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5 ఉత్తమ టారస్ మ్యూచువల్ ఫండ్ పథకాలు 2022

ఫిన్‌క్యాష్ »వృషభం మ్యూచువల్ ఫండ్ »ఉత్తమ టారస్ మ్యూచువల్ ఫండ్ పథకాలు

5 ఉత్తమ టారస్ మ్యూచువల్ ఫండ్ పథకాలు 2022

Updated on March 28, 2025 , 1701 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

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
Taurus Discovery (Midcap) Fund Growth ₹107.7
↓ -0.56
₹106 5,000 1,000 -9.5-17.2-1.21525.78.111.3
Taurus Tax Shield Growth ₹174.88
↓ -0.83
₹72 500 500 -5.4-8.3916.623.61221.5
Taurus Largecap Equity Fund Growth ₹146.08
↓ -0.91
₹44 5,000 1,000 -5.7-12.33.413.120.710.618
Taurus Ethical Fund Growth ₹119.76
↓ -0.68
₹251 5,000 1,000 -7.3-15.42.313.122.716.819.3
Taurus Banking & Financial Services Fund Growth ₹50.1
↑ 0.11
₹10 5,000 1,000 0.6-4.6815.120.213.48.6
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 28 Mar 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 8.1% 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 (28 Mar 25) ₹107.7 ↓ -0.56   (-0.52 %)
Net Assets (Cr) ₹106 on 28 Feb 25
Category Equity - Mid Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio -0.79
Information Ratio -1
Alpha Ratio -10.4
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹17,364
31 Mar 22₹20,765
31 Mar 23₹20,491
31 Mar 24₹31,110

Taurus Discovery (Midcap) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹570,326.
Net Profit of ₹270,326
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 28 Mar 25

DurationReturns
1 Month 7.7%
3 Month -9.5%
6 Month -17.2%
1 Year -1.2%
3 Year 15%
5 Year 25.7%
10 Year
15 Year
Since launch 8.1%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 231.72 Yr.
Hemanshu Srivastava18 Jul 240.62 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services23.88%
Industrials14.83%
Consumer Cyclical14.01%
Technology9.54%
Health Care8.98%
Basic Materials7.91%
Communication Services6.85%
Energy5%
Real Estate1.51%
Consumer Defensive1%
Asset Allocation
Asset ClassValue
Cash6.48%
Equity93.52%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 532149
5%₹6 Cr501,241
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA
4%₹5 Cr41,000
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
4%₹4 Cr5,400
Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 531344
4%₹4 Cr57,000
↑ 14,500
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 542216
3%₹4 Cr21,844
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 540691
3%₹4 Cr209,026
Hindustan Petroleum Corp Ltd (Energy)
Equity, Since 30 Apr 24 | HINDPETRO
3%₹4 Cr102,997
↑ 30,000
AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | 540611
3%₹4 Cr58,264
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
3%₹3 Cr183,012
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Jan 24 | 541770
3%₹3 Cr31,358

2. 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% 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 (28 Mar 25) ₹174.88 ↓ -0.83   (-0.47 %)
Net Assets (Cr) ₹72 on 28 Feb 25
Category Equity - ELSS
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio -0.32
Information Ratio 0.49
Alpha Ratio 0.64
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Mar 20₹10,000
31 Mar 21₹15,776
31 Mar 22₹18,564
31 Mar 23₹19,452
31 Mar 24₹26,420

Taurus Tax Shield SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹543,623.
Net Profit of ₹243,623
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 28 Mar 25

DurationReturns
1 Month 5%
3 Month -5.4%
6 Month -8.3%
1 Year 9%
3 Year 16.6%
5 Year 23.6%
10 Year
15 Year
Since launch 12%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil7 Aug 231.56 Yr.

Data below for Taurus Tax Shield as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services34.51%
Technology20.36%
Health Care10.55%
Industrials8.86%
Consumer Defensive4.67%
Consumer Cyclical3.82%
Energy3.35%
Basic Materials2.86%
Communication Services1.02%
Utility0.89%
Asset Allocation
Asset ClassValue
Cash9.11%
Equity90.89%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK
9%₹7 Cr41,375
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH
8%₹6 Cr36,757
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
8%₹6 Cr5,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
7%₹5 Cr41,805
Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY
5%₹4 Cr21,339
Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 22 | 532755
5%₹4 Cr22,792
ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC
5%₹4 Cr80,000
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
4%₹3 Cr23,293
↑ 5,780
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
4%₹3 Cr28,650
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA
3%₹3 Cr65,000

3. 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 10.6% 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 (28 Mar 25) ₹146.08 ↓ -0.91   (-0.62 %)
Net Assets (Cr) ₹44 on 28 Feb 25
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.62
Sharpe Ratio -0.57
Information Ratio 0
Alpha Ratio -3.76
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹15,506
31 Mar 22₹18,180
31 Mar 23₹17,332
31 Mar 24₹24,958

Taurus Largecap Equity Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
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 28 Mar 25

DurationReturns
1 Month 6.5%
3 Month -5.7%
6 Month -12.3%
1 Year 3.4%
3 Year 13.1%
5 Year 20.7%
10 Year
15 Year
Since launch 10.6%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 231.72 Yr.

