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6 ఉత్తమ వృషభం SIP నిధులు 2020
వృషభంSIP సాధించడానికి మీకు సహాయపడుతుందిఆర్థిక లక్ష్యాలు క్రమబద్ధమైన పొదుపు ద్వారా. పెట్టుబడిదారులకు వారి సౌలభ్యం ప్రకారం నెలవారీ, త్రైమాసిక లేదా వార్షిక వంటి ఇష్టపడే పెట్టుబడి పద్ధతిని ఎంచుకునే సౌలభ్యం ఉంది. పెట్టుబడిదారులు INR 1000 కంటే తక్కువ మొత్తాన్ని పెట్టుబడి పెట్టవచ్చు మరియు దీర్ఘకాలిక సంపదను నిర్మించవచ్చు. ద్వారాఇన్వెస్టింగ్ ఎక్కువ కాలం పాటు చిన్న మొత్తం, మీరు మీ ఆర్థిక లక్ష్యాలను సాధించవచ్చువిరమణ, వివాహం, ఇల్లు / కారు కొనుగోలు మొదలైనవి పెట్టుబడి పెట్టాలనుకునే పెట్టుబడిదారులుఈక్విటీల, SIP ఒక ఆదర్శ మార్గం. సిస్టమాటిక్పెట్టుబడి ప్రణాళిక ఈక్విటీ పెట్టుబడి యొక్క ఆపదలను సమతుల్యం చేస్తుంది.
SIP ఫండ్లలో ఎందుకు పెట్టుబడి పెట్టాలి?
మరికొన్నిపెట్టుబడి యొక్క ప్రయోజనాలు SIP లో:
- కాంపౌండింగ్ యొక్క శక్తి
- రూపాయి ఖర్చు సగటు
- మార్కెట్ సమయం అవసరం లేదు
- స్థోమత
- దీర్ఘకాలిక పొదుపు అలవాటు
ఆసక్తి ఉన్న పెట్టుబడిదారులుSIP లో పెట్టుబడి పెట్టండి, ఈక్విటీలలో పెట్టుబడులు పెట్టడానికి ఉత్తమమైన వృషభం SIP ఫండ్‌లు ఇక్కడ ఉన్నాయి. ఈ నిధులు AUM, గత ప్రదర్శనలు, తోటి సగటు రాబడి, సమాచార నిష్పత్తి మొదలైన వివిధ పారామితులను చేపట్టడం ద్వారా షార్ట్‌లిస్ట్ చేయబడ్డాయి.
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ఈక్విటీల కోసం ఉత్తమ వృషభం SIP మ్యూచువల్ ఫండ్
Fund NAV Net Assets (Cr) Min SIP Investment 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) Since launch (%) 2024 (%) Taurus Discovery (Midcap) Fund Growth ₹107.76
↑ 0.08 ₹106 1,000 -10.3 -17.4 -4 13.7 25.6 8.1 11.3 Taurus Largecap Equity Fund Growth ₹144.91
↓ -1.13 ₹44 1,000 -6.5 -12.2 1.7 11.8 21.6 10.6 18 Taurus Ethical Fund Growth ₹118.67
↓ -1.06 ₹251 1,000 -8.2 -16.1 0.3 11.7 22.4 16.7 19.3 Taurus Tax Shield Growth ₹172.61
↓ -2.23 ₹72 500 -6.9 -9.3 5.9 15 24 11.9 21.5 Taurus Banking & Financial Services Fund Growth ₹49.35
↓ -0.74 ₹10 1,000 -0.7 -4.6 5.4 13.2 21.7 13.2 8.6 Taurus Starshare (Multi Cap) Fund Growth ₹208.19
↓ -1.93 ₹321 1,000 -9.3 -14.6 0.8 10.9 21.8 10.2 17.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 1 Apr 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 8.1% since its launch. Ranked 13 in Mid Cap category. Return for 2024 was 11.3% , 2023 was 38.4% and 2022 was 6.7% . Taurus Discovery (Midcap) Fund
Growth Launch Date 5 Sep 94 NAV (01 Apr 25) ₹107.76 ↑ 0.08 (0.07 %) 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.
