Fund has been able to generate better returns compared to other funds in the same category
Hefty expense ratio implies reduced returns over the long term
Fund has been able to generate better price return than bank FD
Significant holdings have underlying redflags
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
2.60 | 34.45 | 1.85 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.22 | 48.95 | 2.25 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
— |
Flexi cap funds are equity mutual funds that are not restricted to investing in companies with a predetermined market capitalisation.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Taurus Flexi Cap Fund(IDCW) | 37.36% | 15.99% | 8.99% |
HDFC Flexi Cap Fund(IDCW) | 34.25% | 14.64% | 6.85% |
Kotak Flexicap Fund(IDCW-Payout) | 36.31% | 16.55% | 14.01% |
UTI Flexi Cap Fund(IDCW) | 30.89% | 7.12% | 12.98% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Equity
Others
Holdings
9.24 %
Holdings
6.19 %
Holdings
5.33 %
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
₹ 929.35 Cr.
Anuj Kapil
AUM: ₹950.91 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)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Fund has been able to generate better returns compared to other funds in the same category