Taurus Flexi Cap Fund – Direct Growth

Equity · Flexi Cap
 · 
500
Min SIP
500
Min Lumpsum
2.6 %
Expense Ratio
Rating
326
Fund Size (in Cr)
11 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 28 February 2024 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 48.2% 18.9% 14.5% 11.4%
Category Average 38.9% 18.7% 18.9% -

Scheme Allocation

By Holding
By Sector
By Asset
8.84%
4.96%
4.86%
4.64%
Others
71.07%
View all Holdings
Holdings Sector Instrument Asset
HDFC Bank Banks Equity 8.84%
HCL Technologies IT - Software Equity 5.63%
Axis Bank Banks Equity 4.96%
Infosys IT - Software Equity 4.86%
Coal India Mining & Mineral products Equity 4.64%
Tech Mahindra IT - Software Equity 4.64%
M & M Automobile Equity 4.35%
St Bk of India Banks Equity 3.9%
ACC Cement Equity 3.82%
ITC Tobacco Products Equity 3.67%
Cams Services Miscellaneous Equity 3.46%
DLF Realty Equity 3.43%
ICICI Bank Banks Equity 3.21%
Union Bank (I) Banks Equity 2.04%
REC Ltd Finance Equity 1.89%
B P C L Refineries Equity 1.82%
Apollo Tyres Tyres Equity 1.79%
Canara Bank Banks Equity 1.49%
Power Grid Corpn Power Generation & Distribution Equity 1.46%
Dr Reddy's Labs Pharmaceuticals Equity 1.45%
Ashok Leyland Automobile Equity 1.34%
Life Insurance Insurance Equity 1.23%
Cipla Pharmaceuticals Equity 1.23%
Sun Pharma.Inds. Pharmaceuticals Equity 1.2%
Atul Auto Automobile Equity 1.2%
Eicher Motors Automobile Equity 1.13%
Divi's Lab. Pharmaceuticals Equity 1.07%
Uniparts India Engineering Equity 1.06%
NTPC Power Generation & Distribution Equity 1.06%
DCB Bank Banks Equity 1.05%
NBCC Miscellaneous Equity 1.04%
BEML Ltd Aerospace & Defence Equity 1.02%
Glaxosmi. Pharma Pharmaceuticals Equity 1.01%
Indraprastha Gas Gas Distribution Equity 0.93%
JSW Steel Steel Equity 0.92%
Globus Spirits Alcoholic Beverages Equity 0.89%
Atul Chemicals Equity 0.83%
Tata Chemicals Chemicals Equity 0.76%
Kajaria Ceramics Ceramic Products Equity 0.74%
Hindustan Copper Non Ferrous Metals Equity 0.64%
Reliance Industr Refineries Equity 0.55%
Parag Milk Foods FMCG Equity 0.54%
Wheels India Auto Ancillaries Equity 0.43%
Narayana Hrudaya Healthcare Equity 0.4%
Shriram Pistons Auto Ancillaries Equity 0.34%
MSTC E-Commerce/App based Aggregator Equity 0.28%
Oil India Crude Oil & Natural Gas Equity 0.27%
Wellwin Inds. - Equity 0%
Banks
25.49%
IT-Software
15.13%
Pharmaceuticals & Biotech
5.96%
Automobiles
5.48%
Debt
4.72%
Others
43.22%
View all Sectors
Sectors Asset
Banks 25.49%
IT-Software 15.13%
Pharmaceuticals & Biotech 5.96%
Automobiles 5.48%
Debt 4.72%
Consumable Fuels 4.64%
Cement & Cement Products 3.82%
Diversified FMCG 3.67%
Agricultural, Commercial 3.56%
Capital Markets 3.46%
Realty 3.43%
Auto Components 2.56%
Power 2.52%
Petroleum Products 2.37%
Finance 1.89%
Chemicals & Petrochemical 1.59%
Insurance 1.23%
Industrial Manufacturing 1.06%
Construction 1.04%
Gas 0.93%
Ferrous Metals 0.92%
Beverages 0.89%
Cash & Others 0.77%
Consumer Durables 0.74%
Non-Ferrous Metals 0.64%
Food Products 0.54%
Healthcare Services 0.4%
Commercial Services & Sup 0.28%
Oil 0.27%
Equity
94.51%
Reverse Repos
4.72%
Net Curr Ass/Net Receivables
0.77%

Advance Ratio

-1.72
Alpha
4.24
SD
1
Beta
0.83
Sharpe

Exit Load

Exit Load 1.00% - If exited on or before 365 days. Nil - If exited after 365 days.

Fund Objective

The basic objective of the scheme is 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.

Fund Managers

Ankit Tikmany - BMS & MBA

Mr Ankit Tikmany has extensive work experience. He has worked with Philips Capital India and Moneyworks4me as a Senior Research Analyst and Yes Securities Ltd as Investment Manager and Research Analyst.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Taurus Mutual Fund
AUM:
644 Cr
Address:
Ground Floor, AML Centre-1, 8 Mahal Industrial Estate, Mahakali Caves Road, Andheri-East, Mumbai-93.
Contact:
022-66242700
Email ID:
customercare@taurusmutualfund.com

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Frequently Asked Questions

How to invest in Taurus Flexi Cap Fund – Direct Growth ?

You can invest in Taurus Flexi Cap Fund – Direct Growth in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Taurus Flexi Cap Fund – Direct Growth in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Taurus Flexi Cap Fund – Direct Growth ?

The NAV of Taurus Flexi Cap Fund – Direct Growth is ₹212.7 as of 28 February 2024.

How to redeem Taurus Flexi Cap Fund – Direct Growth holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Taurus Flexi Cap Fund – Direct Growth?

The minimum SIP amount of Taurus Flexi Cap Fund – Direct Growth is ₹500

What are the top sectors Taurus Flexi Cap Fund – Direct Growth has invested in?

The top sectors Taurus Flexi Cap Fund – Direct Growth has invested in are
  1. Banks - 25.49%
  2. IT-Software - 15.13%
  3. Pharmaceuticals & Biotech - 5.96%
  4. Automobiles - 5.48%
  5. Debt - 4.72%

Can I make investments in both the SIP and Lump Sum schemes of Taurus Flexi Cap Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Taurus Flexi Cap Fund – Direct Growth based on your investment objective and risk tolerance.

How much returns have Taurus Flexi Cap Fund – Direct Growth generated ?

The Taurus Flexi Cap Fund – Direct Growth has delivered 11.4% since inception

What is the expense ratio of Taurus Flexi Cap Fund – Direct Growth ?

The expense ratio of Taurus Flexi Cap Fund – Direct Growth is 2.6 % as of 28 February 2024.

What is the AUM of Taurus Flexi Cap Fund – Direct Growth?

The AUM of Taurus Flexi Cap Fund – Direct Growth is ₹644 Cr as of 28 February 2024

What are the top stock holdings of Taurus Flexi Cap Fund – Direct Growth?

The top stock holdings of Taurus Flexi Cap Fund – Direct Growth are
  1. HDFC Bank - 8.84%
  2. HCL Technologies - 5.63%
  3. Axis Bank - 4.96%
  4. Infosys - 4.86%
  5. Coal India - 4.64%

How can I redeem my investments in Taurus Flexi Cap Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Taurus Flexi Cap Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Invest Now