5 ఉత్తమ టారస్ మ్యూచువల్ ఫండ్ పథకాలు 2022

Updated on April 13, 2026 , 2075 views

అందించే ఉత్పత్తులువృషభం మ్యూచువల్ ఫండ్ వినియోగదారుల పెట్టుబడి అవసరాల చుట్టూ నిర్మించబడ్డాయి. వారు రకరకాలుగా అందిస్తారుమ్యూచువల్ ఫండ్ ఈక్విటీ, డెట్, హైబ్రిడ్ వంటి పథకాలుELSS,లిక్విడ్ ఫండ్స్, మొదలైనవి. వారు అందించే పథకాలు ఈ రకమైన మొదటివి మరియు పెట్టుబడిదారులకు సమతుల్య పోర్ట్‌ఫోలియోను అందించడానికి రూపొందించబడ్డాయి. అధిక-రిస్క్, అధిక రాబడిని నమ్మే పెట్టుబడిదారులు పెట్టుబడి పెట్టవచ్చుఈక్విటీలు.

రుణ నిధి స్వల్పకాలిక లాభాలకు అనువైనవి, మరియుహైబ్రిడ్ ఫండ్ ఒకే ఫండ్ నుండి డెట్ & ఈక్విటీ రెండింటి నుండి ప్రయోజనం పొందాలనుకునే పెట్టుబడిదారులు ఇష్టపడతారు. ELSS ఉన్నాయిపన్ను ఆదా పథకం, ఇందులో మీరు పన్ను పొందవచ్చుతగ్గింపు INR 1,50 వరకు,000 పన్ను విధించదగిన నుండిఆదాయం ప్రకారంసెకను 80C యొక్కఆదాయ పన్ను చట్టం పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులు దిగువ జాబితా చేయబడిన ఉత్తమ టారస్ మ్యూచువల్ ఫండ్ పథకాల నుండి ఫండ్‌ను ఎంచుకోవచ్చు.

AUM వంటి నిర్దిష్ట పారామితులను చేపట్టడం ద్వారా ఈ నిధులు షార్ట్‌లిస్ట్ చేయబడ్డాయి,కాదు, గత ప్రదర్శనలు, పీర్ సగటు రాబడి మొదలైనవి.

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వృషభ రాశి MF పథకాలలో ఎందుకు పెట్టుబడి పెట్టాలి?

a. విస్తృత శ్రేణి పథకాలు

కంపెనీ విస్తృతంగా అందిస్తుందిపరిధి అన్ని రకాల పెట్టుబడిదారులకు మ్యూచువల్ ఫండ్ పథకాలు. టారస్ MF కంపెనీ డెట్, ఈక్విటీ, హైబ్రిడ్, లిక్విడ్ వంటి అనేక ఇతర వర్గాల నుండి కొన్ని ప్రముఖ మ్యూచువల్ ఫండ్ పథకాలను కలిగి ఉంది. ఈ పథకాల లక్ష్యం పెట్టుబడిదారులకు సరైన రాబడిని అందించడం.

బి. ఎఫెక్టివ్ పోర్ట్‌ఫోలియో మేనేజ్‌మెంట్

టారస్ మ్యూచువల్ ఫండ్ కంపెనీకి సమర్థవంతమైన పోర్ట్‌ఫోలియో నిర్వహణను నిర్ధారించే పరిజ్ఞానం మరియు నైపుణ్యం కలిగిన ఫండ్ మేనేజర్‌ల బృందం మద్దతు ఇస్తుంది. పెట్టుబడి నష్టాలను తగ్గించడానికి సరైన పెట్టుబడి సలహాను ఆమోదించినట్లు బృందం నిర్ధారిస్తుంది.

సి. ఆకర్షణీయమైన రాబడులు

వృషభం MF కంపెనీ అందించే మ్యూచువల్ ఫండ్ పథకాలు పెట్టుబడిదారులకు ఆకర్షణీయమైన రాబడితో పాటు స్థిరమైన పనితీరును అందించేలా జాగ్రత్తగా రూపొందించబడ్డాయి మరియు సంభావితం చేయబడ్డాయి.

