Taurus Mutual Fund Amc Profile: Schemes, Returns & Outlook

By Author: kmraheja
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Selecting a mutual fund investment is a significant financial decision, especially with the growing number of asset management companies (AMCs) available today. Among the asset management company list, Taurus Mutual Fund stands out for its long-standing presence and consistent focus on investor needs. This article provides a clear, structured overview of Taurus Mutual Fund, its schemes, performance, and future outlook, making it accessible for those new to mutual fund investment.
Taurus Mutual Fund: Company Profile
Background and Management

Established in 1993, Taurus Mutual Fund has steadily grown under the sponsorship of HB Portfolio Limited.
The AMC is headquartered in Mumbai and is registered with the Securities and Exchange Board of India (SEBI), ensuring regulatory compliance and investor protection.
The company is managed by experienced professionals, with Mr. Prashant Soni as the Managing Director & CEO and Mr. Kanishk Kapur as the Chief Investment ...
... Officer.

Taurus Mutual Fund Schemes
Taurus Mutual Fund offers a selection of eight schemes, each designed to cater to different investment objectives and risk profiles. The following are the main categories:
1. Equity Funds

Taurus ELSS Tax Saver Fund: An equity-linked savings scheme (ELSS) offering tax benefits under Section 80C. It has delivered annualised returns of around 20% over the past three to five years, with a minimum investment of ₹500.
Taurus Flexi Cap Fund: Provides diversified exposure across large, mid, and small-cap stocks, suitable for investors seeking flexibility and broad market coverage.
Taurus Mid Cap Fund: Focuses on mid-sized companies with growth potential, ideal for those aiming for long-term capital appreciation.
Taurus Large Cap Fund: Invests in established, blue-chip companies, catering to conservative investors seeking stability.
Taurus Ethical Fund: Follows ethical investment principles, appealing to those who prefer a disciplined stock-picking approach.

2. Sector and Index Funds

Taurus Banking & Financial Services Fund: Targets the financial sector, including banks and NBFCs, for those interested in sectoral growth.
Taurus Infrastructure Fund: Invests in infrastructure companies, offering exposure to a vital sector of the economy.
Taurus Nifty 50 Index Fund: A passive fund tracking the Nifty 50, providing cost-effective market participation.

3. Scheme Highlights

Minimum investment amounts are accessible, starting as low as ₹500 for lump sum or SIP options.
Expense ratios are competitive, with some funds offering lower costs for passive management.
Investors can choose between growth and dividend options, depending on their income needs.

Performance and Returns
Taurus Mutual Fund schemes have displayed a mix of performances, reflecting both market conditions and the AMC’s investment strategies. Key points include:
 

The ELSS Tax Saver Fund has reported one-year returns of 9.2% and strong three- and five-year annualised returns above 20%.
The Banking & Financial Services Fund has shown resilience, with recent one-year returns of 12.5% and three-year returns exceeding 14%.
Sectoral and thematic funds, such as the Infrastructure and Ethical Funds, have experienced short-term fluctuations but remain attractive for long-term investors with specific interests.
The Nifty 50 Index Fund offers a low-cost way to participate in the broader market, with a one-year return of nearly 13% and a low expense ratio.

Outlook and Considerations
Taurus Mutual Fund continues to expand its offerings and adapt to changing market dynamics. Its commitment to transparency, regulatory compliance, and investor education positions it as a reliable choice for those seeking to build wealth through mutual fund investment. While past performance is not a guarantee of future results, Taurus Mutual Fund’s established track record and diverse scheme portfolio offer a solid foundation for new and experienced investors alike.
For those seeking digital convenience, platforms such as Torus Digital provide seamless access to Taurus Mutual Fund schemes, making the investment journey even more accessible.
Conclusion
Taurus Mutual Fund long-standing reputation, diverse scheme selection, and investor-friendly approach make it a valuable option in the mutual fund landscape. Whether you are looking for tax savings, sectoral exposure, or broad market participation, Taurus Mutual Fund offers solutions tailored to a range of financial goals. As always, it is advisable to review your investment objectives and risk tolerance before choosing a scheme, ensuring your mutual fund investment aligns with your long-term plans.