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Taurus Mutual Fund and AMC Review 2021

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 AMC Review

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Taurus Mutual Fund was amongst the first few private sector Mutual Funds to be registered with SEBI. The company has started its first scheme in the year 1994 and is the first private sector fund house to receive permits to launch fully repatriable investments by NRIs/FIIs. The assets of the fund house are managed by Taurus Asset Management Company, which is a wholly owned subsidiary of HB Portfolio Limited. HB Portfolio Limited is the present sponsor of the Fund & the Taurus Investment Trust Company Ltd is the Trustee.

HB Portfolio Limited is a financial company with the main object of undertaking financial services. The company is active in securities, investment and has wholly owned subsidiaries HB Securities Ltd. and HB Corporate Services Ltd. Taurus Asset Management Company Ltd is a part of it which is handling all the assets of Taurus MF.

Taurus Mutual Fund offers multiple investment solutions for all the investor segments. The fund house has allied with the SBI- SG Global Securities Services Pvt. Ltd., which is one of the largest fund accounting entities in India & globally. The company is offering multiple mutual fund schemes, including sector-specific funds, hybrid and monthly income funds, debt and treasury schemes. The company is offering its services from the past 20 years and has a vast experience of the Indian financial market.

Taurus AMC has a PAN India presence in 5 cities with 5 offices. The AMC has also appointed Karvy Computershares Private Limited as its registrar and acts as a Transfer Agent to the schemes. Karvy Computershares Private Limited has offices in almost all the districts of the country and it has been appointed as transfer agents in the official point to accept all online/electronic transactions. Currently, the company is offering 9 mutual funds with 54 options which include direct option growth plan, direct option dividend plan, regular option growth plan, regular option dividend plan, etc.

If we talk about customer assistance, then the company is offering a toll-free number and email ID to get into contact with them. It has also provided online FAQs, where you will find the answers to major investors’ questions. You can contact them at any time in between the business hours.

Taurus MF Toll-Free No.: 1800 108 1111

Taurus MF Email ID: "[email protected]"

Review Summary

The objective of Taurus Mutual Fund is to provide financial planning solutions and investment advice which allows investors to balance in the returns & financial risk effectively. Its investment philosophy is based on the deep knowledge of the Indian Market, expert manpower and proven reliable financial tools which will help in customizing the investments according to the needs of investors. All these investment philosophies help them in long-term growth as well as short-term monetary gains.

About Taurus Mutual Fund

  • Fund Type:Indian Private
  • Name of AMC:Taurus Asset Management Company Limited
  • Name of Sponsor:HB Portfolio Limited
  • Name of Trustee Company:Taurus Investment Trust Company Limited
  • Registrar: Karvy Computershare Private Limited
  • SEBI Registration Number:MF/002/93/
  • Email:[email protected]
  • Address:
  • Contact Number:022-66242700


  • Offer multiple tools to calculate how much you need to save
  • Knowledge center provided for novice investors


  • Less PAN India presence
  • No mobile apps
  • No SIP plus Insurance facility available

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Taurus Mutual Fund - Assets under management (AUM)

Taurus Mutual Fund - AUM performance by quarter
Year Quarter FundValue (Rs Lakhs) Difference from previous quater
2020 Q4 (Jan-Mar) 47534.3 6665.41 (16.31 %)
2020 Q2 (Jul-Sep) 40868.89 5091.87 (14.23 %)
2020 Q1 (Apr-Jun) 35777.02 -6075.17 (-14.52 %)
2019 Q4 (Jan-Mar) 41852.19 -1281.86 (-2.97 %)
2019 Q3 (Oct-Dec) 43134.05 2112.07 (5.15 %)
2019 Q2 (Jul-Sep) 41021.98 -2465.17 (-5.67 %)
2019 Q1 (Apr-Jun) 43487.15 1066.04 (2.51 %)
2018 Q4 (Jan-Mar) 42421.11 295.31 (0.7 %)
2018 Q3 (Oct-Dec) 42125.8 -3249.72 (-7.16 %)
2018 Q2 (Jul-Sep) 45375.52 192.78 (0.43 %)
2018 Q1 (Apr-Jun) 45182.74 -5747.43 (-11.28 %)
2017 Q4 (Jan-Mar) 50930.17 -8773 (-14.69 %)
2017 Q3 (Oct-Dec) 59703.17 2213.74 (3.85 %)
2017 Q2 (Jul-Sep) 57489.43 -777.38 (-1.33 %)
2017 Q1 (Apr-Jun) 58266.81 -129340.25 (-68.94 %)
2016 Q4 (Jan-Mar) 187607.06 -46337.01 (-19.81 %)
2016 Q3 (Oct-Dec) 233944.07 -32398.12 (-12.16 %)
2016 Q2 (Jul-Sep) 266342.19 -53256.22 (-16.66 %)
2016 Q1 (Apr-Jun) 319598.41 -75259.63 (-19.06 %)
2015 Q4 (Jan-Mar) 394858.04 44523.85 (12.71 %)
2015 Q3 (Oct-Dec) 350334.19 -115265 (-24.76 %)
2015 Q2 (Jul-Sep) 465599.19 46814.41 (11.18 %)
2015 Q1 (Apr-Jun) 418784.78 3741.39 (0.9 %)
2014 Q4 (Jan-Mar) 415043.39 6806.53 (1.67 %)
2014 Q3 (Oct-Dec) 408236.86 -32848.29 (-7.45 %)
2014 Q2 (Jul-Sep) 441085.15 32790.38 (8.03 %)
2014 Q1 (Apr-Jun) 408294.77 55046.26 (15.58 %)
2013 Q4 (Jan-Mar) 353248.51 30903.99 (9.59 %)
2013 Q3 (Oct-Dec) 322344.52 49118.56 (17.98 %)
2013 Q2 (Jul-Sep) 273225.96 -173185.98 (-38.8 %)
2013 Q1 (Apr-Jun) 446411.94 446411.94 ( %)

