1. Advisorkhoj
  2. Taurus Bonanza Fund- Regular Plan - Growth Option

Taurus Bonanza Fund- Regular Plan - Growth Option

Category: Equity Funds Diversified
Launch Date: 28-02-1995
Asset Class: Equity
Benchmark: S&P BSE 100
Expense Ratio: 2.69% As on (30-04-2018)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 38.92 Cr As on (30-04-2018)
Turn over: 705%
NAV as on 24-05-2018

69.75

0.18 (0.2581%)

CAGR Since Inception

10.44%

S&P BSE 100 14.07%

PERFORMANCE of Taurus Bonanza Fund- Regular Plan - Growth Option

Scheme Performance (%)

Data as on - 24-05-2018

Yearly Performance (%)

Fund Managers

Mr. Prasanna Pathak

Mr. Pathak is B.Tech and MBA in Finance. Prior to joining Taurus Mutual Fund, he had worked as Asst.Fund Manager and Equity Analyst in the Department of Fund Management with UTI AMC for more than 4 yrs. and with HLL-Unilever for about 2 yrs. as All India Officer.

Investment Objective

The scheme aims at long term capital growth by achieving value added returns through capital appreciation. The scheme was made open-ended from April 1999.

RETURNS CALCULATOR for Taurus Bonanza Fund- Regular Plan - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

riskometer

Key Performance and Risk Statistics of Taurus Bonanza Fund- Regular Plan - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Bonanza Fund- Regular Plan - Growth Option 14.09 0.53 4.0 0.16 - -
Equity Funds Diversified - - - - - -

PEER COMPARISION of Taurus Bonanza Fund- Regular Plan - Growth Option

Period
Data as on - 24-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Bonanza Fund- Regular Plan - Growth Option 28-02-1995 1.6 11.16 3.42 11.06 4.94
Axis Focused 25 Fund - Growth Option 29-06-2012 23.6 25.29 15.07 17.82 0.0
Axis Bluechip Fund - Growth 05-01-2010 21.61 19.16 10.65 15.41 0.0
BOI AXA Large & Mid Cap Equity Fund Eco Plan- Growth 21-10-2008 20.9 19.9 11.14 16.49 0.0
Invesco India Contra Fund - Growth 11-04-2007 20.67 24.22 14.79 23.55 15.42
BOI AXA Large & Mid Cap Equity Fund Regular Plan- Growth 21-10-2008 19.94 19.01 10.31 15.66 0.0
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 19.1 25.13 15.1 19.73 0.0
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 18.66 18.36 11.95 18.71 0.0
UTI - Equity Fund-Growth Option 01-08-2005 18.44 17.28 9.66 16.63 13.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 18.18 26.7 13.5 16.66 10.65

PORTFOLIO ANALYSIS of Taurus Bonanza Fund- Regular Plan - Growth Option

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved

Feedback