Taurus Asset Management Company Ltd. (TAMCO) was established on July 27, 1993. TAMCO was appointed as the Asset Management Company of the Taurus Mutual Fund on August 20, 1993. The AUM as of the last day of the Quarter, i.e., December 2024, was Rs. 91675.61 Lakhs and the Average AUM for the Quarter, i.e., December 2024, was Rs. 92032.78 Lakhs.
Key Information About Taurus Mutual Fund
How to Invest in the Taurus Mutual Fund
Investing in the best Taurus Mutual Fund can be a complex. To make it easier, here is a step-by-step guide:
1. Choose Your Mutual Fund Type
According to your risk tolerance (low, mid, or high) and financial goals, choose your mutual types, such as equity, debt, hybrid, index, and sector funds.
2. Select a Mutual Fund Scheme
After carefully analysing the historical returns, expense ratio, reviews, and ratings of different schemes, choose your preferred Taurus Mutual Fund.
3. Login or Open a Demat Account
Log in to your Stack Wealth account. If you do not have an account, you can register with your mobile number and create a new one immediately.
4. Complete KYC (Know Your Customer) Requirements
The next step involves providing personal information and verifying identity. You must upload a government-issued ID such as PAN, Aadhar and proof of address. Follow the app guidelines to ensure a seamless process.
5. Select Investment Mode (SIP or lumpsum)
If you prefer regular, disciplined investing, you can set up a periodic systematic investment plan (SIP). You can also make a lump-sum investment if you have a large amount to invest. Select the investment period of your choice.
6. Confirm and Track Your Investment
After setting up your investment, relax and let your money grow. The Stack Wealth app will provide regular updates and reports on your portfolio’s performance. You can also adjust your investments or withdraw funds as needed.
List of Best Taurus Mutual Funds in India
Here is the list of some of the best Taurus Mutual Funds in India:
Detailed Overview of Taurus Mutual Fund Schemes
Now, let’s discuss these 10 Taurus Mutual Fund schemes in detail:
1. Taurus Large Cap Fund-Direct-Growth Plan
Taurus Large Cap Fund is an equity scheme that primarily invests in Equity and Equity instruments of large-cap companies to provide investors with long-term capital appreciation.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 12.06% and 13.74%, respectively.
- Minimum Investment Amount: The minimum lump sum for the Taurus Large Cap Fund is ₹500, and for SIP, it is ₹500.
2. Taurus Mid Cap Fund-Direct-Growth Plan
Taurus Mid Cap Fund is an equity scheme that invests in a portfolio of equity and equity-related securities predominantly of mid-cap companies. The scheme strives to achieve long-term capital appreciation.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 14.16% and 17.59%, respectively.
- Minimum Investment Amount: The minimum lump sum for the Taurus Mid Cap Fund is ₹500, and for SIP, it is ₹500.
3. Taurus Ethical Fund-Direct-Growth Plan
Taurus Ethical Fund is an open-ended equity scheme investing in equity & equity-related instruments of companies following an Ethical Set of Principles to provide long-term capital appreciation.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 13.55% and 17.51%, respectively.
- Minimum Investment Amount: The minimum lump sum for the Taurus Ethical Fund is ₹500, and for SIP, it is ₹500.
4. Taurus Infrastructure Fund-Direct-Growth Plan
Taurus Infrastructure Fund is an open-end equity scheme investing in the infrastructure sector. The scheme invests mainly in equity and equity-related securities of infrastructure and related companies to provide capital appreciation and income distribution to unitholders.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 15.21% and 18.78%, respectively.
- Minimum Investment Amount: The minimum lump sum for the Taurus Infrastructure Fund is ₹500, and for SIP, it is ₹500.
5. Taurus Nifty50 Index Fund-Direct-Growth Plan
Taurus Nifty50 Index Fund is an open-ended equity scheme replicating/tracking the Nifty 50 Index. The scheme aims to imitate the Nifty 50 by investing in securities of the Nifty 50 Index in the exact weightage or proportion.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 9.94% and 15.42%, respectively.
- Minimum Investment Amount: The minimum lump sum for the Taurus Nifty50 Index Fund is ₹500, and for SIP, it is ₹500.
6. Taurus Flexi Cap Fund-Direct-Growth Plan
Taurus Flexi Cap Fund is an open-ended dynamic equity scheme that majorly invests in equity and equity-related instruments across large, mid, and small-cap stocks to provide long-term capital appreciation.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 11.93% and 13.59%, respectively.
- Minimum Investment Amount: The minimum lump sum for the Taurus Flexi Cap Fund is ₹500, and for SIP, it is ₹500.
7. Taurus Banking & Fin Serv Fund-Direct-Growth Plan
Taurus Banking & Fin Serv Fund is an equity scheme that invests mainly in equity and equity-related instruments of Banking, Financial, and Non-Banking Financial Companies (NBFC) that form part of the BFSI Sector. The objective of the Scheme is to generate capital appreciation through a portfolio.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 12.38% and 11.65%, respectively.
- Minimum Investment Amount: The minimum lump sum for the Taurus Banking & Fin Serv Fund is ₹500, and for SIP, it is ₹500.
8. Taurus ELSS Tax Saver Fund-Direct-Growth Plan
Taurus ELSS Tax Saver Fund is an open-ended equity-linked saving scheme (ELSS) with a statutory lock-in of 3 years and tax benefits predominantly investing in equity shares, besides tax benefits.
- Fund Performance: The fund's annualized returns for the past three and five years have been around 16.50% and 17.00%, respectively.
- Minimum Investment Amount: The minimum lump sum for the Taurus ELSS Tax Saver Fund is ₹500, and for SIP, it is ₹500.
Top Fund Managers
Below is the list of individuals who have made Taurus Mutual Fund Investment a standout choice in a highly competitive market.
1. Mr. Kanishk Kapur
Mr. Kanishk Kapur is the Chief Investment Officer at Taurus Asset Management Company Ltd. He has four years of overall experience and expertise in product and business operations in the overseas market with Scratch in San Francisco, USA.
2. Mr. Anuj Kapil
Mr. Anuj Kapil is an equity fund manager at Taurus Asset Management Company Ltd. and has 17 years of experience managing wealth and handling the Risk Management Process for various Corporates. He worked with Religare Securities Ltd. as AVP- Risk & Operations, at FCH Centrum Wealth Managers Ltd. as Manager-Risk, and at Priviwealth Pvt Ltd. as Head of Research.
3. Mr. Hemanshu Srivastava
Mr. Hemanshu Srivastava is a Taurus Asset Management Company Ltd. equity fund manager with over 12 years of experience in the equity markets. Previously, he worked as the Head of Research and Co-Fund Manager at Kaizen AMC (FPI). Before this, he worked as head of research with Dal Investments, head of Research in Quant Money Manager, and lead Sector Analyst in Quant Capital, KR Choksey, Elara Capital, and Bonanza Portfolio.
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