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Taurus Short Term Income Fund (D)

PLAN: Regular OPTIONS: Dividend
1,527.287 0.38 (0.02%)

NAV as on 25 Nov, 2014

CRISIL MF RANK

Not Ranked

Scheme Risk Grade

  LOW RISK

LOW RISK

  • For investors looking at income with capital growth over short term.
  • Ideal for anyone looking for a fixed and safe source of income.
FUND FAMILY : Taurus Mutual Fund FUND CLASS : Debt Short Term
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Mar 2014) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Close Taurus Income Fund renamed as Taurus Short Term Income Fund with effect from 9 April 2010. The Fund has changed the unit value of Rs 10 to Rs 1000 with effect from 26 April 2010.
View Historic Graph From     To     

Returns (NAV as on 25 Nov, 2014)

Period Returns (%) Rank #
1 mth 0.7 112
3 mth 2.3 109
6 mth 4.7 99
1 year 9.8 80
2 year 10.0 3
3 year 10.1 4
5 year 8.9 5

# Moneycontrol Rank within 127 Debt Short Term Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2014 -0.1 -0.1 - - -
2013 0.1 -0.4 - - -
2012 - -0.2 -0.3 -0.1 -0.2
2011 - -0.2 -0.1 -0.1 0.1
2010 0.3 1.3 -0.2 - 1.4
2009 -0.9 0.6 -0.8 2.2 1.6

View where it stands within its peers

* Returns over 1 year are Annualised

Performance

Fund returns v/s Category average (Debt Short Term)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 0.7 2.3 4.7 9.8 10.0 10.1 8.9
Category avg 1.0 2.9 4.9 9.0 4.4 4.4 2.9
Difference of Fund returns and Category returns -0.3 -0.6 -0.2 0.8 5.6 5.7 6.0
Best of category 1.9 5.1 7.0 13.1 10.7 10.5 9.3
Worst of category 0.5 1.8 3.8 7.7 7.6 7.6 4.4

Investment Info

Investment Objective

To generate income and capital appreciation with low volatility by investing in a diversified portfolio of short term debt and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Dividend
Launch date Aug 18, 2001
Benchmark CRISIL Short Term Bond Fund
Asset Size (Rs cr) 137.98 (Sep-30-2014)
Minimum Investment Rs.5000
Last Dividend Rs.7.85 (Oct-17-2014)
Bonus N.A.
Fund Manager Rahul Pal / Kapil Punjabi
View performance of schemes managed by the Fund Manager
Notes Taurus Income Fund renamed as Taurus Short Term Income Fund with effect from 9 April 2010. The Fund has changed the unit value of Rs 10 to Rs 1000 with effect from 26 April 2010.

Load Details

Entry Load N.A
Exit Load 0.25%
Load Comments Exit Load 0.25% if exited before 1month form the date of allotment.

Contact Details

Regd. Office AML Center 1, Gr. floor, Mahakali Caves Road, Andheri (E), Mumbai, 400093
Tel. No. 66242700
Fax No. 022-66242777
Email customercare@taurusmutualfund.com
Website http://www.taurusmutualfund.com

Peer Comparison

Debt Short Term Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Birla SL Dynamic Bond -Direct (G) Not Ranked
1,493.59 5.1 7.0 13.1 -- --
Birla SL Dynamic Bond -RP (G) Not Ranked
7,172.94 4.9 6.8 12.7 10.1 8.8
Franklin (I) STIF - Inst. (G) Not Ranked
163.11 3.8 6.2 12.1 10.5 9.3
Birla SL Short Term Fund (DAP) Not Ranked
0.02 3.2 5.3 11.0 10.0 8.2
Birla SL Short Term - Direct (G) Not Ranked
3,768.25 3.2 5.4 11.1 -- --
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 14)

Debt Rating Value
(Rs cr)
Asset %
INDIABULLS REAL ESTATE LTD CARE A1+ - 16.64
KARVY FINANCIAL SERVICES LTD ICRA A1+ - 16.59
RHC HOLDING PVT LTD ICRA A1+ - 11.94
COX & KINGS LTD CARE A1+ - 11.90
ORIENTAL BANK OF COMMERCE CRISIL A1+ - 7.18
SIMPLEX INFRASTRUCTURES LTD CARE A1+ - 7.15
AXIS BANK LTD CRISIL A1+ - 7.11
EDELWEISS COMMODITIES LTD CRISIL A1+ - 6.20
DENA BANK FITCH A1+ - 4.77
BANK OF MAHARASHTRA CRISIL A1+ - 2.40

Full Portfolio

Sector Allocation (Oct 31, 14)

Sector %

1-Year

HighLow

No Sector Data Available

View All Sectors

Asset Allocation (%)(Oct 31, 14)

Equity 0.00
Others 0.00
Debt 99.17
Mutual Funds N.A
Money Market 0.00
Cash / Call 0.82

View All

Concentration

Holdings (%)
Top 5 64.25
Top 10 91.88
Sector (%)
Top 3 N.A.

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