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What is SBI FMCG Fund?

Taurus Mutual Funds was amongst the very first few private sector Mutual Funds to get registered with SEBI. They started their Mutual Fund operations in 1993 and since have introduced various mutual fund schemes that have garnered the loyalty of various investors including IFC, Washington, the European Economic Community, Brussels & EFM, UK. They have funds to suit the needs of every investor. They work on the principle of offering innovative schemes to their customers based on years of expertise, market knowledge & research.

They offer Mutual Funds under the Equity, Equity Linked Savings Scheme and Debt based schemes. They have delivered consistent results over the 20 years of their operations, which has given them a huge number of loyal customers.

Why choose Taurus Mutual Fund?

Taurus Mutual Funds brings a rich experience of over 20 years in the Mutual Funds industry providing fund options to customers to suit their every need.

  • Well designed Funds for every investor segment along with
  • Greatly established network of offices in over 5 cities and more than 4000 associates for an impeccable service to their customers
  • A team that is focused & committed to delivering the best results for the investors & the organization
  • Innovative schemes based on years of expertise, market knowledge & research
  • Integrated marketing campaigns all around the year to increase awareness of its schemes
  • Insightful, market-wise & judicious fund managers with experience across various funds & sectors of all sizes
  • Funds that are designed to perform consistently and earn high returns for the customers to fulfil their dreams
  • Highest standard of service to help customers right from planning their investments, managing their financial needs to resolving the smallest of their queries


Equity Schemes

Taurus Largecap Equity Fund

Fund TypeOpen Ended Diversified Equity Growth Scheme that will invest in Large Cap Companies
Investment ObjectiveThe investment objective is to provide investors long-term capital appreciation. Investments shall be primarily in Equity and Equity related instruments of large cap companies
Ideal ForIt is suited for individuals looking at high returns and have a long-term investment outlook and a higher tolerance for risk.
Launch Date1995, February
BenchmarkS&P BSE 100 TRI
Investment Ratio

Equity - 97.46%

Cash & Cash Receivables - 2.54%

Risk RatingModerately High
Average AUM (June 2019)Rs.29.32 Crores
Plan Types

Regular - Growth & Dividend

Direct - Growth & Dividend

Min. Initial InvestmentRs.5000
Min. SIP InvestmentRs. 1,000
Entry LoadNil
Exit Load (both plans)1% for redemption within 365 days. Nil, if exited after 365 days
Top 10 Holdings under the FundSector
ICICI BankFinancial
HDFC BankFinancial
Tata Consultancy ServicesTechnology
InfosysTechnology
Reliance IndustriesEnergy
HDFCFinancial
Larsen & ToubroConstruction
State Bank of IndiaFinancial
ITCFMCG
Axis BankFinancial

Taurus Discovery (Midcap) Fund

Fund TypeOpen Ended Equity Growth Scheme which invests in undervalued equities
Investment ObjectiveThe primary objective of the Scheme is to identify and select low priced stocks through price discovery mechanism. The scheme will primarily invest in Equity and Equity related instruments predominantly in mid-cap companies by applying the price discovery mechanism.
Ideal ForIt is suited for individuals looking at better than average returns in the long-term investment outlook and a higher tolerance for risk.
Launch Date1994, September
BenchmarkNifty Midcap 100 TRI
Investment Ratio

Equity - 96.16%

Cash & Cash Receivables - 3.84%

Risk RatingModerately High
Monthly Average AUMRs. 50.30 Crores
Plan Types

Regular - Growth & Dividend

Direct - Growth & Dividend

Min. Initial InvestmentRs.5000
Min. SIP InvestmentRs. 1,000
Entry LoadNil
Exit Load (both plans)1% for redemption within 365 days. Nil, if exited after 365 days
Top 10 Holdings under the Fund Sector
Federal BankFinancial
DCB BankFinancial
City Union BankFinancial
Gujarat State PetronetEnergy
Info Edge (India)Services
Indian HotelsServices
SKF IndiaEngineering
VoltasConsumer Durables
ThermaxEngineering
Muthoot FinanceFinancial

