ഐ‌പി ഓൺ‌ലൈനിൽ എങ്ങനെ നിക്ഷേപിക്കാം?
ഫിൻ‌കാഷ് ഡോട്ട് കോമിൽ ആജീവനാന്ത സ Invest ജന്യ നിക്ഷേപ അക്ക Open ണ്ട് തുറക്കുക.
നിങ്ങളുടെ രജിസ്ട്രേഷനും കെ‌വൈ‌സി പ്രക്രിയയും പൂർത്തിയാക്കുക
പ്രമാണങ്ങൾ അപ്‌ലോഡുചെയ്യുക (പാൻ, ആധാർ മുതലായവ).നിങ്ങൾ നിക്ഷേപിക്കാൻ തയ്യാറാണ്!
ഇവിടെ നൽകിയിരിക്കുന്ന വിവരങ്ങൾ കൃത്യമാണെന്ന് ഉറപ്പാക്കാൻ എല്ലാ ശ്രമങ്ങളും നടത്തി. എന്നിരുന്നാലും, ഡാറ്റയുടെ കൃത്യത സംബന്ധിച്ച് ഒരു ഉറപ്പുമില്ല. നിക്ഷേപം നടത്തുന്നതിന് മുമ്പ് ദയവായി സ്കീം വിവര പ്രമാണം ഉപയോഗിച്ച് പരിശോധിക്കുക.
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