6 ఉత్తమ వృషభం SIP నిధులు 2020

Updated on October 26, 2025 , 976 views

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	₹125.06 ↑ 0.53	₹128	1,000	2.6	10.3	3.6	18.4	21.4	8.4	11.3
Taurus Largecap Equity Fund Growth	₹163.47 ↑ 1.14	₹49	1,000	3.9	8.2	5.1	15.4	17.2	10.8	18
Taurus Ethical Fund Growth	₹129.04 ↑ 0.51	₹327	1,000	2.1	6.6	-1.8	14.2	16.7	16.7	19.3
Taurus Tax Shield Growth	₹191.12 ↑ 0.90	₹76	500	2.2	7.6	4.6	17.9	18.8	12.1	21.5
Taurus Banking & Financial Services Fund Growth	₹55.87 ↑ 0.17	₹11	1,000	3.6	5.4	9.8	14.8	18.8	13.7	8.6
Taurus Starshare (Multi Cap) Fund Growth	₹230.67 ↑ 0.30	₹349	1,000	3.5	6.6	0.8	15.3	17.3	10.4	17.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 29 Oct 25

Research Highlights & Commentary of 6 Funds showcased

Commentary	Taurus Discovery (Midcap) Fund	Taurus Largecap Equity Fund	Taurus Ethical Fund	Taurus Tax Shield	Taurus Banking & Financial Services Fund	Taurus Starshare (Multi Cap) Fund
Point 1	Upper mid AUM (₹128 Cr).	Bottom quartile AUM (₹49 Cr).	Upper mid AUM (₹327 Cr).	Lower mid AUM (₹76 Cr).	Bottom quartile AUM (₹11 Cr).	Highest AUM (₹349 Cr).
Point 2	Oldest track record among peers (31 yrs).	Established history (30+ yrs).	Established history (16+ yrs).	Established history (29+ yrs).	Established history (13+ yrs).	Established history (31+ yrs).
Point 3	Top rated.	Rating: 2★ (upper mid).	Rating: 2★ (upper mid).	Rating: 2★ (lower mid).	Rating: 1★ (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.	Risk profile: Moderately High.
Point 5	5Y return: 21.40% (top quartile).	5Y return: 17.21% (bottom quartile).	5Y return: 16.73% (bottom quartile).	5Y return: 18.77% (upper mid).	5Y return: 18.84% (upper mid).	5Y return: 17.32% (lower mid).
Point 6	3Y return: 18.41% (top quartile).	3Y return: 15.37% (upper mid).	3Y return: 14.17% (bottom quartile).	3Y return: 17.89% (upper mid).	3Y return: 14.80% (bottom quartile).	3Y return: 15.29% (lower mid).
Point 7	1Y return: 3.58% (lower mid).	1Y return: 5.14% (upper mid).	1Y return: -1.76% (bottom quartile).	1Y return: 4.61% (upper mid).	1Y return: 9.83% (top quartile).	1Y return: 0.78% (bottom quartile).
Point 8	Alpha: -4.47 (bottom quartile).	Alpha: -3.29 (lower mid).	Alpha: 0.00 (top quartile).	Alpha: -1.00 (upper mid).	Alpha: -1.19 (upper mid).	Alpha: -5.41 (bottom quartile).
Point 9	Sharpe: -0.71 (upper mid).	Sharpe: -0.81 (lower mid).	Sharpe: -1.07 (bottom quartile).	Sharpe: -0.69 (upper mid).	Sharpe: -0.22 (top quartile).	Sharpe: -1.01 (bottom quartile).
Point 10	Information ratio: -0.84 (bottom quartile).	Information ratio: -0.30 (lower mid).	Information ratio: 0.00 (upper mid).	Information ratio: 0.46 (upper mid).	Information ratio: 0.57 (top quartile).	Information ratio: -0.45 (bottom quartile).

Taurus Discovery (Midcap) Fund

Upper mid AUM (₹128 Cr).
Oldest track record among peers (31 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.40% (top quartile).
3Y return: 18.41% (top quartile).
1Y return: 3.58% (lower mid).
Alpha: -4.47 (bottom quartile).
Sharpe: -0.71 (upper mid).
Information ratio: -0.84 (bottom quartile).

