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Taurus Bonanza Fund (G)

PLAN: Regular OPTIONS: Growth
73.750 0.51 (0.70%)

NAV as on 15 Dec, 2017

CRISIL MF RANK

Not Ranked

Riskometer

MODERATELY HIGH

MODERATELY HIGH

  • Principal at moderately high risk.
FUND FAMILY : Taurus Mutual Fund FUND CLASS : Diversified Equity
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ranking by CRISIL

Not Ranked

This scheme is not ranked by CRISIL (for quarter ended Sep 2017) since it does not fulfill certain eligibility criteria of CRISIL

View Top ranked funds in other categories

Benchmark Index:
 
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Returns (NAV as on 15 Dec, 2017)

Period Returns (%) Rank #
1 mth 1.7 190
3 mth -0.1 216
6 mth 5.4 209
1 year 21.1 189
2 year 11.4 213
3 year 8.1 178
5 year 11.2 70

# Moneycontrol Rank within 259 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2017 11.2 2.3 1.0 - -
2016 -8.7 8.2 5.4 -7.8 -1.9
2015 6.5 -2.0 -5.0 1.1 2.8
2014 5.1 17.6 3.9 7.1 38.4
2013 -9.7 -1.3 -5.4 11.8 -2.6
2012 10.1 -2.0 8.6 4.0 24.8

View where it stands within its peers

* Returns over 1 year are Annualised

* Calculation Remark - Dividends are reinvested at the rate of return

Performance

Fund returns v/s Category average (Diversified Equity)

* Returns over 1 year are Annualised
  1 mth (%) 3 mth (%) 6 mth (%) 1 yr (%) 2 yr (%) 3 yr (%) 5yr (%)
Fund Returns 1.7 -0.1 5.4 21.1 11.4 8.1 11.2
Category avg 2.5 4.2 9.3 26.7 17.4 10.5 10.0
Difference of Fund returns and Category returns -0.8 -4.3 -3.9 -5.6 -6.0 -2.4 1.2
Best of category 7.5 16.9 21.3 53.7 34.2 23.9 27.0
Worst of category -8.8 -7.7 -11.5 -7.6 -0.1 2.8 1.4
Benchmark returns # 2.3 2.7 8.9 28.7 17.4 9.3 12.8
Difference of Fund returns and Benchmark returns -0.6 -2.8 -3.5 -7.6 -6.0 -1.2 -1.6
# Benchmark Index: S&P BSE 100

Investment Info

Investment Objective

The investment objective is to provide investors long-term capital appreciation Investments shall be primarily in Equity and Equity related instruments that offer scope for long-term capital appreciation. The Fund will also be invested in debt and money market instruments.

Scheme details

Fund Type Open-Ended
Investment Plan Growth
Launch date Feb 28, 1995
Benchmark S&P BSE 100
Asset Size (Rs cr) 81.80 (Sep-30-2017)
Minimum Investment Rs.5000
Last Dividend Rs.2.50 (Jul-07-2006) View Dividend History
Bonus N.A.
Fund Manager Prasanna Pathak
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.50%
Load Comments Exit Load 0.50% if redeemed within 7 days form the date of allotment

Contact Details

Regd. Office AML Center 1, Gr. floor, Mahakali Caves Road, Andheri (E), Mumbai, 400093
Tel. No. 66242700
Fax No. 022-66242777
Email customercare@taurusmutualfund.com
Website http://www.taurusmutualfund.com

Peer Comparison

Diversified Equity Crisil Rank Assets (Rs.cr)
3mth (%) 6mth (%) 1yr (%) 3yr (%) 5yr (%)
Franklin (I) Prima Plus -Direct (G) Rank 3
1,952.41 3.9 9.4 28.4 14.1 --
HDFC Equity Fund - Direct (G) Rank 3
5,313.63 5.4 11.0 32.3 12.2 --
Reliance Equity Oppor -Direct (G) Rank 5
1,146.35 7.9 13.4 34.5 10.4 --
Franklin India Prima Plus (G) Rank 3
9,426.19 3.6 8.9 27.0 12.9 18.7
ICICI Pru Value Discovery Fund (G) Rank 5
14,542.94 2.8 6.5 19.1 10.9 20.4
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 31, 17)

Equity Sector Value
(Rs cr)
Asset %
Reliance Oil & Gas 9.27 5.20
Larsen Engineering 5.77 3.23
Tata Power Utilities 5.72 3.21
ONGC Oil & Gas 5.17 2.90
ICICI Bank Banking/Finance 5.08 2.85
HDFC Banking/Finance 4.96 2.78
Ambuja Cements Cement 4.83 2.71
HUL Cons NonDurable 4.53 2.54
Kotak Mahindra Banking/Finance 4.45 2.49
GAIL Oil & Gas 4.38 2.45

Full Portfolio

Sector Allocation (Oct 31, 17)

Sector %

1-Year

HighLow

Banking/Finance 20.65 0.00 0.00
Oil & Gas 12.74 0.00 0.00
Automotive 12.61 0.00 0.00
Metals & Mining 10.55 0.00 0.00
Utilities 6.97 0.00 0.00
Cement 6.50 0.00 0.00

View All Sectors

Asset Allocation (%)(Oct 31, 17)

Equity 93.02
Others 0.00
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 6.98

View All

Concentration

Holdings (%)
Top 5 17.39
Top 10 30.36
Sector (%)
Top 3 46.00

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