5 ఉత్తమ టారస్ మ్యూచువల్ ఫండ్ పథకాలు 2022

Updated on June 9, 2026 , 2192 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	₹113.15 ↓ -1.23	₹123	5,000	1,000	2.7	-5.8	-8.4	10.8	10.6	7.9	0.8
Taurus Largecap Equity Fund Growth	₹150.38 ↓ -0.56	₹51	5,000	1,000	-2.2	-6.8	-4.7	11.8	9.5	10.3	5.3
Taurus Ethical Fund Growth	₹120.58 ↓ -1.41	₹395	5,000	1,000	0.3	-6.1	-6.1	12.4	9.1	15.6	0.3
Taurus Tax Shield Growth	₹170.38 ↓ -0.88	₹71	500	500	0	-7.2	-9.4	10.8	10.2	11.4	-0.6
Taurus Starshare (Multi Cap) Fund Growth	₹214.68 ↓ -0.78	₹344	5,000	1,000	1.7	-4.6	-5.8	11.5	9.4	9.9	-1.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 11 Jun 26

Research Highlights & Commentary of 5 Funds showcased

Commentary	Taurus Discovery (Midcap) Fund	Taurus Largecap Equity Fund	Taurus Ethical Fund	Taurus Tax Shield	Taurus Starshare (Multi Cap) Fund
Point 1	Lower mid AUM (₹123 Cr).	Bottom quartile AUM (₹51 Cr).	Highest AUM (₹395 Cr).	Bottom quartile AUM (₹71 Cr).	Upper mid AUM (₹344 Cr).
Point 2	Established history (31+ yrs).	Established history (31+ yrs).	Established history (17+ yrs).	Established history (30+ yrs).	Oldest track record among peers (32 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: Moderately High.
Point 5	5Y return: 10.57% (top quartile).	5Y return: 9.49% (lower mid).	5Y return: 9.07% (bottom quartile).	5Y return: 10.18% (upper mid).	5Y return: 9.45% (bottom quartile).
Point 6	3Y return: 10.78% (bottom quartile).	3Y return: 11.85% (upper mid).	3Y return: 12.41% (top quartile).	3Y return: 10.85% (bottom quartile).	3Y return: 11.49% (lower mid).
Point 7	1Y return: -8.45% (bottom quartile).	1Y return: -4.74% (top quartile).	1Y return: -6.05% (lower mid).	1Y return: -9.40% (bottom quartile).	1Y return: -5.84% (upper mid).
Point 8	Alpha: -7.78 (bottom quartile).	Alpha: 2.33 (top quartile).	Alpha: 0.00 (upper mid).	Alpha: -4.36 (bottom quartile).	Alpha: -1.99 (lower mid).
Point 9	Sharpe: -0.03 (upper mid).	Sharpe: -0.02 (top quartile).	Sharpe: -0.07 (lower mid).	Sharpe: -0.27 (bottom quartile).	Sharpe: -0.12 (bottom quartile).
Point 10	Information ratio: -1.86 (bottom quartile).	Information ratio: 0.38 (top quartile).	Information ratio: 0.00 (upper mid).	Information ratio: -0.34 (lower mid).	Information ratio: -0.41 (bottom quartile).

Taurus Discovery (Midcap) Fund

Lower mid AUM (₹123 Cr).
Established history (31+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.57% (top quartile).
3Y return: 10.78% (bottom quartile).
1Y return: -8.45% (bottom quartile).
Alpha: -7.78 (bottom quartile).
Sharpe: -0.03 (upper mid).
Information ratio: -1.86 (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: 9.49% (lower mid).
3Y return: 11.85% (upper mid).
1Y return: -4.74% (top quartile).
Alpha: 2.33 (top quartile).
Sharpe: -0.02 (top quartile).
Information ratio: 0.38 (top quartile).

Taurus Ethical Fund

Highest AUM (₹395 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 9.07% (bottom quartile).
3Y return: 12.41% (top quartile).
1Y return: -6.05% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.07 (lower mid).
Information ratio: 0.00 (upper mid).

Taurus Tax Shield

Bottom quartile AUM (₹71 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.18% (upper mid).
3Y return: 10.85% (bottom quartile).
1Y return: -9.40% (bottom quartile).
Alpha: -4.36 (bottom quartile).
Sharpe: -0.27 (bottom quartile).
Information ratio: -0.34 (lower mid).

Taurus Starshare (Multi Cap) Fund

Upper mid AUM (₹344 Cr).
Oldest track record among peers (32 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.45% (bottom quartile).
3Y return: 11.49% (lower mid).
1Y return: -5.84% (upper mid).
Alpha: -1.99 (lower mid).
Sharpe: -0.12 (bottom quartile).
Information ratio: -0.41 (bottom quartile).

