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5 بہترین ٹورس میوچل فنڈ اسکیمیں 2022

فنکاش »ٹورس میوچل فنڈ »ٹورس میوچل فنڈ کی بہترین اسکیمیں

5 بہترین ٹورس میوچل فنڈ اسکیمیں 2022

Updated on January 10, 2025 , 1614 views

کی طرف سے پیش کردہ مصنوعاتٹورس میوچل فنڈ صارفین کی سرمایہ کاری کی ضروریات کے مطابق بنائے گئے ہیں۔ وہ مختلف پیش کرتے ہیں۔مشترکہ فنڈ اسکیمیں جیسے ایکویٹی، قرض، ہائبرڈ،ای ایل ایس ایس,مائع فنڈزوغیرہ۔ وہ جو اسکیمیں پیش کرتے ہیں وہ اپنی نوعیت کی پہلی ہیں اور سرمایہ کاروں کو متوازن پورٹ فولیو فراہم کرنے کے لیے ڈیزائن کی گئی ہیں۔ وہ سرمایہ کار جو زیادہ خطرے والے، زیادہ منافع پر یقین رکھتے ہیں وہ سرمایہ کاری کر سکتے ہیں۔ایکوئٹیز.

قرض فنڈ مختصر مدت کے فوائد کے لئے مثالی ہیں، اورہائبرڈ فنڈ ان سرمایہ کاروں کی طرف سے ترجیح دی جاتی ہے جو ایک ہی فنڈ سے قرض اور ایکویٹی دونوں سے فائدہ اٹھانا چاہتے ہیں۔ ELSS ہیں۔ٹیکس بچانے کی اسکیمجس میں آپ ٹیکس حاصل کر سکتے ہیں۔کٹوتی 1,50 روپے تک،000 قابل ٹیکس سےآمدنی فی کے طور پرسیکنڈ 80C کیانکم ٹیکس ایکٹ سرمایہ کاری کے خواہشمند سرمایہ کار نیچے دی گئی بہترین ٹورس میوچل فنڈ اسکیموں میں سے ایک فنڈ کا انتخاب کرسکتے ہیں۔

ان فنڈز کو AUM جیسے کچھ پیرامیٹرز کے ذریعے شارٹ لسٹ کیا گیا ہے۔نہیں ہیں، ماضی کی کارکردگی، ہم مرتبہ اوسط واپسی، وغیرہ۔

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ٹورس ایم ایف اسکیموں میں کیوں سرمایہ کاری کریں؟

a اسکیموں کی وسیع رینج

کمپنی ایک وسیع پیش کرتا ہےرینج تمام قسم کے سرمایہ کاروں کو پورا کرنے کے لیے میوچل فنڈ اسکیموں کا۔ Taurus MF کمپنی بہت سے دوسرے لوگوں کے درمیان قرض، ایکویٹی، ہائبرڈ، مائع جیسے زمروں سے کچھ مشہور میوچل فنڈ اسکیمیں رکھتی ہے۔ ان اسکیموں کا مقصد سرمایہ کاروں کو زیادہ سے زیادہ منافع فراہم کرنا ہے۔

ب موثر پورٹ فولیو مینجمنٹ

ٹورس میوچل فنڈ کمپنی کو فنڈ مینیجرز کی باشعور اور ہنر مند ٹیم کی حمایت حاصل ہے جو پورٹ فولیو کے موثر انتظام کو یقینی بناتی ہے۔ ٹیم اس بات کو یقینی بناتی ہے کہ سرمایہ کاری کے خطرات کو کم کرنے کے لیے سرمایہ کاری کا صحیح مشورہ دیا جائے۔

c پرکشش واپسی۔

Taurus MF کمپنی کی طرف سے پیش کردہ میوچل فنڈ اسکیموں کو احتیاط سے ڈیزائن کیا گیا ہے اور اس بات کو یقینی بنانے کے لیے تصور کیا گیا ہے کہ وہ سرمایہ کاروں کو پرکشش منافع کے ساتھ مسلسل کارکردگی فراہم کرتی ہیں۔

