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SET SMS ALERT Fund Family Taurus Mutual Fund
Fund Class Diversified Equity
Average performance in the category
The scheme is ranked 3 in Diversified Equity category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | -6.0 | 70 |
| 3 mth | 1.1 | 51 |
| 6 mth | -8.7 | 71 |
| 1 year | 11.3 | 49 |
| 2 year | 2.6 | 56 |
| 3 year | 3.1 | 32 |
| 5 year | 4.7 | 53 |
# Moneycontrol Rank within 90 Diversified Equity Schemes.
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2013 | -10.9 | - | - | - | - |
| 2012 | 9.9 | 0.1 | 9.2 | 6.1 | 30.7 |
| 2011 | -6.8 | 1.8 | -10.1 | -6.4 | -20.9 |
| 2010 | -0.5 | 6.1 | 15.8 | -2.1 | 22.3 |
| 2009 | -9.8 | 69.4 | 10.5 | 3.5 | 79.7 |
| 2008 | - | - | -6.9 | -30.0 | -66.2 |
* Returns over 1 year are Annualised
Fund returns v/s Category average (Diversified Equity)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | -6.0 | 1.1 | -8.7 | 11.3 | 2.6 | 3.1 | 4.7 |
| Category avg | -4.3 | 1.4 | -5.2 | 10.6 | 2.9 | 1.8 | 5.4 |
| Difference of Fund returns and Category returns | -1.7 | -0.3 | -3.5 | 0.7 | -0.3 | 1.3 | -0.7 |
| Best of category | 6.8 | 9.7 | 4.4 | 30.0 | 14.5 | 13.5 | 17.8 |
| Worst of category | -8.9 | -7.7 | -19.4 | -11.2 | -13.0 | -9.5 | -12.1 |
| Benchmark returns # | -5.5 | 1.1 | -3.6 | 13.7 | 3.7 | 1.3 | 4.6 |
| Difference of Fund returns and Benchmark returns | -0.5 | 0.0 | -5.1 | -2.4 | -1.1 | 1.8 | 0.1 |
Investment Objective
The basic objective of the Scheme is to provide long-term capital appreciation Emphasis will be on sharing growth through appreciation as well as on distribution of income by way of divide.
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Growth |
| Launch date | Jan 29, 1994 |
| Benchmark | S&P BSE 200 |
| Asset Size (Rs cr) | 164.73 (Mar-30-2013) |
| Minimum Investment | Rs.5000 |
| Last Dividend | N.A. View Dividend History |
| Bonus | N.A. |
| Fund Manager | Sadanand Shetty View performance of schemes managed by the Fund Manager |
| Notes | N.A |
| Entry Load | N.A |
|---|---|
| Exit Load | 1.00% |
| Load Comments | Exit Load 1% if exited before 180 days form the date of allotment. |
| Regd. Office | AML Center 1, Gr. floor, Mahakali Caves Road, Andheri (E), Mumbai, 400093 |
|---|---|
| Tel. No. | 66242700 |
| Fax No. | 022-66242777 |
| customercare@taurusmutualfund.com | |
| Website | http://www.taurusmutualfund.com |
| Diversified Equity | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| HDFC Equity Fund (G) | Rank 3 |
11,165.20 | 1.0 | -6.3 | 9.7 | 3.1 | 11.9 |
| Reliance Equity Oppor - RP (G) | Rank 1 |
4,956.08 | -1.2 | -8.3 | 12.2 | 7.4 | 14.7 |
| Reliance Equity Oppor - IP (G) | Not Ranked |
6.83 | -1.1 | -8.2 | 12.4 | -- | -12.1 |
| Reliance Growth Fund - RP (G) | Rank 4 |
5,175.99 | 1.2 | -11.6 | 8.0 | -1.1 | 6.4 |
| Reliance Growth Fund - IP (G) | Not Ranked |
23.16 | 1.3 | -11.5 | 8.2 | -0.9 | 6.6 |
| * Returns over 1 year are Annualised | More » | ||||||
| Equity | Sector | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ICICI Bank | Banking/Finance | 7.72 | 5.03 |
| AdityaBirlaNuvo | Manufacturing | 7.67 | 5.00 |
| Reliance | Oil & Gas | 7.66 | 4.99 |
| Larsen | Engineering | 7.57 | 4.93 |
| Oil India | Oil & Gas | 7.15 | 4.66 |
| Tata Motors | Automotive | 5.23 | 3.40 |
| SBI | Banking/Finance | 4.95 | 3.23 |
| ITC | Tobacco | 4.81 | 3.13 |
| Infosys | Technology | 4.70 | 3.06 |
| M&M Financial | Banking/Finance | 4.65 | 3.03 |
| Sector | % | 1-Year HighLow |
|
|---|---|---|---|
| Banking/Finance | 28.64 | 30.91 | 24.74 |
| Oil & Gas | 13.92 | 13.92 | 7.20 |
| Technology | 9.96 | 12.48 | 8.48 |
| Engineering | 9.20 | 9.20 | 6.50 |
| Media | 6.05 | 9.19 | 4.23 |
| Manufacturing | 5.00 | 5.00 | 3.80 |
| Equity | 97.07 |
| Others | 0.00 |
| Debt | 0.00 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 2.93 |
| Holdings | (%) |
|---|---|
| Top 5 | 24.61 |
| Top 10 | 40.46 |
| Sector | (%) |
|---|---|
| Top 3 | 52.52 |
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