Taurus Mutual Fund: AUM, History, Leadership & Top Funds
Taurus Mutual Fund, registered in 1993, manages ₹1,122.61 crore. See its history, leadership and top funds with returns and risk data.
Taurus Mutual Fund was registered with SEBI in 1993 and is managed by HB Portfolio Limited, which is also its Asset Management Company. It manages ₹1,122.61 crore, with Prashant Soni as CEO. This guide covers its history, key details and its top 10 funds with returns and risk data.
Key takeaways
- Taurus Mutual Fund manages ₹1,122.61 crore and was incorporated on 20 August 1993; it is 33 years old.
- It is registered with SEBI under code MF/002/93, and its first plan, Taurus Starshare, is still running.
- HB Portfolio Limited manages the fund and acts as the AMC, with Taurus Investment Trust Company as trustee.
- Prashant Soni is CEO and Kanishk Kapur is Chief Investment Officer.
- Two of its top 10 funds show 0.00% returns in the source data, so treat them with caution.
What is Taurus Mutual Fund?
Taurus Mutual Fund has operated since 1993, a time when the Indian Government mostly owned the biggest players in the business. According to the fund house's overview, it was one of the first private players to register with SEBI, and it was the first private player to receive permission to manage investment profiles from NRIs and FIIs. Its first plan, Taurus Starshare, is still going strong today.
Today, the fund is managed by HB Portfolio Limited, which is also the AMC. The Taurus Investment Trust Company serves as the board of trustees.
How has Taurus Mutual Fund's ownership changed?
Two promoters, HB Mutual Fund and Taurus Mutual Fund, merged in 1999 to form Creditcapital Asset Management Co. Ltd., which was renamed Taurus Asset Management Co. Ltd. in 2006. In 2002, Taurus took over some portions of the BOI Mutual Fund. Over the last decade, the fund house has also received investments from IFC in Washington DC and the European Commission Investment Corporation in Brussels.
Taurus Mutual Fund: key information
| Field | Detail |
|---|---|
| Total AUM | ₹1,122.61 crore |
| AMC age | 33 years |
| Incorporation date | 20 August 1993 |
| Sponsors | HB Portfolio Limited |
| Trustee organisation | Taurus Investment Trust Company Limited |
| CIO | Kanishk Kapur(Chief Investment Officer) |
| MD | Mr. Waqar Naqvi and R. K. Gupta respectively |
| CEO | Prashant Soni(Chief Executive Officer) |
| Compliance officer | Ms Anu Suri |
| Address | 3rd Floor, 301-304, ChandravillasCo-op Premises Society Ltd.AML Centre 2, 8 Mahal Industrial Estate, Off. Mahakali CavesRoad, Andheri-East, Mumbai 400093 |
Top 10 Taurus Mutual Funds ranked by an internal score
These are the fund house's top 10 funds, ranked by Invo Wealth's internal fund-quality score. The score itself is not shown, only the return and risk numbers behind it. A "--" means the fund has not completed that period or the data is unavailable.
Returns across 6 months to 5 years
Performance data as of 5 September 2026.
| Fund | Sub-category | 6M CAGR | 1Y CAGR | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Taurus Large Cap Fund | Large Cap Fund | 15.66% | 9.02% | 13.36% | 10.47% |
| Taurus Infrastructure Fund | Sectoral/Thematic Fund | -2.20% | -6.25% | 8.19% | 10.38% |
| Taurus Nifty 50 Index Fund | Index Fund | -6.49% | -3.47% | 6.84% | 6.67% |
| Taurus ELSS Tax Saver Fund | ELSS (Tax Saver) Fund | 11.46% | -0.50% | 10.16% | 10.33% |
| Taurus Banking & Financial Services Fund | Sectoral/Thematic Fund | -2.98% | 1.61% | 8.58% | 9.00% |
| Taurus Flexi Cap Fund | Flexi Cap Fund | 25.12% | 8.42% | 11.36% | 10.28% |
| Taurus Ethical Fund | Sectoral/Thematic Fund | 7.97% | 1.08% | 8.68% | 8.45% |
| Taurus Investor Education Pool (Greater than 3 yrs) - Growth | Money Market Fund | 0.00% | 0.00% | 0.00% | 0.00% |
| Taurus Mid Cap Fund | Mid Cap Fund | 32.31% | 6.58% | 8.91% | 12.33% |
| Taurus Liquid Fund-Growth | Liquid Fund | 0.00% | 0.00% | 0.00% | 0.00% |
All funds listed are Regular Plan - Growth option. CAGR = compound annual growth rate.
