Fund Name
Ratings
Risk
3Y Returns
AUM

Taurus Infrastructure Fund Direct Plan Payout of IDCW Payout

Equity Sectoral / Thematic

0

Very High

25.04%

₹8.07 cr.

Taurus Infrastructure Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

25.04%

₹8.07 cr.

Taurus Infrastructure Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

25.04%

₹8.07 cr.

Taurus Discovery (Midcap) Fund Direct Plan Payout of IDCW Payout

Equity Mid Cap Fund

1

Very High

23.3%

₹119.33 cr.

Taurus Discovery (Midcap) Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Mid Cap Fund

1

Very High

23.3%

₹119.33 cr.

Taurus Discovery (Midcap) Fund Direct Plan Growth

Equity Mid Cap Fund

1

Very High

23.3%

₹119.33 cr.

Taurus Ethical Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

21.25%

₹150.80 cr.

Taurus Ethical Fund Direct Plan Payout of IDCW Payout

Equity Sectoral / Thematic

0

Very High

21.25%

₹150.80 cr.

Taurus Ethical Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

21.25%

₹150.80 cr.

Taurus Taxshield Direct Plan Payout of IDCW Payout

Equity ELSS

1

Very High

20.47%

₹73.89 cr.

Taurus Taxshield Direct Plan Growth

Equity ELSS

1

Very High

20.46%

₹73.89 cr.

Taurus Flexi Cap Fund Direct Plan Payout of IDCW Payout

Equity Flexi Cap Fund

1

Very High

18.61%

₹326.48 cr.

Taurus Flexi Cap Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Flexi Cap Fund

1

Very High

18.61%

₹326.48 cr.

Taurus Flexi Cap Fund Direct Plan Growth

Equity Flexi Cap Fund

1

Very High

18.6%

₹326.48 cr.

Taurus Largecap Equity Fund Direct Plan Payout of IDCW Payout

Equity Large Cap Fund

1.5

Very High

17.34%

₹41.84 cr.

Taurus Largecap Equity Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Large Cap Fund

1.5

Very High

17.34%

₹41.84 cr.

Taurus Largecap Equity Fund Direct Plan Growth

Equity Large Cap Fund

1.5

Very High

17.34%

₹41.84 cr.

Taurus Nifty 50 Index Fund Direct Plan Payout of IDCW Payout

Other Index Fund

0

Very High

15%

₹3.31 cr.

Taurus Nifty 50 Index Fund Direct Plan Reinvestment of IDCW Reinvestment

Other Index Fund

0

Very High

15%

₹3.31 cr.

Taurus Nifty 50 Index Fund Direct Plan Growth

Other Index Fund

0

Very High

15%

₹3.31 cr.

Taurus Banking and Financial Services Fund Direct Plan Payout of IDCW Payout

Equity Sectoral / Thematic

0

Very High

13.66%

₹10.21 cr.

Taurus Banking and Financial Services Fund Direct Plan Reinvestment of IDCW Reinvestment

Equity Sectoral / Thematic

0

Very High

13.66%

₹10.21 cr.

Taurus Banking and Financial Services Fund Direct Plan Growth

Equity Sectoral / Thematic

0

Very High

13.64%

₹10.21 cr.

About Taurus Mutual Fund

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:

  • Taurus was the first private player to receive permission to manage the funds of NRI and FII customers.
  • Over the last two decades, they have successfully expanded their business across India with a complete suite of investment schemes in different categories.
  • Taurus was one of the first mutual fund companies to move their operations online. Investors can directly invest from their website using Taurus Mutual Fund login details.
  • In 2002, Taurus took over the schemes of BOI Mutual Fund.

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.

Taurus AMC Key Information

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 Waqar Naqvi & R.K Gupta
CIO Dheeraj Singh
Compliance Officer Ms Anu Suri
Investor Service Officer Yashpal Sharma

Taurus Mutual Fund Managers

PP

Prasanna Pathak

Fund Manager since Jun 2017 (6 years)

How to Invest in Taurus Mutual Fund via Angel One?

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 –

  1. Search for the fund, or take a cue from Angel One’s app.
  2. Determine the next step based on the fund’s historical performance, tax incidence, and sectors/companies of investment. You can use online calculators to calculate potential returns.
  3. Estimate the risks of investing in the fund and weigh them against your risk appetite.
  4. Check its rating on a scale of 1 to 5.
  5. Consider the fund’s expense ratio to estimate the final returns.

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.

  1. Decide whether you want to invest in lumpsum or SIP.
  2. Enter the amount you want to invest and choose a payment method. UPI is preferred, although you can also opt for Net Banking.
  3. If investing through SIP, you can also automate your payment.

You can learn more about each fund on the Angel One app.

Documents Required To Invest in Taurus Mutual Fund

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:

  1. PAN Card Details (Mandatory)
  2. Personal Information (Full Name, Mobile Number, Email Address)
  3. We recommend using your Aadhar Card as an Address Proof, providing both the front and back sides.
  4. Bank Account Details, including a cancelled check if necessary
  5. Nominee details and FATCA Declarations

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.