Taurus Ethical Fund

Fund TypeOpen Ended Equity Oriented Scheme that will invest in companies which are in compliance with the Shariah norms. The scheme will primarily invest in Equity and Equity related instruments. The fund is Actively Managed and invests in diversified portfolios.
Investment ObjectiveTo provide capital appreciation and income distribution to unitholders through investment in a diversified portfolio of equities, which are based on the principles of Shariah.
Ideal ForInvestors looking for suitable investment opportunities that comply with Shariah norms should look to invest in the Taurus Ethical fund with a Medium to Long term investment horizon. It is a socially responsible form of investing. It is a suitable form of investing for people opposed to alcohol, gambling and other addictions.
Launch Date2009, April
BenchmarkS&P BSE 500 Shariah TRI
Investment Ratio

Equity - 97.36%

Cash & Cash Receivables - 2.64%

Risk RatingHigh
Monthly Average AUMRs. 38.36 Crores
Plan Types

Regular - Growth & Dividend

Direct - Growth & Dividend

Min. Initial InvestmentRs.5000
Min. SIP InvestmentRs. 1,000
Entry LoadNil
Exit Load (both plans)1% for redemption within 365 days. Nil, if exited after 365 days

Taurus Infrastructure Fund

Fund TypeTaurus Infrastructure Fund is an open ended diversified, theme-based, equity fund that seeks to generate long term capital growth
Investment ObjectiveTo provide capital appreciation and income distribution to unitholders by investing predominantly in equity and equity related securities of the Companies belonging to infrastructure sector, it’s related industries inclusive of suppliers of capital goods, raw materials and other supportive services to infrastructure companies and balance in debt and money market instruments.
Ideal ForThis product is suitable for investors who are seeking long term capital appreciation through investment in equity & equity related instruments of companies from Infrastructure Sector
Launch Date2007 March
BenchmarkNifty Infrastructure Index TRI
Investment Ratio

Equity - 96.97%

Cash & Cash Receivables - 3.03%

Risk RatingHigh
Monthly Average AUMRs. 4.17 Crores
Plan Types

Regular - Growth & Dividend

Direct - Growth & Dividend

Min. Initial InvestmentRs.5000
Min. SIP InvestmentRs. 1,000
Entry LoadNil
Exit Load (both plans)1% for redemption within 365 days. Nil, if exited after 365 days
Top 10 Holdings Under the PortfolioSector
Larsen & ToubroConstruction
Power Grid CorporationEnergy
Ultratech CementConstruction
Container Corp.Services
Reliance IndustriesEnergy
AIA EngineeringMetals
Heidelberg Cement IndiaConstruction
Engineers IndiaConstruction
Gujarat State PetronetEnergy
WhirlpoolCons Durable

Taurus Nifty Index Fund

Fund TypeTaurus Nifty Index Fund is an open-ended index linked equity scheme. Taurus Nifty Index Fund will replicate the CNX Nifty Index by investing in the securities of CNX Nifty Index in the same proportion/weightage.
Investment ObjectiveTo manage the scheme passively by investing in 50 stocks in a proportion that is as close as possible to the weightages of these stocks in the CNX Nifty Index.
Ideal ForInvestors who are looking to a long term, medium risk strategy to benefit from economic growth of India. It is ideal for first time equity investors who do not have the time or expertise to evaluate individual stocks or track the actively managed funds. For the experienced investors or HNIs it can act as a balancing strategy for their portfolios. Investing in Nifty Index Fund gives them exposure to the leading 50 stocks at one go.
Launch Date2010 March
BenchmarkNifty 50 TRI
Investment Ratio

Equity - 99.07%

Cash & Cash Receivables - 0.93%

Risk RatingModerately High
Monthly Average AUMRs. 1.32 Crores
Plan Types

Regular - Growth & Dividend

Direct - Growth & Dividend

Min. Initial InvestmentRs.5000
Min. SIP InvestmentRs. 1,000
Entry LoadNil
Exit Load (both plans)1% for redemption within 365 days. Nil, if exited after 365 days
Top 10 Holdings Under the Portfolio Sector
InfosysTechnology
HDFCFinancial
Reliance IndustriesEnergy
HDFC BankFinancial
ICICI BankFinancial
ITCFMCG
Ultratech CementConstruction
Larsen & ToubroConstruction
Kotak Mahindra BankFinancial
Hindustan UnileverFMCG