AUM stands for assets under management or funds under management and is a measure how much money an asset management company (AMC) manages on behalf of clients. Value of AUM is calculated as sum of total holdings * most recent market price for each holding. Taurus Mutual Fund has been ranked number 41 in terms of AUM in Indian Mutual Fund market.

Taurus Mutual Fund Product and Services - 2021

Taurus Mutual Fund offers 3 types of mutual fund schemes for investors. These are:

Taurus Equity Mutual Funds

Those schemes which invest at least 80% of their total capital in the equity and equity-related securities are called equity mutual funds. They are further divided into multiple categories as formed by SEBI, which are large-cap funds, mid-cap funds, small-cap funds, multi-cap funds, index funds, sectoral specific funds, etc. Investors who have an appetite of tolerating moderately high-risk to high-risk and an investment horizon of at least 5-7 years should invest in these funds. These schemes offer two options, Direct Funds- Growth Plans and Direct Funds- Dividend Plans. Some of the equity schemes offered by Taurus Mutual Fund are:

  • Taurus Large-cap Equity Fund
  • Taurus Discovery (Midcap) Fund
  • Taurus Ethical Fund
  • Taurus Infrastructure Fund
  • Taurus Nifty Index Fund
  • Taurus Starshare (Multi-Cap) Fund
  • Taurus Banking & Financial Services Fund

Overall Benefits:

  • Helps in long-term capital appreciation
  • Provides tax benefit
  • The research-based investment will give you capital growth

Taurus ELSS Mutual Fund

The schemes which offer a tax benefit to investors under Section 80C of the Income Tax Act, 1961 by investing most of its capital in equity and equity-related securities across the market cap are called Equity Linked Savings Scheme. It is an open-ended scheme with a statutory lock-in period of 3 years offers exemption up to 1.50 Lakh. A similar scheme is offered by Taurus MF named as Taurus Tax Shield Mutual Fund. Investors can invest in the fund through SIP or lumpsum mode to get the exemption. So, the investors who want to save taxes and have at least 5 years of investment horizon with a moderately high-risk appetite can invest in it.

Overall Benefits:

  • Exemption under Income Tax
  • Long-term capital appreciation
  • Invest across the market cap

Taurus Liquid Mutual Fund

The funds which are similar to a savings account and invest most of their corpus in debt and money market instruments which has a maturity of up to 91 days are called liquid funds. These securities hold the least amount of risk, but can offer high interest with up to 9% or more depending on the debt market and quality of instruments. Such fund is also offered by Taurus MF, namely, Taurus Liquid Fund where you can invest your idle money in SIP or lumpsum mode for a day or more as per your requirements.

Overall Benefits:

  • No exit load
  • Least expense ratio
  • High returns compared to traditional saving instruments

Other tools offered by Taurus Mutual Fund

There are various tools provided by the fund house to make mutual fund investments simple for investors and help them to choose the best fund according to their risk appetite as well as investment horizon. These are:

  • Taurus Tax Planner

    The company is offering a tax planner tool which helps investors to calculate tax and plan investments so that they can make the most of the hard-earned money.

  • TSIP Calculator

    Taurus Systematic Investment Plan tool helps you to calculate how a small sum of money invested every month in mutual funds will give you large saving in the long-term.

  • Inflation Calculator

    This calculator helps the investor to calculate the further value of money so that they can plan investments accordingly and face future with the desired lifestyle.