ఉత్తమ టారస్ మ్యూచువల్ ఫండ్స్ పథకాలు

Fund	NAV	Net Assets (Cr)	Min Investment	Min SIP Investment	3 MO (%)	6 MO (%)	1 YR (%)	3 YR (%)	5 YR (%)	Since launch (%)	2024 (%)
Taurus Discovery (Midcap) Fund Growth	₹114.24 ↑ 2.54	₹123	5,000	1,000	-2.9	-6.4	5.1	15.2	13.6	8	0.8
Taurus Largecap Equity Fund Growth	₹155.89 ↑ 2.33	₹51	5,000	1,000	-1.8	-1.9	6.7	15.1	12.3	10.5	5.3
Taurus Ethical Fund Growth	₹122.91 ↑ 2.72	₹373	5,000	1,000	-3.1	-2.6	5.2	15	11.6	15.9	0.3
Taurus Tax Shield Growth	₹174.52 ↑ 3.41	₹72	500	500	-2.3	-6.2	1	13.2	12.8	11.5	-0.6
Taurus Banking & Financial Services Fund Growth	₹53.57 ↑ 0.85	₹12	5,000	1,000	-2	-2.3	6.1	12.3	12.1	12.8	10.9
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 15 Apr 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Taurus Discovery (Midcap) Fund	Taurus Largecap Equity Fund	Taurus Ethical Fund	Taurus Tax Shield	Taurus Banking & Financial Services Fund
Point 1	Upper mid AUM (₹123 Cr).	Bottom quartile AUM (₹51 Cr).	Highest AUM (₹373 Cr).	Lower mid AUM (₹72 Cr).	Bottom quartile AUM (₹12 Cr).
Point 2	Oldest track record among peers (31 yrs).	Established history (31+ yrs).	Established history (17+ yrs).	Established history (30+ yrs).	Established history (13+ yrs).
Point 3	Top rated.	Rating: 2★ (upper mid).	Rating: 2★ (lower mid).	Rating: 2★ (bottom quartile).	Rating: 1★ (bottom quartile).
Point 4	Risk profile: Moderately High.	Risk profile: Moderately High.	Risk profile: High.	Risk profile: Moderately High.	Risk profile: High.
Point 5	5Y return: 13.64% (top quartile).	5Y return: 12.25% (lower mid).	5Y return: 11.62% (bottom quartile).	5Y return: 12.82% (upper mid).	5Y return: 12.15% (bottom quartile).
Point 6	3Y return: 15.20% (top quartile).	3Y return: 15.08% (upper mid).	3Y return: 15.00% (lower mid).	3Y return: 13.22% (bottom quartile).	3Y return: 12.28% (bottom quartile).
Point 7	1Y return: 5.12% (bottom quartile).	1Y return: 6.69% (top quartile).	1Y return: 5.21% (lower mid).	1Y return: 0.97% (bottom quartile).	1Y return: 6.14% (upper mid).
Point 8	Alpha: -6.79 (bottom quartile).	Alpha: -0.41 (upper mid).	Alpha: 0.00 (top quartile).	Alpha: -9.65 (bottom quartile).	Alpha: -4.82 (lower mid).
Point 9	Sharpe: 0.74 (lower mid).	Sharpe: 0.90 (upper mid).	Sharpe: 0.53 (bottom quartile).	Sharpe: 0.05 (bottom quartile).	Sharpe: 1.02 (top quartile).
Point 10	Information ratio: -1.72 (bottom quartile).	Information ratio: 0.43 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.64 (bottom quartile).	Information ratio: -0.23 (lower mid).

Taurus Discovery (Midcap) Fund

Upper mid AUM (₹123 Cr).
Oldest track record among peers (31 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.64% (top quartile).
3Y return: 15.20% (top quartile).
1Y return: 5.12% (bottom quartile).
Alpha: -6.79 (bottom quartile).
Sharpe: 0.74 (lower mid).
Information ratio: -1.72 (bottom quartile).

Taurus Largecap Equity Fund

Bottom quartile AUM (₹51 Cr).
Established history (31+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.25% (lower mid).
3Y return: 15.08% (upper mid).
1Y return: 6.69% (top quartile).
Alpha: -0.41 (upper mid).
Sharpe: 0.90 (upper mid).
Information ratio: 0.43 (top quartile).

Taurus Ethical Fund

Highest AUM (₹373 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 11.62% (bottom quartile).
3Y return: 15.00% (lower mid).
1Y return: 5.21% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.53 (bottom quartile).
Information ratio: 0.00 (upper mid).

Taurus Tax Shield

Lower mid AUM (₹72 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.82% (upper mid).
3Y return: 13.22% (bottom quartile).
1Y return: 0.97% (bottom quartile).
Alpha: -9.65 (bottom quartile).
Sharpe: 0.05 (bottom quartile).
Information ratio: -0.64 (bottom quartile).

