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Taurus Bonanza Fund (G)

PLAN: Regular OPTIONS: Growth
61.580 0.91 (1.50%)

NAV as on 08 Dec, 2016

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 Jun 2016) 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 08 Dec, 2016)

Period Returns (%) Rank #
1 mth -3.8 123
3 mth -8.0 194
6 mth 2.1 188
1 year 2.8 203
2 year 0.9 170
3 year 13.2 134
5 year 10.6 72

# Moneycontrol Rank within 269 Diversified Equity Schemes.

Absolute Returns (in %)

Year Qtr 1 Qtr 2 Qtr 3 Qtr 4 Annual
2016 -8.7 - - - -
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
2011 -6.7 -2.6 -10.7 -5.2 -23.9

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 -3.8 -8.0 2.1 2.8 0.9 13.2 10.6
Category avg -3.0 -4.9 5.0 7.7 3.9 11.8 8.9
Difference of Fund returns and Category returns -0.8 -3.1 -2.9 -4.9 -3.0 1.4 1.7
Best of category 7.5 16.9 25.6 26.7 25.4 58.7 27.1
Worst of category -8.9 -11.1 -18.5 -19.0 -8.6 -1.7 1.4
Benchmark returns # -1.9 -6.7 2.2 9.9 0.6 10.2 11.8
Difference of Fund returns and Benchmark returns -1.9 -1.3 -0.1 -7.1 0.3 3.0 -1.2
# 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 Aug 02, 0995
Benchmark S&P BSE 100
Asset Size (Rs cr) 24.79 (Sep-30-2016)
Minimum Investment Rs.5000
Last Dividend Rs.2.50 (Jul-07-2006) View Dividend History
Bonus N.A.
Fund Manager Sadanand Shetty
View performance of schemes managed by the Fund Manager
Notes N.A

Load Details

Entry Load N.A
Exit Load 0.00%
Load Comments The revised exit load will be Nil. With effect from Oct 10.

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 (%)
Reliance Equity Oppor - IP (G) Not Ranked
8.92 -8.9 0.8 -2.0 17.6 17.3
Reliance Equity Oppor - RP (G) Rank 4
9,797.45 -8.9 0.7 -2.2 17.4 17.1
ICICI Pru Value Discovery Fund (G) Rank 1
12,449.59 -6.1 3.7 8.1 26.2 23.3
ICICI Pru Value Discovery - DP (G) Not Ranked
1,594.69 -5.8 4.4 9.4 27.5 --
HDFC Equity Fund (G) Rank 5
12,745.58 -5.5 7.2 11.3 18.0 15.5
* Returns over 1 year are Annualised More »

Portfolio

Top Holdings (Oct 28, 16)

Equity Sector Value
(Rs cr)
Asset %
HDFC Bank Banking/Finance 1.69 6.67
HDFC Banking/Finance 1.49 5.88
Infosys Technology 1.34 5.30
ITC Tobacco 1.23 4.84
Reliance Oil & Gas 1.17 4.60
ICICI Bank Banking/Finance 1.12 4.42
Maruti Suzuki Automotive 0.86 3.38
Larsen Engineering 0.83 3.26
TCS Technology 0.81 3.21
Tata Motors Automotive 0.69 2.71

Full Portfolio

Sector Allocation (Oct 28, 16)

Sector %

1-Year

HighLow

Banking/Finance 29.69 28.17 24.41
Automotive 11.71 14.33 4.48
Technology 10.30 12.18 10.49
Oil & Gas 10.23 13.56 8.21
Pharmaceuticals 7.07 6.98 4.73
Metals & Mining 5.28 2.59 0.55

View All Sectors

Asset Allocation (%)(Oct 28, 16)

Equity 98.89
Others 0.04
Debt 0.00
Mutual Funds N.A
Money Market 0.00
Cash / Call 1.07

View All

Concentration

Holdings (%)
Top 5 27.29
Top 10 44.27
Sector (%)
Top 3 51.70

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