Taurus Flexi Cap Fund - Regular Plan - Growth

(Erstwhile Taurus Starshare - Regular Plan - Growth Option)
Fund House: Taurus Mutual Fund
Category: Equity: Flexi Cap
Launch Date: 29-01-1994
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
TER: 2.64% As on (31-03-2024)
Status: Open Ended Schemes
Minimum Investment: 500.0
Minimum Topup: 500.0
Total Assets: 329.48 Cr As on (31-03-2024)
Turn over: 123% | Exit Load: Exit load of 1% if redeemed within 365 days.

204.32

10.49%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 50 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
11 Years 1 Months
12 Years 9 Months
13 Years 6 Months
23 Years 1 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

The scheme aims to provide long term capital appreciation as well as distribute income by way of dividends, through investment in equity, debt and money market instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 14.61
Sharpe Ratio 0.83
Alpha -1.74
Beta 1.03
Yield to Maturity -
Average Maturity -

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Taurus Flexi Cap Fund - Regular Plan - Growth 29-01-1994 36.91 16.59 18.17 12.46 11.6
BANK OF INDIA Flexi Cap Fund Regular Plan -Growth 05-06-2020 59.94 26.37 27.99 - -
JM Flexicap Fund (Regular) - Growth option 23-09-2008 59.71 32.17 28.88 22.81 19.4
quant Flexi Cap Fund - Growth Option - Regular Plan 01-09-2008 59.53 27.4 32.47 29.68 22.92
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option 08-04-2014 53.69 23.74 16.98 13.49 -
ITI Flexi Cap Fund- Regular Plan- Growth 17-02-2023 50.36 - - - -
Invesco India Flexi Cap Fund - Growth 14-02-2022 46.85 22.49 - - -
Franklin India Flexi Cap Fund - Growth 29-09-1994 43.59 21.96 23.35 18.24 17.08
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 42.6 24.69 27.77 18.97 16.74
HSBC Flexi Cap Fund - Regular Growth 24-02-2004 41.67 19.31 20.87 15.7 15.0

Scheme Characteristics

Minimum investment in equity & equity related instruments - 65% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

14.59%

Others

2.1%

Large Cap

71.1%

Mid Cap

12.21%

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