Risk and consistency metrics
| Fund | ISIN | Mean 1Y rolling return | Volatility | Max drawdown (3Y) | Sortino ratio |
|---|---|---|---|---|---|
| Taurus Large Cap Fund | INF044D01773 | 13.81% | 16.66% | -17.68% | 0.53 |
| Taurus Infrastructure Fund | INF044D01906 | 18.62% | 22.06% | -25.44% | 0.07 |
| Taurus Nifty 50 Index Fund | INF044D01948 | 12.41% | 15.77% | -15.68% | -0.01 |
| Taurus ELSS Tax Saver Fund | INF044D01AC9 | 14.54% | 16.53% | -17.01% | 0.26 |
| Taurus Banking & Financial Services Fund | INF044D01BI4 | 13.26% | 18.94% | -15.01% | 0.12 |
| Taurus Flexi Cap Fund | INF044D01989 | 13.74% | 17.84% | -20.97% | 0.33 |
| Taurus Ethical Fund | INF044D01864 | 13.87% | 16.60% | -21.17% | 0.14 |
| Taurus Investor Education Pool (Greater than 3 yrs) - Growth | -- | 0.00% | -- | 0.00% | -19.11 |
| Taurus Mid Cap Fund | INF044D01815 | 16.70% | 22.14% | -24.09% | 0.11 |
| Taurus Liquid Fund-Growth | INF044D01575 | -- | -- | -- | -- |
The Taurus Large Cap Fund shows volatility of 16.66% and a 3-year CAGR of 13.36%, while the Taurus Infrastructure Fund shows volatility of 22.06% and a max drawdown of -25.44%. The Taurus Investor Education Pool and Taurus Liquid Fund show 0.00% returns across periods in the source data; check the fund house for their current figures rather than relying on this table.
How to invest in Taurus Mutual Fund
You can invest online through the fund house's website or a platform of your choice. Sign up on Invo Wealth, get complete portfolio insights and start investing in mutual funds that actually suit you.
Conclusion
Taurus Mutual Fund is a long-established private fund house with a smaller asset base of ₹1,122.61 crore. Compare each fund's returns, volatility and drawdown with your goals before investing.
Frequently asked questions
How do I start an SIP in Taurus Mutual Fund online?
You can start an SIP online through Invo Wealth, or through the fund house's website or any other online platform or mobile app. Choose a scheme, set the amount and begin.
How do I calculate a Taurus Mutual Fund SIP?
An SIP calculation takes into account your investment amount, the SIP tenure, the number of instalments already paid and the expected interest rate.
How do I redeem a Taurus Mutual Fund investment?
Offline, visit the nearest fund house office and submit a form. Online, sign in with your folio number on the official website, or redeem through any online portal where you invested.
Can I increase my Taurus Mutual Fund SIP amount?
Yes, through a step-up or top-up SIP, which most fund houses now offer. Check with the fund house first and use a step-up calculator to decide the new amount.
How do I stop a Taurus Mutual Fund SIP online?
Place a Cancel SIP request at any time. Log in to the fund house's website with your folio number, contact your agent, or use the platform where you invested.
Mutual fund investments are subject to market risks; read all scheme-related documents carefully. This article is for education only and is not investment advice. Past performance does not guarantee future returns. Invo Wealth is an AMFI-registered mutual fund distributor (ARN-368528).