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6 सर्वोत्कृष्ट वृषभ एसआयपी फंड 2020
वृषभएसआयपी साध्य करण्यासाठी आपल्याला मदत करतेआर्थिक लक्ष्ये पद्धतशीर बचतीद्वारे. गुंतवणूकदारांना त्यांच्या सोयीनुसार मासिक, त्रैमासिक किंवा वार्षिक म्हणून पसंतीच्या गुंतवणूकीची पद्धत निवडण्याची लवचिकता आहे. गुंतवणूकदार आयएनआर 1000 पेक्षा कमी रक्कम गुंतवू शकतात आणि दीर्घकालीन संपत्ती तयार करतात. द्वारागुंतवणूक दीर्घ कालावधीसाठी थोडीशी रक्कम असल्यास आपण आपली आर्थिक उद्दिष्ट्ये साध्य करू शकतानिवृत्ती, विवाह, घर / कार खरेदी इत्यादी गुंतवणूकदार ज्यांना गुंतवणूक करायची आहेइक्विटी, एसआयपी हा एक आदर्श मार्ग आहे. पद्धतशीरगुंतवणूकीची योजना इक्विटी गुंतवणूकीच्या नुकसानात संतुलन राखण्याची प्रवृत्ती आहे.
एसआयपी फंडात गुंतवणूक का करावी?
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ज्या गुंतवणूकदारांना उत्सुकता आहेएसआयपीमध्ये गुंतवणूक कराइक्विटीमध्ये गुंतवणूक करण्यासाठी काही सर्वोत्कृष्ट वृषभ एसआयपी फंड येथे आहेत. एयूएम, मागील कामगिरी, पीअर एव्हरेज रिटर्न, माहिती गुणोत्तर इत्यादी विविध मापदंड हाती घेत या निधीची निवड केली गेली आहे.
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इक्विटीसाठी बेस्ट टॉरस एसआयपी म्युच्युअल फंड
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 ₹117.14
↑ 0.84 ₹129 1,000 -8.5 -2.6 18.6 15.8 22 8.5 38.4 Taurus Largecap Equity Fund Growth ₹151.87
↑ 0.44 ₹50 1,000 -5.1 3.9 27.5 13.3 14.7 10.9 21.8 Taurus Ethical Fund Growth ₹127.08
↑ 0.13 ₹251 1,000 -7.5 5.2 27.3 13.2 19.4 17.6 28.4 Taurus Tax Shield Growth ₹179.29
↑ 0.58 ₹80 500 -2 7.9 27.9 16.2 17.4 12.2 28.7 Taurus Banking & Financial Services Fund Growth ₹49.48
↑ 0.16 ₹11 1,000 -0.5 4.9 18.7 11.2 11.7 13.7 16 Taurus Starshare (Multi Cap) Fund Growth ₹222.76
↑ 1.34 ₹367 1,000 -5.5 3.7 25.3 13.6 14.9 10.6 26.9 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 19 Nov 24
(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 8.5% since its launch. Ranked 13 in Mid Cap category. Return for 2023 was 38.4% , 2022 was 6.7% and 2021 was 32.7% . Taurus Discovery (Midcap) Fund
Growth Launch Date 5 Sep 94 NAV (19 Nov 24) ₹117.14 ↑ 0.84 (0.72 %) 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.
