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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.56 | 34.58 | 0.12 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 43.90 | -0.62 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
BSE 500 Shariah - TRI |
Thematic funds are the equity mutual funds. They invest in stocks linked to a theme. They are well diversifies and may invest in several sectors around a particular opportunity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Taurus Ethical Fund(IDCW) | 4.31% | 14.70% | 15.44% |
ICICI Pru India Opp Fund(IDCW-Payout) | 6.74% | 12.84% | 16.88% |
HDFC Manufacturing Fund(IDCW) | — | — | — |
SBI Innovative Opportunities Fund(IDCW) | — | — | — |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Equity
Others
Holdings
8.82 %
Holdings
7.62 %
Holdings
3.69 %
Taurus MF is registered with Code No. MF/002/93 with SEBI and is currently one of India’s 10 largest Mutual Funds in terms of Assets Under Management.
No.of Schemes
8
Total AUM
₹ 891.01 Cr.
Anuj Kapil
AUM: ₹891.01 Cr.
|
Exp: 17yrs
MBA, PGDM
He has overall experience of 17 years in Managing wealth management and handling Risk Management Process for various Corporates. He worked with Religare Securities Ltd. as AVP - Risk & operations, FCH Centrum Wealth Managers Ltd. as Manager-Risk and in Priviwealth Pvt. Ltd. as Head of Research.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%