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

Lower mid AUM (₹123 Cr).
Established history (31+ yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 10.57% (top quartile).
3Y return: 10.78% (bottom quartile).
1Y return: -8.45% (bottom quartile).
Alpha: -7.78 (bottom quartile).
Sharpe: -0.03 (upper mid).
Information ratio: -1.86 (bottom quartile).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~96%).
Largest holding Linde India Ltd (~5.8%).

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

Taurus Discovery (Midcap) Fund Growth
Launch Date	5 Sep 94
NAV (11 Jun 26)	₹113.15 ↓ -1.23 (-1.08 %)
Net Assets (Cr)	₹123 on 30 Apr 26
Category	Equity - Mid Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.57
Sharpe Ratio	-0.03
Information Ratio	-1.86
Alpha Ratio	-7.78
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 May 21	₹10,000
31 May 22	₹10,265
31 May 23	₹12,408
31 May 24	₹17,829
31 May 25	₹18,145
31 May 26	₹17,688

Taurus Discovery (Midcap) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 11 Jun 26

Duration	Returns
1 Month	-5.1%
3 Month	2.7%
6 Month	-5.8%
1 Year	-8.4%
3 Year	10.8%
5 Year	10.6%
10 Year
15 Year
Since launch	7.9%

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	2.97 Yr.
Hemanshu Srivastava	18 Jul 24	1.87 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Technology	22.85%
Industrials	17.12%
Basic Materials	14.79%
Financial Services	12.29%
Consumer Cyclical	8.93%
Health Care	8%
Communication Services	4.06%
Energy	3.03%
Consumer Defensive	2.73%
Utility	2.22%

Asset Allocation

Asset Class	Value
Cash	3.99%
Equity	96.01%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Linde India Ltd (Basic Materials) Equity, Since 30 Apr 25 \| 523457	6%	₹7 Cr	10,130
Persistent Systems Ltd (Technology) Equity, Since 31 Jul 25 \| 533179	6%	₹7 Cr	14,000 ↑ 2,050
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| 524804	5%	₹6 Cr	41,000
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	5%	₹6 Cr	299,040
The Federal Bank Ltd (Financial Services) Equity, Since 31 Aug 20 \| FEDERALBNK	4%	₹5 Cr	183,012
Coforge Ltd (Technology) Equity, Since 31 May 22 \| 532541	4%	₹5 Cr	36,550
Vodafone Idea Ltd (Communication Services) Equity, Since 30 Apr 24 \| 532822	4%	₹5 Cr	3,621,441
GMR Airports Ltd (Industrials) Equity, Since 31 Oct 24 \| 532754	4%	₹5 Cr	450,000
REC Ltd (Financial Services) Equity, Since 31 Jan 23 \| 532955	3%	₹4 Cr	126,000
Bharat Heavy Electricals Ltd (Industrials) Equity, Since 31 Oct 21 \| 500103	3%	₹4 Cr	100,622

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: 9.49% (lower mid).
3Y return: 11.85% (upper mid).
1Y return: -4.74% (top quartile).
Alpha: 2.33 (top quartile).
Sharpe: -0.02 (top quartile).
Information ratio: 0.38 (top quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~99%).
Largest holding ITC Ltd (~9.4%).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund Growth
Launch Date	28 Feb 95
NAV (11 Jun 26)	₹150.38 ↓ -0.56 (-0.37 %)
Net Assets (Cr)	₹51 on 30 Apr 26
Category	Equity - Large Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.61
Sharpe Ratio	-0.02
Information Ratio	0.38
Alpha Ratio	2.33
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 May 21	₹10,000
31 May 22	₹10,336
31 May 23	₹11,455
31 May 24	₹15,501
31 May 25	₹16,322
31 May 26	₹16,180

Taurus Largecap Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 11 Jun 26

Duration	Returns
1 Month	-3%
3 Month	-2.2%
6 Month	-6.8%
1 Year	-4.7%
3 Year	11.8%
5 Year	9.5%
10 Year
15 Year
Since launch	10.3%

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	2.97 Yr.