Taurus Starshare (Multi Cap) Fund

Fund TypeTaurus Starshare (Multi Cap) Fund is an Open Ended Diversified Equity Growth Scheme which invests in large, mid and small cap companies.
Investment ObjectiveThe objective of the Scheme is to provide long-term capital appreciation. Emphasis will be on sharing growth through appreciation as well as on the distribution of income by way of dividend.
Ideal ForThis fund is suited for individuals looking at returns and have a long-term investment outlook and a higher tolerance for risk.
Launch Date1994 January
BenchmarkS&P BSE 500 TRI
Investment Ratio

Equity - 97.95%

Cash & Cash Receivables - 2.05%

Risk RatingModerately High
Monthly Average AUMRs. 216.55 Crores
Plan Types

Regular - Growth & Dividend

Direct - Growth & Dividend

Min. Initial InvestmentRs.5000
Min. SIP InvestmentRs. 1,000
Entry LoadNil
Exit Load (both plans)1% for redemption within 365 days. Nil, if exited after 365 days
Top 10 Holdings Under the PortfolioSector
ICICI BankFinancial
HDFC BankFinancial
Larsen & ToubroConstruction
HDFCFinancial
Reliance IndustriesEnergy
State Bank of IndiaFinancial
InfosysTechnology
Axis BankFinancial
Tata Consultancy ServicesTechnology
ITCFMCG

Taurus Banking & Financial Services Fund

Fund TypeTaurus Banking & Financial Services Fund is an open ended diversified, theme-based, equity fund that seeks to generate long term capital growth.
Investment ObjectiveThe objective of the Scheme is to generate capital appreciation through a portfolio that invests predominantly in equity and equity related instruments of Banking, Financial and Non-Banking Financial Companies that form part of the BFSI Sector.
Ideal ForInvestors who believe on India's long term growth potential. Investors who agree on the importance of Banking & Financial Services Sector. Investors who are comfortable with the higher risk profile offered of Equity Investments. Investors who wish to complement their core portfolio holdings.
Launch Date2012 May
BenchmarkS&P BSE Bankex TRI
Investment Ratio

Equity - 97.08%

Cash & Cash Receivables - 2.92%

Risk RatingHigh
Monthly Average AUMRs. 6.74 Crores
Plan Types

Regular - Growth & Dividend

Direct - Growth & Dividend

Min. Initial InvestmentRs.5000
Min. SIP InvestmentRs. 1,000
Entry LoadNil
Exit Load (both plans)1% for redemption within 365 days. Nil, if exited after 365 days
Top 10 Holdings Under the PortfolioSector
ICICI BankFinancial
HDFC BankFinancial
Kotak Mahindra BankFinancial
State Bank of IndiaFinancial
Axis BankFinancial
Federal BankFinancial
Indusind BankFinancial
Bajaj FinanceFinancial
HDFC Life InsuranceFinancial
City Union BankFinancial

Equity Linked Savings Scheme (ELSS)

Taurus Tax Shield

Fund TypeTaurus Tax Shield is an Open ended Equity Linked Savings Scheme that offers you tax savings as well as the potential to grow.
Investment ObjectiveTo provide long term capital appreciation over the life of the scheme through investment predominantly in equity shares, besides tax benefits.
Ideal ForTaurus Tax Shield aims to give your investments the potential growth of equities while giving you the added advantage of tax savings under section 80C. This product is suitable for investors who are seeking Long term capital appreciation & Investment in equity & equity related instruments
Launch Date1996 May
BenchmarkS&P BSE 200 TRI
Investment Ratio

Equity - 97.97%

Cash & Cash Receivables - 2.03%

Risk RatingModerately High
Monthly Average AUMRs. 66.19 Crores
Plan Types

Regular - Growth & Dividend

Direct - Growth & Dividend

Min. Initial InvestmentRs.500
Min. SIP InvestmentRs. 1,000
Entry LoadNil
Exit Load (both plans)NA (due to the lock - in period of 3 years)
Top 10 Holdings Under the PortfolioSector
ICICI BankFinancial
HDFC BankFinancial
Reliance IndustriesEnergy
Tata Consultancy ServicesTechnology
InfosysTechnology
HDFCFinancial
Larsen & ToubroConstruction
State Bank of IndiaFinancial
ITCFMCG
Axis BankFinancial