Taurus Largecap Equity Fund

Bottom quartile AUM (₹49 Cr).
Established history (30+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.21% (bottom quartile).
3Y return: 15.37% (upper mid).
1Y return: 5.14% (upper mid).
Alpha: -3.29 (lower mid).
Sharpe: -0.81 (lower mid).
Information ratio: -0.30 (lower mid).

Taurus Ethical Fund

Upper mid AUM (₹327 Cr).
Established history (16+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 16.73% (bottom quartile).
3Y return: 14.17% (bottom quartile).
1Y return: -1.76% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -1.07 (bottom quartile).
Information ratio: 0.00 (upper mid).

Taurus Tax Shield

Lower mid AUM (₹76 Cr).
Established history (29+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.77% (upper mid).
3Y return: 17.89% (upper mid).
1Y return: 4.61% (upper mid).
Alpha: -1.00 (upper mid).
Sharpe: -0.69 (upper mid).
Information ratio: 0.46 (upper mid).

Taurus Banking & Financial Services Fund

Bottom quartile AUM (₹11 Cr).
Established history (13+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 18.84% (upper mid).
3Y return: 14.80% (bottom quartile).
1Y return: 9.83% (top quartile).
Alpha: -1.19 (upper mid).
Sharpe: -0.22 (top quartile).
Information ratio: 0.57 (top quartile).

Taurus Starshare (Multi Cap) Fund

Highest AUM (₹349 Cr).
Established history (31+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.32% (lower mid).
3Y return: 15.29% (lower mid).
1Y return: 0.78% (bottom quartile).
Alpha: -5.41 (bottom quartile).
Sharpe: -1.01 (bottom quartile).
Information ratio: -0.45 (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

Upper mid AUM (₹128 Cr).
Oldest track record among peers (31 yrs).
Top rated.
Risk profile: Moderately High.
5Y return: 21.40% (top quartile).
3Y return: 18.41% (top quartile).
1Y return: 3.58% (lower mid).
Alpha: -4.47 (bottom quartile).
Sharpe: -0.71 (upper mid).
Information ratio: -0.84 (bottom quartile).

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

Taurus Discovery (Midcap) Fund Growth
Launch Date	5 Sep 94
NAV (29 Oct 25)	₹125.06 ↑ 0.53 (0.43 %)
Net Assets (Cr)	₹128 on 31 Aug 25
Category	Equity - Mid Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆☆☆
Risk	Moderately High
Expense Ratio	2.57
Sharpe Ratio	-0.71
Information Ratio	-0.84
Alpha Ratio	-4.47
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
30 Sep 20	₹10,000
30 Sep 21	₹15,512
30 Sep 22	₹15,397
30 Sep 23	₹20,443
30 Sep 24	₹27,195
30 Sep 25	₹25,000

Taurus Discovery (Midcap) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹518,033.
Net Profit of ₹218,033 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 29 Oct 25

Duration	Returns
1 Month	4.8%
3 Month	2.6%
6 Month	10.3%
1 Year	3.6%
3 Year	18.4%
5 Year	21.4%
10 Year
15 Year
Since launch	8.4%

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	2.3 Yr.
Hemanshu Srivastava	18 Jul 24	1.2 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	18.96%
Industrials	16.45%
Consumer Cyclical	14.14%
Technology	11.66%
Basic Materials	10.24%
Health Care	7.92%
Consumer Defensive	6.17%
Energy	6.04%
Communication Services	2.99%
Real Estate	2.52%

