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Taurus Bonanza Fund-Growth Option

Category: Equity Funds Diversified
Launch Date: 28-02-1995
Asset Class: Equity
Benchmark: S&P BSE 100
Expense Ratio: 2.67% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 113 Cr As on (30-09-2017)
Turn over: 255
NAV as on 21-11-2017

73.97

0.23 (0.3109%)

CAGR Since Inception

10.97%

S&P BSE 100 14.33%

PERFORMANCE of Taurus Bonanza Fund-Growth Option

Scheme Performance (%)

Data as on - 21-11-2017

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-Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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-Growth Option

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

PEER COMPARISION of Taurus Bonanza Fund-Growth Option

Period
Data as on - 21-11-2017
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Bonanza Fund-Growth Option 28-02-1995 24.42 10.16 7.04 12.53 3.43
Principal Growth Fund-Growth Option 25-10-2000 48.08 24.76 15.9 22.23 7.95
Tata Retirement Savings Fund -Regular Plan -Progressive -Growth 01-11-2011 47.86 23.18 17.77 20.14 0.0
SBI-ETF Nifty Next 50 16-03-2015 45.61 25.23 0.0 0.0 0.0
Reliance ETF Junior BeES 21-02-2003 44.84 0.0 0.0 0.0 0.0
ICICI Prudential Nifty Next 50 Index Fund - Growth 25-06-2010 44.61 24.37 17.45 21.81 0.0
Edelweiss Economic Resurgence Fund - Regular Plan - Growth Option 27-01-2015 44.57 19.68 0.0 0.0 0.0
Aditya Birla Sun Life India Reforms Fund-Growth 25-06-2010 43.9 22.35 13.71 17.16 0.0
Principal Dividend Yield Fund-Growth Plan 15-10-2004 43.82 23.12 12.8 16.38 9.39
BNP PARIBAS Dividend Yield Fund-Growth Option 15-09-2005 43.56 20.66 15.27 20.55 13.65

PORTFOLIO ANALYSIS of Taurus Bonanza Fund-Growth Option

Asset Allocation (%)

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