|
Fund Name
|
Ratings
 |
Risk
|
3Y Returns
|
AUM
|
|
|---|---|---|---|---|---|
|
Taurus ELSS Tax Saver Fund Equity ELSS |
Very High |
15.81% |
₹72.17 cr. |
||
|
Taurus ELSS Tax Saver Fund Direct Plan Payout of IDCW Payout Equity ELSS |
Very High |
15.81% |
₹72.17 cr. |
||
|
Taurus Infrastructure Fund Equity Sectoral / Thematic |
Very High |
14.94% |
₹7.92 cr. |
||
|
Taurus Infrastructure Fund Direct Plan Payout of IDCW Payout Equity Sectoral / Thematic |
Very High |
14.94% |
₹7.92 cr. |
||
|
Taurus Infrastructure Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
14.94% |
₹7.92 cr. |
||
|
Taurus Mid Cap Fund Direct Plan Payout of IDCW Payout Equity Mid Cap Fund |
Very High |
13.55% |
₹105.98 cr. |
||
|
Taurus Mid Cap Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Mid Cap Fund |
Very High |
13.55% |
₹105.98 cr. |
||
|
Taurus Mid Cap Fund Equity Mid Cap Fund |
Very High |
13.54% |
₹105.98 cr. |
||
|
Taurus Ethical Fund Equity Sectoral / Thematic |
Very High |
13.28% |
₹251.45 cr. |
||
|
Taurus Ethical Fund Direct Plan Payout of IDCW Payout Equity Sectoral / Thematic |
Very High |
13.28% |
₹251.45 cr. |
||
|
Taurus Ethical Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
13.28% |
₹251.45 cr. |
||
|
Taurus Banking and Financial Services Fund Direct Plan Payout of IDCW Payout Equity Sectoral / Thematic |
Very High |
12.76% |
₹10.24 cr. |
||
|
Taurus Banking and Financial Services Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Sectoral / Thematic |
Very High |
12.76% |
₹10.24 cr. |
||
|
Taurus Banking and Financial Services Fund Equity Sectoral / Thematic |
Very High |
12.76% |
₹10.24 cr. |
||
|
Taurus Large Cap Fund Equity Large Cap Fund |
Very High |
11.84% |
₹44.07 cr. |
||
|
Taurus Large Cap Fund Direct Plan Payout of IDCW Payout Equity Large Cap Fund |
Very High |
11.83% |
₹44.07 cr. |
||
|
Taurus Large Cap Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Large Cap Fund |
Very High |
11.83% |
₹44.07 cr. |
||
|
Taurus Flexi Cap Fund Equity Flexi Cap Fund |
Very High |
11.19% |
₹320.80 cr. |
||
|
Taurus Flexi Cap Fund Direct Plan Payout of IDCW Payout Equity Flexi Cap Fund |
Very High |
11.19% |
₹320.80 cr. |
||
|
Taurus Flexi Cap Fund Direct Plan Reinvestment of IDCW Reinvestment Equity Flexi Cap Fund |
Very High |
11.19% |
₹320.80 cr. |
||
|
Taurus Nifty 50 Index Fund Direct Plan Payout of IDCW Payout Other Index Fund |
Very High |
9.64% |
₹4.81 cr. |
||
|
Taurus Nifty 50 Index Fund Direct Plan Reinvestment of IDCW Reinvestment Other Index Fund |
Very High |
9.64% |
₹4.81 cr. |
||
|
Taurus Nifty 50 Index Fund Other Index Fund |
Very High |
9.64% |
₹4.81 cr. |
Taurus started in 1993, is one of the oldest private mutual fund companies. It was among the first few private AMCs to obtain SEBI registration when most of the market players were government-owned. Since then, Taurus has been constantly in the transaction. The first fund by Taurus Asset Management – Taurus Starshare (Multi Cap) Fund- was launched in 1994. The fund is still active after 20 years and is one of the high-performing schemes in its category. At present, Taurus is managed by HB Portfolio Limited.
Here are the company highlights:
The company caters to its clients in 30 major cities and 50 plus smaller towns through its network of 5000 branches across Indian states and union territories. They also engage 4000 plus business associates. Taurus MF managed a total AUM of ₹597 crore as of February 2023.
Before investing, you can check and compare Taurus Mutual Fund NAV on Angel One’s mutual fund investment portal.
The following is some of the key information regarding the Taurus Mutual Fund company.
| Founding date | August 20, 1993 |
| AMC Incorporation date | July 27, 1993 |
| Headquarters in | Mumbai |
| Name of the sponsors | HB Portfolio Ltd |
| Trustee organisation | Taurus Investment Trust Company Ltd |
| Chairman | Rajkiran Rai G |
| MD and CEO | Mr. Prashant Soni |
| CIO | Dheeraj Singh |
| Compliance Officer | Nikita Maggon |
| Investor Service Officer | Yashpal Sharma |
| Chief Investment Officer | Mr. Kanishk Kapur |
Currently, no fund managers are available for Taurus Mutual Fund.
Investing in Taurus Mutual Fund, or any other AMC, for that matter, is easy and hassle-free with your Angel One account. Just take the following steps –
Step 1: Log in to your Angel One account with your mobile number and validate with the OTP you receive. In the next step, enter MPIN.
