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Taurus Flexi Cap Fund - Regular Plan - Growth

(Erstwhile Taurus Starshare - Regular Plan - Growth Option)

Category: Equity: Flexi Cap
Launch Date: 29-01-1994
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.65% As on (31-03-2021)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 235.46 Cr As on (31-03-2021)
Turn over: 121.00
NAV as on Fri May 07 00:00:00 IST 2021

128.44

0.86 (0.6696%)

CAGR Since Inception

9.81%

S&P BSE 500 TRI 10.8%

PERFORMANCE of Taurus Flexi Cap Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 07-05-2021

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Taurus Flexi Cap Fund - Regular Plan - Growth 49.98 4.1 9.16 8.41 9.81
S&P BSE 500 TRI 37.82 4.74 11.16 10.1 10.8
Equity: Flexi Cap 59.89 10.68 14.1 12.51 15.88

Yearly Performance (%)

Fund Managers

Prasanna Pathak

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.

RETURNS CALCULATOR for Taurus Flexi Cap Fund - Regular Plan - Growth

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

Key Performance and Risk Statistics of Taurus Flexi Cap Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Taurus Flexi Cap Fund - Regular Plan - Growth 15.9 0.53 -0.38 0.91 - -
Equity: Flexi Cap - - - - - -

PEER COMPARISION of Taurus Flexi Cap Fund - Regular Plan - Growth

Period
Data as on - 07-05-2021
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Taurus Flexi Cap Fund - Regular Plan - Growth 29-01-1994 49.98 7.91 4.1 9.16 8.41
PGIM India Flexi Cap Fund - Regular Plan - Growth Option 05-02-2015 83.58 28.09 16.97 17.95 0.0
Franklin India Flexi Cap Fund - Growth 29-09-1994 75.32 15.31 10.05 12.41 13.62
UTI - Flexi Cap Fund-Growth Option 05-08-2005 73.16 23.62 15.7 16.9 14.69
Parag Parikh Flexi Cap Fund - Regular Plan - Growth 05-05-2013 72.24 27.26 20.06 19.26 0.0
HDFC Flexi Cap Fund - Growth Plan 01-01-1995 68.41 11.3 9.57 14.17 11.36
Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan 14-08-1998 67.75 16.94 10.58 15.59 14.52
DSP Flexi Cap Fund - Regular Plan - Growth 29-04-1997 64.07 20.77 13.39 16.72 13.14
SBI Flexicap Fund - REGULAR PLAN -Growth Option 05-09-2005 63.86 15.5 10.15 14.13 14.08
Edelweiss Flexi Cap Fund - Regular Plan - Growth Option 05-01-2015 62.01 15.41 9.16 15.36 0.0

PORTFOLIO ANALYSIS of Taurus Flexi Cap Fund - Regular Plan - Growth

Asset Allocation (%)