Asset Allocation

Asset Class	Value
Cash	2.91%
Equity	97.09%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| PACEDIGITK	5%	₹6 Cr	274,040 ↑ 274,040
Coforge Ltd (Technology) Equity, Since 31 May 22 \| 532541	4%	₹5 Cr	33,050 ↑ 7,500
Linde India Ltd (Basic Materials) Equity, Since 30 Apr 25 \| 523457	4%	₹5 Cr	8,130
Bank of India (Financial Services) Equity, Since 31 Dec 23 \| 532149	4%	₹5 Cr	401,241
Dalmia Bharat Ltd (Basic Materials) Equity, Since 31 Jan 22 \| 542216	4%	₹5 Cr	21,844
Regaal Resources Ltd (Consumer Defensive) Equity, Since 31 Aug 25 \| 544485	4%	₹5 Cr	539,280
LIC Housing Finance Ltd (Financial Services) Equity, Since 28 Feb 23 \| LICHSGFIN	4%	₹5 Cr	83,511 ↑ 41,000
Container Corporation of India Ltd (Industrials) Equity, Since 31 Jul 24 \| 531344	4%	₹5 Cr	87,500
Hindustan Petroleum Corp Ltd (Energy) Equity, Since 30 Apr 24 \| HINDPETRO	4%	₹5 Cr	102,997
Aurobindo Pharma Ltd (Healthcare) Equity, Since 31 Jul 24 \| AUROPHARMA	3%	₹4 Cr	41,000

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 (₹49 Cr).
Established history (30+ yrs).
Rating: 2★ (upper mid).
Risk profile: Moderately High.
5Y return: 17.21% (bottom quartile).
3Y return: 15.37% (upper mid).
1Y return: 5.14% (upper mid).
Alpha: -3.29 (lower mid).
Sharpe: -0.81 (lower mid).
Information ratio: -0.30 (lower mid).

Below is the key information for Taurus Largecap Equity Fund

Taurus Largecap Equity Fund Growth
Launch Date	28 Feb 95
NAV (29 Oct 25)	₹163.47 ↑ 1.14 (0.70 %)
Net Assets (Cr)	₹49 on 31 Aug 25
Category	Equity - Large Cap
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.61
Sharpe Ratio	-0.82
Information Ratio	-0.3
Alpha Ratio	-3.29
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
30 Sep 20	₹10,000
30 Sep 21	₹14,554
30 Sep 22	₹15,046
30 Sep 23	₹16,446
30 Sep 24	₹23,202
30 Sep 25	₹21,765

Taurus Largecap Equity Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 29 Oct 25

Duration	Returns
1 Month	5.6%
3 Month	3.9%
6 Month	8.2%
1 Year	5.1%
3 Year	15.4%
5 Year	17.2%
10 Year
15 Year
Since launch	10.8%

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	2.3 Yr.

Data below for Taurus Largecap Equity Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	32.73%
Energy	13.01%
Consumer Cyclical	11.95%
Health Care	9.79%
Consumer Defensive	9.66%
Technology	7.03%
Communication Services	4%
Industrials	3.5%
Utility	3.29%
Basic Materials	1.91%
Real Estate	1.72%

Asset Allocation

Asset Class	Value
Cash	1.4%
Equity	98.6%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| ITC	8%	₹4 Cr	103,545
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 23 \| HDFCBANK	8%	₹4 Cr	43,124
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 30 Sep 20 \| M&M	7%	₹3 Cr	9,520
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	6%	₹3 Cr	22,452
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| SBIN	6%	₹3 Cr	32,804
Reliance Industries Ltd (Energy) Equity, Since 31 Mar 23 \| RELIANCE	4%	₹2 Cr	16,131
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Nov 24 \| BHARTIARTL	4%	₹2 Cr	10,564
Indian Oil Corp Ltd (Energy) Equity, Since 30 Jun 24 \| IOC	4%	₹2 Cr	132,331
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| 532215	3%	₹2 Cr	14,966
Power Grid Corp Of India Ltd (Utilities) Equity, Since 30 Nov 23 \| 532898	3%	₹2 Cr	58,197

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

Upper mid AUM (₹327 Cr).
Established history (16+ yrs).
Rating: 2★ (upper mid).
Risk profile: High.
5Y return: 16.73% (bottom quartile).
3Y return: 14.17% (bottom quartile).
1Y return: -1.76% (bottom quartile).
Alpha: 0.00 (top quartile).
Sharpe: -1.07 (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 (29 Oct 25)	₹129.04 ↑ 0.51 (0.40 %)
Net Assets (Cr)	₹327 on 31 Aug 25
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	High
Expense Ratio	2.42
Sharpe Ratio	-1.07
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
30 Sep 20	₹10,000
30 Sep 21	₹14,623
30 Sep 22	₹14,474
30 Sep 23	₹16,698
30 Sep 24	₹23,926
30 Sep 25	₹20,926

Taurus Ethical Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹458,689.
Net Profit of ₹158,689 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 29 Oct 25

Duration	Returns
1 Month	4.5%
3 Month	2.1%
6 Month	6.6%
1 Year	-1.8%
3 Year	14.2%
5 Year	16.7%
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	2.92 Yr.