Top 8 Taurus Mutual Funds to Invest

Name of the Fund Sub Category AUM (₹in crore) Minimum Investment (₹) CAGR 3Y (%) CAGR 5Y (%)
Taurus Infrastructure Fund Sectoral Fund – Infrastructure 6.5 500 28.78 16.1
Taurus Discovery (Midcap) Fund Mid Cap Fund 99.75 500 27.4 19.21
Taurus Banking & Fin Serv Fund Sectoral Fund – Banks & Financial Services 9.33 500 25.24 15.16
Taurus Tax Shield Fund Equity Linked Savings Scheme (ELSS) 65.33 500 20.5 13.24
Taurus Nifty 50 Index Fund Index Fund 2.79 500 20.32 13.08
Taurus Ethical Fund Thematic Fund 108.85 500 19.6 15.28
Taurus Flexi Cap Fund Flexi Cap Fund 277.81 500 19.52 10.2
Taurus Largecap Equity Fund Large Cap Fund 35.36 500 17.3 10.18

**All data as of October 4, 2023.

Selection Criteria: The funds chosen have demonstrated the highest Compound Annual Growth Rate (CAGR) over the past 3 years.

Taurus Infrastructure Fund

Taurus Infrastructure Fund is categorised as a Sectoral Fund with a focus on the Infrastructure sector. This fund primarily invests in companies related to infrastructure development, such as construction, utilities, and transportation. This fund manages assets totalling ₹6.5 crore and maintains an expense ratio of 2.07%. Over the past 3 years, it has demonstrated a Compound Annual Growth Rate (CAGR) of 28.78%. Investors can initiate their investment with a minimum amount of ₹500.

Taurus Discovery (Midcap) Fund

This fund primarily invests in mid-sized companies, aiming to harness growth opportunities within this segment of the market. Taurus Discovery (Midcap) Fund is classified as a Mid Cap Fund with assets under management (AUM) of ₹99.75 crore and an expense ratio of 2.23%. Over the last 3 years, it has achieved a CAGR of 27.4%. A minimum investment of ₹500 is required to get started with this fund.

Taurus Banking & Fin Serv Fund

Taurus Banking & Financial Services Fund falls under the Sectoral Fund category, focusing on the Banking and Financial Services sector. It manages assets amounting to ₹9.33 crore and maintains an expense ratio of 1.67%. Over the past 3 years, it has provided a CAGR of 25.24%. The minimum investment required for this fund is ₹500.

Taurus Tax Shield Fund

Taurus Tax Shield Fund is classified as an Equity Linked Savings Scheme (ELSS). It is structured to offer tax-saving benefits while investing primarily in equities. With assets under management (AUM) of ₹65.33 crore and an expense ratio of 1.78%, this fund has demonstrated a 3-year CAGR of 20.5%. A minimum investment of ₹500 is needed to participate in this fund.

Taurus Nifty 50 Index Fund

Taurus Nifty 50 Index Fund operates as an Index Fund, tracking the performance of the Nifty 50 index. This fund aims to replicate the Nifty 50 index’s returns by investing in the same constituents. It manages assets totalling ₹2.79 crores and maintains a low expense ratio of 0.63%. Over the past 3 years, it has provided a CAGR of 20.32%. Investors can start with a minimum investment of ₹500.

Taurus Ethical Fund

Taurus Ethical Fund falls under the Thematic Fund category. This fund follows ethical investment principles while primarily investing in companies aligned with its thematic focus. It manages an AUM of ₹108.85 crore with an expense ratio of 1.26%. Over the last 3 years, it has demonstrated a CAGR of 19.6%. To invest in this fund, a minimum of ₹500 is required.

Taurus Flexi Cap Fund

Taurus Flexi Cap Fund operates as a Flexi Cap Fund, allowing flexibility in its asset allocation. It adapts its asset allocation across various market segments based on prevailing market conditions. It manages assets totalling ₹277.81 crores and maintains an expense ratio of 2.6%. Over the past 3 years, it has provided a CAGR of 19.52%. The minimum investment amount for this fund is ₹500.

Taurus Largecap Equity Fund

Taurus Largecap Equity Fund is classified as a Large Cap Fund. Investors can initiate their investment with a minimum amount of ₹500. This fund primarily invests in large-cap stocks within the market. It manages an AUM of ₹35.36 crore and maintains an expense ratio of 2.52%. Over the last 3 years, it has demonstrated a CAGR of 17.3%.

Mutual Funds Calculator

Taurus Mutual Fund FAQs

How to start Taurus Mutual Funds’ SIP online?

Search for your desired scheme on Angel One under the Mutual Fund section. Enter a comfortable instalment amount and click on proceed. Before doing this, ensure you have enough funds in your account for the transaction to go through. Alternatively, you can also start an online SIP via the AMC website.

Which scheme is the best in Taurus Mutual Funds?

The best in the Taurus Mutual Fund depends on your investment goal and risk tolerance. On top of these, consider factors such as the fund's performance history, risks, and expenses involved to make an informed decision on the best-suited scheme for you.

How to redeem Taurus Mutual Funds online?

You can redeem your units Taurus Mutual Funds in two ways - via AMC’s website and Angel One. For the latter route, head to the Mutual Funds section under Angel One App or visit.https://www.angelone.in/mutual-funds/.

Are Taurus Mutual Funds schemes tax-free?

There are funds that fall under the category of equity-linked savings schemes or ELSS that allow you to claim a tax deduction of up to ₹1.5 lakh under Section 80C every financial year from your taxable income.

Who owns the Taurus Mutual Funds?

HB Portfolio Ltd and other HB Group Companies hold the shares of Taurus Asset Management Co. Ltd.