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Business News/Market/Market Stats/    Taurus Flexi Cap Fund - Growth

Taurus Flexi Cap Fund - Growth

+
  • Equity
  • Flexi Cap
  • Rating 1
  • Plan
205.87 +1.18 (0.58%) NAV as on 29 Feb, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)326.48
  • CAGR 46.80%
  • Exit Load1.00%
  • Expense ratio2.64%
  • CategoryEquity
  • Min Investment500
  • Min SIP500
  • Launch Date1994-01-29

Morning Star Rating 1

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 02 March 2024

  • Name
  • Value (Cr)
  • Holding %
  • Treps
  • 15.40
  • 4.72%
  • ACC
  • 12.48
  • 3.82%
View More

Risk & Volitility

  • Alpha -6.55%
  • Beta 0.92
  • Sharpe Ratio0.95
  • Std Deviation 14.69%
  • Tracking Error 3.94%

About Fund

To provide long - term capital appreciation. Emphasis will be on sharing growth through appreciation as well as on distribution of income by way of dividend.

 

The Taurus Flexi Cap Fund - Growth has an AUM of 326.48 crores & has delivered CAGR of 14.21% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.64%. The minimum investment in Taurus Flexi Cap Fund - Growth is Rs 500 and the minimum SIP is Rs 500.

 

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

 

The top holdings of the fund include HDFC Bank, HCL Technologies, Axis Bank & Infosys.

 

The major sectors where the fund is invested are Regional Banks, Software & Programming, Biotechnology & Drugs & Constr. & Agric. Machinery.

 

Some of the similar funds are Shriram Flexi Cap Fund Regular Growth, Navi Flexi Cap Fund Regular Growth, Taurus Flexi Cap Fund - Growth, ITI Flexi Cap Fund Regular Growth, 360 ONE Flexicap Fund Regular Growth. Taurus Flexi Cap Fund - Growth has a sharpe ratio of 0.95 & a standard deviation of 14.69%.

FAQs about Taurus Flexi Cap Fund - Growth

According to the morning star rating Taurus Flexi Cap Fund - Growth has a Medium risk & Exceptional return.
Taurus Flexi Cap Fund - Growth is managed by Anuj Kapil.
The expense ratio of Taurus Flexi Cap Fund - Growth is 2.64%.
The 5 year annualized return on Taurus Flexi Cap Fund - Growth is 14.21% & it has generated 46.80% in the last 1 year.
The minimum investment in Taurus Flexi Cap Fund - Growth is 500 Rs.
Taurus Flexi Cap Fund - Growth has an AUM of 326.48 crores.
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