® 
Is your Credit Score >750?
- Get low interest loans & Lifetime FREE credit cards
- Get customized Credit Health Report
- Improve your creditworthiness
Get your FREE Credit Score & Report in just 2 minutes
What is SBI FMCG Fund?
Taurus Mutual Funds was amongst the very first few private sector Mutual Funds to get registered with SEBI. They started their Mutual Fund operations in 1993 and since have introduced various mutual fund schemes that have garnered the loyalty of various investors including IFC, Washington, the European Economic Community, Brussels & EFM, UK. They have funds to suit the needs of every investor. They work on the principle of offering innovative schemes to their customers based on years of expertise, market knowledge & research.
They offer Mutual Funds under the Equity, Equity Linked Savings Scheme and Debt based schemes. They have delivered consistent results over the 20 years of their operations, which has given them a huge number of loyal customers.
Why choose Taurus Mutual Fund?
Taurus Mutual Funds brings a rich experience of over 20 years in the Mutual Funds industry providing fund options to customers to suit their every need.
- Well designed Funds for every investor segment along with
- Greatly established network of offices in over 5 cities and more than 4000 associates for an impeccable service to their customers
- A team that is focused & committed to delivering the best results for the investors & the organization
- Innovative schemes based on years of expertise, market knowledge & research
- Integrated marketing campaigns all around the year to increase awareness of its schemes
- Insightful, market-wise & judicious fund managers with experience across various funds & sectors of all sizes
- Funds that are designed to perform consistently and earn high returns for the customers to fulfil their dreams
- Highest standard of service to help customers right from planning their investments, managing their financial needs to resolving the smallest of their queries
Different Mutual Fund Schemes offered by Taurus Mutual Fund
Equity Schemes
Taurus Largecap Equity Fund
| Fund Type | Open Ended Diversified Equity Growth Scheme that will invest in Large Cap Companies |
| Investment Objective | The investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies |
| Ideal For | It is suited for individuals looking at high returns and have a long-term investment outlook and a higher tolerance for risk. |
| Launch Date | 1995, February |
| Benchmark | S&P BSE 100 TRI |
| Investment Ratio | Equity - 97.46% Cash & Cash Receivables - 2.54% |
| Risk Rating | Moderately High |
| Average AUM (June 2019) | Rs.29.32 Crores |
| Plan Types | Regular - Growth & Dividend Direct - Growth & Dividend |
| Min. Initial Investment | Rs.5000 |
| Min. SIP Investment | Rs. 1,000 |
| Entry Load | Nil |
| Exit Load (both plans) | 1% for redemption within 365 days. Nil, if exited after 365 days |
| Top 10 Holdings under the Fund | Sector |
|---|---|
| ICICI Bank | Financial |
| HDFC Bank | Financial |
| Tata Consultancy Services | Technology |
| Infosys | Technology |
| Reliance Industries | Energy |
| HDFC | Financial |
| Larsen & Toubro | Construction |
| State Bank of India | Financial |
| ITC | FMCG |
| Axis Bank | Financial |
Taurus Discovery (Midcap) Fund
| Fund Type | Open Ended Equity Growth Scheme which invests in undervalued equities |
| Investment Objective | The primary objective of the Scheme is to identify and select low priced stocks through price discovery mechanism. The scheme will primarily invest in Equity and Equity related instruments predominantly in mid-cap companies by applying the price discovery mechanism. |
| Ideal For | It is suited for individuals looking at better than average returns in the long-term investment outlook and a higher tolerance for risk. |
| Launch Date | 1994, September |
| Benchmark | Nifty Midcap 100 TRI |
| Investment Ratio | Equity - 96.16% Cash & Cash Receivables - 3.84% |
| Risk Rating | Moderately High |
| Monthly Average AUM | Rs. 50.30 Crores |
| Plan Types | Regular - Growth & Dividend Direct - Growth & Dividend |
| Min. Initial Investment | Rs.5000 |
| Min. SIP Investment | Rs. 1,000 |
| Entry Load | Nil |
| Exit Load (both plans) | 1% for redemption within 365 days. Nil, if exited after 365 days |
| Top 10 Holdings under the Fund | Sector |
|---|---|
| Federal Bank | Financial |
| DCB Bank | Financial |
| City Union Bank | Financial |
| Gujarat State Petronet | Energy |
