| Scheme Name | 1Y(%) | 2Y(%) | 3Y(%) | 5Y(%) | 10Y(%) |
|---|---|---|---|---|---|
| Taurus Ethical Fund - Regular Plan - Growth | 24.24 | 22.89 | 16.32 | 19.85 | 13.17 |
| HDFC Defence Fund - Growth Option | 48.83 | 0 | 0 | 0 | 0 |
| Union Innovation & Opportunities Fund - Regular Plan - Growth Option | 44.57 | 0 | 0 | 0 | 0 |
| Franklin India Opportunities Fund - Growth | 41.69 | 43.13 | 29.36 | 27.7 | 16.78 |
| HSBC Business Cycles Fund - Regular Growth | 39.77 | 32.67 | 25.85 | 22.96 | 14.39 |
| Quant Momentum Fund - Growth Option - Regular Plan | 32.91 | 0 | 0 | 0 | 0 |
| Mahindra Manulife Business Cycle Fund- Regular Plan - Growth | 32.7 | 0 | 0 | 0 | 0 |
| ICICI Prudential Innovation Fund - Growth | 32.64 | 0 | 0 | 0 | 0 |
| Kotak Pioneer Fund- Regular Plan- Growth Option | 32.2 | 31.69 | 19.07 | 24.13 | 0 |
| Samco Active Momentum Fund - Regular Plan - Growth Option | 31.88 | 0 | 0 | 0 | 0 |
| Based On | Taurus Ethical Fund - Regular Plan - Growth | NIFTY 50 TRI | Equity: Thematic-Others |
|---|---|---|---|
| CAGR since inception | 17.65% | 13.95% | 15.89% |
| 1 Year | 24.24% | 12.84% | 26.44% |
| 3 Year | 16.32% | 13.73% | 19.03% |
| 5 Year | 19.85% | 15.28% | 22.74% |
| 10 Year | 13.17% | 12.46% | 14.47% |
| Nav / Index Value as on2024-12-22 | 262.97% | 0.00% | 0.00% |
| Sector | Allocation |
|---|---|
| Cash & Cash Equivalents | 2.35 |
| Equity | 97.65 |
| Company | Holding |
|---|---|
| INFOSYS LIMITED | 7.76 |
| RELIANCE INDUSTRIES LIMITED | 7.61 |
| HCL TECHNOLOGIES LIMITED | 4.07 |
| TATA CONSULTANCY SERVICES LIMITED | 3.89 |
| SAMVARDHANA MOTHERSON INTERNATIONAL LIMITED | 2.98 |
| TECH MAHINDRA LIMITED | 2.79 |
| OIL AND NATURAL GAS CORPORATION LIMITED | 2.77 |
| COMPUTER AGE MANAGEMENT SERVICES LIMITED | 2.67 |
| MARUTI SUZUKI INDIA LIMITED | 2.29 |
| LTIMINDTREE LIMITED | 2.29 |
To calculate the Taurus Mutual Fund :
1. Visit https://www.swarajfinpro.com/Calculator-SIP
2. Put the monthly SIP amount.
3. Put the monthly expected returns.
4. Write down the time period of investment.