Date Value 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 31 Mar 25 ₹30,722 Returns for Taurus Discovery (Midcap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 7.8% 3 Month -10.3% 6 Month -17.4% 1 Year -4% 3 Year 13.7% 5 Year 25.6% 10 Year 15 Year Since launch 8.1% Historical performance (Yearly) on absolute basis
Year Returns 2024 11.3% 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% Fund Manager information for Taurus Discovery (Midcap) Fund
Name Since Tenure Anuj Kapil 13 Jun 23 1.8 Yr. Hemanshu Srivastava 18 Jul 24 0.7 Yr. Data below for Taurus Discovery (Midcap) Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 24.59% Consumer Cyclical 17.68% Industrials 12.54% Health Care 9.87% Technology 8.62% Communication Services 8.48% Basic Materials 7.15% Energy 4.79% Real Estate 1.4% Asset Allocation
Asset Class Value Cash 4.88% Equity 95.12% Top Securities Holdings / Portfolio
Name Holding Value Quantity Bank of India (Financial Services)
Equity, Since 31 Dec 23 | 5321495% ₹5 Cr 501,241 AU Small Finance Bank Ltd (Financial Services)
Equity, Since 31 Oct 24 | 5406114% ₹4 Cr 78,264
↑ 20,000 Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | AUROPHARMA4% ₹4 Cr 41,000 Coforge Ltd (Technology)
Equity, Since 31 May 22 | 5325414% ₹4 Cr 5,400 Voltas Ltd (Consumer Cyclical)
Equity, Since 28 Feb 23 | VOLTAS4% ₹4 Cr 29,484
↑ 14,500 Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 5422163% ₹4 Cr 21,844 Container Corporation of India Ltd (Industrials)
Equity, Since 31 Jul 24 | 5313443% ₹4 Cr 57,000 Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 5406913% ₹3 Cr 209,026 The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 5004693% ₹3 Cr 183,012 Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 5008503% ₹3 Cr 43,028 2. Taurus Largecap Equity Fund
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% . Taurus Largecap Equity Fund
Growth Launch Date 28 Feb 95 NAV (01 Apr 25) ₹144.91 ↓ -1.13 (-0.77 %) 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.
Date Value 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 31 Mar 25 ₹25,807 Returns for Taurus Largecap Equity Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 5.7% 3 Month -6.5% 6 Month -12.2% 1 Year 1.7% 3 Year 11.8% 5 Year 21.6% 10 Year 15 Year Since launch 10.6% Historical performance (Yearly) on absolute basis
Year Returns 2024 18% 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% Fund Manager information for Taurus Largecap Equity Fund
Name Since Tenure Anuj Kapil 13 Jun 23 1.8 Yr. Data below for Taurus Largecap Equity Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 32.08% Consumer Cyclical 17.78% Energy 13.48% Technology 6.9% Consumer Defensive 5.95% Health Care 4.37% Utility 3.91% Industrials 3.26% Real Estate 2.62% Communication Services 1.97% Asset Allocation
Asset Class Value Cash 7.68% Equity 92.32% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | HDFCBANK8% ₹4 Cr 21,562 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 5321746% ₹3 Cr 22,452 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | M&M6% ₹2 Cr 9,520 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN5% ₹2 Cr 32,804 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC4% ₹2 Cr 49,580 Reliance Industries Ltd (Energy)
Equity, Since 31 Mar 23 | RELIANCE4% ₹2 Cr 16,131 Indian Oil Corp Ltd (Energy)
Equity, Since 30 Jun 24 | IOC4% ₹2 Cr 164,230
↑ 27,500 Zomato Ltd (Consumer Cyclical)
Equity, Since 31 Dec 24 | 5433204% ₹2 Cr 83,623
↑ 10,245 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322153% ₹2 Cr 14,966 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY3% ₹1 Cr 7,839 3. Taurus Ethical Fund
CAGR/Annualized return of 16.7% 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 (01 Apr 25) ₹118.67 ↓ -1.06 (-0.89 %) 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.
Date Value 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 31 Mar 25 ₹27,076 Returns for Taurus Ethical Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 5.1% 3 Month -8.2% 6 Month -16.1% 1 Year 0.3% 3 Year 11.7% 5 Year 22.4% 10 Year 15 Year Since launch 16.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 19.3% 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% Fund Manager information for Taurus Ethical Fund
Name Since Tenure Anuj Kapil 1 Nov 22 2.41 Yr. Data below for Taurus Ethical Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Technology 23.16% Energy 19.3% Consumer Cyclical 12.22% Health Care 11.79% Industrials 10.69% Consumer Defensive 8.69% Basic Materials 7.21% Real Estate 1.73% Communication Services 1.49% Utility 1.38% Asset Allocation
Asset Class Value Cash 2.34% Equity 97.66% Top Securities Holdings / Portfolio
Name Holding Value Quantity Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | RELIANCE10% ₹24 Cr 204,060
↑ 14,993 Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | INFY7% ₹19 Cr 109,959 Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | MOTHERSON4% ₹9 Cr 780,013
↑ 104,387 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH4% ₹9 Cr 57,978 Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | TCS3% ₹9 Cr 25,258
↑ 1,290 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395513% ₹8 Cr 55,174 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Jan 25 | M&M3% ₹7 Cr 27,578
↑ 9,904 Hindustan Unilever Ltd (Consumer Defensive)
Equity, Since 31 Dec 22 | 5006963% ₹7 Cr 30,801
↑ 6,310 Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 5003123% ₹6 Cr 284,226 Bharat Petroleum Corp Ltd (Energy)
Equity, Since 30 Sep 24 | 5005472% ₹6 Cr 249,568 4. Taurus Tax Shield
CAGR/Annualized return of 11.9% 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 (01 Apr 25) ₹172.61 ↓ -2.23 (-1.28 %) 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.