| Info Edge (India) | Services |
| Indian Hotels | Services |
| SKF India | Engineering |
| Voltas | Consumer Durables |
| Thermax | Engineering |
| Muthoot Finance | Financial |
Taurus Ethical Fund
| Fund Type | Open Ended Equity Oriented Scheme that will invest in companies which are in compliance with the Shariah norms. The scheme will primarily invest in Equity and Equity related instruments. The fund is Actively Managed and invests in diversified portfolios. |
| Investment Objective | To provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities, which are based on the principles of Shariah. |
| Ideal For | Investors looking for suitable investment opportunities that comply with Shariah norms should look to invest in the Taurus Ethical fund with a Medium to Long term investment horizon. It is a socially responsible form of investing. It is a suitable form of investing for people opposed to alcohol, gambling and other addictions. |
| Launch Date | 2009, April |
| Benchmark | S&P BSE 500 Shariah TRI |
| Investment Ratio | Equity - 97.36% Cash & Cash Receivables - 2.64% |
| Risk Rating | High |
| Monthly Average AUM | Rs. 38.36 Crores |
| Plan Types | Regular - Growth & Dividend Direct - Growth & Dividend |
| Min. Initial Investment | Rs.5000 |
| Min. SIP Investment | Rs. 1,000 |
| Entry Load | Nil |
| Exit Load (both plans) | 1% for redemption within 365 days. Nil, if exited after 365 days |
Taurus Infrastructure Fund
| Fund Type | Taurus Infrastructure Fund is an open ended diversified, theme-based, equity fund that seeks to generate long term capital growth |
| Investment Objective | To provide capital appreciation and income distribution to unitholders by investing predominantly in equity and equity related securities of the Companies belonging to infrastructure sector, it’s related industries inclusive of suppliers of capital goods, raw materials and other supportive services to infrastructure companies and balance in debt and money market instruments. |
| Ideal For | This product is suitable for investors who are seeking long term capital appreciation through investment in equity & equity related instruments of companies from Infrastructure Sector |
| Launch Date | 2007 March |
| Benchmark | Nifty Infrastructure Index TRI |
| Investment Ratio | Equity - 96.97% Cash & Cash Receivables - 3.03% |
| Risk Rating | High |
| Monthly Average AUM | Rs. 4.17 Crores |
| Plan Types | Regular - Growth & Dividend Direct - Growth & Dividend |
| Min. Initial Investment | Rs.5000 |
| Min. SIP Investment | Rs. 1,000 |
| Entry Load | Nil |
| Exit Load (both plans) | 1% for redemption within 365 days. Nil, if exited after 365 days |
| Top 10 Holdings Under the Portfolio | Sector |
|---|---|
| Larsen & Toubro | Construction |
| Power Grid Corporation | Energy |
| Ultratech Cement | Construction |
| Container Corp. | Services |
| Reliance Industries | Energy |
| AIA Engineering | Metals |
| Heidelberg Cement India | Construction |
| Engineers India | Construction |
| Gujarat State Petronet | Energy |
| Whirlpool | Cons Durable |
Taurus Nifty Index Fund
| Fund Type | Taurus Nifty Index Fund is an open-ended index linked equity scheme. Taurus Nifty Index Fund will replicate the CNX Nifty Index by investing in the securities of CNX Nifty Index in the same proportion/weightage. |
| Investment Objective | To manage the scheme passively by investing in 50 stocks in a proportion that is as close as possible to the weightages of these stocks in the CNX Nifty Index. |
| Ideal For | Investors who are looking to a long term, medium risk strategy to benefit from economic growth of India. It is ideal for first time equity investors who do not have the time or expertise to evaluate individual stocks or track the actively managed funds. For the experienced investors or HNIs it can act as a balancing strategy for their portfolios. Investing in Nifty Index Fund gives them exposure to the leading 50 stocks at one go. |
| Launch Date | 2010 March |
| Benchmark | Nifty 50 TRI |
| Investment Ratio | Equity - 99.07% Cash & Cash Receivables - 0.93% |
| Risk Rating | Moderately High |
| Monthly Average AUM | Rs. 1.32 Crores |
| Plan Types | Regular - Growth & Dividend Direct - Growth & Dividend |
| Min. Initial Investment | Rs.5000 |
| Min. SIP Investment | Rs. 1,000 |
| Entry Load | Nil |
| Exit Load (both plans) | 1% for redemption within 365 days. Nil, if exited after 365 days |
| Top 10 Holdings Under the Portfolio | Sector |