Taurus Banking & Financial Services Fund

Bottom quartile AUM (₹12 Cr).
Established history (13+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 12.15% (bottom quartile).
3Y return: 12.28% (bottom quartile).
1Y return: 6.14% (upper mid).
Alpha: -4.82 (lower mid).
Sharpe: 1.02 (top quartile).
Information ratio: -0.23 (lower mid).

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.

Research Highlights for Taurus Discovery (Midcap) Fund

Upper mid AUM (₹123 Cr).
Oldest track record among peers (31 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 13.64% (top quartile).
3Y return: 15.20% (top quartile).
1Y return: 5.12% (bottom quartile).
Alpha: -6.79 (bottom quartile).
Sharpe: 0.74 (lower mid).
Information ratio: -1.72 (bottom quartile).

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

Taurus Discovery (Midcap) Fund Growth
Launch Date	5 Sep 94
NAV (15 Apr 26)	₹114.24 ↑ 2.54 (2.27 %)
Net Assets (Cr)	₹123 on 28 Feb 26
Category	Equity - Mid Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.57
Sharpe Ratio	0.74
Information Ratio	-1.72
Alpha Ratio	-6.79
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 Mar 21	₹10,000
31 Mar 22	₹11,959
31 Mar 23	₹11,801
31 Mar 24	₹17,917
31 Mar 25	₹17,693
31 Mar 26	₹16,826

Taurus Discovery (Midcap) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080 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 15 Apr 26

Duration	Returns
1 Month	4.7%
3 Month	-2.9%
6 Month	-6.4%
1 Year	5.1%
3 Year	15.2%
5 Year	13.6%
10 Year
15 Year
Since launch	8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.8%
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%

Fund Manager information for Taurus Discovery (Midcap) Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.8 Yr.
Hemanshu Srivastava	18 Jul 24	1.7 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	17.03%
Technology	15.46%
Industrials	15.24%
Basic Materials	12.67%
Health Care	9.56%
Consumer Cyclical	8.15%
Communication Services	3.76%
Consumer Defensive	3.74%
Energy	3.19%
Utility	2.34%

Asset Allocation

Asset Class	Value
Cash	8.86%
Equity	91.14%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Linde India Ltd (Basic Materials) Equity, Since 30 Apr 25 \| 523457	6%	₹7 Cr	10,130
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| AUROPHARMA	5%	₹5 Cr	41,000
Persistent Systems Ltd (Technology) Equity, Since 31 Jul 25 \| PERSISTENT	4%	₹5 Cr	10,000 ↑ 2,188
The Federal Bank Ltd (Financial Services) Equity, Since 31 Aug 20 \| 500469	4%	₹5 Cr	183,012
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	4%	₹4 Cr	299,040
Bank of India (Financial Services) Equity, Since 31 Dec 23 \| 532149	4%	₹4 Cr	300,000 ↓ -21,241
Coforge Ltd (Technology) Equity, Since 31 May 22 \| 532541	4%	₹4 Cr	36,550 ↑ 10,000
REC Ltd (Financial Services) Equity, Since 31 Jan 23 \| 532955	4%	₹4 Cr	126,000 ↓ -14,000
GMR Airports Ltd (Industrials) Equity, Since 31 Oct 24 \| 532754	3%	₹4 Cr	450,000
PI Industries Ltd (Basic Materials) Equity, Since 30 Nov 25 \| PIIND	3%	₹4 Cr	13,500

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.

Research Highlights for Taurus Largecap Equity Fund

Bottom quartile AUM (₹51 Cr).
Established history (31+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 12.25% (lower mid).
3Y return: 15.08% (upper mid).
1Y return: 6.69% (top quartile).
Alpha: -0.41 (upper mid).
Sharpe: 0.90 (upper mid).
Information ratio: 0.43 (top quartile).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund Growth
Launch Date	28 Feb 95
NAV (15 Apr 26)	₹155.89 ↑ 2.33 (1.52 %)
Net Assets (Cr)	₹51 on 28 Feb 26
Category	Equity - Large Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.61
Sharpe Ratio	0.9
Information Ratio	0.43
Alpha Ratio	-0.41
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 Mar 21	₹10,000
31 Mar 22	₹11,724
31 Mar 23	₹11,177
31 Mar 24	₹16,096
31 Mar 25	₹16,643
31 Mar 26	₹16,381

Taurus Largecap Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 15 Apr 26

Duration	Returns
1 Month	4.1%
3 Month	-1.8%
6 Month	-1.9%
1 Year	6.7%
3 Year	15.1%
5 Year	12.3%
10 Year
15 Year
Since launch	10.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	5.3%
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%

Fund Manager information for Taurus Largecap Equity Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.8 Yr.