Data below for Taurus Largecap Equity Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	26.37%
Consumer Defensive	12.9%
Health Care	10.52%
Energy	9.24%
Consumer Cyclical	8.67%
Communication Services	7.37%
Technology	7.31%
Utility	5.59%
Industrials	3.94%
Basic Materials	3.89%
Real Estate	2.73%

Asset Allocation

Asset Class	Value
Cash	1.46%
Equity	98.54%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| ITC	9%	₹5 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	6%	₹3 Cr	41,827 ↓ -5,850
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	6%	₹3 Cr	24,392
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 24 \| BHARTIARTL	5%	₹2 Cr	12,779
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| SBIN	4%	₹2 Cr	19,735 ↓ -4,469
Mazagon Dock Shipbuilders Ltd (Industrials) Equity, Since 31 Oct 25 \| 543237	4%	₹2 Cr	7,390
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| RELIANCE	4%	₹2 Cr	13,541 ↑ 2,000
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

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 (₹395 Cr).
Established history (17+ yrs).
Rating: 2★ (lower mid).
Risk profile: High.
5Y return: 9.07% (bottom quartile).
3Y return: 12.41% (top quartile).
1Y return: -6.05% (lower mid).
Alpha: 0.00 (upper mid).
Sharpe: -0.07 (lower mid).
Information ratio: 0.00 (upper mid).
Higher exposure to Technology vs peer median.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~97%).
Largest holding Reliance Industries Ltd (~7.3%).

Below is the key information for Taurus Ethical Fund

Taurus Ethical Fund Growth
Launch Date	6 Apr 09
NAV (11 Jun 26)	₹120.58 ↓ -1.41 (-1.16 %)
Net Assets (Cr)	₹395 on 30 Apr 26
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	High
Expense Ratio	2.42
Sharpe Ratio	-0.07
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 May 21	₹10,000
31 May 22	₹10,557
31 May 23	₹11,187
31 May 24	₹15,965
31 May 25	₹16,503
31 May 26	₹16,446

Taurus Ethical Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 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 11 Jun 26

Duration	Returns
1 Month	-4.1%
3 Month	0.3%
6 Month	-6.1%
1 Year	-6.1%
3 Year	12.4%
5 Year	9.1%
10 Year
15 Year
Since launch	15.6%

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	3.58 Yr.

Data below for Taurus Ethical Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Technology	27.65%
Energy	13.82%
Industrials	13.13%
Health Care	11.55%
Consumer Cyclical	10.71%
Basic Materials	9.22%
Consumer Defensive	7.25%
Utility	3.11%
Communication Services	0.86%

Asset Allocation

Asset Class	Value
Cash	2.71%
Equity	97.29%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| 500325	7%	₹30 Cr	223,480
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 11 \| 532540	5%	₹19 Cr	86,444 ↑ 5,500
Infosys Ltd (Technology) Equity, Since 31 Dec 10 \| 500209	5%	₹18 Cr	156,720 ↑ 11,000
Dixon Technologies (India) Ltd (Technology) Equity, Since 30 Nov 25 \| 540699	3%	₹13 Cr	11,427
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Dec 22 \| 500696	3%	₹13 Cr	60,682
Linde India Ltd (Basic Materials) Equity, Since 31 Aug 25 \| 523457	3%	₹13 Cr	17,645
Oracle Financial Services Software Ltd (Technology) Equity, Since 31 Jan 25 \| 532466	3%	₹12 Cr	12,375 ↓ -1,991
Persistent Systems Ltd (Technology) Equity, Since 31 Jul 25 \| 533179	3%	₹12 Cr	23,465 ↑ 2,000
Laurus Labs Ltd (Healthcare) Equity, Since 31 May 25 \| 540222	3%	₹11 Cr	80,303 ↓ -10,000
Coal India Ltd (Energy) Equity, Since 30 Apr 24 \| 533278	3%	₹11 Cr	237,616

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

Bottom quartile AUM (₹71 Cr).
Established history (30+ yrs).
Rating: 2★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 10.18% (upper mid).
3Y return: 10.85% (bottom quartile).
1Y return: -9.40% (bottom quartile).
Alpha: -4.36 (bottom quartile).
Sharpe: -0.27 (bottom quartile).
Information ratio: -0.34 (lower mid).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding ITC Ltd (~7.8%).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield Growth
Launch Date	31 Mar 96
NAV (11 Jun 26)	₹170.38 ↓ -0.88 (-0.51 %)
Net Assets (Cr)	₹71 on 30 Apr 26
Category	Equity - ELSS
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.46
Sharpe Ratio	-0.27
Information Ratio	-0.34
Alpha Ratio	-4.36
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
31 May 21	₹10,000
31 May 22	₹10,433
31 May 23	₹12,209
31 May 24	₹15,973
31 May 25	₹17,793
31 May 26	₹16,921

Taurus Tax Shield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹395,578.
Net Profit of ₹95,578 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 11 Jun 26

Duration	Returns
1 Month	-3.4%
3 Month	0%
6 Month	-7.2%
1 Year	-9.4%
3 Year	10.8%
5 Year	10.2%
10 Year
15 Year
Since launch	11.4%

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	2.82 Yr.