Data below for Taurus Ethical Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Technology	21.92%
Energy	18.78%
Health Care	14.26%
Industrials	13.09%
Consumer Cyclical	9.87%
Consumer Defensive	8.88%
Basic Materials	5.42%
Utility	3.04%

Asset Allocation

Asset Class	Value
Cash	4.73%
Equity	95.27%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
Reliance Industries Ltd (Energy) Equity, Since 31 Oct 21 \| RELIANCE	7%	₹22 Cr	162,180 ↓ -13,800
Tata Consultancy Services Ltd (Technology) Equity, Since 31 Jul 11 \| TCS	5%	₹18 Cr	61,014 ↑ 24,772
Infosys Ltd (Technology) Equity, Since 31 Dec 10 \| INFY	4%	₹15 Cr	103,268 ↑ 21,249
Polycab India Ltd (Industrials) Equity, Since 31 Jan 25 \| 542652	3%	₹11 Cr	15,629
Bharat Petroleum Corp Ltd (Energy) Equity, Since 30 Sep 24 \| 500547	3%	₹11 Cr	310,830
Colgate-Palmolive (India) Ltd (Consumer Defensive) Equity, Since 31 Jan 25 \| 500830	3%	₹10 Cr	46,361
Coal India Ltd (Energy) Equity, Since 30 Apr 24 \| COALINDIA	3%	₹10 Cr	264,116
Hindustan Unilever Ltd (Consumer Defensive) Equity, Since 31 Dec 22 \| 500696	3%	₹10 Cr	38,951
Oil & Natural Gas Corp Ltd (Energy) Equity, Since 31 Aug 24 \| 500312	3%	₹10 Cr	398,002 ↑ 82,900
Oracle Financial Services Software Ltd (Technology) Equity, Since 31 Jan 25 \| 532466	3%	₹9 Cr	11,286 ↑ 2,831

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 (₹76 Cr).
Established history (29+ yrs).
Rating: 2★ (lower mid).
Risk profile: Moderately High.
5Y return: 18.77% (upper mid).
3Y return: 17.89% (upper mid).
1Y return: 4.61% (upper mid).
Alpha: -1.00 (upper mid).
Sharpe: -0.69 (upper mid).
Information ratio: 0.46 (upper mid).

Below is the key information for Taurus Tax Shield

Taurus Tax Shield Growth
Launch Date	31 Mar 96
NAV (29 Oct 25)	₹191.12 ↑ 0.90 (0.47 %)
Net Assets (Cr)	₹76 on 31 Aug 25
Category	Equity - ELSS
AMC	Taurus Asset Management Company Limited
Rating	☆☆
Risk	Moderately High
Expense Ratio	2.46
Sharpe Ratio	-0.69
Information Ratio	0.46
Alpha Ratio	-1
Min Investment	500
Min SIP Investment	500
Exit Load	NIL
Sub Cat.	ELSS

Growth of 10,000 investment over the years.

Date	Value
30 Sep 20	₹10,000
30 Sep 21	₹14,449
30 Sep 22	₹14,200
30 Sep 23	₹17,379
30 Sep 24	₹24,033
30 Sep 25	₹23,076

Taurus Tax Shield SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 29 Oct 25

Duration	Returns
1 Month	4.3%
3 Month	2.2%
6 Month	7.6%
1 Year	4.6%
3 Year	17.9%
5 Year	18.8%
10 Year
15 Year
Since launch	12.1%

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	2.15 Yr.