ٹورس میوچل فنڈز کی بہترین اسکیمیں

FundNAVNet Assets (Cr)Min InvestmentMin SIP Investment3 MO (%)6 MO (%)1 YR (%)3 YR (%)5 YR (%)Since launch (%)2023 (%)
Taurus Discovery (Midcap) Fund Growth ₹109.7
↓ -4.10
₹130 5,000 1,000 -13.8-13.8-112.719.98.211.3
Taurus Ethical Fund Growth ₹125.23
↓ -2.77
₹263 5,000 1,000 -9.3-6.212.812.518.617.419.3
Taurus Tax Shield Growth ₹175.56
↓ -4.10
₹81 500 500 -6.5-3.711.714.516.312.121.5
Taurus Largecap Equity Fund Growth ₹146.39
↓ -3.73
₹50 5,000 1,000 -8.7-7.510.211.313.410.718
Taurus Starshare (Multi Cap) Fund Growth ₹217.04
↓ -5.35
₹371 5,000 1,000 -8.7-7.79.612.113.910.517.3
Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 13 Jan 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 8.2% 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 (13 Jan 25) ₹109.7 ↓ -4.10   (-3.60 %)
Net Assets (Cr) ₹130 on 30 Nov 24
Category Equity - Mid Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.57
Sharpe Ratio 0.8
Information Ratio -0.82
Alpha Ratio -10.15
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 Dec 19₹10,000
31 Dec 20₹12,553
31 Dec 21₹16,654
31 Dec 22₹17,777
31 Dec 23₹24,599
31 Dec 24₹27,385

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 ₹493,520.
Net Profit of ₹193,520
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 13 Jan 25

DurationReturns
1 Month -12.3%
3 Month -13.8%
6 Month -13.8%
1 Year -1%
3 Year 12.7%
5 Year 19.9%
10 Year
15 Year
Since launch 8.2%
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 231.55 Yr.
Hemanshu Srivastava18 Jul 240.45 Yr.

Data below for Taurus Discovery (Midcap) Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services23.52%
Consumer Cyclical16.51%
Industrials14.49%
Technology10.69%
Basic Materials10.17%
Health Care7.5%
Communication Services6.3%
Energy4.11%
Real Estate3.26%
Utility1.35%
Consumer Defensive0.55%
Asset Allocation
Asset ClassValue
Cash1.55%
Equity98.45%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Bank of India (Financial Services)
Equity, Since 31 Dec 23 | BANKINDIA
4%₹6 Cr501,241
Coforge Ltd (Technology)
Equity, Since 31 May 22 | 532541
4%₹5 Cr5,400
Aurobindo Pharma Ltd (Healthcare)
Equity, Since 31 Jul 24 | 524804
4%₹5 Cr36,000
↑ 27,000
Indian Hotels Co Ltd (Consumer Cyclical)
Equity, Since 31 Jul 22 | 500850
3%₹4 Cr52,528
Aditya Birla Capital Ltd (Financial Services)
Equity, Since 31 Jul 24 | 540691
3%₹4 Cr209,026
Dalmia Bharat Ltd (Basic Materials)
Equity, Since 31 Jan 22 | 542216
3%₹4 Cr21,844
The Federal Bank Ltd (Financial Services)
Equity, Since 31 Aug 20 | 500469
3%₹4 Cr183,012
Inox Wind Energy Ltd Ordinary Shares (Industrials)
Equity, Since 31 Jul 24 | 543297
3%₹4 Cr3,539
Astral Ltd (Industrials)
Equity, Since 31 Aug 17 | 532830
3%₹4 Cr19,958
Steel Authority Of India Ltd (Basic Materials)
Equity, Since 29 Feb 24 | 500113
3%₹3 Cr284,667

2. 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 17.4% 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 (13 Jan 25) ₹125.23 ↓ -2.77   (-2.16 %)
Net Assets (Cr) ₹263 on 30 Nov 24
Category Equity - Sectoral
AMC Taurus Asset Management Company Limited
Rating
Risk High
Expense Ratio 2.42
Sharpe Ratio 1.47
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 Dec 19₹10,000
31 Dec 20₹12,814
31 Dec 21₹16,514
31 Dec 22₹16,131
31 Dec 23₹20,712
31 Dec 24₹24,715

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 ₹481,656.
Net Profit of ₹181,656
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 13 Jan 25

DurationReturns
1 Month -7.3%
3 Month -9.3%
6 Month -6.2%
1 Year 12.8%
3 Year 12.5%
5 Year 18.6%
10 Year
15 Year
Since launch 17.4%
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 222.17 Yr.

