Taurus Mutual Fund is one of the first mutual funds to be registered with the Security Exchange Board of India or SEBI. It was registered with SEBI on Sept 21st, 1993 under the Mutual Fund Registration Code. This was one of the first fund houses to launch fully repatriable investments by NRIs/FIIs and since then it has received investments from across the globe.
The AMC has an extremely strong investment policy. They believe that most people invest for creating wealth and they also need trusted financial partners who will take the right decisions on behalf of them. They believe in catering to both categories of investors and they provide them with an array of mutual funds ranging across different categories and market capitalization.
The basically aim for long-term growth, as well as short-term monetary gain.
If we allocate 65 to 80 percent of a fund to equity and assign remaining to debt and similar instruments, then what we get in return is a Hybrid-Equity fund. These funds allow you to enjoy good returns and low-risk rates courtesy their significant allocation in debt funds. Market gurus believe that it is better to invest in these than to go for an equity-debt portfolio as there is no tax imposed on the debt funds in the mix. It has returns that are taxed at 15% if sold before one year, post this period a 10% tax is applicable on the gains.
Purpose: Invest in these funds instead of buying a different kind of equity-debt funds with 60-40 allocations. These funds are best to moderate your risk with a fair return in the high-risk portfolio.
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| Fund Name | Category | Risk | 1Y Returns | Rating | Fund Size(in Cr) |
|---|---|---|---|---|---|
Taurus Liquid Fund | Debt | Low | 3.2% | 1 | ₹14 |
Taurus Ethical Fund | Equity | Very High | 14.7% | -- | ₹109 |
Taurus Short Term Income Fund | Debt | Moderately Low | 9.3% | 1 | ₹22 |
Taurus Banking & Financial Services Fund | Equity | Very High | 15.3% | 3 | ₹9 |
Taurus Dynamic Income Fund | Debt | Moderate | 9.6% | 1 | ₹3 |
Taurus Nifty 50 Index Fund | Other | Very High | 11.5% | -- | ₹3 |
Taurus Tax Shield Fund | Equity | Very High | 21.0% | 3 | ₹65 |
Taurus Discovery (Midcap) Fund | Equity | Very High | 27.5% | 1 | ₹100 |
Taurus Largecap Equity Fund | Equity | Very High | 4.3% | 1 | ₹35 |
Taurus Infrastructure Fund | Equity | Very High | 19.6% | 2 | ₹7 |
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Fund Performance: The Taurus Liquid Fund has given 4.81% annualized returns in the past three years and 4.59% in the last 5 years. The Taurus Liquid Fund belongs to the Debt category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Liquid Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹14Cr |
| 1Y Returns | 3.2% |
Fund Performance: The Taurus Ethical Fund has given 20.63% annualized returns in the past three years and 14.66% in the last 5 years. The Taurus Ethical Fund belongs to the Equity category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Ethical Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹109Cr |
| 1Y Returns | 14.7% |
Fund Performance: The Taurus Short Term Income Fund has given 4.21% annualized returns in the past three years and 6.49% in the last 5 years. The Taurus Short Term Income Fund belongs to the Debt category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Short Term Income Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹22Cr |
| 1Y Returns | 9.3% |
Fund Performance: The Taurus Banking & Financial Services Fund has given 26.97% annualized returns in the past three years and 14.3% in the last 5 years. The Taurus Banking & Financial Services Fund belongs to the Equity category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Banking & Financial Services Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹9Cr |
| 1Y Returns | 15.3% |
Fund Performance: The Taurus Dynamic Income Fund has given 3.53% annualized returns in the past three years and 4.36% in the last 5 years. The Taurus Dynamic Income Fund belongs to the Debt category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Dynamic Income Fund via lump sum is ₹5,000 and via SIP is ₹1,000.
| Min Investment Amt | ₹5,000 |
|---|---|
| AUM | ₹3Cr |
| 1Y Returns | 9.6% |
Fund Performance: The Taurus Nifty 50 Index Fund has given 21.56% annualized returns in the past three years and 12.67% in the last 5 years. The Taurus Nifty 50 Index Fund belongs to the Other category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Nifty 50 Index Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹3Cr |
| 1Y Returns | 11.5% |
Fund Performance: The Taurus Tax Shield Fund has given 21.6% annualized returns in the past three years and 12.64% in the last 5 years. The Taurus Tax Shield Fund belongs to the Equity category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Tax Shield Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹65Cr |
| 1Y Returns | 21.0% |
Fund Performance: The Taurus Discovery (Midcap) Fund has given 27.77% annualized returns in the past three years and 17.27% in the last 5 years. The Taurus Discovery (Midcap) Fund belongs to the Equity category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Discovery (Midcap) Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹100Cr |
| 1Y Returns | 27.5% |
Fund Performance: The Taurus Largecap Equity Fund has given 18.25% annualized returns in the past three years and 9.71% in the last 5 years. The Taurus Largecap Equity Fund belongs to the Equity category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Largecap Equity Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹35Cr |
| 1Y Returns | 4.3% |
Fund Performance: The Taurus Infrastructure Fund has given 28.71% annualized returns in the past three years and 14.05% in the last 5 years. The Taurus Infrastructure Fund belongs to the Equity category of Taurus Mutual Funds.
Minimum Investment Amount: The minimum amount required to invest in Taurus Infrastructure Fund via lump sum is ₹500 and via SIP is ₹500.
| Min Investment Amt | ₹500 |
|---|---|
| AUM | ₹7Cr |
| 1Y Returns | 19.6% |
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