Date Value 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 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24 Duration Returns 1 Month -7.6% 3 Month -8.5% 6 Month -2.6% 1 Year 18.6% 3 Year 15.8% 5 Year 22% 10 Year 15 Year Since launch 8.5% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anuj Kapil 13 Jun 23 1.39 Yr. Hemanshu Srivastava 18 Jul 24 0.29 Yr. Data below for Taurus Discovery (Midcap) Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 20.68% Consumer Cyclical 16.35% Industrials 14.95% Basic Materials 13.18% Health Care 7.47% Communication Services 6.96% Technology 6.88% Real Estate 3.63% Energy 3.41% Utility 1.4% Consumer Defensive 1.1% Asset Allocation
Asset Class Value Cash 3.99% Equity 96.01% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321494% ₹6 Cr 514,651 Inox Wind Energy Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | 5432973% ₹4 Cr 3,539 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5406913% ₹4 Cr 184,755 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5422163% ₹4 Cr 21,844 Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | 5001133% ₹4 Cr 284,667 Astral Ltd (Industrials)
Equity, Since 31 Aug 17 | 5328303% ₹4 Cr 19,958 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5004693% ₹4 Cr 198,012 Coforge Ltd (Technology)
Equity, Since 31 May 22 | 5325413% ₹4 Cr 5,400 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | 5417703% ₹4 Cr 31,358 Vodafone Idea Ltd (Communication Services)
Equity, Since 30 Apr 24 | 5328223% ₹4 Cr 3,621,441
↑ 1,000,000 2. Taurus Largecap Equity Fund
CAGR/Annualized return of 10.9% since its launch. Ranked 67 in Large Cap category. Return for 2023 was 21.8% , 2022 was 6.7% and 2021 was 18% . Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (19 Nov 24) ₹151.87 ↑ 0.44 (0.29 %) 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.
Date Value 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 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24 Duration Returns 1 Month -5.3% 3 Month -5.1% 6 Month 3.9% 1 Year 27.5% 3 Year 13.3% 5 Year 14.7% 10 Year 15 Year Since launch 10.9% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anuj Kapil 13 Jun 23 1.39 Yr. Data below for Taurus Largecap Equity Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 28.87% Consumer Cyclical 15.08% Technology 14.22% Energy 10.12% Consumer Defensive 8.77% Industrials 6.38% Health Care 5.7% Utility 4.69% Basic Materials 3.1% Real Estate 1.71% Asset Allocation
Asset Class Value Cash 1.36% Equity 98.64% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK9% ₹5 Cr 26,985 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN5% ₹3 Cr 32,804
↓ -1,600 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC5% ₹3 Cr 54,880 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | HCLTECH5% ₹3 Cr 14,147
↓ -1,430 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5321745% ₹2 Cr 19,245 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322155% ₹2 Cr 19,761 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M4% ₹2 Cr 7,910
↓ -500 Larsen & Toubro Ltd (Industrials)
Equity, Since 31 Mar 24 | LT4% ₹2 Cr 5,056 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY3% ₹2 Cr 9,839
↑ 1,692 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MARUTI3% ₹2 Cr 1,553 3. Taurus Ethical Fund
CAGR/Annualized return of 17.6% since its launch. Ranked 67 in Sectoral category. Return for 2023 was 28.4% , 2022 was -2.3% and 2021 was 28.9% . Taurus Ethical Fund
Growth Launch Date 6 Apr 09 NAV (19 Nov 24) ₹127.08 ↑ 0.13 (0.10 %) 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.
Date Value 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 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24 Duration Returns 1 Month -7.2% 3 Month -7.5% 6 Month 5.2% 1 Year 27.3% 3 Year 13.2% 5 Year 19.4% 10 Year 15 Year Since launch 17.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anuj Kapil 1 Nov 22 2 Yr. Data below for Taurus Ethical Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Technology 29.92% Energy 18.07% Industrials 11.18% Health Care 9.14% Consumer Cyclical 8.91% Basic Materials 8.24% Consumer Defensive 5.72% Utility 2.47% Real Estate 1.89% Communication Services 1.77% Asset Allocation
Asset Class Value Cash 2.69% Equity 97.31% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE8% ₹21 Cr 155,004
↑ 51,086 Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY8% ₹19 Cr 109,959
↑ 18,245 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH4% ₹10 Cr 57,978 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS4% ₹10 Cr 23,968
↑ 3,280 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003123% ₹8 Cr 284,226 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON3% ₹7 Cr 394,790
↑ 109,172 Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 22 | 5327553% ₹7 Cr 42,955
↑ 7,817 Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 30 Apr 23 | 5432323% ₹6 Cr 14,275
↓ -2,500 Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | MARUTI2% ₹6 Cr 5,452 Cipla Ltd (Healthcare)
Equity, Since 30 Nov 22 | 5000872% ₹6 Cr 38,572
↑ 9,200 4. Taurus Tax Shield
CAGR/Annualized return of 12.2% since its launch. Ranked 26 in ELSS category. Return for 2023 was 28.7% , 2022 was 6.6% and 2021 was 20.1% . Taurus Tax Shield
Growth Launch Date 31 Mar 96 NAV (19 Nov 24) ₹179.29 ↑ 0.58 (0.32 %) 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.