Data below for Taurus Tax Shield as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	37.12%
Technology	16.68%
Consumer Defensive	11.72%
Health Care	11.02%
Energy	5.18%
Consumer Cyclical	4.78%
Utility	4.22%
Industrials	2.86%
Basic Materials	2.23%
Communication Services	2.19%

Asset Allocation

Asset Class	Value
Cash	2%
Equity	98%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 31 Jul 23 \| HDFCBANK	10%	₹7 Cr	76,490
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	8%	₹6 Cr	5,200
ITC Ltd (Consumer Defensive) Equity, Since 31 Mar 16 \| ITC	8%	₹6 Cr	147,908
ICICI Bank Ltd (Financial Services) Equity, Since 30 Nov 09 \| 532174	7%	₹6 Cr	41,805
Narayana Hrudayalaya Ltd (Healthcare) Equity, Since 31 Jul 22 \| 539551	5%	₹4 Cr	23,293
Pace Digitek Ltd (Technology) Equity, Since 30 Sep 25 \| PACEDIGITK	5%	₹4 Cr	182,716 ↑ 182,716
Axis Bank Ltd (Financial Services) Equity, Since 31 May 22 \| 532215	4%	₹3 Cr	28,650
Power Grid Corp Of India Ltd (Utilities) Equity, Since 31 Mar 25 \| 532898	4%	₹3 Cr	114,996
Dam Capital Advisors Ltd (Financial Services) Equity, Since 31 Aug 25 \| 544316	4%	₹3 Cr	122,125 ↑ 40,792
Coal India Ltd (Energy) Equity, Since 31 Jan 23 \| COALINDIA	3%	₹3 Cr	65,000

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 (₹11 Cr).
Established history (13+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: High.
5Y return: 18.84% (upper mid).
3Y return: 14.80% (bottom quartile).
1Y return: 9.83% (top quartile).
Alpha: -1.19 (upper mid).
Sharpe: -0.22 (top quartile).
Information ratio: 0.57 (top quartile).

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

Taurus Banking & Financial Services Fund Growth
Launch Date	22 May 12
NAV (29 Oct 25)	₹55.87 ↑ 0.17 (0.31 %)
Net Assets (Cr)	₹11 on 31 Aug 25
Category	Equity - Sectoral
AMC	Taurus Asset Management Company Limited
Rating	☆
Risk	High
Expense Ratio	2.45
Sharpe Ratio	-0.22
Information Ratio	0.57
Alpha Ratio	-1.19
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
30 Sep 20	₹10,000
30 Sep 21	₹16,428
30 Sep 22	₹16,414
30 Sep 23	₹19,743
30 Sep 24	₹24,170
30 Sep 25	₹24,778

Taurus Banking & Financial Services Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹481,656.
Net Profit of ₹181,656 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 29 Oct 25

Duration	Returns
1 Month	5.4%
3 Month	3.6%
6 Month	5.4%
1 Year	9.8%
3 Year	14.8%
5 Year	18.8%
10 Year
15 Year
Since launch	13.7%

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	2.3 Yr.

Data below for Taurus Banking & Financial Services Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	97.68%

Asset Allocation

Asset Class	Value
Cash	2.32%
Equity	97.68%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
ICICI Bank Ltd (Financial Services) Equity, Since 31 May 12 \| 532174	20%	₹2 Cr	16,936 ↓ -803
HDFC Bank Ltd (Financial Services) Equity, Since 31 May 12 \| HDFCBANK	19%	₹2 Cr	23,577 ↓ -2,319
State Bank of India (Financial Services) Equity, Since 31 May 12 \| SBIN	12%	₹1 Cr	16,534
Axis Bank Ltd (Financial Services) Equity, Since 30 Jun 13 \| 532215	11%	₹1 Cr	11,341
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 31 Mar 13 \| KOTAKBANK	9%	₹1 Cr	5,289
Dam Capital Advisors Ltd (Financial Services) Equity, Since 31 Aug 25 \| 544316	8%	₹1 Cr	39,166 ↑ 24,203
Power Finance Corp Ltd (Financial Services) Equity, Since 31 Jul 25 \| 532810	5%	₹1 Cr	14,288
Bajaj Holdings and Investment Ltd (Financial Services) Equity, Since 30 Apr 22 \| 500490	3%	₹0 Cr	300
LIC Housing Finance Ltd (Financial Services) Equity, Since 30 Sep 25 \| LICHSGFIN	2%	₹0 Cr	3,843 ↑ 3,843
General Insurance Corp of India (Financial Services) Equity, Since 30 Jun 25 \| 540755	2%	₹0 Cr	5,704