Data below for Taurus Largecap Equity Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	31.03%
Consumer Defensive	10.74%
Health Care	10.57%
Energy	9.96%
Consumer Cyclical	8.42%
Communication Services	7.44%
Technology	4.48%
Utility	3.72%
Basic Materials	3.64%
Industrials	3.29%
Real Estate	2.58%

Asset Allocation

Asset Class	Value
Cash	4.12%
Equity	95.88%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| ITC	9%	₹4 Cr	152,721
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Mar 25 \| 532488	8%	₹4 Cr	6,018
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 23 \| HDFCBANK	8%	₹3 Cr	47,677 ↑ 3,178
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	6%	₹3 Cr	24,392 ↑ 1,940
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| SBIN	5%	₹2 Cr	24,204 ↓ -4,100
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 24 \| BHARTIARTL	5%	₹2 Cr	12,779
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Nov 23 \| 532898	4%	₹2 Cr	58,197
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 May 24 \| 500312	3%	₹2 Cr	55,738
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| RELIANCE	3%	₹2 Cr	11,541
Mazagon Dock Shipbuilders Ltd (Industrials) Equity, Since 31 Oct 25 \| 543237	3%	₹2 Cr	7,390

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.

Research Highlights for Taurus Ethical Fund

Highest AUM (₹373 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 11.62% (bottom quartile).
3Y return: 15.00% (lower mid).
1Y return: 5.21% (lower mid).
Alpha: 0.00 (top quartile).
Sharpe: 0.53 (bottom quartile).
Information ratio: 0.00 (upper mid).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund Growth
Launch Date	6 Apr 09
NAV (15 Apr 26)	₹122.91 ↑ 2.72 (2.26 %)
Net Assets (Cr)	₹373 on 28 Feb 26
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	High
Expense Ratio	2.42
Sharpe Ratio	0.53
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 Mar 21	₹10,000
31 Mar 22	₹11,943
31 Mar 23	₹11,228
31 Mar 24	₹16,529
31 Mar 25	₹16,906
31 Mar 26	₹16,077

Taurus Ethical Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹405,518.
Net Profit of ₹105,518 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 15 Apr 26

Duration	Returns
1 Month	4.6%
3 Month	-3.1%
6 Month	-2.6%
1 Year	5.2%
3 Year	15%
5 Year	11.6%
10 Year
15 Year
Since launch	15.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	0.3%
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%

Fund Manager information for Taurus Ethical Fund

Name	Since	Tenure
Anuj Kapil	1 Nov 22	3.42 Yr.

Data below for Taurus Ethical Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Technology	23.46%
Energy	15.35%
Industrials	12.14%
Health Care	12.02%
Consumer Cyclical	11.61%
Basic Materials	9.29%
Consumer Defensive	7.02%
Utility	2.66%
Communication Services	0.85%

Asset Allocation

Asset Class	Value
Cash	5.59%
Equity	94.41%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	7%	₹24 Cr	181,530
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 11 \| TCS	5%	₹19 Cr	80,944
Infosys Ltd (Technology) Equity, Since 31 Dec 10 \| INFY	5%	₹18 Cr	145,720
Coal India Ltd (Energy) Equity, Since 30 Apr 24 \| COALINDIA	4%	₹13 Cr	282,616
Linde India Ltd (Basic Materials) Equity, Since 31 Aug 25 \| 523457	3%	₹12 Cr	17,645 ↑ 1,514
Tube Investments of India Ltd Ordinary Shares (Industrials) Equity, Since 30 Sep 25 \| 540762	3%	₹10 Cr	39,878
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Nov 25 \| 540699	3%	₹10 Cr	9,927
Laurus Labs Ltd (Healthcare) Equity, Since 31 May 25 \| 540222	3%	₹9 Cr	90,303 ↑ 19,500
Oracle Financial Services Software Ltd (Technology) Equity, Since 31 Jan 25 \| 532466	2%	₹9 Cr	12,816 ↑ 1,530
TVS Motor Co Ltd (Consumer Cyclical) Equity, Since 28 Feb 26 \| 532343	2%	₹9 Cr	25,330

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.