|---|---|
| Infosys | Technology |
| HDFC | Financial |
| Reliance Industries | Energy |
| HDFC Bank | Financial |
| ICICI Bank | Financial |
| ITC | FMCG |
| Ultratech Cement | Construction |
| Larsen & Toubro | Construction |
| Kotak Mahindra Bank | Financial |
| Hindustan Unilever | FMCG |
Taurus Starshare (Multi Cap) Fund
| Fund Type | Taurus Starshare (Multi Cap) Fund is an Open Ended Diversified Equity Growth Scheme which invests in large, mid and small cap companies. |
| Investment Objective | The objective of the Scheme is to provide long-term capital appreciation. Emphasis will be on sharing growth through appreciation as well as on the distribution of income by way of dividend. |
| Ideal For | This fund is suited for individuals looking at returns and have a long-term investment outlook and a higher tolerance for risk. |
| Launch Date | 1994 January |
| Benchmark | S&P BSE 500 TRI |
| Investment Ratio | Equity - 97.95% Cash & Cash Receivables - 2.05% |
| Risk Rating | Moderately High |
| Monthly Average AUM | Rs. 216.55 Crores |
| Plan Types | Regular - Growth & Dividend Direct - Growth & Dividend |
| Min. Initial Investment | Rs.5000 |
| Min. SIP Investment | Rs. 1,000 |
| Entry Load | Nil |
| Exit Load (both plans) | 1% for redemption within 365 days. Nil, if exited after 365 days |
| Top 10 Holdings Under the Portfolio | Sector |
|---|---|
| ICICI Bank | Financial |
| HDFC Bank | Financial |
| Larsen & Toubro | Construction |
| HDFC | Financial |
| Reliance Industries | Energy |
| State Bank of India | Financial |
| Infosys | Technology |
| Axis Bank | Financial |
| Tata Consultancy Services | Technology |
| ITC | FMCG |
Taurus Banking & Financial Services Fund
| Fund Type | Taurus Banking & Financial Services Fund is an open ended diversified, theme-based, equity fund that seeks to generate long term capital growth. |
| Investment Objective | The objective of the Scheme is to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non-Banking Financial Companies that form part of the BFSI Sector. |
| Ideal For | Investors who believe on India's long term growth potential. Investors who agree on the importance of Banking & Financial Services Sector. Investors who are comfortable with the higher risk profile offered of Equity Investments. Investors who wish to complement their core portfolio holdings. |
| Launch Date | 2012 May |
| Benchmark | S&P BSE Bankex TRI |
| Investment Ratio | Equity - 97.08% Cash & Cash Receivables - 2.92% |
| Risk Rating | High |
| Monthly Average AUM | Rs. 6.74 Crores |
| Plan Types | Regular - Growth & Dividend Direct - Growth & Dividend |
| Min. Initial Investment | Rs.5000 |
| Min. SIP Investment | Rs. 1,000 |
| Entry Load | Nil |
| Exit Load (both plans) | 1% for redemption within 365 days. Nil, if exited after 365 days |
| Top 10 Holdings Under the Portfolio | Sector |
|---|---|
| ICICI Bank | Financial |
| HDFC Bank | Financial |
| Kotak Mahindra Bank | Financial |
| State Bank of India | Financial |
| Axis Bank | Financial |
| Federal Bank | Financial |
| Indusind Bank | Financial |
| Bajaj Finance | Financial |
| HDFC Life Insurance | Financial |
| City Union Bank | Financial |
Equity Linked Savings Scheme (ELSS)
Taurus Tax Shield
| Fund Type | Taurus Tax Shield is an Open ended Equity Linked Savings Scheme that offers you tax savings as well as the potential to grow. |
| Investment Objective | To provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares, besides tax benefits. |
| Ideal For | Taurus Tax Shield aims to give your investments the potential growth of equities while giving you the added advantage of tax savings under section 80C. This product is suitable for investors who are seeking Long term capital appreciation & Investment in equity & equity related instruments |
| Launch Date | 1996 May |
| Benchmark | S&P BSE 200 TRI |
| Investment Ratio | Equity - 97.97% Cash & Cash Receivables - 2.03% |
| Risk Rating | Moderately High |
| Monthly Average AUM | Rs. 66.19 Crores |
| Plan Types | Regular - Growth & Dividend Direct - Growth & Dividend |
| Min. Initial Investment | Rs.500 |
| Min. SIP Investment | Rs. 1,000 |
| Entry Load | Nil |
| Exit Load (both plans) | NA (due to the lock - in period of 3 years) |
| Top 10 Holdings Under the Portfolio | Sector |
|---|---|
| ICICI Bank | Financial |
| HDFC Bank | Financial |
| Reliance Industries | Energy |
| Tata Consultancy Services | Technology |
| Infosys | Technology |
| HDFC | Financial |