6. 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

Highest AUM (₹349 Cr).
Established history (31+ yrs).
Rating: 1★ (bottom quartile).
Risk profile: Moderately High.
5Y return: 17.32% (lower mid).
3Y return: 15.29% (lower mid).
1Y return: 0.78% (bottom quartile).
Alpha: -5.41 (bottom quartile).
Sharpe: -1.01 (bottom quartile).
Information ratio: -0.45 (bottom quartile).

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

Taurus Starshare (Multi Cap) Fund Growth
Launch Date	29 Jan 94
NAV (29 Oct 25)	₹230.67 ↑ 0.30 (0.13 %)
Net Assets (Cr)	₹349 on 31 Aug 25
Category	Equity - Multi Cap
AMC	Taurus Asset Management Company Limited
Rating	☆
Risk	Moderately High
Expense Ratio	2.64
Sharpe Ratio	-1.01
Information Ratio	-0.45
Alpha Ratio	-5.41
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
30 Sep 20	₹10,000
30 Sep 21	₹14,692
30 Sep 22	₹14,932
30 Sep 23	₹17,275
30 Sep 24	₹23,963
30 Sep 25	₹21,744

Taurus Starshare (Multi Cap) Fund SIP Returns

Total investment amount is ₹300,000
expected amount after 5 Years is ₹470,047.
Net Profit of ₹170,047 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 29 Oct 25

Duration	Returns
1 Month	4.4%
3 Month	3.5%
6 Month	6.6%
1 Year	0.8%
3 Year	15.3%
5 Year	17.3%
10 Year
15 Year
Since launch	10.4%

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	2.3 Yr.

Data below for Taurus Starshare (Multi Cap) Fund as on 31 Aug 25

Equity Sector Allocation

Sector	Value
Financial Services	35.82%
Consumer Cyclical	13.85%
Consumer Defensive	12.68%
Industrials	10.76%
Energy	5.92%
Communication Services	4.38%
Technology	4.28%
Real Estate	3.94%
Utility	3.52%
Health Care	2.74%
Basic Materials	1.9%

Asset Allocation

Asset Class	Value
Cash	0.22%
Equity	99.78%

Top Securities Holdings / Portfolio

Name	Holding	Value	Quantity
HDFC Bank Ltd (Financial Services) Equity, Since 30 Jun 23 \| HDFCBANK	10%	₹34 Cr	356,964
ITC Ltd (Consumer Defensive) Equity, Since 30 Jun 23 \| ITC	8%	₹28 Cr	695,506
Mahindra & Mahindra Ltd (Consumer Cyclical) Equity, Since 31 Mar 22 \| M&M	5%	₹18 Cr	53,591 ↓ -5,500
ICICI Bank Ltd (Financial Services) Equity, Since 31 Oct 09 \| 532174	4%	₹16 Cr	116,272
Axis Bank Ltd (Financial Services) Equity, Since 28 Feb 23 \| 532215	4%	₹14 Cr	125,242
Bharti Airtel Ltd (Communication Services) Equity, Since 30 Apr 24 \| BHARTIARTL	4%	₹13 Cr	67,614
KEI Industries Ltd (Industrials) Equity, Since 31 Jan 25 \| 517569	3%	₹12 Cr	28,570
State Bank of India (Financial Services) Equity, Since 30 Jun 23 \| SBIN	3%	₹10 Cr	119,156
Coal India Ltd (Energy) Equity, Since 30 Apr 23 \| COALINDIA	3%	₹10 Cr	256,670
Kotak Mahindra Bank Ltd (Financial Services) Equity, Since 29 Feb 24 \| KOTAKBANK	3%	₹10 Cr	49,579

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.

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Disclaimer:
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.