Date Value 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 31 Mar 25 ₹28,794 Returns for Taurus Tax Shield
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 3.7% 3 Month -6.9% 6 Month -9.3% 1 Year 5.9% 3 Year 15% 5 Year 24% 10 Year 15 Year Since launch 11.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 21.5% 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% Fund Manager information for Taurus Tax Shield
Name Since Tenure Anuj Kapil 7 Aug 23 1.65 Yr. Data below for Taurus Tax Shield as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 35.71% Technology 18.36% Health Care 11.47% Industrials 6.01% Consumer Cyclical 5.28% Consumer Defensive 4.38% Energy 3.32% Basic Materials 1.18% Communication Services 1.05% Utility 0.87% Asset Allocation
Asset Class Value Cash 12.38% Equity 87.62% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | HDFCBANK10% ₹7 Cr 41,375 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004908% ₹6 Cr 5,200 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 5321747% ₹5 Cr 41,805 HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | HCLTECH6% ₹4 Cr 28,191
↓ -8,566 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY5% ₹4 Cr 21,339 Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 5395515% ₹3 Cr 23,293 ITC Ltd (Consumer Defensive)
Equity, Since 31 Mar 16 | ITC4% ₹3 Cr 80,000 Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 5322154% ₹3 Cr 28,650 Tech Mahindra Ltd (Technology)
Equity, Since 31 Jul 22 | 5327554% ₹3 Cr 18,511
↓ -4,281 Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | COALINDIA3% ₹2 Cr 65,000 5. Taurus Banking & Financial Services Fund
CAGR/Annualized return of 13.2% 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 (01 Apr 25) ₹49.35 ↓ -0.74 (-1.48 %) 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.
Date Value 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 31 Mar 25 ₹26,061 Returns for Taurus Banking & Financial Services Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 6.7% 3 Month -0.7% 6 Month -4.6% 1 Year 5.4% 3 Year 13.2% 5 Year 21.7% 10 Year 15 Year Since launch 13.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 8.6% 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% Fund Manager information for Taurus Banking & Financial Services Fund
Name Since Tenure Anuj Kapil 13 Jun 23 1.8 Yr. Data below for Taurus Banking & Financial Services Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 95.15% Technology 1.34% Asset Allocation
Asset Class Value Cash 3.52% Equity 96.48% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 12 | HDFCBANK22% ₹2 Cr 12,948 ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 53217421% ₹2 Cr 17,739 Axis Bank Ltd (Financial Services)
Equity, Since 30 Jun 13 | 53221511% ₹1 Cr 11,341 State Bank of India (Financial Services)
Equity, Since 31 May 12 | SBIN10% ₹1 Cr 15,279 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 31 Mar 13 | KOTAKBANK9% ₹1 Cr 4,719 Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 5004903% ₹0 Cr 300 CreditAccess Grameen Ltd Ordinary Shares (Financial Services)
Equity, Since 31 Aug 23 | 5417703% ₹0 Cr 3,356 Union Bank of India (Financial Services)
Equity, Since 31 Dec 24 | 5324773% ₹0 Cr 23,397 IndusInd Bank Ltd (Financial Services)
Equity, Since 30 Jun 20 | INDUSINDBK3% ₹0 Cr 2,636 The New India Assurance Co Ltd (Financial Services)
Equity, Since 31 Jan 25 | NIACL2% ₹0 Cr 13,837 6. Taurus Starshare (Multi Cap) Fund