| Larsen & Toubro | Construction |
| State Bank of India | Financial |
| ITC | FMCG |
| Axis Bank | Financial |
Liquid Funds
Taurus Liquid Fund
| Fund Type | Taurus Liquid Fund is an Open Ended Liquid Scheme which invests in money market securities and short term, high-quality debts. |
| Investment Objective | The fund aims to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of money market securities and high quality debt |
| Ideal For | Taurus Liquid Fund is suited for individuals and corporates who have a very short investment time frame and want quick liquidity and better than average returns from their surplus money. |
| Launch Date | 2006 August |
| Benchmark | Crisil Liquid Fund Index |
| Investment Ratio | Tri-party Repo - 98.01% Cash & Cash Receivables - 1.99% |
| Risk Rating | Low |
| Monthly Average AUM | Rs. 23.74 Crores |
| Plan Types | Regular - Growth & Dividend Weekly Direct - Growth & Dividend Weekly |
| Min. Initial Investment | Rs.5000 |
| Min. SIP Investment | Rs. 1,000 |
| Entry Load | Nil |
| Exit Load (both plans) | Nil |
Performance of Taurus Mutual Funds
| Fund | YTD | 1-Month | 3-Month | 1-Year | 3-Year | 5-Year |
|---|---|---|---|---|---|---|
| Taurus Largecap Equity Fund | 0.18 | -2.84 | -0.61 | -5.35 | 3.46 | 6.4 |
| Taurus Discovery (Midcap) Fund | -8.96 | -5.66 | -4.71 | -15.38 | 5.19 | 10.63 |
| Taurus Ethical Fund | -2.28 | -1.37 | -1.39 | -7.59 | 5.4 | 7.86 |
| Taurus Infrastructure Fund | -7.35 | -6 | -4.61 | -14.52 | 6.14 | 7.57 |
| Taurus Nifty Index Fund | 2.33 | -3.29 | -1.42 | -3.12 | 8.79 | 8.03 |
| Taurus Starshare (Multi Cap) Fund | -3.66 | -6.17 | -3.81 | -10.95 | 3.18 | 5.63 |
| Taurus Banking & Financial Services Fund | 7.67 | -4.55 | 2.67 | 2.38 | 13.14 | 11.24 |
| Taurus Tax Shield | -1.42 | -4.26 | -2.39 | -8.36 | 8.6 | 9.74 |
| Taurus Liquid Fund | 3.43 | 0.43 | 1.31 | 5.81 | 4.05 | 5.81 |
How to purchase Taurus Mutual Fund Plans?
Taurus Mutual Funds plans can be conveniently purchased online on the official webpage. Customers can click on the ‘Invest in Taurus Mutual Fund’ button located on the webpage. They should then create a customer profile filling all the relevant information and can start investing in their chosen funds. Customers can contact the customer support at their toll-free number listed on the website.
Taurus Mutual Funds FAQs
1. What are the different types of Mutual Funds?
Mutual Funds are mainly categorized into Open-ended Funds & Closed-ended Funds.An Open-ended Fund is one that is available for subscription all through the year. These do not have a fixed maturity. Investors can buy and sell units of the schemes at Net Asset Value (NAV) prices anything they want. A Close-ended Fund has a stipulated maturity period, which generally ranges from 3 to 15 years. The fund is open for subscription only during a specified period. Investors can invest in the scheme at the time of the initial public Offering and thereafter they can buy or sell the units of the scheme on the Stock Exchanges, if they are listed. There are other types of funds based on the investment objective and the sector they are invested in. Like –
- Growth Funds
- Income Funds
- Balanced Funds
- Money Market Funds
- Tax Saving Schemes
- Sectoral Schemes
- Index Schemes
2. What are the different investment options under a Mutual Fund?
Mutual funds offer different investment and withdrawal options to suit individual needs.
- Growth Option
- Dividend Payout Option
- Dividend Reinvestment Plan
- Insurance Plan
- Systematic Investment Plan (SIP)
- Systematic Encashment Plan (SEP)
- Systematic Transfer Plan
- Systematic Withdrawal Plan
3. What is the lock-in period for ELSS (Equity Linked Savings Scheme)?
ELSS plans have a lock-in period of 3 years from the date of allotment. This means that after investing in the Scheme, the investor cannot redeem or withdraw the invested amount for a period of 3 years.
4. What is Net Asset Value (NAV)?
Net Asset Value is the market value of the per unit of your fund minus its liabilities. The per unit NAV is the net asset value of the scheme divided by the number of units outstanding on the Valuation Date.
5. What is Switching?
Investors have the option to shift their investments from one scheme to another within the same fund. This enables investors to take advantage of market fluctuations to get higher returns. Mutual Fund companies allow a stipulated number of switches every year. These switches may be free of charge or for a nominal charge.
Write a review