  • Net Worth Calculator

    The net worth calculator of Taurus Mutual Fund helps you to know the personal net worth and plan your further expenses and investments.

Taurus Mutual Fund Fact Sheets

Every mutual fund house has to share fact sheets of its schemes which have all the essential details of the funds takes place in the last month. These factsheets include the NAV, asset under management, fund manager, fund size, volatility measures, expense ratio, turnover ratio, industry exposure, dividend allocation and many other details associated with the fund. These documents are shared with AMFI as well as with investors so that they can decide if they want to invest or stay invested or not. So, Taurus AMC is also sharing its fact sheets since April 2008. You can download Taurus Mutual Funds Factsheets here.

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Taurus Mutual Fund - by Scheme Category

In this section we have just divide the Taurus Mutual Fund scheme by category, you can click on category link to explore more about each scheme. Complete details of each scheme, latest NAV, performance are available on relevant pages.

Number of Scheme in each category for Taurus Mutual Fund
AMC Category Number of Funds
Taurus Mutual Fund Other Scheme - Index Funds 2
Taurus Mutual Fund Money Market 2
Taurus Mutual Fund Equity Scheme - Sectoral/ Thematic 4
Taurus Mutual Fund Equity Scheme - Multi Cap Fund 1
Taurus Mutual Fund Equity Scheme - Mid Cap Fund 3
Taurus Mutual Fund Equity Scheme - Large Cap Fund 2
Taurus Mutual Fund Equity Scheme - Flexi Cap Fund 1
Taurus Mutual Fund Equity Scheme - ELSS 2
Taurus Mutual Fund Debt Scheme - Liquid Fund 1

How to Invest with Taurus Mutual Fund

Online invest via Website:

All the mutual fund companies offer online investment, so does Taurus MF where you can directly invest on its website. All you need to do is submit your KYC and need your PAN card as well as Aadhar Card. You can release your money through a debit card with ATM PIN, net banking, NEFT, RTGS, the Interbank Mobile Payment Service (IMPS), and One Time Bank Mandate. Investment from the website is available 24*7 but you will get the NAV of the next working day. With this, the tracking and investments both are easy, so if you want to invest in any scheme of Taurus MF login here.

Taurus Mutual Fund Mobile Apps:

The company has not provided any mobile app, so investors who want to invest online in the schemes of Taurus AMC needs to invest via website or distributors’ mobile apps. This is one of the major drawbacks of the company.

Taurus Physical Investment Form:

The company is providing all the forms in PDF form for its investors on its website, which can be submitted to KARVY offices. You can download Taurus Mutual Fund physical form here.

Local Branch Office and Advisor

You can locate the branch of Taurus Mutual Fund through its branch locator. Locate Taurus MF branch here.

Stock Exchange Platform

Investors can also buy the schemes of Taurus Mutual Fund at BSE StAR platform and NMF II platform of NSE.

Taurus Mutual Fund - Active Customer/Folio Count and Complaints

Active Customer and Folio Count for Taurus Mutual Fund
Year Folio Count Folio Count difference from last year Complaint Count Complaint %
2018-2019 119803 -929 (-0.77 %) 18 0.02%
2017-2018 120732 -5375 (-4.26 %) 11 0.01%
2016-2017 126107 -9716 (-7.15 %) 40 0.03%
2015-2016 135823 -5110 (-3.63 %) 15 0.01%
2014-2015 140933 -13113 (-8.51 %) 24 0.02%
2013-2014 154046 -24740 (-13.84 %) 67 0.04%
2011-2012 178786 4289 (2.46 %) 111 0.06%
2010-2011 174497 174497 ( %) 242 0.14%

Taurus Mutual Fund - Active Customer/Folio Count and Complaints table give you company performance in term of growth and customer satisfaction in term of complaints count and complaints % with respective of total folio.

Final thought about Taurus Mutual Fund

Taurus MF is amongst the top private mutual fund houses of India, which has been offering multiple mutual fund schemes for the investors. The company has a team of professionals who possess considerable expertise and talent. They invest in a way which satisfies the risk and returns profile of the investors. Taurus AMC is fully transparent with its investment policies to investors and this helps them in making investors informed regarding their investment decisions. Some of the top funds offered by the fund house under the equity category are Taurus Discovery (midcap) Fund and Taurus Banking & Financial Services Fund. The investors who have a high-risk appetite and 7-10 years of investment horizon should invest in the former fund. Those who are interested in investing in Taurus Banking & Financial Services Fund must have a vast knowledge of the banking and finance sector as well as high-risk appetite and investment horizon of at least 5 years. These funds can provide decent returns in the long run.

If you like what you have read and want to choose Taurus Mutual Fund or any other AMC, leave your contact information with us and we will guide you.

Taurus Mutual Fund User Reviews