CAGR/Annualized return of 10.2% 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 (01 Apr 25) ₹208.19 ↓ -1.93 (-0.92 %) Net Assets (Cr) ₹321 on 28 Feb 25 Category Equity - Multi Cap AMC Taurus Asset Management Company Limited Rating ☆ Risk Moderately High Expense Ratio 2.64 Sharpe Ratio -0.55 Information Ratio -0.14 Alpha Ratio -2.46 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 Mar 20 ₹10,000 31 Mar 21 ₹15,644 31 Mar 22 ₹18,959 31 Mar 23 ₹17,675 31 Mar 24 ₹25,384 31 Mar 25 ₹26,249 Returns for Taurus Starshare (Multi Cap) Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 1 Apr 25 Duration Returns 1 Month 4.4% 3 Month -9.3% 6 Month -14.6% 1 Year 0.8% 3 Year 10.9% 5 Year 21.8% 10 Year 15 Year Since launch 10.2% Historical performance (Yearly) on absolute basis
Year Returns 2024 17.3% 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% Fund Manager information for Taurus Starshare (Multi Cap) Fund
Name Since Tenure Anuj Kapil 13 Jun 23 1.8 Yr. Data below for Taurus Starshare (Multi Cap) Fund as on 28 Feb 25
Equity Sector Allocation
Sector Value Financial Services 30.11% Consumer Cyclical 13.24% Technology 11.14% Industrials 8.78% Consumer Defensive 8.12% Health Care 7.07% Energy 5.96% Utility 4.15% Real Estate 2.6% Communication Services 2.47% Basic Materials 1.48% Asset Allocation
Asset Class Value Cash 4.87% Equity 95.13% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | HDFCBANK10% ₹31 Cr 178,482 Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | M&M5% ₹15 Cr 59,091 ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | ITC5% ₹15 Cr 368,061 ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 5321744% ₹14 Cr 116,272 HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | HCLTECH4% ₹13 Cr 83,453
↓ -12,460 Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 5322154% ₹13 Cr 125,242 Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | INFY4% ₹12 Cr 70,886
↓ -11,605 Coal India Ltd (Energy)
Equity, Since 30 Apr 23 | COALINDIA3% ₹9 Cr 256,670 DLF Ltd (Real Estate)
Equity, Since 30 Apr 22 | 5328683% ₹8 Cr 131,230 State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | SBIN3% ₹8 Cr 119,156
SIP పెట్టుబడి ఎలా పెరుగుతుంది?
మీ ఎలా తెలుసుకోవాలనుకుంటున్నారుSIP పెట్టుబడి మీరు ఒక నిర్దిష్ట కాలానికి నెలవారీ కొంత మొత్తాన్ని పెట్టుబడి పెడితే పెరుగుతుందా? మేము మీకు ఒక ఉదాహరణతో వివరిస్తాము.
SIP కాలిక్యులేటర్ లేదా SIP రిటర్న్ కాలిక్యులేటర్
SIP కాలిక్యులేటర్లు సాధారణంగా పెట్టుబడి పెట్టడానికి ప్రయత్నిస్తున్న SIP పెట్టుబడి మొత్తం (లక్ష్యం), అవసరమైన పెట్టుబడి సంవత్సరాల సంఖ్య, expected హించినవి వంటి ఇన్పుట్లను తీసుకుంటారుద్రవ్యోల్బణం రేట్లు (దీనికి ఒక ఖాతా అవసరం!) మరియు ఆశించిన రాబడి. అందువల్ల, లక్ష్యాన్ని సాధించడానికి అవసరమైన SIP రాబడిని లెక్కించవచ్చు!
మీరు 10 సంవత్సరాలు INR 10,000 పెట్టుబడి పెడితే, మీ SIP పెట్టుబడి ఎలా పెరుగుతుందో చూడండి-
నెలవారీ పెట్టుబడి: INR 10,000
పెట్టుబడి కాలం: 10 సంవత్సరాల
మొత్తం పెట్టుబడి: INR 12,00,000
దీర్ఘకాలిక వృద్ధి రేటు (సుమారు.): 15%
ప్రకారం ఆశించిన రాబడిసిప్ కాలిక్యులేటర్: INR 27,86,573
నికర లాభం: INR 15,86,573 (సంపూర్ణ రాబడి= 132.2%)
పై లెక్కల ప్రకారం మీరు నెలకు 10,000 రూపాయలు 10 సంవత్సరాలు పెట్టుబడి పెడితే (మొత్తం INR12,00,000) మీరు సంపాదిస్తారుINR 27,86,573అంటే మీరు చేసే నికర లాభంINR 15,86,573. ఇది గొప్పది కాదా!
వృషభం మ్యూచువల్ ఫండ్ SIP ఆన్‌లైన్‌లో ఎలా పెట్టుబడి పెట్టాలి?
ఫిన్‌కాష్.కామ్‌లో జీవితకాలం కోసం ఉచిత పెట్టుబడి ఖాతాను తెరవండి.
మీ నమోదు మరియు KYC ప్రాసెస్‌ను పూర్తి చేయండి
పత్రాలను అప్‌లోడ్ చేయండి (పాన్, ఆధార్, మొదలైనవి).మరియు, మీరు పెట్టుబడి పెట్టడానికి సిద్ధంగా ఉన్నారు!
ఇక్కడ అందించిన సమాచారం ఖచ్చితమైనదని నిర్ధారించడానికి అన్ని ప్రయత్నాలు జరిగాయి. ఏదేమైనా, డేటా యొక్క ఖచ్చితత్వానికి సంబంధించి ఎటువంటి హామీలు ఇవ్వబడవు. ఏదైనా పెట్టుబడి పెట్టడానికి ముందు దయచేసి స్కీమ్ సమాచార పత్రంతో ధృవీకరించండి.
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