- Mutual Funds
- Taurus Mutual Fund
- Taurus Flexi Cap Fund (RIDCW-A)
Formerly Taurus Starshare (Multi Cap) DR
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 98.74
NAV (Apr 18)
Fund Returns
Last 1Y | 36.4% |
Last 3Y | 17.3% |
Last 5Y | 11.7% |
Last 10Y | 10.9% |
Since Inception | 13.4% |
6 Month CAGR | 15.7% |
Scheme Information
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 | 329.475 |
ISIN | INF044D01963 |
Lock-in | No Lock-in |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 14.6 |
Standard Deviation (5yr) | 19 |
Beta (3yr) | 1.03 |
Beta (5yr) | 0.97 |
Sharpe Ratio (3yr) | 0.822 |
Sharpe Ratio (5yr) | 0.407 |
YTM | 0 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Taurus Flexi Cap Fund (RIDCW-A) | 9,77,005 | 2,44,393 | 11.7% | |
| 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
9.2%hcl technologies ltd
5.5%mahindra & mahindra ltd
5%coal india ltd
4.9%axis bank ltd
4.8%Allocation by Sector
financial services
29%technology
16.5%basic materials
11.1%consumer cyclical
10.5%consumer defensive
7.4%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
Taurus Asset Management Company Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
15.3% | 13.7% | ||
13.9% | 13.7% | ||
15.3% | 13.7% | ||
14.4% | 10.9% | ||
17.3% | 10.5% |
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 13.4% 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 4/18/2024 is ₹98.74 with the total AUM as of 4/19/2024 is ₹329.475. 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 S&P BSE 500 India TR INR.
Taurus Flexi Cap Fund (RIDCW-A) is rated as a 2 fund in Equity and delivered 36.4% 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)?
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.