Date Value 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 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24 Duration Returns 1 Month -4.2% 3 Month -2% 6 Month 7.9% 1 Year 27.9% 3 Year 16.2% 5 Year 17.4% 10 Year 15 Year Since launch 12.2% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anuj Kapil 7 Aug 23 1.24 Yr. Data below for Taurus Tax Shield as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 30.43% Technology 20.59% Health Care 9.2% Industrials 8.76% Basic Materials 7.31% Consumer Cyclical 5.3% Consumer Defensive 4.9% Energy 4.54% Utility 1.66% Asset Allocation
Asset Class Value Cash 7.29% Equity 92.71% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK10% ₹8 Cr 46,969 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH9% ₹7 Cr 40,809
↓ -4,229 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 | 5321746% ₹5 Cr 36,000 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC5% ₹4 Cr 80,000 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY5% ₹4 Cr 21,339
↑ 4,100 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 22 | 5327555% ₹4 Cr 22,792 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA5% ₹4 Cr 80,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322154% ₹3 Cr 28,650 Swan Energy Ltd (Industrials)
Equity, Since 31 May 24 | 5033103% ₹2 Cr 45,643 5. Taurus Banking & Financial Services Fund
CAGR/Annualized return of 13.7% since its launch. Ranked 38 in Sectoral category. Return for 2023 was 16% , 2022 was 17.8% and 2021 was 11.4% . Taurus Banking & Financial Services Fund
Growth Launch Date 22 May 12 NAV (19 Nov 24) ₹49.48 ↑ 0.16 (0.32 %) Net Assets (Cr) ₹11 on 31 Oct 24 Category Equity - Sectoral AMC Taurus Asset Management Company Limited Rating ☆ Risk High Expense Ratio 2.45 Sharpe Ratio 1.4 Information Ratio 0.18 Alpha Ratio 4.75 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 Oct 19 ₹10,000 31 Oct 20 ₹8,505 31 Oct 21 ₹13,324 31 Oct 22 ₹13,516 31 Oct 23 ₹14,782 31 Oct 24 ₹18,364 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24 Duration Returns 1 Month -2.9% 3 Month -0.5% 6 Month 4.9% 1 Year 18.7% 3 Year 11.2% 5 Year 11.7% 10 Year 15 Year Since launch 13.7% Historical performance (Yearly) on absolute basis
Year Returns 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% 2014 59.6% Fund Manager information for Taurus Banking & Financial Services Fund
Name Since Tenure Anuj Kapil 13 Jun 23 1.39 Yr. Data below for Taurus Banking & Financial Services Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 94.54% Technology 2.15% Asset Allocation
Asset Class Value Cash 3.31% Equity 96.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK20% ₹2 Cr 12,955
↑ 98 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 53217420% ₹2 Cr 16,931
↑ 131 State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN12% ₹1 Cr 16,568 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221511% ₹1 Cr 10,320
↑ 1,210 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK8% ₹1 Cr 5,278
↑ 1,362 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
↑ 1,348 HDFC Life Insurance Co Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5407773% ₹0 Cr 3,981 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK3% ₹0 Cr 2,636 Prudent Corporate Advisory Services Ltd (Financial Services)
Equity, Since 30 Apr 24 | 5435272% ₹0 Cr 847
↓ -250 6. Taurus Starshare (Multi Cap) Fund
CAGR/Annualized return of 10.6% since its launch. Ranked 69 in Multi Cap category. Return for 2023 was 26.9% , 2022 was 4.8% and 2021 was 22.1% . Taurus Starshare (Multi Cap) Fund
Growth Launch Date 29 Jan 94 NAV (19 Nov 24) ₹222.76 ↑ 1.34 (0.61 %) 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.
