Taurus Short Term Income Fund (D)
Fund Family Taurus Mutual Fund
Fund Class Debt Short Term
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Good performance in the category
The scheme is ranked 2 in Debt Short Term category by Crisil. If you are already invested in this scheme, you may continue to stay invested. But, do keep a check on its performance.
View Top ranked funds in this category
Returns (NAV as on May-25-2012)
| Period | Returns (%) | Rank # |
|---|---|---|
| 1 mth | 0.7 | 13 |
| 3 mth | 2.5 | 14 |
| 6 mth | 5.0 | 13 |
| 1 year | 10.2 | 14 |
| 2 year | 9.1 | 2 |
| 3 year | 6.7 | 30 |
| 5 year | 5.4 | 27 |
# Moneycontrol Rank within 73 Debt Short Term Schemes.
Absolute Returns (in %)
| Year | Qtr 1 | Qtr 2 | Qtr 3 | Qtr 4 | Annual |
|---|---|---|---|---|---|
| 2012 | - | - | - | - | - |
| 2011 | - | -0.2 | -0.1 | -0.1 | 0.1 |
| 2010 | 0.3 | 1.3 | -0.2 | - | 1.4 |
| 2009 | -0.9 | 0.6 | -0.8 | 2.2 | 1.6 |
| 2008 | 1.4 | 1.1 | 1.6 | 1.0 | 5.3 |
| 2007 | 1.9 | 0.7 | 0.6 | 0.7 | 4.2 |
* Returns over 1 year are Annualised
Performance
Fund returns v/s Category average (Debt Short Term)
| 1 mth (%) | 3 mth (%) | 6 mth (%) | 1 yr (%) | 2 yr (%) | 3 yr (%) | 5yr (%) | |
| Fund Returns | 0.7 | 2.5 | 5.0 | 10.2 | 9.1 | 6.7 | 5.4 |
| Category avg | 0.6 | 2.1 | 4.3 | 8.9 | 6.3 | 4.5 | 3.2 |
| Difference of Fund returns and Category returns | 0.1 | 0.4 | 0.7 | 1.3 | 2.8 | 2.2 | 2.2 |
| Best of category | 1.4 | 3.2 | 5.7 | 14.5 | 10.9 | 9.2 | 9.6 |
| Worst of category | 0.4 | 0.4 | 0.5 | 0.1 | -0.9 | 0.2 | 1.0 |
Investment Info
Investment Objective
To generate income and capital appreciation with low volatility by investing in a diversified portfolio of short term debt and money market instruments.
Scheme details
| Fund Type | Open-Ended |
|---|---|
| Investment Plan | Dividend |
| Launch date | Aug 18, 2001 |
| Benchmark | CRISIL Short Term Bond Fund |
| Asset Size (Rs cr) | 235.96 (Mar-31-2012) |
| Minimum Investment | Rs.5000 |
| Last Dividend | Rs.16.19 (Apr-20-2012) |
| Bonus | N.A. |
| Fund Manager | Rahul Pal View performance of schemes managed by the Fund Manager |
| Notes | Taurus Income Fund renamed as Taurus Short Term Income Fund with effect from 9 April 2010. The Fund has changed the unit value of Rs 10 to Rs 1000 with effect from 26 April 2010. |
Load Details
| Entry Load | N.A |
|---|---|
| Exit Load | 0.25% |
| Load Comments | Exit Load 0.25% if exited before 1month 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 |
| customercare@taurusmutualfund.com | |
| Website | http://www.taurusmutualfund.com |
Peer Comparison
| Debt Short Term | Crisil Rank | Assets (Rs.cr) |
|||||
| 3mth (%) | 6mth (%) | 1yr (%) | 3yr (%) | 5yr (%) | |||
| Templeton (I) STIF - Inst. (G) | Not Ranked |
673.65 | 2.3 | 4.5 | 9.7 | 8.5 | 9.4 |
| Templeton (I) ST Income (G) | Rank 4 |
4,159.60 | 2.2 | 4.4 | 9.5 | 8.3 | 9.3 |
| Templeton India Income Oppor. (G) | Rank 5 |
3,194.27 | 2.1 | 4.4 | 9.5 | -- | -- |
| Templeton (I) Low Duration (G) | Rank 3 |
523.74 | 2.6 | 5.0 | 10.1 | -- | -- |
| Templeton (I) Low Duration (QD) | Not Ranked |
1,377.97 | 0.4 | 0.5 | 0.1 | 0.2 | 1.0 |
| * Returns over 1 year are Annualised | More » | ||||||
Portfolio
Top Holdings (Apr 30, 12)
| Debt | Rating | Value (Rs cr) |
Asset % |
|---|---|---|---|
| ORIENTAL BANK OF COMMERCE | CRISIL A1+ | - | 23.14 |
| RELIGARE FINVEST LTD | ICRA A1+ | - | 22.99 |
| ESSAR SHIPPING LTD | CARE A1 | - | 18.50 |
| IDBI BANK LTD | CRISIL A1+ | - | 17.72 |
| SUNDARAM FINANCE LTD | CARE AA+ | - | 9.30 |
| STATE BANK OF PATIALA | CRISIL A1+ | - | 4.61 |
| CLEARING CORPORATION OF INDIA LTD | - | 3.04 | |
| 364 DAYS TBILL (MD 13/07/2012) | SOV | - | 0.46 |
Asset Allocation (%)(Apr 30, 12)
| Equity | 0.00 |
| Others | 0.00 |
| Debt | 99.76 |
| Mutual Funds | N.A |
| Money Market | 0.00 |
| Cash / Call | 0.25 |
Concentration
| Holdings | (%) |
|---|---|
| Top 5 | 91.65 |
| Top 10 | 99.76 |
| Sector | (%) |
|---|---|
| Top 3 | N.A. |
News & Videos
News
Taurus Mutual Fund appoints equity fund manager
Taurus Mutual Fund has announced appointment of Abhinav Sharma who has joined the services of Taurus ...
Apr 10, 2012 at 17:22 | Source: Moneycontrol.com
-
Smaller-cap stocks help mutual funds in February
Diversified equity funds posted better returns than the BSE Sensex in February, helped by small and ...
Mar 02, 2012 at 15:25 | Source: Reuters
-
MFs cry foul over Sebi's perform or perish norm for NFOs
Market regulator Sebi regulates the mutual fund industry, not just through directives and orders in ...
Feb 06, 2012 at 21:36 | Source: CNBC-TV18
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Oct 25, 2011
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