Research Highlights for Taurus Tax Shield

Lower mid AUM (₹72 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 12.82% (upper mid).
3Y return: 13.22% (bottom quartile).
1Y return: 0.97% (bottom quartile).
Alpha: -9.65 (bottom quartile).
Sharpe: 0.05 (bottom quartile).
Information ratio: -0.64 (bottom quartile).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield Growth
Launch Date	31 Mar 96
NAV (15 Apr 26)	₹174.52 ↑ 3.41 (1.99 %)
Net Assets (Cr)	₹72 on 28 Feb 26
Category	Equity - ELSS
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.46
Sharpe Ratio	0.05
Information Ratio	-0.64
Alpha Ratio	-9.65
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
31 Mar 21	₹10,000
31 Mar 22	₹11,767
31 Mar 23	₹12,330
31 Mar 24	₹16,747
31 Mar 25	₹18,252
31 Mar 26	₹16,575

Taurus Tax Shield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 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 15 Apr 26

Duration	Returns
1 Month	4.8%
3 Month	-2.3%
6 Month	-6.2%
1 Year	1%
3 Year	13.2%
5 Year	12.8%
10 Year
15 Year
Since launch	11.5%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-0.6%
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%

Fund Manager information for Taurus Tax Shield

Name	Since	Tenure
Anuj Kapil	7 Aug 23	2.65 Yr.

Data below for Taurus Tax Shield as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	34.7%
Technology	13.39%
Health Care	13.11%
Consumer Defensive	9.81%
Energy	7.5%
Utility	6.67%
Industrials	3.95%
Consumer Cyclical	3.37%
Communication Services	2.46%
Basic Materials	1.58%

Asset Allocation

Asset Class	Value
Cash	3.47%
Equity	96.53%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 16 \| ITC	9%	₹5 Cr	190,569
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	8%	₹5 Cr	69,220
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%	₹4 Cr	36,470
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Mar 25 \| 532898	7%	₹4 Cr	144,894
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jan 23 \| 532488	6%	₹4 Cr	6,224
Coal India Ltd (Energy) Equity, Since 31 Jan 23 \| COALINDIA	5%	₹3 Cr	70,025
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	5%	₹3 Cr	222,716
Narayana Hrudayalaya Ltd (Healthcare) Equity, Since 31 Jul 22 \| 539551	5%	₹3 Cr	19,453
Indian Energy Exchange Ltd (Financial Services) Equity, Since 31 Oct 25 \| 540750	5%	₹3 Cr	270,045

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.

Research Highlights for Taurus Banking & Financial Services Fund

Bottom quartile AUM (₹12 Cr).
Established history (13+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 12.15% (bottom quartile).
3Y return: 12.28% (bottom quartile).
1Y return: 6.14% (upper mid).
Alpha: -4.82 (lower mid).
Sharpe: 1.02 (top quartile).
Information ratio: -0.23 (lower mid).

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

Taurus Banking & Financial Services Fund Growth
Launch Date	22 May 12
NAV (15 Apr 26)	₹53.57 ↑ 0.85 (1.61 %)
Net Assets (Cr)	₹12 on 28 Feb 26
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆
Risk	High
Expense Ratio	2.45
Sharpe Ratio	1.02
Information Ratio	-0.23
Alpha Ratio	-4.82
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 Mar 21	₹10,000
31 Mar 22	₹10,784
31 Mar 23	₹11,826
31 Mar 24	₹14,955
31 Mar 25	₹16,158
31 Mar 26	₹15,413

Taurus Banking & Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹415,684.
Net Profit of ₹115,684 Invest Now

Returns for Taurus Banking & Financial Services Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 15 Apr 26

Duration	Returns
1 Month	6.5%
3 Month	-2%
6 Month	-2.3%
1 Year	6.1%
3 Year	12.3%
5 Year	12.1%
10 Year
15 Year
Since launch	12.8%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	10.9%
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%

Fund Manager information for Taurus Banking & Financial Services Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.8 Yr.

Data below for Taurus Banking & Financial Services Fund as on 28 Feb 26

Equity Sector Allocation

Sector	Value
Financial Services	93.7%

Asset Allocation

Asset Class	Value
Cash	6.3%
Equity	93.7%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	17%	₹2 Cr	14,447 ↓ -820
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 12 \| HDFCBANK	14%	₹1 Cr	20,113 ↓ -1,275
State Bank of India (Financial Services) Equity, Since 31 May 12 \| SBIN	8%	₹1 Cr	8,982 ↓ -950
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 13 \| 532215	8%	₹1 Cr	6,944
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 13 \| KOTAKBANK	7%	₹1 Cr	21,269
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Jul 25 \| 532810	5%	₹1 Cr	14,671
Karnataka Bank Ltd (Financial Services) Equity, Since 30 Nov 25 \| 532652	5%	₹0 Cr	21,319
Dam Capital Advisors Ltd (Financial Services) Equity, Since 31 Aug 25 \| 544316	4%	₹0 Cr	30,629
Bajaj Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| 500034	3%	₹0 Cr	4,487
LIC Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| LICHSGFIN	3%	₹0 Cr	5,977

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