Date Value 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 Returns for Taurus Starshare (Multi Cap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 19 Nov 24 Duration Returns 1 Month -5.7% 3 Month -5.5% 6 Month 3.7% 1 Year 25.3% 3 Year 13.6% 5 Year 14.9% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 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
Name Since Tenure Anuj Kapil 13 Jun 23 1.39 Yr. Data below for Taurus Starshare (Multi Cap) Fund as on 31 Oct 24
Equity Sector Allocation
Sector Value Financial Services 28.93% Technology 15.35% Consumer Cyclical 12.54% Health Care 6.84% Industrials 6.71% Consumer Defensive 6.65% Energy 6.1% Basic Materials 5.23% Utility 3.77% Real Estate 2.67% Communication Services 2.12% Asset Allocation
Asset Class Value Cash 3.1% Equity 96.9% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | HDFCBANK10% ₹36 Cr 209,483 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | HCLTECH6% ₹21 Cr 116,710 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC5% ₹18 Cr 368,061 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | M&M5% ₹18 Cr 65,791
↓ -12,725 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY4% ₹16 Cr 92,691
↑ 5,313 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322154% ₹16 Cr 140,242 Coal India Ltd (Energy)
Equity, Since 30 Apr 23 | COALINDIA4% ₹15 Cr 338,000 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321744% ₹13 Cr 101,972 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN3% ₹11 Cr 134,156 Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | 5432323% ₹11 Cr 24,082
↓ -3,500
एसआयपी गुंतवणूक कशी वाढेल?
कसे ते जाणून घेऊ इच्छितएसआयपी गुंतवणूक आपण विशिष्ट कालावधीसाठी विशिष्ट रक्कम मासिक गुंतवणूक केल्यास वाढेल? आम्ही एक उदाहरण देऊन आपले स्पष्टीकरण देऊ.
एसआयपी कॅल्क्युलेटर किंवा एसआयपी रिटर्न कॅल्क्युलेटर
एसआयपी कॅल्क्युलेटर सहसा इनपुट घेतात जसे की एसआयपी गुंतवणूकीची रक्कम (ध्येय) एखाद्याने गुंतवणूकीची अपेक्षा केली तर किती वर्षांची गुंतवणूक अपेक्षित आहेमहागाई दर (एखाद्याने याचा हिसाब करणे आवश्यक आहे!) आणि अपेक्षित उत्पन्न. म्हणूनच, एखादे उद्दीष्ट साध्य करण्यासाठी आवश्यक एसआयपी परताव्याची मोजणी करता येते!
समजा, आपण 10 वर्षांसाठी 10,000 रुपये गुंतवले तर आपली एसआयपी गुंतवणूक कशी वाढेल ते पहा-
मासिक गुंतवणूक: 10,000 रुपये
गुंतवणूकीचा कालावधी: 10 वर्षे
एकूण रक्कम गुंतविली: INR 12,00,000
दीर्घकालीन वाढीचा दर (अंदाजे): 15%
अपेक्षेनुसार परतावासिप कॅल्क्युलेटर: INR 27,86,573
निव्वळ नफा: INR 15,86,573 (परिपूर्ण परतावा= 132.2%)
वरील गणिते दर्शविते की आपण 10 वर्षांसाठी दरमहा १०,००० रुपये गुंतवले तर (एकूण INR12,00,000) आपण कमवालINR 27,86,573, ज्याचा अर्थ आपण कमावलेला निव्वळ नफा आहेINR 15,86,573. छान आहे ना!
ऑनलाईन वृषभ म्युच्युअल फंड एसआयपीमध्ये कशी गुंतवणूक करावी?
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येथे प्रदान केलेली माहिती अचूक आहे हे सुनिश्चित करण्यासाठी सर्व प्रयत्न केले गेले आहेत. तथापि, डेटाच्या शुद्धतेबद्दल कोणतीही हमी दिलेली नाही. कृपया कोणतीही गुंतवणूक करण्यापूर्वी योजना माहिती दस्तऐवजासह सत्यापित करा.
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