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  • Taurus Mutual Fund
  • Taurus Flexi Cap Fund (RIDCW-A)

Formerly Taurus Starshare (Multi Cap) DR

Taurus Mutual Fund

Taurus Flexi Cap Fund (RIDCW-A)

EquityFlexi Cap

110.23

NAV (Jun 20)

14.5%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in flexi cap mutual funds.

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).

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Poor

The performance of the fund on a Outperformance Consistency metric has been Poor

Invest in this fund
Scripbox Recommended Equity Funds
Want the flexi cap equity funds that are right for your long term equity investment needs?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

110.23

NAV (Jun 20)

Fund Returns

Last 1Y
44.7%
Last 3Y
18.8%
Last 5Y
15%
Last 10Y
11.2%
Since Inception
10.8%
6 Month CAGR
20.9%

Scheme Information

Investment Objective

To provide long - term capital appreciation. Emphasis will be on sharing growth through appreciation as well as on distribution of income by way of dividend.

Expense Ratio
2.64
Launched (15y ago)
Jan 02, 2009
AUM in Crores
348.959
ISIN
INF044D01963
Lock-in
No Lock-in
Benchmark
BSE 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
14.4
Standard Deviation (5yr)
19.1
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0.79
Sharpe Ratio (5yr)
0.467
YTM
0
Fund Managers

Anuj Kapil

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Taurus Flexi Cap Fund (RIDCW-A)70%10,50,609 3,17,99714.5%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-06-20

Top Stock Holdings

hdfc bank ltd

9.2%
9.2%

mahindra & mahindra ltd

6.2%
6.2%

coal india ltd

5.3%
5.3%

axis bank ltd

5.1%
5.1%

itc ltd

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

28.5%
28.5%

technology

13.8%
13.8%

consumer cyclical

11.9%
11.9%

basic materials

11.2%
11.2%

healthcare

7.9%
7.9%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 19,454 cr

₹ 15,161 cr

₹ 22,620 cr

₹ 42,669 cr

₹ 63,933 cr

amc-img

About the AMC

Taurus Asset Management Company Limited

Taurus Asset Management Company Limited manages assets worth 805 crores and was set up on 27 July 1993. It's current offering of mutual fund schemes includes 12 debt and 24 equity funds.amc-img
phone-img022-66242700
Fund NameScripbox Opinion
Till Date CAGR

16%

14.3%

16%

14.3%

16%

14.3%

14.4%

11.3%

18.9%

10.8%

Taurus Flexi Cap Fund (RIDCW-A) Review

Taurus Flexi Cap Fund (RIDCW-A) is a Flexi Cap Equity fund and has delivered an annualised return of 14.1% over a period of 15 years. The fund was previously known as Taurus Starshare (Multi Cap) DR. The fund is managed by Taurus Asset Management Company Limited. The fund manager’s name is Anuj Kapil.

Nav of Taurus Flexi Cap Fund (RIDCW-A) as of 6/20/2024 is ₹110.23 with the total AUM as of 6/21/2024 is ₹348.959. With Scripbox you can compare and check the latest nav for all mutual funds in India. Taurus Flexi Cap Fund (RIDCW-A) was launched on Jan 02, 2009. The category risk of the fund is Very High Risk.

The minimum SIP amount for Taurus Flexi Cap Fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Taurus Flexi Cap Fund (RIDCW-A) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 TR INR.

Taurus Flexi Cap Fund (RIDCW-A) is rated as a 2 fund in Equity and delivered 44.7% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Taurus Flexi Cap Fund (RIDCW-A).

Frequently Asked Questions

What is Taurus Flexi Cap Fund (RIDCW-A)?

Taurus Flexi Cap Fund (RIDCW-A) is a Flexi Cap Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Taurus Flexi Cap Fund (RIDCW-A)?

You can invest in Taurus Flexi Cap Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Taurus Flexi Cap Fund (RIDCW-A)?

The minimum sip amount for Taurus Flexi Cap Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

Is Taurus Flexi Cap Fund (RIDCW-A) good to invest in?

As per Scripbox experts, Taurus Flexi Cap Fund (RIDCW-A) is a Neutral fund. You can investTaurus Flexi Cap Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Taurus Flexi Cap Fund (RIDCW-A)?

The expense ratio of the Taurus Flexi Cap Fund (RIDCW-A) is 2.64% for regular plan.