Liquid Funds

Taurus Liquid Fund

Fund TypeTaurus Liquid Fund is an Open Ended Liquid Scheme which invests in money market securities and short term, high-quality debts.
Investment ObjectiveThe fund aims to generate steady and reasonable income, with low risk and high level of liquidity from a portfolio of money market securities and high quality debt
Ideal ForTaurus Liquid Fund is suited for individuals and corporates who have a very short investment time frame and want quick liquidity and better than average returns from their surplus money.
Launch Date2006 August
BenchmarkCrisil Liquid Fund Index
Investment Ratio

Tri-party Repo - 98.01%

Cash & Cash Receivables - 1.99%

Risk RatingLow
Monthly Average AUMRs. 23.74 Crores
Plan Types

Regular - Growth & Dividend Weekly

Direct - Growth & Dividend Weekly

Min. Initial InvestmentRs.5000
Min. SIP InvestmentRs. 1,000
Entry LoadNil
Exit Load (both plans)Nil

Performance of Taurus Mutual Funds

FundYTD1-Month3-Month1-Year3-Year5-Year
Taurus Largecap Equity Fund0.18-2.84-0.61-5.353.466.4
Taurus Discovery (Midcap) Fund-8.96-5.66-4.71-15.385.1910.63
Taurus Ethical Fund-2.28-1.37-1.39-7.595.47.86
Taurus Infrastructure Fund-7.35-6-4.61-14.526.147.57
Taurus Nifty Index Fund2.33-3.29-1.42-3.128.798.03
Taurus Starshare (Multi Cap) Fund-3.66-6.17-3.81-10.953.185.63
Taurus Banking & Financial Services Fund7.67-4.552.672.3813.1411.24
Taurus Tax Shield-1.42-4.26-2.39-8.368.69.74
Taurus Liquid Fund3.430.431.315.814.055.81

Taurus Mutual Funds plans can be conveniently purchased online on the official webpage. Customers can click on the ‘Invest in Taurus Mutual Fund’ button located on the webpage. They should then create a customer profile filling all the relevant information and can start investing in their chosen funds. Customers can contact the customer support at their toll-free number listed on the website.


1. What are the different types of Mutual Funds?

Mutual Funds are mainly categorized into Open-ended Funds & Closed-ended Funds.An Open-ended Fund is one that is available for subscription all through the year. These do not have a fixed maturity. Investors can buy and sell units of the schemes at Net Asset Value (NAV) prices anything they want. A Close-ended Fund has a stipulated maturity period, which generally ranges from 3 to 15 years. The fund is open for subscription only during a specified period. Investors can invest in the scheme at the time of the initial public Offering and thereafter they can buy or sell the units of the scheme on the Stock Exchanges, if they are listed. There are other types of funds based on the investment objective and the sector they are invested in. Like –

  • Growth Funds
  • Income Funds
  • Balanced Funds
  • Money Market Funds
  • Tax Saving Schemes
  • Sectoral Schemes
  • Index Schemes

2. What are the different investment options under a Mutual Fund?

Mutual funds offer different investment and withdrawal options to suit individual needs.

  • Growth Option
  • Dividend Payout Option
  • Dividend Reinvestment Plan
  • Insurance Plan
  • Systematic Investment Plan (SIP)
  • Systematic Encashment Plan (SEP)
  • Systematic Transfer Plan
  • Systematic Withdrawal Plan

3. What is the lock-in period for ELSS (Equity Linked Savings Scheme)?

ELSS plans have a lock-in period of 3 years from the date of allotment. This means that after investing in the Scheme, the investor cannot redeem or withdraw the invested amount for a period of 3 years.

4. What is Net Asset Value (NAV)?

Net Asset Value is the market value of the per unit of your fund minus its liabilities. The per unit NAV is the net asset value of the scheme divided by the number of units outstanding on the Valuation Date.

5. What is Switching?

Investors have the option to shift their investments from one scheme to another within the same fund. This enables investors to take advantage of market fluctuations to get higher returns. Mutual Fund companies allow a stipulated number of switches every year. These switches may be free of charge or for a nominal charge.

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