Data below for Taurus Ethical Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Technology30.51%
Energy16.87%
Industrials12.84%
Consumer Cyclical9.2%
Health Care8.97%
Basic Materials8.82%
Consumer Defensive5.11%
Utility1.86%
Real Estate1.81%
Communication Services1.67%
Asset Allocation
Asset ClassValue
Cash2.33%
Equity97.67%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
Infosys Ltd (Technology)
Equity, Since 31 Dec 10 | 500209
8%₹20 Cr109,959
Reliance Industries Ltd (Energy)
Equity, Since 31 Oct 21 | 500325
8%₹20 Cr155,004
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | 532281
4%₹11 Cr57,978
Tata Consultancy Services Ltd (Technology)
Equity, Since 31 Jul 11 | 532540
4%₹10 Cr23,968
Samvardhana Motherson International Ltd (Consumer Cyclical)
Equity, Since 31 Aug 24 | 517334
3%₹8 Cr482,903
↑ 88,113
Tech Mahindra Ltd (Technology)
Equity, Since 30 Nov 22 | 532755
3%₹7 Cr42,955
Oil & Natural Gas Corp Ltd (Energy)
Equity, Since 31 Aug 24 | 500312
3%₹7 Cr284,226
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 30 Apr 23 | 543232
3%₹7 Cr14,275
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 532500
2%₹6 Cr5,452
LTIMindtree Ltd (Technology)
Equity, Since 31 Dec 23 | 540005
2%₹6 Cr9,758

3. 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 12.1% 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 (13 Jan 25) ₹175.56 ↓ -4.10   (-2.28 %)
Net Assets (Cr) ₹81 on 30 Nov 24
Category Equity - ELSS
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.44
Sharpe Ratio 1.58
Information Ratio 0.37
Alpha Ratio 4.77
Min Investment 500
Min SIP Investment 500
Exit Load NIL
Sub Cat. ELSS

Growth of 10,000 investment over the years.

DateValue
31 Dec 19₹10,000
31 Dec 20₹11,366
31 Dec 21₹13,652
31 Dec 22₹14,555
31 Dec 23₹18,734
31 Dec 24₹22,754

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 ₹458,689.
Net Profit of ₹158,689
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 13 Jan 25

DurationReturns
1 Month -8.2%
3 Month -6.5%
6 Month -3.7%
1 Year 11.7%
3 Year 14.5%
5 Year 16.3%
10 Year
15 Year
Since launch 12.1%
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 231.4 Yr.

Data below for Taurus Tax Shield as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services32.55%
Technology21.59%
Industrials9.45%
Health Care9.07%
Basic Materials7.25%
Consumer Defensive4.74%
Consumer Cyclical4.16%
Energy4.14%
Utility2.48%
Asset Allocation
Asset ClassValue
Cash4.56%
Equity95.44%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 Jul 23 | 500180
10%₹8 Cr44,725
↓ -2,244
HCL Technologies Ltd (Technology)
Equity, Since 31 May 22 | 532281
9%₹8 Cr40,809
Bajaj Holdings and Investment Ltd (Financial Services)
Equity, Since 30 Apr 22 | 500490
7%₹5 Cr5,200
ICICI Bank Ltd (Financial Services)
Equity, Since 30 Nov 09 | 532174
7%₹5 Cr41,805
↑ 5,805
Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | 500209
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 | 500875
5%₹4 Cr80,000
Coal India Ltd (Energy)
Equity, Since 31 Jan 23 | 533278
4%₹3 Cr80,000
Axis Bank Ltd (Financial Services)
Equity, Since 31 May 22 | 532215
4%₹3 Cr28,650
Narayana Hrudayalaya Ltd (Healthcare)
Equity, Since 31 Jul 22 | 539551
3%₹2 Cr17,513

4. 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 10.7% 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 (13 Jan 25) ₹146.39 ↓ -3.73   (-2.48 %)
Net Assets (Cr) ₹50 on 30 Nov 24
Category Equity - Large Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.62
Sharpe Ratio 1.53
Information Ratio 0.14
Alpha Ratio 4.5
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 Dec 19₹10,000
31 Dec 20₹11,015
31 Dec 21₹12,994
31 Dec 22₹13,862
31 Dec 23₹16,885
31 Dec 24₹19,932

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 ₹426,080.
Net Profit of ₹126,080
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 13 Jan 25

DurationReturns
1 Month -8.7%
3 Month -8.7%
6 Month -7.5%
1 Year 10.2%
3 Year 11.3%
5 Year 13.4%
10 Year
15 Year
Since launch 10.7%
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 231.55 Yr.

