- Mutual Funds
- Taurus Mutual Fund
- Taurus Flexi Cap Fund Direct Growth
Flexi Cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).
Taurus Flexi Cap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,78,832
Wealth Gained12,11,444
Total Corpus Created (₹)
With CAGR of 19.84 % in 5 yearsHistorical NAV
₹ 209.06
NAV (Apr 9)
Fund Returns
Last 1Y | -3.9% |
Last 3Y | 9.1% |
Last 5Y | 19.8% |
Last 10Y | 8% |
Since Inception | 10.1% |
6 Month CAGR | -14.3% |
Scheme Information
The Scheme seeks to provide long-term capital appr on ecia on. Emphasis will be sharing gr as on owth through apprecia on as well distribu on of income by way of dividend.
Expense Ratio | 2.53 % |
Launched 12Y ago | 2013-01-01 |
AUM in Crores | 320.8 |
ISIN | INF044D01BU9 |
Lock-in (days) | No Lock-in |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 16.3 |
Beta | 1.1 |
Sharpe Ratio | 0.4 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Flexi Cap Fund Direct (G) | 12,11,444 | 4,78,832 | 19.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
8.64%Mahindra & Mahindra Ltd.
6.36%Coal India Ltd.
4.96%HCL Technologies Ltd.
4.89%ITC Ltd.
4.64%
Allocation by Sector
Financial
28.96%Technology
9.27%Energy
8.17%Consumer Staples
8.12%Automobile
7.51%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 88,004 cr | ||
₹ 27,730 cr | ||
₹ 21,526 cr | ||
₹ 16,217 cr |
About the AMC
Taurus Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.1% | 10.3% | ||
9.1% | 10.1% | ||
12.9% | 11.8% | ||
13.6% | 13.3% | ||
13.6% | 13.3% |
Taurus Flexi Cap Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment4,78,832
Wealth Gained12,11,444
Total Corpus Created (₹)
With CAGR of 19.84 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Taurus Flexi Cap Fund Direct Plan Growth?
What is the current AUM of Taurus Flexi Cap Fund Direct Growth?
What is the latest NAV of Taurus Flexi Cap Fund Direct Growth?
What is the Riskometer rating for Taurus Flexi Cap Fund Direct Plan Growth?
Which are the top sector holdings in Taurus Flexi Cap Fund Direct Plan?
Which are the top stock holdings in Taurus Flexi Cap Fund Direct Plan?
What is the asset allocation of Taurus Flexi Cap Fund Direct Plan Growth?
What has been the performance of Taurus Flexi Cap Fund Direct Growth returns?
Does Taurus Flexi Cap Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Taurus Flexi Cap Fund Direct Plan Growth?
How to invest in Taurus Flexi Cap Fund Direct Growth?
How can I redeem my investment in Taurus Flexi Cap Fund Direct Plan?