Note: If you do not have an Angel One account, open a Demat in a matter of minutes by uploading the necessary documents.
Step 2: Determine which fund is most suited for your needs and risk profile. You can learn more about each fund on Angel One. Things that you should consider at this stage are –
Based on these criteria, you can select the best Taurus Mutual Fund that will help you meet your financial needs.
Step 3: Once you have chosen the fund (s) you want to invest in, log in to the Angel One app, go to the Mutual Funds section and choose the fund on the page. Since it is a long-term investment, be careful when you select a fund for investing.
You can learn more about each fund on the Angel One app.
Investing in Taurus Mutual Fund through Angel One is a straightforward and digitally enabled experience. Our KYC process is designed for your convenience, and it only requires the submission of necessary documents:
With Angel One, your KYC verification is a seamless process, ensuring quick access to Taurus Mutual Fund for both new and returning investors. You can count on our user-friendly platform to help you reach your financial goals. Your KYC process will be completed in just 48-72 business hours, enabling you to kickstart your mutual fund investment journey.
| Schemes | Category | AUM (in ₹ Cr) | 3-Yr Returns (%) | 1-Yr Return (%) |
| Taurus ELSS Tax Saver Fund – Growth | ELSS | 76.73 | 19.14 | 3.38 |
| Taurus Infrastructure Fund – Growth | Sectoral/Thematic | 8.97 | 18.87 | -2.45 |
| Taurus Mid Cap Fund – Growth | Mid Cap Fund | 119.95 | 17.54 | -7.72 |
| Taurus Ethical Fund -Growth | Sectoral/Thematic | 271.22 | 16.92 | -0.41 |
| Taurus Flexi Cap Fund -Growth | Flexi Cap Fund | 350.54 | 14.67 | -1.41 |
| Taurus Large Cap Fund -Growth | Large Cap Fund | 47.48 | 14.55 | -0.86 |
| Taurus Banking and Financial Services Fund – Growth | Sectoral/Thematic | 10.65 | 14.08 | 1.55 |
| Taurus Nifty 50 Index Fund -Growth | Index Funds/ETFs | 4.88 | 11.83 | 1.69 |
Note: All data is as of February 25, 2025, and the selected funds have demonstrated the highest Compound Annual Growth Rate (CAGR) among Taurus Mutual Funds over the past 3 years.
Taurus ELSS Tax Saver Fund – Growth is an equity-linked savings scheme (ELSS) that offers long-term capital appreciation along with tax benefits under Section 80C. It has an AUM of ₹76.73 crore and has delivered a 3-year return of 19.14%. With an expense ratio of 1.54%, the fund primarily invests in equities, following a diversified approach to generate growth while maintaining risk balance.
Taurus Infrastructure Fund – Growth is a sectoral/thematic fund focused on infrastructure-related stocks. With an AUM of ₹8.97 crore, it aims to capture opportunities in sectors like power, construction, and transport. The fund has a 3-year return of 18.87% but has experienced short-term volatility with a 1-year return of -2.45%. It has a competitive expense ratio of 1.54%, making it suitable for long-term investors.
Taurus Mid Cap Fund – Growth is a mid-cap fund that seeks to generate high returns by investing in mid-sized companies with strong growth potential. It has an AUM of ₹119.95 crore and a 3-year return of 17.54%. The fund’s 1-year performance stands at -7.72%, reflecting market fluctuations. With an expense ratio of 1.98%, it is ideal for investors seeking long-term capital appreciation in mid-cap stocks.
Taurus Ethical Fund – Growth is a sectoral/thematic fund that follows ethical investment principles. It has an AUM of ₹271.22 crore and a 3-year return of 16.92%. Despite a minor 1-year decline of -0.41%, the fund maintains a low expense ratio of 0.56%, making it an attractive option for investors seeking ethical investments with a disciplined stock-picking approach.
Taurus Flexi Cap Fund – Growth is a flexi-cap fund that provides diversified exposure across large, mid, and small-cap stocks. It has an AUM of ₹350.54 crore and a 3-year return of 14.67%. The fund’s 1-year performance is at -1.41%, reflecting market conditions. With an expense ratio of 2.53%, it is suitable for investors looking for flexibility in their portfolio with broad market coverage.
Taurus Large Cap Fund – Growth is a large-cap fund that primarily invests in well-established, blue-chip companies. With an AUM of ₹47.48 crore, it has a 3-year return of 14.55%. Despite a slight 1-year decline of -0.86%, the fund remains a stable option for conservative investors. The expense ratio of 2.37% ensures active management, making it suitable for long-term wealth creation.
Taurus Banking and Financial Services Fund – Growth is a sectoral/thematic fund that focuses on financial stocks, including banks and NBFCs. It has an AUM of ₹10.65 crore, with a 3-year return of 14.08% and a 1-year return of 1.55%. The fund has an expense ratio of 1.36%, making it a strong choice for investors looking to capitalise on growth in the financial sector.
Taurus Nifty 50 Index Fund – Growth is an index fund that tracks the Nifty 50, providing passive exposure to India’s top 50 companies. With an AUM of ₹4.88 crore, it has a 3-year return of 11.83% and a 1-year return of 1.69%. The fund’s low expense ratio of 0.67% makes it an ideal choice for investors seeking cost-effective market participation with minimal active management.
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