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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.81 | 33.11 | 1.01 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.57 | 43.18 | 0.24 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 500 |
BenchmarkBenchmark |
---|
NIFTY 50 - TRI |
Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
Taurus Nifty 50 Index Fund | 20.64% | 11.41% | 13.10% |
UTI Nifty 50 Index Fund | 21.76% | 12.19% | 13.37% |
HDFC Nifty 50 Index Fund | 21.72% | 12.16% | 13.50% |
ICICI Pru Nifty 50 Index Fund | 21.69% | 12.16% | 13.44% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
11.94 %
Holdings
8.25 %
Holdings
8.19 %
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
₹ 902.96 Cr.
Anuj Kapil
AUM: ₹902.96 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%