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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 | Waqar Naqvi & R.K Gupta |
| CIO | Dheeraj Singh |
| Compliance Officer | Ms Anu Suri |
| Investor Service Officer | Yashpal Sharma |
PP
Prasanna Pathak
Fund Manager since Jun 2017 (6 years)
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.
| 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 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.
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 & 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 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 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 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 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 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%.
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