Taurus Mutual Fund

About Taurus Mutual Fund

Taurus Mutual Fund is one of the older, smaller AMCs in the Indian mutual fund industry, sponsored by Taurus Investment Trust, having operated through several decades and a number of ownership changes over its long history.

Ownership and Heritage

As one of the more established but smaller names in the industry, Taurus Mutual Fund has seen its ownership evolve over the years, a pattern shared with several of the smaller, older AMCs in the Indian market that haven't always retained a single stable sponsor for their entire history, unlike some of the larger bank-backed or joint-venture AMCs in this directory.

Fund Range and Approach

Taurus Mutual Fund offers a relatively focused scheme range spanning equity and debt categories, reflecting its position as a smaller, longer-established fund house rather than one of the largest, broadest-range AMCs.

Who Should Consider Taurus Mutual Fund

Investors researching smaller or lesser-known AMCs as part of a broad comparison, or specifically interested in one of Taurus's individual schemes, should evaluate that scheme's own historical performance, expense ratio, and current fund manager closely, given the AMC's smaller scale and history of ownership changes.

Comparing Taurus Schemes With Other Fund Houses

When comparing a Taurus scheme against alternatives, check the historical CAGR across multiple periods, the expense ratio relative to category peers, and particularly the current fund manager's tenure, given the AMC's history of ownership and management changes over the years - continuity is worth confirming directly on the scheme's official factsheet.

Checking a Scheme's Risk-o-Meter

Every Indian mutual fund scheme is required to display a standardised risk-o-meter (ranging from "Low" to "Very High") on its factsheet, reflecting SEBI's categorisation rules for that specific fund type. Checking this alongside the scheme's exact category label - not just its name - is a quick way to confirm a fund actually matches the risk level you're comfortable with before investing, regardless of which AMC runs it.

Checking Total Expense Ratio Trends

SEBI requires every AMC to publish each scheme's total expense ratio (TER) regularly, and TERs can change over time as a scheme's assets under management grow (regulations generally allow a lower TER ceiling for larger schemes). It's worth checking a scheme's current TER directly on the AMC's factsheet rather than relying on a figure that may be a few months old, since even a small change compounds meaningfully over a long holding period.

Reading the Scheme Documents

Before investing in any specific scheme, it's worth reading its scheme information document (SID) and key information memorandum (KIM), both freely available on the AMC's own website - these spell out the exact investment mandate, risk factors, benchmark, and exit load in far more detail than any summary page, including this one, can provide.

Costs: Direct vs Regular Plans

Taurus schemes are available as Direct Plans or Regular Plans. Use the Expense Ratio Impact Calculator on this site to estimate the long-term rupee difference between the two.

Investing With Taurus Mutual Fund

Every scheme tracked on this site shows live NAV, computed CAGR and absolute returns, and expense ratio, sourced from AMFI India and MFAPI - see the scheme list below, or open any individual scheme's page to project a SIP or lumpsum investment using its own historical performance and current NAV.