Data below for Taurus Largecap Equity Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services27.79%
Technology14.81%
Consumer Cyclical14.17%
Energy8.77%
Consumer Defensive8.16%
Health Care6.8%
Utility5.34%
Industrials4.35%
Basic Materials3.02%
Real Estate1.69%
Communication Services0.84%
Asset Allocation
Asset ClassValue
Cash4.28%
Equity95.72%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 23 | 500180
10%₹5 Cr26,985
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | 500112
5%₹3 Cr32,804
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | 532281
5%₹3 Cr14,147
ICICI Bank Ltd (Financial Services)
Equity, Since 31 May 12 | 532174
5%₹3 Cr19,245
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 500875
5%₹2 Cr49,580
↓ -5,300
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 30 Sep 20 | 500520
5%₹2 Cr7,910
Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | 500209
4%₹2 Cr9,839
Varun Beverages Ltd (Consumer Defensive)
Equity, Since 31 Oct 23 | 540180
3%₹2 Cr28,215
Maruti Suzuki India Ltd (Consumer Cyclical)
Equity, Since 31 Aug 23 | 532500
3%₹2 Cr1,553
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 532215
3%₹2 Cr14,966
↓ -4,795

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.

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 CAGR/Annualized return of 10.5% since its launch.  Ranked 69 in Multi Cap category.  Return for 2024 was 17.3% , 2023 was 26.9% and 2022 was 4.8% .

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

Taurus Starshare (Multi Cap) Fund
Growth
Launch Date 29 Jan 94
NAV (13 Jan 25) ₹217.04 ↓ -5.35   (-2.41 %)
Net Assets (Cr) ₹371 on 30 Nov 24
Category Equity - Multi Cap
AMC Taurus Asset Management Company Limited
Rating
Risk Moderately High
Expense Ratio 2.64
Sharpe Ratio 1.37
Information Ratio 0
Alpha Ratio 0.52
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.

DateValue
31 Dec 19₹10,000
31 Dec 20₹10,661
31 Dec 21₹13,015
31 Dec 22₹13,638
31 Dec 23₹17,306
31 Dec 24₹20,306

Taurus Starshare (Multi Cap) Fund SIP Returns

   
My Monthly Investment:
Investment Tenure:
Years
Expected Annual Returns:
%
Total investment amount is ₹300,000
expected amount after 5 Years is ₹426,080.
Net Profit of ₹126,080
Invest Now

Returns for Taurus 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 13 Jan 25

DurationReturns
1 Month -8.2%
3 Month -8.7%
6 Month -7.7%
1 Year 9.6%
3 Year 12.1%
5 Year 13.9%
10 Year
15 Year
Since launch 10.5%
Historical performance (Yearly) on absolute basis
YearReturns
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%
2014 -1.3%
Fund Manager information for Taurus Starshare (Multi Cap) Fund
NameSinceTenure
Anuj Kapil13 Jun 231.55 Yr.

Data below for Taurus Starshare (Multi Cap) Fund as on 30 Nov 24

Equity Sector Allocation
SectorValue
Financial Services29.61%
Technology16.18%
Consumer Cyclical13.21%
Industrials8.19%
Consumer Defensive6.4%
Health Care6.08%
Energy5.14%
Basic Materials5.03%
Utility3.14%
Real Estate2.65%
Communication Services2.14%
Asset Allocation
Asset ClassValue
Cash2.24%
Equity97.76%
Top Securities Holdings / Portfolio
NameHoldingValueQuantity
HDFC Bank Ltd (Financial Services)
Equity, Since 30 Jun 23 | 500180
10%₹38 Cr209,483
HCL Technologies Ltd (Technology)
Equity, Since 30 Apr 23 | 532281
6%₹22 Cr116,710
Mahindra & Mahindra Ltd (Consumer Cyclical)
Equity, Since 31 Mar 22 | 500520
5%₹20 Cr65,791
ITC Ltd (Consumer Defensive)
Equity, Since 30 Jun 23 | 500875
5%₹18 Cr368,061
Infosys Ltd (Technology)
Equity, Since 31 Mar 23 | 500209
5%₹17 Cr92,691
ICICI Bank Ltd (Financial Services)
Equity, Since 31 Oct 09 | 532174
4%₹15 Cr116,272
↑ 14,300
Axis Bank Ltd (Financial Services)
Equity, Since 28 Feb 23 | 532215
4%₹14 Cr125,242
↓ -15,000
Coal India Ltd (Energy)
Equity, Since 30 Apr 23 | 533278
3%₹12 Cr291,670
↓ -46,330
Computer Age Management Services Ltd Ordinary Shares (Technology)
Equity, Since 31 Mar 23 | 543232
3%₹12 Cr24,082
State Bank of India (Financial Services)
Equity, Since 30 Jun 23 | 500112
3%₹11 Cr134,156

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