Data below for Taurus Largecap Equity Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services30.53%
Consumer Cyclical16%
Energy11.98%
Technology10.12%
Consumer Defensive6.4%
Industrials5.85%
Utility5.19%
Health Care4.66%
Real Estate2.86%
Communication Services1.89%
Asset Allocation
Asset ClassValue
Cash4.52%
Equity95.48%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK
8%₹4 Cr21,562
↓ -5,423
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M
6%₹3 Cr9,520
↑ 2,360
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
6%₹3 Cr22,452
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN
5%₹3 Cr32,804
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC
5%₹2 Cr49,580
Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE
4%₹2 Cr16,131
↑ 3,780
Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | IOC
4%₹2 Cr136,730
Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | 543320
3%₹2 Cr73,378
↑ 30,875
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 532215
3%₹1 Cr14,966
Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY
3%₹1 Cr7,839

4. 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 16.8% 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 (28 Mar 25) ₹119.76 ↓ -0.68   (-0.56 %)
Net Assets (Cr) ₹251 on 28 Feb 25
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio -0.63
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,015
31 Mar 22₹19,127
31 Mar 23₹17,983
31 Mar 24₹26,472

Taurus Ethical Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual 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 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 28 Mar 25

DurationReturns
1 Month 6.1%
3 Month -7.3%
6 Month -15.4%
1 Year 2.3%
3 Year 13.1%
5 Year 22.7%
10 Year
15 Year
Since launch 16.8%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil1 Nov 222.33 Yr.

Data below for Taurus Ethical Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Technology27.26%
Energy18.39%
Health Care11.06%
Industrials10.85%
Consumer Cyclical10.52%
Consumer Defensive7.28%
Basic Materials7.13%
Real Estate1.88%
Utility1.67%
Communication Services1.66%
Asset Allocation
Asset ClassValue
Cash2.3%
Equity97.7%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE
9%₹24 Cr189,067
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY
8%₹21 Cr109,959
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH
4%₹10 Cr57,978
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS
4%₹10 Cr23,968
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON
4%₹10 Cr675,626
↑ 192,723
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
3%₹8 Cr55,174
↑ 25,404
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
3%₹7 Cr284,226
Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 500547
2%₹7 Cr249,568
↑ 70,500
Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 22 | 532755
2%₹6 Cr37,455
Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 500696
2%₹6 Cr24,491

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 13.4% since its launch.  Ranked 38 in Sectoral category.  Return for 2024 was 8.6% , 2023 was 16% and 2022 was 17.8% .

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

Taurus Banking & Financial Services Fund
Growth
Launch Date 22 May 12
NAV (28 Mar 25) ₹50.1 ↑ 0.11   (0.22 %)
Net Assets (Cr) ₹10 on 28 Feb 25
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.45
Sharpe Ratio -0.47
Information Ratio 0.24
Alpha Ratio -4.35
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.

DateValue
31 Mar 20₹10,000
31 Mar 21₹16,129
31 Mar 22₹17,393
31 Mar 23₹19,074
31 Mar 24₹24,121

Taurus Banking & Financial Services Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹505,644.
Net Profit of ₹205,644
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 28 Mar 25

DurationReturns
1 Month 8.4%
3 Month 0.6%
6 Month -4.6%
1 Year 8%
3 Year 15.1%
5 Year 20.2%
10 Year
15 Year
Since launch 13.4%
Historical performance (Yearly) on absolute basis
YearReturns
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
NameSinceTenure
Anuj Kapil13 Jun 231.72 Yr.

Data below for Taurus Banking & Financial Services Fund as on 28 Feb 25

Equity Sector Allocation
SectorValue
Financial Services93.99%
Technology1.48%
Asset Allocation
Asset ClassValue
Cash4.54%
Equity95.46%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
21%₹2 Cr17,739
↑ 808
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK
21%₹2 Cr12,948
↓ -07
State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN
11%₹1 Cr15,279
↓ -1,289
Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 532215
11%₹1 Cr11,341
↑ 1,021
Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK
8%₹1 Cr4,719
↓ -559
CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 23 | 541770
3%₹0 Cr3,356
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
3%₹0 Cr300
↓ -46
Union Bank of India (Financial Services)
Equity, Since 31 Dec 24 | 532477
3%₹0 Cr23,397
↑ 17,673
IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK
2%₹0 Cr2,636
The New India Assurance Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | NIACL
2%₹0 Cr13,837
↑ 13,837

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