Data below for Taurus Tax Shield as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	30.61%
Technology	13.87%
Health Care	12.72%
Energy	8.83%
Consumer Defensive	7.81%
Utility	5.99%
Consumer Cyclical	4.47%
Industrials	3.33%
Communication Services	2.8%
Basic Materials	1.77%

Asset Allocation

Asset Class	Value
Cash	7.8%
Equity	92.2%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 16 \| 500875	8%	₹5 Cr	190,569
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| 500180	7%	₹5 Cr	69,220
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	7%	₹5 Cr	4,555 ↓ -645
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 09 \| 532174	7%	₹5 Cr	36,470
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| 544550	6%	₹4 Cr	222,716
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Mar 25 \| 532898	6%	₹4 Cr	144,894
Divi's Laboratories Ltd (Healthcare) Equity, Since 31 Jan 23 \| 532488	6%	₹4 Cr	6,224
Indian Energy Exchange Ltd (Financial Services) Equity, Since 31 Oct 25 \| 540750	6%	₹4 Cr	319,635
Coal India Ltd (Energy) Equity, Since 31 Jan 23 \| 533278	5%	₹3 Cr	70,025
Reliance Industries Ltd (Energy) Equity, Since 30 Apr 26 \| 500325	4%	₹3 Cr	22,574 ↑ 12,919

5. 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.

Research Highlights for Taurus Starshare (Multi Cap) Fund

Upper mid AUM (₹344 Cr).
Oldest track record among peers (32 yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 9.45% (bottom quartile).
3Y return: 11.49% (lower mid).
1Y return: -5.84% (upper mid).
Alpha: -1.99 (lower mid).
Sharpe: -0.12 (bottom quartile).
Information ratio: -0.41 (bottom quartile).
Top sector: Financial Services.
Top bond sector: Cash Equivalent.
Equity-heavy allocation (~92%).
Largest holding HDFC Bank Ltd (~7.9%).

Below is the key information for Taurus Starshare (Multi Cap) Fund

Taurus Starshare (Multi Cap) Fund Growth
Launch Date	29 Jan 94
NAV (11 Jun 26)	₹214.68 ↓ -0.78 (-0.36 %)
Net Assets (Cr)	₹344 on 30 Apr 26
Category	Equity - Multi Cap
AMC	Taurus Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.64
Sharpe Ratio	-0.12
Information Ratio	-0.41
Alpha Ratio	-1.99
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 May 21	₹10,000
31 May 22	₹10,585
31 May 23	₹11,523
31 May 24	₹16,042
31 May 25	₹16,541
31 May 26	₹16,298

Taurus Starshare (Multi Cap) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹385,859.
Net Profit of ₹85,859 Invest Now

Returns for Taurus Starshare (Multi Cap) Fund

Returns up to 1 year are on absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 11 Jun 26

Duration	Returns
1 Month	-2.8%
3 Month	1.7%
6 Month	-4.6%
1 Year	-5.8%
3 Year	11.5%
5 Year	9.4%
10 Year
15 Year
Since launch	9.9%

Historical performance (Yearly) on absolute basis

Year	Returns
2024	-1.3%
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%

Fund Manager information for Taurus Starshare (Multi Cap) Fund

Name	Since	Tenure
Anuj Kapil	13 Jun 23	2.97 Yr.

Data below for Taurus Starshare (Multi Cap) Fund as on 30 Apr 26

Equity Sector Allocation

Sector	Value
Financial Services	25.57%
Health Care	14.55%
Consumer Cyclical	12.42%
Consumer Defensive	9.53%
Technology	8.55%
Basic Materials	7.54%
Energy	5.28%
Utility	3.87%
Communication Services	3.59%
Industrials	1.4%

Asset Allocation

Asset Class	Value
Cash	7.69%
Equity	92.31%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 23 \| 500180	8%	₹27 Cr	364,693 ↑ 25,600
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| 500875	7%	₹25 Cr	868,506
Divi's Laboratories Ltd (Healthcare) Equity, Since 30 Sep 23 \| 532488	5%	₹18 Cr	27,474
Park Medi World Ltd (Healthcare) Equity, Since 31 Dec 25 \| 544645	5%	₹17 Cr	585,053
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	4%	₹15 Cr	116,272
SAMHI Hotels Ltd (Consumer Cyclical) Equity, Since 31 Aug 25 \| 543984	4%	₹13 Cr	808,185
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| 532215	4%	₹13 Cr	97,722
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| 532454	4%	₹12 Cr	67,614
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| 500520	3%	₹11 Cr	37,582
Reliance Industries Ltd (Energy) Equity, Since 30 Jun 23 \| 500325	3%	₹11 Cr	80,506

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